View Past PerformanceApplied Optoelectronics バランスシートの健全性財務の健全性 基準チェック /56Applied Optoelectronicsの総株主資本は$733.9M 、総負債は$197.2Mで、負債比率は26.9%となります。総資産と総負債はそれぞれ$1.2Bと$434.5Mです。主要情報26.87%負債資本比率US$197.17m負債インタレスト・カバレッジ・レシオn/a現金US$206.14mエクイティUS$733.92m負債合計US$434.51m総資産US$1.17b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • Apr 30Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 267% to €130. The fair value is estimated to be €97.36, 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%.お知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United Statesお知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026Buy Or Sell Opportunity • Apr 10Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 339% to €128. The fair value is estimated to be €97.90, 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 24Insider recently sold €3.2m worth of stockOn 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.お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied 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 17Now 25% undervaluedOver the last 90 days, the stock has risen 209% to €75.50. The fair value is estimated to be €101, 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 • Mar 01New major risk - Revenue and earnings growthEarnings 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 (17% 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 27Full 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. 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 177% per year, which means it is well ahead of earnings.お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied 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.お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026お知らせ • Dec 18Applied Optoelectronics, Inc. Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPOApplied 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 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €267k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€267k sold).お知らせ • Nov 08Applied 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 OfferingReported Earnings • Nov 07Third 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.お知らせ • Nov 07Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Applied 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.お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025Board Change • Oct 06Insufficient new directorsNo 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.お知らせ • Sep 30Applied Optoelectronics, Inc. Showcasing AOI 100G VCSEL-Based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025Applied 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.Board Change • Sep 22Insufficient new directorsNo 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.お知らせ • Sep 10Applied Optoelectronics, Inc. Advances Its Software Suite with New AI Intelligence Modules for Smarter NetworksApplied 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.お知らせ • Aug 28Applied 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 OfferingRecent Insider Transactions • Aug 17Founder recently bought €361k worth of stockOn the 13th of August, Chih-Hsiang Lin bought around 19k shares on-market at roughly €19.43 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 €707k worth in shares.Reported Earnings • Aug 10Second 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 3.1% growth forecast for the Communications industry in Europe. 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 107% per year, which means it is well ahead of earnings.New Risk • Aug 08New major risk - Revenue and earnings growthEarnings 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 Shares are highly illiquid. 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 (€601k sold).Board Change • Aug 08Insufficient new directorsNo 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.お知らせ • Aug 08Applied Optoelectronics, Inc. Provides Earnings Guidance for Third Quarter of 2025Applied 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.お知らせ • Jul 22Applied Optoelectronics, Inc. Quantum Bandwidth Networking Products Certified for Deployment by Charter CommunicationsApplied 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.お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025Board Change • Jul 02Insufficient new directorsNo 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.Board Change • Jun 03Insufficient new directorsNo 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.お知らせ • May 09Applied Optoelectronics, Inc. Provides Earnings Guidance for Second Quarter of 2025Applied 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.お知らせ • Apr 29Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025. Location: 13139 jess pirtle blvd, tx 77478, sugar land United Statesお知らせ • Apr 18Applied Optoelectronics, Inc. to Report Q1, 2025 Results on May 08, 2025Applied Optoelectronics, Inc. announced that they will report Q1, 2025 results on May 08, 2025New Risk • Mar 28New major risk - Shareholder dilutionThe 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 Shares are highly illiquid. Shareholders have been substantially diluted in the past year (31% increase in shares outstanding).お知らせ • Mar 01Applied 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 OfferingReported Earnings • Feb 27Full 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 2.9% growth forecast for the Communications industry in Europe. 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.お知らせ • Feb 27Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2025Applied 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.Board Change • Feb 25Insufficient new directorsNo 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.