Ankündigung • Jun 12
Applied Optoelectronics Inc Provides Quantumlink Remote Management Software for Spectrum’S Connected 1.8Ghz Amplifier Footprint Applied Optoelectronics Inc. had announced it is providing Spectrum with its QuantumLink remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. Building on Applied Optoelectronics Inc’s established role supporting Spectrum’s network evolution project with connected 1.8GHz amplifiers, the addition of QuantumLink remote management software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central enables Spectrum’s machine learning and automation capabilities to drive higher network performance and resiliency. QuantumLink platform will give Spectrum deep operational visibility and remote control of its amplifier assets, helping reduce operational complexity, minimize truck rolls, improve response times, and enable more proactive network optimization across its footprint. Deploying QuantumLink remote management software across Spectrum’s connected 1.8GHz amplifier footprint gives the ability to proactively monitor and manage critical network infrastructure more efficiently, helping improve service reliability, accelerate issue resolution, and support the continued evolution of the HFC network. Recent Insider Transactions • Jun 08
Independent Director recently sold US$1.7m worth of stock On the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly US$201 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$11m. Insiders have been net sellers, collectively disposing of US$65m more than they bought in the last 12 months. Recent Insider Transactions • Jun 03
Independent Director recently sold US$11m worth of stock On the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly US$189 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$63m more than they bought in the last 12 months. Recent Insider Transactions • May 26
Founder recently sold US$10m worth of stock On the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly US$173 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chih-Hsiang has been a net seller over the last 12 months, reducing personal holdings by US$9.5m. Ankündigung • May 15
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Buy Or Sell Opportunity • May 11
Now 39% overvalued after recent price rise Over the last 90 days, the stock has risen 275% to US$184. The fair value is estimated to be US$133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 4.7%. Reported Earnings • May 08
First quarter 2026 earnings released: US$0.19 loss per share (vs US$0.18 loss in 1Q 2025) First quarter 2026 results: US$0.19 loss per share (further deteriorated from US$0.18 loss in 1Q 2025). Revenue: US$151.1m (up 51% from 1Q 2025). Net loss: US$14.3m (loss widened 56% from 1Q 2025). Revenue is forecast to grow 86% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 336% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Apr 27
Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026 Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United States Buy Or Sell Opportunity • Apr 24
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 336% to US$160. The fair value is estimated to be US$126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%. Ankündigung • Apr 19
Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026 Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026 Recent Insider Transactions • Mar 24
Insider recently sold US$3.6m worth of stock On the 16th of March, Hung-Lun Chang sold around 36k shares on-market at roughly US$100 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$9.8m. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months. Ankündigung • Mar 18
Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026 Applied Optoelectronics Inc. announced plans for the Optical Fiber Communications Conference ‘OFC’, at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. Over the past few years, AOI has strategically enhanced its portfolio to provide the high-performance optical sources required for the industry’s shift toward silicon photonics, Near-Packaged Optics (NPO), and co-packaged optics (CPO) architectures. OFC attendees can see AOI’s technology in action in the South Hall, Booth #739, where it will showcase its comprehensive transceiver range —from 100G to 1.6T, alongside a live 6.4T On-Board Optics (OBO) demonstration, powered by AOI’s 400mW external laser small form-factor pluggable (ELSFP). At the heart of AOI’s next-generation showcase is the 400mW laser Continuous Wave (CW) for 25dBm ELSFP. This industry-leading laser source provides the critical high-link-budget foundation required for CPO/NPO architectures. By combining extreme power with a hot-swappable, highly serviceable design, AOI ensures the unwavering reliability essential for mission-critical GPU clusters. AOI’s 6.4T OBO demo is a key advancement in AI networking. While the industry trends toward NPO and CPO, OBO provides an immediate, high-density solution for the signal integrity needs of hyperscale AI infrastructure. 800G and 1.6T Optical Interconnects: Engineered for the extreme throughput demands of modern GPU fabrics, these interconnects provide the scalable bandwidth necessary to support evolving large language models and intensive AI training workloads. Buy Or Sell Opportunity • Mar 17
