secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2023-11-09T23:59:59+00:00
Accession:  0001683168-23-007799
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AAOI Q3 revenue $62.5M, GAAP net loss -$0.27/sh, non-GAAP -$0.05/sh
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- Revenue $62.5M, up 10% YoY from $56.7M and 50% sequentially from $41.6M.
- GAAP gross margin 32.3% (vs 17.2% YoY); non-GAAP 32.5% (vs 18.0%), exceeding expectations.
- Net loss improved: GAAP -$9.0M (-$0.27/sh) vs -$15.6M (-$0.56/sh) YoY; non-GAAP -$1.7M (-$0.05/sh) vs -$7.1M.
- Shipped first 800G datacenter product samples to two customers; 100G/400G demand rising.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/0001683168-23-007799-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-23-007799

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer