{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-24-001140","form_type":"8-K/A","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2024-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.522319+00:00","generated_at":"2026-06-05T16:44:41.982840+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Opto corrects Q1 2024 non-GAAP net loss outlook to $10.9M-$12.6M; reports Q4 non-GAAP net income $1.6M","bullets":["Corrected Q1 2024 non-GAAP net loss range from $18.9M-$20.8M to $10.9M-$12.6M due to clerical error.","Q4 2023 revenue $60.5M; GAAP gross margin 35.7% (up from 10.1% YoY); non-GAAP net income $1.6M ($0.04 diluted EPS).","Full year 2023 revenue $217.6M (down 2% YoY); GAAP net loss $56.0M ($1.75 per share); non-GAAP net loss $13.3M ($0.42 per share).","Management guided Q1 2024 revenue decline due to Lunar New Year and price reductions; expects substantial improvement in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-24-001140","json":"https://secwatch.observer/filing/0001683168-24-001140.json","markdown":"https://secwatch.observer/filing/0001683168-24-001140.md","text":"https://secwatch.observer/filing/0001683168-24-001140.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001140/0001683168-24-001140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001140/appliedopto_8ka1.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T16:44:41.982840+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":"e29e096b546f507e82022b14db1fa7db64885121","claim":"APPLIED OPTOELECTRONICS, INC. reported the fourth quarter and full year ended December 31, 2023 results: revenue $60.5 million, net income GAAP net loss was $13.9 million, or $0.38 per basic share, EPS $0.38 per basic share.","evidence_excerpt":"in Q1 due to the Lunar New Year combined 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. · GAAP gross margin was 35.7%, compared with 10.1% in the fourth quarter","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824001140/0001683168-24-001140-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and full year ended December 31, 2023"},{"label":"Revenue","value":"$60.5 million"},{"label":"Net income","value":"GAAP net loss was $13.9 million, or $0.38 per basic share"},{"label":"EPS","value":"$0.38 per basic share"},{"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"}