Now 21% undervalued Over the last 90 days, the stock has risen 214% to US$85.93. The fair value is estimated to be US$109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%. New Risk • Feb 28
New major risk - Revenue and earnings growth Earnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 22% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Ankündigung • Feb 27
Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026 Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million. New Risk • Feb 27
New major risk - Revenue and earnings growth Earnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 22% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Reported Earnings • Feb 27
Full year 2025 earnings released: US$0.64 loss per share (vs US$4.50 loss in FY 2024) Full year 2025 results: US$0.64 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$455.7m (up 83% from FY 2024). Net loss: US$38.2m (loss narrowed 80% from FY 2024). Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 170% per year, which means it is well ahead of earnings. Ankündigung • Feb 27
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $250 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $250 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Ankündigung • Feb 06
Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026 Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026 Ankündigung • Dec 18
Applied Optoelectronics, Inc. Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPO Applied Optoelectronics Inc. announced a new 400-milliwatt narrow-linewidth pump laser designed to meet growing demand for silicon photonics and co-packaged optics (CPO) in AI data centers. A few years in development, the new 400mW laser addresses situations where lasers with broader line width or higher noise figures lasers limit performance. It can source directly into semiconductor chip-scale systems to provide hyperscalers with a robust, high-performance light source for CPO, silicon photonics and other applications that demand precision and power from a single, stable wavelength. 400mW laser-powered chips can also serve as high-efficiency external sources that can provide the necessary pump power to feed multiple optical communication channels. Key Benefits Include: Closes 800G /1.6T power budgets by delivering enough optical power to overcome coupling, splitting, and routing losses without exceeding thermal limits near AI switch ASICs. Enables shared and external laser architectures by reliably feeding many silicon photonics lanes or wavelengths from a single centralized source. Stabilizes silicon photonics devices by minimizing wavelength drift and noise in ring modulators, micro-ring lasers, and on-chip nonlinear elements. Improves system yield and uptime by reducing calibration effort, simplifying wavelength locking, and maintaining consistent lane-to-lane performance as systems scale. Key Performance Specifications: DFB with AOI's mature buried hetero (BH) structure laser platform with excellent reliability; Optical power over 400mW at 50degC; Narrow linewidth. Samples are now available to select customers, with volume production expected later in 2026. New Risk • Nov 11
New major risk - Revenue and earnings growth Earnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 24% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$13m net loss next year). Ankündigung • Nov 08
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Reported Earnings • Nov 07
Third quarter 2025 earnings released: US$0.28 loss per share (vs US$0.42 loss in 3Q 2024) Third quarter 2025 results: US$0.28 loss per share. Revenue: US$118.6m (up 82% from 3Q 2024). Net loss: US$17.9m (loss widened 1.0% from 3Q 2024). Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Communications industry in the United Kingdom. Ankündigung • Nov 07
Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Applied Optoelectronics, Inc. provides earnings guidance for the fourth quarter of 2025. For the quarter, the company expects Revenue in the range of $125 millionto $140 million. Ankündigung • Oct 17
Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025 Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025 Ankündigung • Sep 30
