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Dec 31, 2025
Applied Optoelectronics Q4 2025 Earnings Report
Applied Optoelectronics reported higher fourth quarter 2025 revenue with improved gross margin and a sharply reduced GAAP net loss.
Key Takeaways
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.
Revenue increased to 134274000 from 100271000 year over year, led by Datacenter growth.
GAAP gross margin improved to 31.2% from 28.7% in Q4 2024.
GAAP net loss narrowed to 2022000 from 119692000 in Q4 2024.
Adjusted EBITDA was 716000 versus 2404000 in Q4 2024.
Revenue by Segment
Forward Guidance
For Q1 2026, the company expects revenue of 150000000 to 165000000, non-GAAP gross margin of 29% to 31%, and non-GAAP net income of a loss of 7000000 to a loss of 300000 (non-GAAP EPS of a loss of 0.09 to breakeven) using approximately 76400000 shares.
Positive Outlook
- Q1 2026 revenue guidance range of 150000000 to 165000000.
- Non-GAAP gross margin guidance of 29% to 31%.
- Guided non-GAAP net loss range improves to as low as 300000.
- Non-GAAP EPS guidance includes breakeven at the high end.
- Share count assumption provided at approximately 76400000 shares.
Challenges Ahead
- Guidance implies a non-GAAP net loss remains in Q1 2026.
- Non-GAAP EPS guidance includes a loss of 0.09 at the low end.
- Guidance is non-GAAP and not reconciled to GAAP.
- Results remain sensitive to customer order variability and shipment timing.
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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