secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001683168-26-003562
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Applied Optoelectronics Q1 revenue $151.1M, net loss widens to $14.3M
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- Q1 GAAP revenue $151.1M, +51% YoY from $99.9M; GAAP net loss $14.3M vs $9.2M loss YoY.
- GAAP EPS loss $0.19; non-GAAP EPS loss $0.07 vs $0.02 loss YoY.
- First volume shipment of 800G transceivers to a hyperscale customer; total 800G capacity ~100k units/month.
- Houston-area footprint nearly doubled via acquisitions and leases to support growth.
- Management expects strong volume ramp of 800G starting Q2, significant growth from Q3.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826003562/0001683168-26-003562-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826003562/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-003562

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