お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2024 Results on Feb 26, 2025Applied Optoelectronics, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025お知らせ • Jan 21Cambridge Industries USA, Inc. Has Filed Petitions for IPR Against Applied Optoelectronics, Inc Patents in Legal DisputeCambridge 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 16New major risk - Shareholder dilutionThe 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 Shares are highly illiquid. Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€2.7m sold).Board Change • Jan 15Insufficient new directorsNo 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.お知らせ • Dec 24Applied 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 OfferingBoard Change • Dec 20Insufficient new directorsNo 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.お知らせ • Dec 20Applied 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 OfferingRecent Insider Transactions • Nov 25Insider recently sold €587k worth of stockOn the 20th of November, Hung-Lun Chang sold around 20k shares on-market at roughly €28.86 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 €373k more than they bought in the last 12 months.Reported Earnings • Nov 09Third 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 2.7% growth forecast for the Communications industry in Europe. 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 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 08+ 2 more updatesApplied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Applied Optoelectronics, Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects revenue in the range of $94 million to $104 million.Board Change • Nov 01Insufficient new directorsNo 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.お知らせ • Oct 18Applied Optoelectronics, Inc. to Report Q3, 2024 Results on Nov 07, 2024Applied Optoelectronics, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024お知らせ • Sep 13Applied Optoelectronics Inc. Announces Quantum18™ Product Series to Simplify Technology Upgrades and Support Motorola Housings IntegrationsApplied 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 08Second 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 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07Applied Optoelectronics, Inc. Provides Financial Guidance for the Third Quarter of 2024Applied 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.Board Change • Jul 18Insufficient new directorsNo 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.お知らせ • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2024 Results on Aug 06, 2024Applied Optoelectronics, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024Recent Insider Transactions • May 17Lead Independent Director recently bought €95k worth of stockOn the 14th of May, William Yeh bought around 10k shares on-market at roughly €9.74 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 €366k. Despite this recent purchase, insiders have collectively sold €866k more in shares than they bought in the last 12 months.New Risk • May 14New major risk - Financial positionThe 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). Shares are highly illiquid. 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).New Risk • May 11New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$49m 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 Risk Shares are highly illiquid. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$49m). 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).お知らせ • May 11Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2024Applied 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.お知らせ • Apr 28Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024Applied 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.Board Change • Apr 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 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.お知らせ • Apr 20Applied Optoelectronics, Inc. to Report Q1, 2024 Results on May 09, 2024Applied Optoelectronics, Inc. announced that they will report Q1, 2024 results on May 09, 2024お知らせ • Mar 27Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFPCredo 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 19Independent Director recently bought €366k worth of stockOn the 18th of March, Che-Wei Lin bought around 31k shares on-market at roughly €11.68 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 €1.1m more in shares than they bought in the last 12 months.お知らせ • Mar 14Applied 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 OfferingRecent Insider Transactions • Mar 01Lead Independent Director recently bought €141k worth of stockOn the 27th of February, William Yeh bought around 10k shares on-market at roughly €14.09 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 €1.6m more in shares than they bought in the last 12 months.Reported Earnings • Feb 25Full 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 2.3% growth forecast for the Communications industry in Europe. 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 8% per year.Breakeven Date Change • Feb 23Forecast breakeven date pushed back to 2025The 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.お知らせ • Feb 23Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2024Applied 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.お知らせ • Feb 02Applied Optoelectronics, Inc. to Report Q4, 2023 Results on Feb 22, 2024Applied Optoelectronics, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024Reported Earnings • Nov 12Third 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 1.3% growth forecast for the Communications industry in Europe. 