---
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"
generated_at: "2026-05-26T03:17:05.626545+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics posts GAAP net loss of $119.7M in Q4 on large impairment; revenue up 66% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-001240
- JSON: https://secwatch.observer/filing/0001683168-25-001240.json
- Plain text: https://secwatch.observer/filing/0001683168-25-001240.txt

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