Applied Optoelectronics posted strong Q4 2025 revenue growth driven by Datacenter and CATV, expanded gross margins, and narrowed both GAAP and non-GAAP losses versus the prior year.

Applied Optoelectronics reported strong year-over-year revenue growth and gross margin expansion in Q2 2025, driven by strength in both datacenter and CATV businesses. Despite a net loss, the company made strategic investments in R&D and SG&A, particularly for 800G and 1.6Tb transceivers, which are expected to translate into future revenue opportunities.

Applied Optoelectronics delivered results in line with or better than expectations, driven by strong demand in the CATV market, achieving the highest quarterly CATV revenue in company history. The company also saw increased engagement and design wins in the datacenter business and is actively building capacity for 400G and 800G products.

Applied Optoelectronics reported its Q4 and Full Year 2024 financial results. The company saw increasing orders in its datacenter business and a significant increase in its CATV business due to a ramp in orders for 1.8 GHz amplifier products. Revenue growth more than doubled sequentially. The company also received a substantial order for Quantum Bandwidth® networking products from a top North American cable operator.

Applied Optoelectronics reported a solid third quarter with double-digit sequential growth in the data center business and a tripling of the CATV business. Revenue and gross margin were in line with expectations, but the non-GAAP loss per share was larger than expected due to accelerated R&D spending.

Applied Optoelectronics reported its second quarter 2024 financial results, with revenue aligning with expectations. The company's non-GAAP loss per share was favorable, although the non-GAAP gross margin was below expectations due to product mix. They are optimistic about the second half of the year, with new orders for 400G products and expected improvements in the datacenter business.

Applied Optoelectronics announced its first quarter 2024 financial results, noting that revenue and gross margin were below expectations primarily due to product mix. However, non-GAAP EPS was in line with the company's guidance range. The company anticipates a recovery in the second quarter and a significantly improved second half of the year, citing strong long-term demand drivers across its end markets.

Applied Optoelectronics announced its Q4 2023 financial results, noting that while revenue fell short of expectations, gross margin exceeded projections, resulting in non-GAAP EPS at the high end of the guidance range.

Applied Optoelectronics announced its Q3 2023 financial results, noting progress in improving gross margin, which exceeded expectations due to a favorable product mix. The company saw increased demand for 100G and 400G products in its datacenter business and shipped first samples of 800G datacenter products. There was also sequential growth in the CATV business.

Applied Optoelectronics reported its second quarter 2023 results, with revenue in line with expectations and non-GAAP gross margin and EPS exceeding expectations. The company saw increased demand for its 100G and 400G datacenter products, with 400G revenue doubling sequentially and accounting for 11% of total datacenter revenue.

Applied Optoelectronics announced its Q1 2023 financial results, highlighting a steady improvement in gross margin. The company saw improving demand for its 100G products in the datacenter business and generated another quarter of good CATV results. However, they were notified of some inventory build-up with certain CATV customers which is expected to negatively impact Q2 revenue.

Applied Optoelectronics announced Q4 2022 financial results, reporting revenue in line with expectations and improvement in non-GAAP gross margin. The company generated the highest quarterly CATV revenue in its history and continues to see robust demand.

Applied Optoelectronics reported Q3 2022 results with revenue below expectations due to a decline in 40G revenue. However, the company saw strong demand in the CATV market, achieving the highest quarterly CATV revenue in its history, and a stronger telecom market. 400G revenue more than tripled compared to Q2, indicating an anticipated ramp in this product family.

Applied Optoelectronics reported second quarter revenue that was adversely affected by a supply chain issue. The company has fulfilled and shipped substantially all of these orders and has recognized the resulting revenue in Q3. Despite the supply chain challenges, the company is encouraged by the continued robust demand in the CATV market and improved conditions in the telecom market.

Applied Optoelectronics announced its Q1 2022 financial results, reporting that market conditions met expectations. The CATV segment continued to deliver robust growth, and the company was selected as a vendor of 400G datacenter transceiver products by a major hyperscale datacenter customer.

Applied Optoelectronics announced financial results for the fourth quarter and full year ended December 31, 2021. The company saw continued elevated demand in the CATV market, improved conditions in the datacenter market, and ongoing volatility in the telecom market. They also received first volume orders for 400G products from two different datacenter customers.

Applied Optoelectronics reported its third quarter 2021 financial results, with demand trends playing out largely as expected. The company is encouraged by the continued strength in its CATV business and the sequential uptick in datacom, along with nine design wins.

Applied Optoelectronics reported continued strength in CATV product sales with significant year-over-year and sequential growth. The company secured two design wins for its 400G products, anticipating a recovery in the datacenter business.

Applied Optoelectronics reported its Q1 2021 financial results, meeting expectations. The company saw softness in the datacenter business but was encouraged by the telecom market recovery and the continued strength in its CATV business, which delivered a record first quarter.

Applied Optoelectronics announced double-digit revenue growth in 2020, driven by growth in all three major business segments. The company secured 30 design wins in 2020 and anticipates revenue contribution from 400G products in the second half of the year. Investments in the CATV segment resulted in the best quarter of CATV revenue in several years.

Applied Optoelectronics reported third quarter 2020 results with good growth in its three major business segments and exceeded gross margin expectations. They secured a second qualification for a 400G product with a major datacenter operator.

Applied Optoelectronics reported second-quarter 2020 financial results, with revenue ahead of guidance due to strong datacenter customer demand and record telecom segment revenue driven by 5G mobile technology deployments.

Applied Optoelectronics announced its first quarter 2020 financial results, which were impacted by the COVID-19 pandemic, including an unanticipated shutdown of their China factory. However, the company is encouraged by improved datacenter demand and increasing 5G-related activity.

Applied Optoelectronics reported financial results for the fourth quarter and full year ended December 31, 2019, showing sequential revenue growth.