{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-25-008029","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.899262+00:00","generated_at":"2026-05-16T23:22:31.416520+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Optoelectronics Q3 revenue $118.6M, up 82% YoY; CATV segment record; 800G ramp in Q4","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-25-008029","json":"https://secwatch.observer/filing/0001683168-25-008029.json","markdown":"https://secwatch.observer/filing/0001683168-25-008029.md","text":"https://secwatch.observer/filing/0001683168-25-008029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825008029/0001683168-25-008029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825008029/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T23:22:31.416520+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"}