{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-25-001240","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2025-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.048624+00:00","generated_at":"2026-05-26T03:17:05.626545+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Applied Optoelectronics posts GAAP net loss of $119.7M in Q4 on large impairment; revenue up 66% YoY","bullets":["Q4 revenue $100.3M (+66% YoY); datacenter and CATV strength; CATV revenue more than doubled sequentially.","GAAP net loss $119.7M ($2.60 loss per share) compared to $13.9M loss in Q4 2023; non-GAAP loss $1.0M ($0.02/share).","Full year 2024 revenue $249.4M (+15% YoY); GAAP net loss $186.7M ($4.50/share) vs $56.0M loss in 2023.","Received substantial order for Quantum Bandwidth products from top North American cable operator.","Expects sizeable capex investments over next quarters for increased datacenter production in 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-25-001240","json":"https://secwatch.observer/filing/0001683168-25-001240.json","markdown":"https://secwatch.observer/filing/0001683168-25-001240.md","text":"https://secwatch.observer/filing/0001683168-25-001240.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825001240/0001683168-25-001240-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825001240/appliedopto_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T03:17:05.626545+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"}