Applied Optoelectronics, Inc. Showcasing AOI 100G VCSEL-Based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025 Applied Optoelectronics Inc. will highlight its 100G VCSEL technology with the demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark. AOI's vertically integrated design and manufacturing capabilities enable the production of 100G VCSELs at 850nm, the industry's preferred solution for short-reach connections under 100 meters in hyperscale data centers and AI/ML clusters. By leveraging these VCSELs in its 800G OSFP 2x SR4, AOI delivers a cost-efficient, low-power optical solution designed for the next generation of short-reach multimode links. Ankündigung • Sep 10
Applied Optoelectronics, Inc. Advances Its Software Suite with New AI Intelligence Modules for Smarter Networks Applied Optoelectronics Inc. announced the addition of four new software modules to its QuantumLink HFC Remote Management solution, offering customers actionable intelligence to optimize network performance, reduce operational costs, and improve the broadband experience. The new suite of software modules are add-ons to AOI's existing QuantumLink Central providing telemetry, adding unified visibility, predictive diagnostics, and automated controls to its remote amplifier management platform. Field technicians can access the simple-to-use web app to connect to AOI's QuantumLink Transponder inside the amplifier, which uses the LoRaWAN standard protocol to communicate directly with the central system to control the amplifiers, along with transmitting valuable data. Key benefits of the new software capabilities include: AI Module: From Prediction to Resolution; Machine learning predicts failures before they impact service through automatic anomaly detection, predictive health scoring, and lead-time forecasting for proactive planning; Prioritizes high-risk devices, accelerates root cause analysis with correlated telemetry, alarm, and historical data to pinpoint fault sources--sign significantly reducing Mean Time to Repair (MTTR). Integrates with IT/OT systems for automated ticketing and cross-team accountability--reducing repair times and optimizing maintenance efficiency; Analytics Module: Real-Time Visibility That Drives Smarter Decisions; NOC operators, field technicians, and engineers will gain real-time and historical insights into RF performance, alarms, and device health--enabling faster troubleshooting, fewer truck rolls, and improved SLA compliance; Executives and analysts can leverage dashboards for capacity planning and strategic oversight of the network; Alarms Module: Smarter Alarms for Lower OPEX and Higher QoS; Automated alarming helps the system catch issues immediately, offering the opportunity to troubleshoot and resolve problems before impact to customers; Closed-loop controls and auditable change management features extend equipment lifespan, and allow for regularly scheduled maintenance, helping to reduce OPEX while improving QoS; Network Map Module: Track, Manage and Streamline with Ease; Integrated workflows for tracking amplifiers by model, managing spares, and syncing with enterprise systems will help to ensure accurate asset lifecycle management, with device topology mapping, efficient RMA handling, and optimized inventory usage. Ankündigung • Aug 28
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Recent Insider Transactions • Aug 16
Founder recently bought US$423k worth of stock On the 13th of August, Chih-Hsiang Lin bought around 19k shares on-market at roughly US$22.76 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chih-Hsiang has been a buyer over the last 12 months, purchasing a net total of US$810k worth in shares. Reported Earnings • Aug 10
Second quarter 2025 earnings released: US$0.16 loss per share (vs US$0.66 loss in 2Q 2024) Second quarter 2025 results: US$0.16 loss per share (improved from US$0.66 loss in 2Q 2024). Revenue: US$103.0m (up 138% from 2Q 2024). Net loss: US$9.10m (loss narrowed 65% from 2Q 2024). Revenue is forecast to grow 51% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 106% per year, which means it is well ahead of earnings. New Risk • Aug 09
New major risk - Revenue and earnings growth Earnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 18% per year over the past 5 years. Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$672k sold). Ankündigung • Aug 08
Applied Optoelectronics, Inc. Provides Earnings Guidance for Third Quarter of 2025 Applied Optoelectronics, Inc. provided earnings guidance for third quarter of 2025. For the quarter, the company expects Revenue in the range of $115 million to $127 million. Ankündigung • Jul 22
