The earnings call presented a strong performance with record CATV revenue, improvements in gross margin, and promising progress in the data center business. However, there are challenges, including a sequential decline in data center revenue and a notable increase in inventory. The company is actively expanding its production capacity and remains optimistic about long-term growth trends.

Company Guidance -

Q2 2025

During the first quarter of 2025, Applied Optoelectronics (AOI) reported a revenue of $99.9 million, which was within their guidance range of $94 million to $104 million. The company achieved a non-GAAP gross margin of 30.7%, surpassing the guidance range of 29% to 30.5%. The non-GAAP loss per share was $0.02, aligning with the guidance range of a loss of $0.07 to break even. The CATV segment generated $64 million in revenue, marking a year-over-year increase of more than six times, while the data center products revenue was $32 million, up 11% year-over-year but down 28% sequentially. Looking ahead to Q2 2025, AOI anticipates revenue between $100 million and $110 million, with a non-GAAP gross margin between 29.5% and 31%, and a non-GAAP net income loss ranging from $4.8 million to $1.7 million.

Record-Breaking CATV Revenue

Achieved the highest quarterly CATV revenue in AOI's history at $64 million, which increased more than 6 times year-over-year and 24% sequentially.

Data Center Business Progress

Secured three new design wins with existing hyperscale data center customers. Revenue from data center products was $32 million, up 11% year-over-year.

Non-GAAP Gross Margin Improvement

Non-GAAP gross margin improved to 30.7%, above the guidance range, and up from 18.9% in Q1 of 2024.

Expansion in Manufacturing Capacity

Plans to expand production capacity for 800G and 1.6 terabit transceivers in Texas, aiming for 100,000 pieces per month by the end of the year.

Positive Long-Term Growth Trends

Strong long-term demand expected in CATV and data center markets, with significant opportunities in 800G products.

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
Aug 07, 2025	2025 (Q2)	-0.07 / -	-0.28	―	―	―
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)
May 04, 2023	2023 (Q1)	-0.18 / -0.25	-0.29	13.79% (+0.04)	―

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
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%
Aug 06, 2024	$7.29	$6.87	-5.76%

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 Inc (AAOI) report earnings?

Applied Optoelectronics Inc (AAOI) is schdueled to report earning on Aug 07, 2025, TBA (Confirmed).

What is Applied Optoelectronics Inc (AAOI) earnings time?

Applied Optoelectronics Inc (AAOI) earnings time is at Aug 07, 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 (Q2) is -0.07.

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