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 €1.4m worth of stock On the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly €173 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 €9.2m. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months. Recent Insider Transactions • Jun 03
Independent Director recently sold €9.2m worth of stock On the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly €163 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 €55m more than they bought in the last 12 months. Recent Insider Transactions • May 25
Founder recently sold €8.7m worth of stock On the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly €149 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 €8.2m. 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 €155. The fair value is estimated to be €112, 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 3.5% growth forecast for the Communications industry in Europe. 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 26% overvalued after recent price rise Over the last 90 days, the stock has risen 322% to €133. The fair value is estimated to be €105, 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 Buy Or Sell Opportunity • Apr 08
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 276% to €108. The fair value is estimated to be €89.49, 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%. Recent Insider Transactions • Mar 24
Insider recently sold €3.2m worth of stock On the 16th of March, Hung-Lun Chang sold around 36k shares on-market at roughly €87.31 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 €8.5m. Insiders have been net sellers, collectively disposing of €16m 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 18
Now 21% undervalued Over the last 90 days, the stock has risen 212% to €75.50. The fair value is estimated to be €95.97, 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 (19% 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). 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 57% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe. 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 Board Change • Jan 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 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. Board Change • Dec 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 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 (14% 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 08
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 2.2% growth forecast for the Communications industry in Europe. New Risk • Nov 08
New minor risk - Financial position The company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$324m This is considered a minor 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 Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$324m). 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 Board Change • Oct 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 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 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 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. 
