secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001683168-26-001315
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826001315/0001683168-26-001315-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826001315/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-001315

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