{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-25-005755","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2025-08-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.454350+00:00","generated_at":"2026-05-17T17:07:10.985449+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Optoelectronics Q2 revenue $103M, up 138% YoY; net loss $9.1M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-25-005755","json":"https://secwatch.observer/filing/0001683168-25-005755.json","markdown":"https://secwatch.observer/filing/0001683168-25-005755.md","text":"https://secwatch.observer/filing/0001683168-25-005755.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825005755/0001683168-25-005755-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825005755/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T17:07:10.985449+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"}