Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (Nasdaq: AAOI) designs and manufactures fiber-optic networking products for internet data center, cable television (CATV), telecommunications and fiber-to-the-home markets. Its offerings range from laser chips and optical components to transceivers, modules and complete network equipment,… From the company’s description.
In fiscal 2025, Applied Optoelectronics, Inc. reported revenue of $455.71M, up 82.8% from fiscal 2024, and a net loss of $38.23M. Its operating margin was −12.0%, and operations used $174.43M in cash. Over the twelve months to Jun 30, 2026, revenue was $595.97M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Applied Optoelectronics, Inc. does
In the company’s own words
Applied Optoelectronics, Inc. (Nasdaq: AAOI) designs and manufactures fiber-optic networking products for internet data center, cable television (CATV), telecommunications and fiber-to-the-home markets. Its offerings range from laser chips and optical components to transceivers, modules and complete network equipment, serving hyperscale data center operators, CATV and telecom equipment manufacturers, and internet service providers. The company’s products include data center optical transceivers, CATV transmitters, nodes and amplifiers, and telecom and FTTH optical products; it also sells CATV equipment directly to multiple system operators under its Quantum Bandwidth brand. AOI operates across the four end markets rather than reporting separate operating segments: CATV generated 53.8% of 2025 revenue, internet data center 42.9%, telecom 3.0% and FTTH and other markets 0.3%. Its vertically integrated operations include in-house laser design and manufacturing, optical components, modules and equipment production, with manufacturing sites in Texas, China and Taiwan. Revenue was $455.7 million in fiscal 2025, and the company had 4,691 full-time employees at year-end. Its website is www.ao-inc.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Semiconductors
- Headquarters
- SUGAR LAND, TX
- Fiscal year end
- December
- CIK
- 1158114
- SIC
- 3674
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Applied Optoelectronics, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Applied Optoelectronics, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Applied Optoelectronics, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Applied Optoelectronics, Inc.’s bonds, as funds hold them
Funds report holding 2 issues of Applied Optoelectronics, Inc.’s debt, $41.54M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 2.75%, maturing 2030 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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