earnings
confidence high
sentiment positive
materiality 0.75
Applied Optoelectronics Q1 revenue doubles to $99.9M; gross margin expands to 30.6%
APPLIED OPTOELECTRONICS, INC.
2025-Q1 EPS reported
-$0.18
revenue$99,859,000
- GAAP revenue $99.9M vs $40.7M YoY; GAAP net loss narrowed to $9.2M ($0.18/share) from $23.2M.
- Non-GAAP net loss $0.9M ($0.02/share) improved from $12.0M loss in Q1 2024.
- Record CATV revenue in Q1; secured three new design wins with an existing hyperscale customer.
- Targeting 800G transceiver capacity of >100k units/month by year-end, 40% in US.
- GAAP gross margin 30.6% vs 18.7% YoY; non-GAAP gross margin 30.7%.