{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-24-001123","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2024-02-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.522517+00:00","generated_at":"2026-06-05T18:23:53.770041+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AAOI Q4 revenue $60.5M (-2% YoY); non-GAAP net income $1.6M first quarterly profit in years","bullets":["Q4 GAAP revenue $60.5M (-2% YoY; -3% QoQ); GAAP gross margin improved to 35.7% from 10.1% YoY.","GAAP net loss $13.9M ($0.38/sh) narrowed from $20.3M loss ($0.71) in Q4 2022.","Non-GAAP net income $1.6M ($0.04 diluted EPS), first non-GAAP quarterly profit in years, vs non-GAAP loss $5.4M in Q4 2022.","Full year 2023 revenue $217.6M (-2% YoY); GAAP net loss $56.0M ($1.75/sh) improved from $66.4M loss ($2.38) in 2022.","CEO guides Q1 revenue decline due to Lunar New Year and price cuts; expects substantial improvement in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-24-001123","json":"https://secwatch.observer/filing/0001683168-24-001123.json","markdown":"https://secwatch.observer/filing/0001683168-24-001123.md","text":"https://secwatch.observer/filing/0001683168-24-001123.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001123/0001683168-24-001123-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001123/appliedopto_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T18:23:53.770041+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"86189b901e647b9a8091418c941ed9019afc9710","claim":"APPLIED OPTOELECTRONICS, INC. reported fourth quarter ended December 31, 2023 results: revenue $60.5 million.","evidence_excerpt":"ombined with some price reductions, with substantial improvement expected in Q2.” Fourth Quarter 2023 Financial Summary · GAAP revenue was $60.5 million, compared $61.6 million in the fourth quarter of 2022 and $62.5 million in the third quarter of 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001123/0001683168-24-001123-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$60.5 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f3382fbc450327f63cdbca4a1f5dd67b341a6e97","claim":"APPLIED OPTOELECTRONICS, INC. reported full year ended December 31, 2023 results: revenue $217.6 million.","evidence_excerpt":"Full Year 2023 Financial Summary · GAAP revenue was $217.6 million, compared with $222.8 million in 2022. · GAAP gross margin was 27.1%, compared with 15.1% in 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001123/0001683168-24-001123-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended December 31, 2023"},{"label":"Revenue","value":"$217.6 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}