---
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"
generated_at: "2026-05-22T03:11:54.239471+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q1 revenue doubles to $99.9M; gross margin expands to 30.6%

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-003290
- JSON: https://secwatch.observer/filing/0001683168-25-003290.json
- Plain text: https://secwatch.observer/filing/0001683168-25-003290.txt

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