{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-25-003290","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2025-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:02:47.658789+00:00","generated_at":"2026-05-22T03:11:54.239471+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Optoelectronics Q1 revenue doubles to $99.9M; gross margin expands to 30.6%","bullets":["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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-25-003290","json":"https://secwatch.observer/filing/0001683168-25-003290.json","markdown":"https://secwatch.observer/filing/0001683168-25-003290.md","text":"https://secwatch.observer/filing/0001683168-25-003290.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825003290/0001683168-25-003290-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825003290/appliedopto_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T03:11:54.239471+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"}