secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001683168-25-005755
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825005755/0001683168-25-005755-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825005755/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-25-005755

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer