earnings
confidence high
sentiment positive
materiality 0.75
Applied Optoelectronics Q3 revenue $118.6M, up 82% YoY; CATV segment record; 800G ramp in Q4
APPLIED OPTOELECTRONICS, INC.
2025-Q3 EPS
reported -$0.64
vs consensus -$0.09
▼ miss
(-609.5%)
- Revenue $118.6M, up 82% YoY; GAAP net loss $17.9M ($0.28/sh) vs net loss $17.8M YoY.
- Non-GAAP net loss $5.4M ($0.09/sh) improved from $8.8M loss ($0.21/sh) YoY.
- CATV revenue at all-time high driven by 1.8 GHz amplifier products; strong broad-based demand.
- Expecting meaningful 800G transceiver shipments in Q4; targeting 100k units/month capacity by year-end.