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Applied Optoelectronics (AAOI)
NASDAQ:AAOI
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.28Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -0.61%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
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
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.
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AAOI Earnings History
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
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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.
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FAQ
When does Applied Optoelectronics (AAOI) report earnings?
Applied Optoelectronics (AAOI) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Applied Optoelectronics (AAOI) earnings time?
Applied Optoelectronics (AAOI) earnings time is at Jul 31, 2025, TBA Not 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 -0.08.
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