The earnings call highlighted strong revenue growth and strategic production capacity expansions, particularly in the datacenter and CATV segments. However, the company faced challenges with EPS falling below expectations due to increased operating expenses and a decline in telecom revenue. Despite these hurdles, the positive aspects of revenue growth and capacity expansion indicate a promising outlook.

Company Guidance

During the second quarter of 2025, Applied Optoelectronics reported revenue of $103 million, aligning with their guidance range of $100 million to $110 million. The company's non-GAAP gross margin was 30.4%, also within their guidance range of 29.5% to 31%. However, their non-GAAP loss per share of $0.16 fell below the expected range of a loss of $0.09 to $0.03, primarily due to higher-than-anticipated operating expenses. Total revenue from the datacenter products reached $44.8 million, showing a 30% year-over-year increase and a 40% sequential rise, driven by demand for 100G and 400G products. The CATV segment delivered $56 million in revenue, marking an eightfold increase year-over-year, although it decreased 13% sequentially. Looking ahead to Q3, the company expects revenue between $115 million and $127 million and non-GAAP gross margin in the range of 29.5% to 31%, with a non-GAAP net income loss anticipated between $5.9 million and $2 million.

Strong Year-over-Year Revenue Growth

Total revenue for the second quarter was $103 million, which more than doubled year-over-year and increased 3% sequentially.

Datacenter Product Revenue Growth

Revenue for datacenter products was $44.8 million, up 30% year-over-year and 40% sequentially, driven by increased demand for 100G and 400G products.

CATV Segment Expansion

CATV revenue increased more than 8x year-over-year to $56 million, driven by strong demand for 1.8 gigahertz amplifiers.

Gross Margin Improvement

Non-GAAP gross margin improved to 30.4%, up from 22.5% in Q2 2024.

Production Capacity Expansion

Significant progress in increasing production capacity for 800G and higher transceivers in both U.S. and Taiwan, with targets to produce over 200,000 pieces per month by mid-2026.

Applied Optoelectronics (AAOI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AAOI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.09 / -	-0.21	―	―	―
Aug 07, 2025	2025 (Q2)	-0.07 / -0.16	-0.28	42.86% (+0.12)	―
May 08, 2025	2025 (Q1)	-0.04 / -0.02	-0.31	93.55% (+0.29)	―
Feb 26, 2025	2024 (Q4)	-0.02 / -0.02	0.04	-150.00% (-0.06)	―
Nov 07, 2024	2024 (Q3)	-0.17 / -0.21	-0.05	-320.00% (-0.16)	―
Aug 06, 2024	2024 (Q2)	-0.29 / -0.28	-0.21	-33.33% (-0.07)
May 09, 2024	2024 (Q1)	-0.29 / -0.31	-0.25	-24.00% (-0.06)
Feb 23, 2024	2023 (Q4)	<0.01 / 0.04	-0.19	121.05% (+0.23)	―
Nov 09, 2023	2023 (Q3)	-0.05 / -0.05	-0.26	80.77% (+0.21)
Aug 03, 2023	2023 (Q2)	-0.28 / -0.21	-0.28	25.00% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AAOI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$22.33	$21.59	-3.31%
May 08, 2025	$14.76	$14.67	-0.61%
Feb 26, 2025	$25.19	$24.04	-4.57%
Nov 07, 2024	$17.90	$27.76	+55.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Applied Optoelectronics (AAOI) report earnings?

Applied Optoelectronics (AAOI) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Applied Optoelectronics (AAOI) earnings time?

Applied Optoelectronics (AAOI) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AAOI EPS forecast?

AAOI EPS forecast for the fiscal quarter 2025 (Q3) is -0.09.

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