---
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"
generated_at: "2026-05-15T23:24:38.512890+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q4 revenue $134.3M, net loss narrows to $2.0M; full year revenue record $455.7M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-001315
- JSON: https://secwatch.observer/filing/0001683168-26-001315.json
- Plain text: https://secwatch.observer/filing/0001683168-26-001315.txt

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