secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2025-02-26T23:59:59+00:00
Accession:  0001683168-25-001240
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825001240/0001683168-25-001240-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825001240/appliedopto_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-25-001240

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