earnings
confidence high
sentiment positive
materiality 0.80
Applied Optoelectronics Q4 revenue $134.3M, net loss narrows to $2.0M; full year revenue record $455.7M
APPLIED OPTOELECTRONICS, INC.
2025-FY EPS
reported -$0.64
vs consensus -$0.12
▼ miss
(-456.0%)
- Q4 revenue $134.3M vs $100.3M YoY; GAAP gross margin 31.2% vs 28.7% YoY.
- GAAP net loss $2.0M ($0.03/share) vs $119.7M loss ($2.60/share) in Q4 2024.
- Non-GAAP net loss $0.6M ($0.01/share) vs $1.0M loss ($0.02/share) a year ago.
- Full year revenue $455.7M vs $249.4M in 2024; GAAP net loss $38.2M ($0.64/share).
- CEO cites broad-based CATV and datacenter demand; CFO expanding manufacturing capacity for next-gen products.