---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-24-007741"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2024-11-07T23:59:59+00:00"
generated_at: "2026-05-30T03:18:01.254131+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q3 revenue $65.2M; GAAP EPS -$0.42; non-GAAP EPS -$0.21

## Summary
- Revenue $65.2M (up 51% QoQ from $43.3M); GAAP gross margin 24.4% vs 32.3% YoY.
- GAAP net loss $17.8M ($0.42 loss per share) vs net loss $9.0M ($0.27) in Q3 2023.
- Non-GAAP net loss $8.8M ($0.21 per share) vs non-GAAP net loss $1.7M ($0.05) YoY.
- Data center business double-digit sequential growth; CATV revenue more than tripled QoQ.
- CFO: accelerated R&D for 1.6T transceivers caused non-GAAP loss to exceed expectations.

## SEC filing metadata
- accession: 0001683168-24-007741
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2024-11-07T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316824007741/0001683168-24-007741-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316824007741/appliedopto_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-24-007741
- JSON: https://secwatch.observer/filing/0001683168-24-007741.json
- Plain text: https://secwatch.observer/filing/0001683168-24-007741.txt

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