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 14% per year.お知らせ • Nov 11Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Applied 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.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings 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 Shares are highly illiquid. 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).お知らせ • Oct 20Applied Optoelectronics, Inc. to Report Q3, 2023 Results on Nov 09, 2023Applied Optoelectronics, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2023お知らせ • Oct 06Applied Optoelectronics, Inc. Launches QuantumLink to Revolutionize Remote Management of Cable AmplifiersApplied 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 08Founder recently bought €69k worth of stockOn the 6th of September, Chih-Hsiang Lin bought around 6k shares on-market at roughly €11.60 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 €228k. Chih-Hsiang has been a buyer over the last 12 months, purchasing a net total of €576k worth in shares.Recent Insider Transactions • Aug 11CFO & Chief Strategy Officer recently sold €648k worth of stockOn the 8th of August, Stefan Murry sold around 60k shares on-market at roughly €10.80 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 €678k.お知らせ • Aug 06Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2023Applied Optoelectronics, Inc. provided earnings guidance for the third quarter of 2023. The company expects revenue in the range of $60 million to $66 million.Reported Earnings • Aug 06Second quarter 2023 earnings released: US$0.57 loss per share (vs US$0.52 loss in 2Q 2022)Second quarter 2023 results: US$0.57 loss per share (further deteriorated from US$0.52 loss in 2Q 2022). Revenue: US$41.6m (down 20% from 2Q 2022). Net loss: US$16.9m (loss widened 17% from 2Q 2022). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Breakeven Date Change • Aug 04Forecast to breakeven in 2024The 2 analysts covering Applied Optoelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 35% to 2023. The company is expected to make a profit of US$13.4m in 2024. Average annual earnings growth of 112% is required to achieve expected profit on schedule.お知らせ • Jul 14Applied Optoelectronics, Inc. to Report Q2, 2023 Results on Aug 03, 2023Applied Optoelectronics, Inc. announced that they will report Q2, 2023 results on Aug 03, 2023New Risk • Jul 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$24m 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$24m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$41m net loss next year). Shareholders have been diluted in the past year (5.7% increase in shares outstanding).Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 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.お知らせ • May 26Applied Optoelectronics Announces Quantum Bandwidth Line Extender and System Amplifier ProductsApplied Optoelectronics, Inc. announced the availability of Line Extender and System Amplifier products. As a leading manufacturer of active components for hybrid fiber-coax networks for more than 20 years, AOI has a long history of manufacturing amplifiers, including shipping more than 400,000 line extender and system amplifier products for HFC applications in 2022 alone. As one of the few companies with large-scale in-house manufacturing capacity for amplifiers, AOI’s new products will expand the company’s product portfolio while maintaining the quality and reliability its HFC products are known for. The QBGMLE family of line extender amplifiers features: >44 dB forward gain (without AGC, >39 dB with AGC). Available as an insert to existing compatible housings, or as a complete amplifier with housing and power supply. Utilizes plug-in accessories that are common with the QBGMSA System Amplifier. Factory configured with reverse amplifier, diplex filters, thermal compensation, forward interstage pads, and equalizer. Available with Automatic Gain Control (AGC). Available with either of three forward/reverse frequency splits: 42/54MHz, 85/102MHz or 204/258MHz. The QBGMSA family of system amplifier products features: Available with dual or triple-outputs. >48 dB forward gain (with AGC). Available as an insert to existing compatible housings, or as a complete amplifier with housing and power supply. Utilizes plug-in accessories that are common with the QBGMLE System Amplifier. Factory configured with reverse amplifier, diplex filters, thermal compensation, forward interstage pads, and equalizer. Available with Automatic Gain Control (AGC). Available with either of three forward/reverse frequency splits: 42/54MHz, 85/102MHz or 204/258MHz. The new amplifiers are available for order immediately.お知らせ • May 24Applied Optoelectronics, Inc. Appoints Todd McCrum as Senior Vice President and General Manager of Broadband AccessApplied Optoelectronics, Inc. announced the appointment of Todd McCrum as senior vice president and general manager of Broadband Access. In this newly created position, McCrum will lead sales, product development, and marketing of AOIs Quantum Bandwidth line of broadband access products. Before joining AOI, McCrum spent 27 years in increasingly senior roles in product marketing and business development for Scientific-Atlanta, continuing after its acquisition by Cisco Systems in 2009. Beginning in 2015 he served as lead of Ciscos Cable Access Business Unit, where he was responsible for product strategy and execution for all of Ciscos cable television products. Taking on a wider role within Cisco, he transitioned to roles in business development and strategy for all of Ciscos service provider network customers. McCrum then served as Ciscos Vice President of Marketing for two years before leaving Cisco earlier this year.Reported Earnings • May 07First quarter 2023 earnings released: US$0.56 loss per share (vs US$0.58 loss in 1Q 2022)First quarter 2023 results: US$0.56 loss per share. Revenue: US$53.0m (up 1.5% from 1Q 2022). Net loss: US$16.3m (loss widened 1.4% from 1Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe.