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Mar 31, 2025
Applied Optoelectronics Q1 2025 Earnings Report
Applied Optoelectronics reported financial results for the first quarter ended March 31, 2025.
Key Takeaways
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.
Achieved highest quarterly CATV revenue in company history.
Secured three new design wins with an existing hyperscale customer for datacenter products.
Experienced more than doubled revenue and expanded gross margins considerably compared to Q1 2024.
Increasing production capacity for 800G transceivers, with plans for significant US-based manufacturing by the end of 2025.
Revenue by Segment
Forward Guidance
For the second quarter of 2025, the company expects revenue between $100 million and $110 million, non-GAAP gross margin between 29.5% and 31.0%, and non-GAAP net loss between $4.8 million and $1.7 million, or $0.09 to $0.03 per share.
Positive Outlook
- Expected revenue growth compared to Q1 2025 at the high end of the range.
- Anticipated continued strong demand in key markets.
- Ongoing efforts to increase manufacturing capacity, particularly for 800G products.
- Building out US manufacturing capacity for 800G transceivers.
- Diversifying manufacturing capabilities with added capacity in Taiwan.
Challenges Ahead
- Continued expected non-GAAP net loss.
- Macro environment uncertainty.
- Potential risks related to customer order size and quantity.
- Potential changes in demand and pricing pressure.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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