{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-24-005295","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2024-08-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:12.298560+00:00","generated_at":"2026-05-31T12:08:39.818548+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 Q2 revenue $43.3M, GAAP EPS -$0.66; new 400G orders from hyperscale customer","bullets":["GAAP revenue $43.3M vs $41.6M in Q2'23 and $40.7M in Q1'24.","GAAP gross margin 22.1% (up from 19.0%); non-GAAP gross margin 22.5% (vs 24.8% a year ago).","GAAP net loss $26.1M ($0.66/sh) vs $16.9M loss ($0.57/sh) in Q2'23; non-GAAP loss $10.9M ($0.28/sh) vs $6.1M ($0.21).","Received orders for 400G products from a new large hyperscale customer; expects CATV ramp in Q3 and continued DC improvement."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-24-005295","json":"https://secwatch.observer/filing/0001683168-24-005295.json","markdown":"https://secwatch.observer/filing/0001683168-24-005295.md","text":"https://secwatch.observer/filing/0001683168-24-005295.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824005295/0001683168-24-005295-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316824005295/appliedopto_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T12:08:39.818548+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}