secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2024-11-07T23:59:59+00:00
Accession:  0001683168-24-007741
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316824007741/0001683168-24-007741-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316824007741/appliedopto_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-24-007741

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer