{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-26-001315","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.623976+00:00","generated_at":"2026-05-15T23:24:38.512890+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Applied Optoelectronics Q4 revenue $134.3M, net loss narrows to $2.0M; full year revenue record $455.7M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-26-001315","json":"https://secwatch.observer/filing/0001683168-26-001315.json","markdown":"https://secwatch.observer/filing/0001683168-26-001315.md","text":"https://secwatch.observer/filing/0001683168-26-001315.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826001315/0001683168-26-001315-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826001315/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:24:38.512890+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"}