Applied Optoelectronics, Inc. Quantum Bandwidth Networking Products Certified for Deployment by Charter Communications Applied Optoelectronics Inc. announced it completed testing and received certification from Charter Communications, for plans to deploy its 1.8GHz amplifiers and QuantumLink remote management software. Together, AOI is helping Charter progress its network evolution project with the deployment of extended spectrum DOCSIS (ESD). With the latest DOCSIS spectrum technology and 1.8 GHz HFC networking gear in place, Charter will be able to support symmetrical and multi-gigabit services, up to 10 Gbps downstream and 1 Gbps upstream. Charter has certified a mix of AOI's latest HFC networking solutions, spanning system amplifiers, line extenders, booster amplifiers, and software. Key products include: Quantum18 HGD 1.8GHz High Gain Dual System Amplifier; Quantum18 HGBT 1.8GHz High Gain Balanced Triple System Amplifier; Quantum18 BA 1.8GHz Booster Amplifier; Quantum18 LE 1.8GHz Line Extender. In close collaboration with AOI, Digicomm International will play an important role in supporting the end-to-end experience for ongoing installations. AOI and Digicomm announced an exclusive distribution relationship in 2023, and the companies will continue utilizing Digicomm's logistics services to support AOI's Quantum Bandwidth networking products. With its Quantum18 amplifier lineup, AOI is solving a crucial need for providers like Charter to easily transition from legacy to newer network systems, while maintaining compatibility with existing amplifier housings. When paired with AOI's QuantumLink remote management and monitoring solution, providers can deploy without disruption, while ensuring compatibility with existing tools such as SNMP, RESTCONF, and KAFKA. Ankündigung • Jul 18
Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025 Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025 Recent Insider Transactions • May 18
Insider recently sold US$454k worth of stock On the 13th of May, Hung-Lun Chang sold around 24k shares on-market at roughly US$19.06 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months. Ankündigung • May 09
Applied Optoelectronics, Inc. Provides Earnings Guidance for Second Quarter of 2025 Applied Optoelectronics, Inc. provided earnings guidance for second quarter of 2025. For the quarter, the company expects Revenue in the range of $100 million to $110 million. Reported Earnings • May 09
First quarter 2025 earnings released: US$0.18 loss per share (vs US$0.60 loss in 1Q 2024) First quarter 2025 results: US$0.18 loss per share (improved from US$0.60 loss in 1Q 2024). Revenue: US$99.9m (up 146% from 1Q 2024). Net loss: US$9.17m (loss narrowed 60% from 1Q 2024). Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 85% per year, which means it is well ahead of earnings. New Risk • May 01
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Ankündigung • Apr 29
Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025 Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025. Location: 13139 jess pirtle blvd, tx 77478, sugar land United States Ankündigung • Apr 18
Applied Optoelectronics, Inc. to Report Q1, 2025 Results on May 08, 2025 Applied Optoelectronics, Inc. announced that they will report Q1, 2025 results on May 08, 2025 New Risk • Mar 28
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 31% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Ankündigung • Mar 01
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Reported Earnings • Feb 27
Full year 2024 earnings released: US$4.50 loss per share (vs US$1.76 loss in FY 2023) Full year 2024 results: US$4.50 loss per share (further deteriorated from US$1.76 loss in FY 2023). Revenue: US$249.4m (up 15% from FY 2023). Net loss: US$186.7m (loss widened 233% from FY 2023). Revenue is forecast to grow 59% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 90% per year, which means it is well ahead of earnings. Ankündigung • Feb 27
Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2025 Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2025. For first quarter of 2025, the company currently expects: Revenue in the range of $94 million to $104 million. Breakeven Date Change • Feb 12
Forecast to breakeven in 2025 The 4 analysts covering Applied Optoelectronics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$22.0m in 2025. Average annual earnings growth of 116% is required to achieve expected profit on schedule. Ankündigung • Feb 06
Applied Optoelectronics, Inc. to Report Q4, 2024 Results on Feb 26, 2025 Applied Optoelectronics, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025 Ankündigung • Jan 21