お知らせ • May 06Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2023Applied Optoelectronics, Inc. provided earnings guidance for the second quarter of 2023. For the period, the company expects revenue in the range of $40.5 million to $47.5 million.Reported Earnings • Feb 26Full year 2022 earnings released: US$2.38 loss per share (vs US$2.01 loss in FY 2021)Full year 2022 results: US$2.38 loss per share (further deteriorated from US$2.01 loss in FY 2021). Revenue: US$222.8m (up 5.3% from FY 2021). Net loss: US$66.4m (loss widened 23% from FY 2021). Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Feb 03Applied Optoelectronics, Inc. to Report Q4, 2022 Results on Feb 23, 2023Applied Optoelectronics, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Recent Insider Transactions • Nov 10Founder recently bought €97k worth of stockOn the 8th of November, Chih-Hsiang Lin bought around 44k shares on-market at roughly €2.18 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Chih-Hsiang's only on-market trade for the last 12 months.Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.56 loss per share (vs US$0.58 loss in 3Q 2021)Third quarter 2022 results: US$0.56 loss per share (improved from US$0.58 loss in 3Q 2021). Revenue: US$56.7m (up 6.4% from 3Q 2021). Net loss: US$15.6m (loss narrowed 1.1% from 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.お知らせ • Nov 04Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022Applied Optoelectronics, Inc. provided earnings guidance for the fourth quarter of 2022. For the fourth quarter of 2022, the company currently expects revenue in the range of $58 million to $64 million.お知らせ • Oct 14Applied Optoelectronics, Inc. to Report Q3, 2022 Results on Nov 03, 2022Applied Optoelectronics, Inc. announced that they will report Q3, 2022 results on Nov 03, 2022財務状況分析短期負債: A59の 短期資産 ( $675.7M ) が 短期負債 ( $257.3M ) を超えています。長期負債: A59の短期資産 ( $675.7M ) が 長期負債 ( $177.2M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: A59総負債よりも多くの現金を保有しています。負債の削減: A59の負債対資本比率は、過去 5 年間で52.5%から26.9%に減少しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: A59は、前回報告された フリーキャッシュフロー に基づいて6か月分の十分な キャッシュランウェイ を有していますが、その後追加の資本を調達しました。キャッシュランウェイの予測: A59の フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 07:59終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Applied Optoelectronics, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullArgus Research CompanyKu KangB. Riley Securities, Inc.Richard ShannonCraig-Hallum Capital Group LLC11 その他のアナリストを表示
Buy Or Sell Opportunity • Apr 30Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 267% to €130. The fair value is estimated to be €97.36, 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%.
お知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United States
お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026
Buy Or Sell Opportunity • Apr 10Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 339% to €128. The fair value is estimated to be €97.90, 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 24Insider recently sold €3.2m worth of stockOn 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.
お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied 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 17Now 25% undervaluedOver the last 90 days, the stock has risen 209% to €75.50. The fair value is estimated to be €101, 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 • Mar 01New major risk - Revenue and earnings growthEarnings 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 (17% 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 27Full 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. 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 177% per year, which means it is well ahead of earnings.
お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied 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.
お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
お知らせ • Dec 18Applied Optoelectronics, Inc. Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPOApplied 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 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €267k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€267k sold).
お知らせ • Nov 08Applied 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 07Third 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.
お知らせ • Nov 07Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Applied 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.
お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025
Board Change • Oct 06Insufficient new directorsNo 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.
お知らせ • Sep 30Applied Optoelectronics, Inc. Showcasing AOI 100G VCSEL-Based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025Applied 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.
Board Change • Sep 22Insufficient new directorsNo 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.
お知らせ • Sep 10Applied Optoelectronics, Inc. Advances Its Software Suite with New AI Intelligence Modules for Smarter NetworksApplied 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.
