{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-24-003159","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2024-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:17.477648+00:00","generated_at":"2026-06-02T04:55:12.892221+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Applied Optoelectronics Q1 2024 revenue $40.7M, GAAP EPS -$0.60, non-GAAP EPS -$0.31","bullets":["Revenue $40.7M, down 23% from $53.0M in Q1 2023 and down 33% from Q4 2023.","GAAP gross margin 18.7% (Q1 2023: 17.4%); non-GAAP gross margin 18.9% (Q1 2023: 23.2%).","GAAP net loss $23.2M ($0.60/sh) vs $16.3M ($0.56) YoY; non-GAAP net loss $12.0M ($0.31) vs $7.1M ($0.25).","CEO attributes miss to product mix, expects recovery in Q2 and markedly improved H2 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-24-003159","json":"https://secwatch.observer/filing/0001683168-24-003159.json","markdown":"https://secwatch.observer/filing/0001683168-24-003159.md","text":"https://secwatch.observer/filing/0001683168-24-003159.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824003159/0001683168-24-003159-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824003159/appliedopto_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T04:55:12.892221+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":"3443d33d683d39a8f3011740b872b4621f924269","claim":"APPLIED OPTOELECTRONICS, INC. reported first quarter ended March 31, 2024 results: revenue $40.7 million, net income $23.2 million, EPS $0.60 per basic share.","evidence_excerpt":"drivers remain strong across our end markets and we believe we are well positioned to capitalize on these opportunities.” First Quarter 2024 Financial Summary · GAAP revenue was $40.7 million, compared with $53.0 million in the first quarter of 2023 and $60.5 million in the fourth quarter of 2023. · GAAP gross margin was 18.7%, compared with 17.4% in the first quarter","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824003159/0001683168-24-003159-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$40.7 million"},{"label":"Net income","value":"$23.2 million"},{"label":"EPS","value":"$0.60 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"}