---
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"
generated_at: "2026-05-31T12:08:39.818548+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AAOI Q2 revenue $43.3M, GAAP EPS -$0.66; new 400G orders from hyperscale customer

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-24-005295
- JSON: https://secwatch.observer/filing/0001683168-24-005295.json
- Plain text: https://secwatch.observer/filing/0001683168-24-005295.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.