お知らせ • Aug 28Applied 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 17Founder recently bought €361k worth of stockOn the 13th of August, Chih-Hsiang Lin bought around 19k shares on-market at roughly €19.43 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 €707k worth in shares.
Reported Earnings • Aug 10Second 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 3.1% growth forecast for the Communications industry in Europe. 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 107% per year, which means it is well ahead of earnings.
New Risk • Aug 08New major risk - Revenue and earnings growthEarnings 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 Shares are highly illiquid. 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 (€601k sold).
Board Change • Aug 08Insufficient new directorsNo 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.
お知らせ • Aug 08Applied Optoelectronics, Inc. Provides Earnings Guidance for Third Quarter of 2025Applied 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.
お知らせ • Jul 22Applied Optoelectronics, Inc. Quantum Bandwidth Networking Products Certified for Deployment by Charter CommunicationsApplied 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.
お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
Board Change • Jul 02Insufficient new directorsNo 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.
Board Change • Jun 03Insufficient new directorsNo 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.
お知らせ • May 09Applied Optoelectronics, Inc. Provides Earnings Guidance for Second Quarter of 2025Applied 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.
お知らせ • Apr 29Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025Applied Optoelectronics, Inc., Annual General Meeting, Jun 12, 2025. Location: 13139 jess pirtle blvd, tx 77478, sugar land United States
お知らせ • Apr 18Applied Optoelectronics, Inc. to Report Q1, 2025 Results on May 08, 2025Applied Optoelectronics, Inc. announced that they will report Q1, 2025 results on May 08, 2025
New Risk • Mar 28New major risk - Shareholder dilutionThe 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 Shares are highly illiquid. Shareholders have been substantially diluted in the past year (31% increase in shares outstanding).
お知らせ • Mar 01Applied 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 27Full 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 2.9% growth forecast for the Communications industry in Europe. 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.
お知らせ • Feb 27Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2025Applied 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.
Board Change • Feb 25Insufficient new directorsNo 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.
お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2024 Results on Feb 26, 2025Applied Optoelectronics, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025
お知らせ • Jan 21Cambridge Industries USA, Inc. Has Filed Petitions for IPR Against Applied Optoelectronics, Inc Patents in Legal DisputeCambridge 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 16New major risk - Shareholder dilutionThe 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 Shares are highly illiquid. Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€2.7m sold).
Board Change • Jan 15Insufficient new directorsNo 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.
お知らせ • Dec 24Applied 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
Board Change • Dec 20Insufficient new directorsNo 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.
お知らせ • Dec 20Applied 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 25Insider recently sold €587k worth of stockOn the 20th of November, Hung-Lun Chang sold around 20k shares on-market at roughly €28.86 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 €373k more than they bought in the last 12 months.
Reported Earnings • Nov 09Third 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 2.7% growth forecast for the Communications industry in Europe. 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 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 08+ 2 more updatesApplied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Applied Optoelectronics, Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects revenue in the range of $94 million to $104 million.
Board Change • Nov 01Insufficient new directorsNo 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.
お知らせ • Oct 18Applied Optoelectronics, Inc. to Report Q3, 2024 Results on Nov 07, 2024Applied Optoelectronics, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024
お知らせ • Sep 13Applied Optoelectronics Inc. Announces Quantum18™ Product Series to Simplify Technology Upgrades and Support Motorola Housings IntegrationsApplied 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 08Second 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 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07Applied Optoelectronics, Inc. Provides Financial Guidance for the Third Quarter of 2024Applied 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.
Board Change • Jul 18Insufficient new directorsNo 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.
お知らせ • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2024 Results on Aug 06, 2024Applied Optoelectronics, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
Recent Insider Transactions • May 17Lead Independent Director recently bought €95k worth of stockOn the 14th of May, William Yeh bought around 10k shares on-market at roughly €9.74 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 €366k. Despite this recent purchase, insiders have collectively sold €866k more in shares than they bought in the last 12 months.
New Risk • May 14New major risk - Financial positionThe 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). Shares are highly illiquid. 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).
