secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001683168-25-008029
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825008029/0001683168-25-008029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825008029/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-25-008029

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