---
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"
generated_at: "2026-05-17T17:07:10.985449+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- 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/1158114/000168316825005755/0001683168-25-005755-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316825005755/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-005755
- JSON: https://secwatch.observer/filing/0001683168-25-005755.json
- Plain text: https://secwatch.observer/filing/0001683168-25-005755.txt

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