{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-26-006055","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2026-08-06T20:13:01+00:00","discovered_at":"2026-08-06T20:14:01.265716+00:00","generated_at":"2026-08-06T20:18:01.247006+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 Q2 revenue record $191.9M; returns to non-GAAP profitability","bullets":["Revenue $191.9M (record), up 86% YoY from $103.0M; GAAP net loss $22.8M ($0.28/share) vs loss $9.1M a year ago.","Non-GAAP net income $5.5M ($0.06 diluted) vs non-GAAP loss $8.8M in Q2 2025; first quarter of non-GAAP profitability.","GAAP gross margin 27.7% (down from 30.3% YoY); non-GAAP gross margin 29.8% (down from 30.4%).","800G product volumes more than doubled sequentially; manufacturing capacity approaching 200,000 units/month, targeting 650,000/month by year-end.","Demand expected to outpace production capacity through mid-2027; steady sequential revenue growth anticipated."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-26-006055","json":"https://secwatch.observer/filing/0001683168-26-006055.json","markdown":"https://secwatch.observer/filing/0001683168-26-006055.md","text":"https://secwatch.observer/filing/0001683168-26-006055.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/0001683168-26-006055-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T20:18:01.247006+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"}