Applied Optoelectronics Q2 revenue $103M, up 138% YoY; net loss $9.1M

APPLIED OPTOELECTRONICS, INC.

2025-Q2 EPS reported -$0.34 vs consensus -$0.08 ▼ miss (-349.1%)

GAAP revenue $103.0M vs $43.3M YoY (+138%), gross margin 30.3% vs 22.1% YoY.
GAAP net loss $9.1M ($0.16/sh) vs $26.1M loss YoY; non-GAAP net loss $8.8M ($0.16/sh) vs $10.9M loss YoY.
CEO says EPS below expectations due to elevated opex from R&D/SG&A for 800G/1.6Tb transceiver qualification.
Company expects meaningful 800G shipments in H2 2025; targeting >100k units/month production capacity by year-end, 40% US.
Taiwan factory approved for 800G production by one major hyperscale customer; approaching final stages of qualification.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.