Cambridge Industries USA, Inc. Has Filed Petitions for IPR Against Applied Optoelectronics, Inc Patents in Legal Dispute Cambridge Industries USA, Inc. announced that it has filed Petitions with the Patent Trial and Appeal Board (PTAB) of the U.S. Patent and Trademark Office for Inter Partes Review in AOI’s infringement action, which is pending in the United States District Court PR) of U.S. patents asserted by Applied Optoelectronics, Inc. (for the Northern District of California. The Petitions seek the cancellation of all claims in the patents as unpatentable, which, as demonstrated in CIG USA’s Inter Partes Review Petitions, are invalid due to anticipation or obviousness. Decisions on whether to institute the IPRs are expected by mid-2025, well in advance of the scheduled District Court trial date in June 2026. CIG USA remains firmly committed to upholding fairness, integrity, and the true purpose of intellectual property rights—to foster innovation and protect legitimate contributions, not to obstruct healthy competition. New Risk • Jan 16
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 37% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$2.8m sold). Ankündigung • Dec 24
Applied Optoelectronics, Inc. has completed a Follow-on Equity Offering in the amount of $35.208478 million. Applied Optoelectronics, Inc. has completed a Follow-on Equity Offering in the amount of $35.208478 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 1,036,458
Price\Range: $33.97
Discount Per Security: $1.02
Transaction Features: Registered Direct Offering Ankündigung • Dec 20
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: Registered Direct Offering Recent Insider Transactions • Nov 24
Insider recently sold US$617k worth of stock On the 20th of November, Hung-Lun Chang sold around 20k shares on-market at roughly US$30.35 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$362k more than they bought in the last 12 months. Reported Earnings • Nov 08
Third quarter 2024 earnings released: US$0.42 loss per share (vs US$0.27 loss in 3Q 2023) Third quarter 2024 results: US$0.42 loss per share (further deteriorated from US$0.27 loss in 3Q 2023). Revenue: US$65.2m (up 4.2% from 3Q 2023). Net loss: US$17.8m (loss widened 98% from 3Q 2023). Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 18
Applied Optoelectronics, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Applied Optoelectronics, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024 Ankündigung • Sep 13
Applied Optoelectronics Inc. Announces Quantum18™ Product Series to Simplify Technology Upgrades and Support Motorola Housings Integrations Applied Optoelectronics Inc. announced its latest Quantum18™ product series, designed for cable operators to upgrade to 1.8GHz and integrate into legacy Motorola housings. At the forefront of AOI’s new Quantum18 product line is the Quantum18 1.8GHz Node, offering multiple compatibility options for technology updates that aim to minimize customer downtime and lower operational expenses. These include enabling operators to upgrade to 1.8GHz within existing GS7000 housings and providing interoperability with DOCSIS 3.1 and DOCSIS 4.0 Remote PHY Devices (“RPD”) as well as Passive Optical Network (“PON”) and switching functionality across a high-speed interface backplane. AOI is also introducing the Quantum18 1.8GHz System Amplifier and Quantum18 1.8GHz Broadband Line Extender (“BLE”) for Motorola housings, solving a critical need for upgrading legacy Motorola housings while minimizing network interruptions. When deployed, the Quantum18 MB 1.8GHz System Amplifier and BLE 1.8GHz Line Extender boost signal quality and offer additional features that make network management easier and more efficient. These include adjusting amplifier settings and updating firmware remotely, ingress management, automated asset tagging, and geo-locating. All Quantum18 products being introduced include field-upgradable diplex filters to ensure that the amplifiers can adapt to future spectrum needs and provide operators with flexible options and longer-term value. The new Quantum18 products will be available to ship in early 2025. Reported Earnings • Aug 07
Second quarter 2024 earnings released: US$0.66 loss per share (vs US$0.57 loss in 2Q 2023) Second quarter 2024 results: US$0.66 loss per share (further deteriorated from US$0.57 loss in 2Q 2023). Revenue: US$43.3m (up 4.0% from 2Q 2023). Net loss: US$26.1m (loss widened 54% from 2Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year. Ankündigung • Aug 07
Applied Optoelectronics, Inc. Provides Financial Guidance for the Third Quarter of 2024 Applied Optoelectronics, Inc. provided financial guidance for the third quarter of 2024. For the quarter, the company expects revenue in the range of $60 million to $66 million. Ankündigung • Jul 17
Applied Optoelectronics, Inc. to Report Q2, 2024 Results on Aug 06, 2024 Applied Optoelectronics, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024 Breakeven Date Change • Jul 12
Forecast to breakeven in 2025 The 4 analysts covering Applied Optoelectronics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$33.9m in 2025. Average annual earnings growth of 127% is required to achieve expected profit on schedule. Recent Insider Transactions • May 17