New Risk • May 11New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$49m 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 Risk Shares are highly illiquid. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$49m). 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).
お知らせ • May 11Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2024Applied 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.
お知らせ • Apr 28Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024Applied 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.
Board Change • Apr 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 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.
お知らせ • Apr 20Applied Optoelectronics, Inc. to Report Q1, 2024 Results on May 09, 2024Applied Optoelectronics, Inc. announced that they will report Q1, 2024 results on May 09, 2024
お知らせ • Mar 27Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFPCredo 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 19Independent Director recently bought €366k worth of stockOn the 18th of March, Che-Wei Lin bought around 31k shares on-market at roughly €11.68 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 €1.1m more in shares than they bought in the last 12 months.
お知らせ • Mar 14Applied 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 01Lead Independent Director recently bought €141k worth of stockOn the 27th of February, William Yeh bought around 10k shares on-market at roughly €14.09 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 €1.6m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 25Full 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 2.3% growth forecast for the Communications industry in Europe. 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 8% per year.
Breakeven Date Change • Feb 23Forecast breakeven date pushed back to 2025The 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.
お知らせ • Feb 23Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2024Applied 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.
お知らせ • Feb 02Applied Optoelectronics, Inc. to Report Q4, 2023 Results on Feb 22, 2024Applied Optoelectronics, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024
Reported Earnings • Nov 12Third 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 1.3% growth forecast for the Communications industry in Europe. 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 14% per year.
お知らせ • Nov 11Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Applied 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.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings 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 Shares are highly illiquid. 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).
お知らせ • Oct 20Applied Optoelectronics, Inc. to Report Q3, 2023 Results on Nov 09, 2023Applied Optoelectronics, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2023
お知らせ • Oct 06Applied Optoelectronics, Inc. Launches QuantumLink to Revolutionize Remote Management of Cable AmplifiersApplied 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 08Founder recently bought €69k worth of stockOn the 6th of September, Chih-Hsiang Lin bought around 6k shares on-market at roughly €11.60 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 €228k. Chih-Hsiang has been a buyer over the last 12 months, purchasing a net total of €576k worth in shares.
Recent Insider Transactions • Aug 11CFO & Chief Strategy Officer recently sold €648k worth of stockOn the 8th of August, Stefan Murry sold around 60k shares on-market at roughly €10.80 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 €678k.
お知らせ • Aug 06Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2023Applied Optoelectronics, Inc. provided earnings guidance for the third quarter of 2023. The company expects revenue in the range of $60 million to $66 million.
Reported Earnings • Aug 06Second quarter 2023 earnings released: US$0.57 loss per share (vs US$0.52 loss in 2Q 2022)Second quarter 2023 results: US$0.57 loss per share (further deteriorated from US$0.52 loss in 2Q 2022). Revenue: US$41.6m (down 20% from 2Q 2022). Net loss: US$16.9m (loss widened 17% from 2Q 2022). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Aug 04Forecast to breakeven in 2024The 2 analysts covering Applied Optoelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 35% to 2023. The company is expected to make a profit of US$13.4m in 2024. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
お知らせ • Jul 14Applied Optoelectronics, Inc. to Report Q2, 2023 Results on Aug 03, 2023Applied Optoelectronics, Inc. announced that they will report Q2, 2023 results on Aug 03, 2023
New Risk • Jul 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$24m 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$24m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$41m net loss next year). Shareholders have been diluted in the past year (5.7% increase in shares outstanding).
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 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.
