---
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"
generated_at: "2026-05-16T23:22:31.416520+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q3 revenue $118.6M, up 82% YoY; CATV segment record; 800G ramp in Q4

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- 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/1158114/000168316825008029/0001683168-25-008029-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316825008029/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-008029
- JSON: https://secwatch.observer/filing/0001683168-25-008029.json
- Plain text: https://secwatch.observer/filing/0001683168-25-008029.txt

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