Lead Independent Director recently bought US$103k worth of stock On the 14th of May, William Yeh bought around 10k shares on-market at roughly US$10.54 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$398k. Despite this recent purchase, insiders have collectively sold US$962k more in shares than they bought in the last 12 months. New Risk • May 13
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$49m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$49m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.2m net loss next year). Shareholders have been diluted in the past year (33% increase in shares outstanding). Ankündigung • May 11
Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2024 Applied Optoelectronics, Inc. provided earnings guidance for the second quarter of 2024. For the second quarter of 2024, the company expects second quarter revenue to be between $41.5 million and $46.5 million. Reported Earnings • May 11
First quarter 2024 earnings released: US$0.60 loss per share (vs US$0.56 loss in 1Q 2023) First quarter 2024 results: US$0.60 loss per share (further deteriorated from US$0.56 loss in 1Q 2023). Revenue: US$40.7m (down 23% from 1Q 2023). Net loss: US$23.2m (loss widened 42% from 1Q 2023). Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Apr 28
Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024 Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024, at 09:30 Central Standard Time. Location: 13139 Jess Pirtle Blvd Sugar Land Texas United States Agenda: To elect the two Class II directors; to ratify the appointment of Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve the compensation of executive officers; to approve the frequency of future advisory votes on the compensation of named executive officers; to approve the Applied Optoelectronics, Inc. 2021 Equity Incentive Plan, as amended to increase the number of shares of common stock reserved for issuance under the plan by 2,000,000 shares and increase certain annual limits on the value of awards; to approve a portion of the award of performance-vesting restricted stock units (PSUs) granted to the CEO in June 2023 with respect to 355,871 shares at target level performance, which portion exceeded the prior annual limit on the value of awards granted under 2021 Equity Incentive Plan; and to transact such other business as may properly come before the meeting or any adjournment or postponement of the meeting. Ankündigung • Apr 20
Applied Optoelectronics, Inc. to Report Q1, 2024 Results on May 09, 2024 Applied Optoelectronics, Inc. announced that they will report Q1, 2024 results on May 09, 2024 Ankündigung • Mar 27
Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFP Credo Technology Group Holding Ltd. and Applied Optoelectronics, Inc. announced the availability of two new multimode designs including a 400G QSFP-DD and an 800G OSFP. The 400G design is available as either an Active Optical Cable (AOC) or 400GBASE-SR8 transceiver based on the Credo Seagull 452, an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. The 800G design is available as either an Active Optical Cable (AOC) or 800GBASE-SR8 transceiver based on the Credo Dove 800, an 8 x 100Gbps PAM4 DSP. Both designs feature industry leading performance and lower power consumption compared to previous generation solutions. The 400G and 800G designs from AOI will be showcased by Credo in booth #3601 as part of a live demonstration at the 2024 Optical Fiber Communications Conference and Exhibition (OFC) in San Diego, California from March 26 to 28. Samples of the AOI 400G QSFP-DD AOC are available for immediate shipment. The Seagull 452 DSP is an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. It boasts exceptionally low-power consumption while incorporating Credo’s fourth generation DSP technology on both the electrical host and optical interfaces. This allows for extended host side reach supporting seamless operation over short and long PCB channels beyond the VSR specifications eliminating any manual tuning. On the optical side, the latest performance enhancements allow customers to relax the optical component specifications, thereby increasing manufacturing yields and lowering the overall transceiver cost. When paired with the Credo Teal 200 4 x 50Gbps TIA, Seagull 452 enables a complete 400G AOC or 400G SR8 transceiver solution offering enhanced performance, exceptionally low power, and optimized cost. Recent Insider Transactions • Mar 19
Independent Director recently bought US$398k worth of stock On the 18th of March, Che-Wei Lin bought around 31k shares on-market at roughly US$12.70 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$1.2m more in shares than they bought in the last 12 months. Ankündigung • Mar 14
Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $25 million. Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $25 million.