お知らせ • May 26Applied Optoelectronics Announces Quantum Bandwidth Line Extender and System Amplifier ProductsApplied Optoelectronics, Inc. announced the availability of Line Extender and System Amplifier products. As a leading manufacturer of active components for hybrid fiber-coax networks for more than 20 years, AOI has a long history of manufacturing amplifiers, including shipping more than 400,000 line extender and system amplifier products for HFC applications in 2022 alone. As one of the few companies with large-scale in-house manufacturing capacity for amplifiers, AOI’s new products will expand the company’s product portfolio while maintaining the quality and reliability its HFC products are known for. The QBGMLE family of line extender amplifiers features: >44 dB forward gain (without AGC, >39 dB with AGC). Available as an insert to existing compatible housings, or as a complete amplifier with housing and power supply. Utilizes plug-in accessories that are common with the QBGMSA System Amplifier. Factory configured with reverse amplifier, diplex filters, thermal compensation, forward interstage pads, and equalizer. Available with Automatic Gain Control (AGC). Available with either of three forward/reverse frequency splits: 42/54MHz, 85/102MHz or 204/258MHz. The QBGMSA family of system amplifier products features: Available with dual or triple-outputs. >48 dB forward gain (with AGC). Available as an insert to existing compatible housings, or as a complete amplifier with housing and power supply. Utilizes plug-in accessories that are common with the QBGMLE System Amplifier. Factory configured with reverse amplifier, diplex filters, thermal compensation, forward interstage pads, and equalizer. Available with Automatic Gain Control (AGC). Available with either of three forward/reverse frequency splits: 42/54MHz, 85/102MHz or 204/258MHz. The new amplifiers are available for order immediately.
お知らせ • May 24Applied Optoelectronics, Inc. Appoints Todd McCrum as Senior Vice President and General Manager of Broadband AccessApplied Optoelectronics, Inc. announced the appointment of Todd McCrum as senior vice president and general manager of Broadband Access. In this newly created position, McCrum will lead sales, product development, and marketing of AOIs Quantum Bandwidth line of broadband access products. Before joining AOI, McCrum spent 27 years in increasingly senior roles in product marketing and business development for Scientific-Atlanta, continuing after its acquisition by Cisco Systems in 2009. Beginning in 2015 he served as lead of Ciscos Cable Access Business Unit, where he was responsible for product strategy and execution for all of Ciscos cable television products. Taking on a wider role within Cisco, he transitioned to roles in business development and strategy for all of Ciscos service provider network customers. McCrum then served as Ciscos Vice President of Marketing for two years before leaving Cisco earlier this year.
Reported Earnings • May 07First quarter 2023 earnings released: US$0.56 loss per share (vs US$0.58 loss in 1Q 2022)First quarter 2023 results: US$0.56 loss per share. Revenue: US$53.0m (up 1.5% from 1Q 2022). Net loss: US$16.3m (loss widened 1.4% from 1Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe.
お知らせ • May 06Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2023Applied Optoelectronics, Inc. provided earnings guidance for the second quarter of 2023. For the period, the company expects revenue in the range of $40.5 million to $47.5 million.
Reported Earnings • Feb 26Full year 2022 earnings released: US$2.38 loss per share (vs US$2.01 loss in FY 2021)Full year 2022 results: US$2.38 loss per share (further deteriorated from US$2.01 loss in FY 2021). Revenue: US$222.8m (up 5.3% from FY 2021). Net loss: US$66.4m (loss widened 23% from FY 2021). Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Feb 03Applied Optoelectronics, Inc. to Report Q4, 2022 Results on Feb 23, 2023Applied Optoelectronics, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Recent Insider Transactions • Nov 10Founder recently bought €97k worth of stockOn the 8th of November, Chih-Hsiang Lin bought around 44k shares on-market at roughly €2.18 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Chih-Hsiang's only on-market trade for the last 12 months.
Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.56 loss per share (vs US$0.58 loss in 3Q 2021)Third quarter 2022 results: US$0.56 loss per share (improved from US$0.58 loss in 3Q 2021). Revenue: US$56.7m (up 6.4% from 3Q 2021). Net loss: US$15.6m (loss narrowed 1.1% from 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022Applied Optoelectronics, Inc. provided earnings guidance for the fourth quarter of 2022. For the fourth quarter of 2022, the company currently expects revenue in the range of $58 million to $64 million.
お知らせ • Oct 14Applied Optoelectronics, Inc. to Report Q3, 2022 Results on Nov 03, 2022Applied Optoelectronics, Inc. announced that they will report Q3, 2022 results on Nov 03, 2022