Security Name: Common Stock
Security Type: Common Stock
Transaction Features: At the Market Offering Recent Insider Transactions • Mar 01
Lead Independent Director recently bought US$153k worth of stock On the 27th of February, William Yeh bought around 10k shares on-market at roughly US$15.29 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$1.7m more in shares than they bought in the last 12 months. Reported Earnings • Feb 25
Full year 2023 earnings released: US$1.76 loss per share (vs US$2.38 loss in FY 2022) Full year 2023 results: US$1.76 loss per share (improved from US$2.38 loss in FY 2022). Revenue: US$217.6m (down 2.3% from FY 2022). Net loss: US$56.0m (loss narrowed 16% from FY 2022). Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year. Ankündigung • Feb 23
Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2024 Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2024. For first quarter of 2024, the company currently expects revenue in the range of $41 million to $46 million. Breakeven Date Change • Feb 23
Forecast breakeven date pushed back to 2025 The 4 analysts covering Applied Optoelectronics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$36.3m in 2025. Average annual earnings growth of 109% is required to achieve expected profit on schedule. Ankündigung • Feb 02
Applied Optoelectronics, Inc. to Report Q4, 2023 Results on Feb 22, 2024 Applied Optoelectronics, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024 Ankündigung • Nov 11
Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023 Applied Optoelectronics, Inc. provided earnings guidance for the fourth quarter of 2023. for the quarter, the company expects revenue in the range of $63 million to $67 million. Reported Earnings • Nov 11
Third quarter 2023 earnings released: US$0.27 loss per share (vs US$0.56 loss in 3Q 2022) Third quarter 2023 results: US$0.27 loss per share (improved from US$0.56 loss in 3Q 2022). Revenue: US$62.5m (up 10% from 3Q 2022). Net loss: US$8.95m (loss narrowed 43% from 3Q 2022). Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year. New Risk • Nov 10
New major risk - Revenue and earnings growth Earnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding). Ankündigung • Oct 20
Applied Optoelectronics, Inc. to Report Q3, 2023 Results on Nov 09, 2023 Applied Optoelectronics, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2023 Ankündigung • Oct 06
Applied Optoelectronics, Inc. Launches QuantumLink to Revolutionize Remote Management of Cable Amplifiers Applied Optoelectronics, Inc. introduced QuantumLink™, the latest solution within its Quantum Bandwidth™ line of products, designed to provide remote management and monitoring of cable amplifiers that will reshape the cable broadband market. Using QuantumLink, operators will have the ability to remotely manage cable broadband amplifiers, ushering in a new era of efficiency, convenience, and enhanced service quality for customers. Available as a built-in feature with its next generation smart amplifier, Quantum18, and as a module add-in to existing amplifiers, QuantumLink provides scalable network management without affecting performance. QuantumLink provides a standards-based, open-source solution, enabling streamlined and secure remote communication with active devices in the network. It consists of a transponder in each amplifier and a virtual controller that allows cable operations to deploy without operational disruption at their hubs and head ends while ensuring northbound compatibility with their existing tools, such as SNMP, RESTCONF, and KAFKA. Key Benefits of Remote Amplifier Management: Enhanced Service Quality: Operators can identify and resolve signal issues, ensuring a consistent, high-quality broadband experience for users. Reduced Downtime: Remote management enables faster troubleshooting and reduces the time required to address amplifier-related issues, minimizing service disruptions. Cost Efficiency: Operators can optimize network performance without the need for on-site technicians, resulting in cost savings that can be passed on to customers. Real-Time Insights: Access to real-time data and analytics allows for data-driven decision-making to improve network performance. Customer Satisfaction: Faster issue resolution and improved service quality contribute to higher customer satisfaction and retention rates. To continue engineering for market transitions and global demands for bandwidth, AOI recently announced its decision to sell Quantum Bandwidth products directly to Cable Multiple System Operators (‘MSO’). AOI believes this strategy will provide it with greater control in designing, building, and manufacturing to the future needs of MSOs, and underscores the company’s commitment to push the boundaries of what is possible in the telecommunications industry. Recent Insider Transactions • Sep 08
Founder recently bought US$74k worth of stock On the 6th of September, Chih-Hsiang Lin bought around 6k shares on-market at roughly US$12.44 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$248k. Chih-Hsiang has been a buyer over the last 12 months, purchasing a net total of US$619k worth in shares. Recent Insider Transactions • Aug 11
CFO & Chief Strategy Officer recently sold US$709k worth of stock On the 8th of August, Stefan Murry sold around 60k shares on-market at roughly US$11.82 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stefan has been a net seller over the last 12 months, reducing personal holdings by US$742k. Ankündigung • Aug 06
Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2023 Applied Optoelectronics, Inc. provided earnings guidance for the third quarter of 2023. The company expects revenue in the range of $60 million to $66 million. 
