Applied Optoelectronics Management

Management criteria checks 2/4

Applied Optoelectronics' CEO is Thompson Lin, appointed in Feb 1997, has a tenure of 27.75 years. total yearly compensation is $6.05M, comprised of 9.9% salary and 90.1% bonuses, including company stock and options. directly owns 2.07% of the company’s shares, worth €34.00M. The average tenure of the management team and the board of directors is 12 years and 11.8 years respectively.

Key information

Thompson Lin

Chief executive officer

US$6.0m

Total compensation

CEO salary percentage	9.9%
CEO tenure	27.8yrs
CEO ownership	2.1%
Management average tenure	12yrs
Board average tenure	11.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Thompson Lin's remuneration changed compared to Applied Optoelectronics's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$81m
Jun 30 2024	n/a	n/a	-US$72m
Mar 31 2024	n/a	n/a	-US$63m
Dec 31 2023	US$6m	US$597k	-US$56m
Sep 30 2023	n/a	n/a	-US$62m
Jun 30 2023	n/a	n/a	-US$69m
Mar 31 2023	n/a	n/a	-US$67m
Dec 31 2022	US$2m	US$584k	-US$66m
Sep 30 2022	n/a	n/a	-US$61m
Jun 30 2022	n/a	n/a	-US$61m
Mar 31 2022	n/a	n/a	-US$55m
Dec 31 2021	US$4m	US$570k	-US$54m
Sep 30 2021	n/a	n/a	-US$53m
Jun 30 2021	n/a	n/a	-US$47m
Mar 31 2021	n/a	n/a	-US$57m
Dec 31 2020	US$2m	US$571k	-US$58m
Sep 30 2020	n/a	n/a	-US$80m
Jun 30 2020	n/a	n/a	-US$80m
Mar 31 2020	n/a	n/a	-US$72m
Dec 31 2019	US$4m	US$520k	-US$66m
Sep 30 2019	n/a	n/a	-US$39m
Jun 30 2019	n/a	n/a	-US$34m
Mar 31 2019	n/a	n/a	-US$15m
Dec 31 2018	US$5m	US$499k	-US$2m
Sep 30 2018	n/a	n/a	US$12m
Jun 30 2018	n/a	n/a	US$35m
Mar 31 2018	n/a	n/a	US$56m
Dec 31 2017	US$5m	US$453k	US$74m

Compensation vs Market: Thompson's total compensation ($USD6.05M) is above average for companies of similar size in the German market ($USD1.63M).

Compensation vs Earnings: Thompson's compensation has increased whilst the company is unprofitable.

CEO

Thompson Lin (61 yo)

27.8yrs

Tenure

US$6,049,470

Compensation

Dr. Chih-Hsiang Lin, also known as Thompson, Ph D., founded Applied Optoelectronics, Inc., in February 1997 and has been its President, Chief Executive Officer. Dr. Lin has been the Chairman of the Board a...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Chih-Hsiang Lin	Founder	27.8yrs	US$6.05m	2.07% € 34.0m
Stefan Murry	CFO & Chief Strategy Officer	10.3yrs	US$2.32m	0.20% € 3.3m
David Kuo	Senior VP	12yrs	US$1.48m	0.038% € 620.6k
Hung-Lun Chang	Senior VP & North America General Manager	12.1yrs	US$2.06m	0.22% € 3.6m
Shu-Hua Yeh	Senior VP & Asia General Manager	12yrs	US$1.83m	0.35% € 5.8m
Lindsay Savarese	Investor Relations	no data	no data	no data
Todd McCrum	Senior VP & GM of Broadband Access	1.5yrs	no data	no data
Jessica Hung	VP of Finance & Controller	17.8yrs	no data	no data

12.0yrs

Average Tenure

58yo

Average Age

Experienced Management: A59's management team is seasoned and experienced (12 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Chih-Hsiang Lin	Founder	27.8yrs	US$6.05m	2.07% € 34.0m
Richard Black	Independent Director	23.3yrs	US$260.30k	0.39% € 6.4m
Min-Chu Chen	Independent Director	11.8yrs	US$260.30k	0.38% € 6.3m
Che-Wei Lin	Independent Director	10.8yrs	US$242.30k	0.49% € 8.1m
William Yeh	Lead Independent Director	24.5yrs	US$252.30k	0.48% € 7.9m
Elizabeth Loboa	Independent Director	4.4yrs	US$240.30k	0.27% € 4.4m
Cynthia DeLaney	Independent Director	3.4yrs	US$245.30k	0.25% € 4.0m

11.8yrs

Average Tenure

61yo

Average Age

Experienced Board: A59's board of directors are seasoned and experienced ( 11.8 years average tenure).

Applied Optoelectronics Management

Management criteria checks 2/4

Key information

Recent management updates

Insufficient new directors

Insufficient new directors

Lead Independent Director recently bought €95k worth of stock

Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024

Insufficient new directors

Independent Director recently bought €366k worth of stock

Recent updates

Third quarter 2024 earnings released: US$0.42 loss per share (vs US$0.27 loss in 3Q 2023)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024

Insufficient new directors

Applied Optoelectronics, Inc. to Report Q3, 2024 Results on Nov 07, 2024

Applied Optoelectronics Inc. Announces Quantum18™ Product Series to Simplify Technology Upgrades and Support Motorola Housings Integrations

Second quarter 2024 earnings released: US$0.66 loss per share (vs US$0.57 loss in 2Q 2023)

Applied Optoelectronics, Inc. Provides Financial Guidance for the Third Quarter of 2024

Insufficient new directors

Applied Optoelectronics, Inc. to Report Q2, 2024 Results on Aug 06, 2024

Lead Independent Director recently bought €95k worth of stock

New major risk - Financial position

New minor risk - Financial position

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2024

Applied Optoelectronics, Inc., Annual General Meeting, Jun 06, 2024

Insufficient new directors

Applied Optoelectronics, Inc. to Report Q1, 2024 Results on May 09, 2024

Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFP

Independent Director recently bought €366k worth of stock

Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $25 million.

Lead Independent Director recently bought €141k worth of stock

Full year 2023 earnings released: US$1.76 loss per share (vs US$2.38 loss in FY 2022)

Forecast breakeven date pushed back to 2025

Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2024

Applied Optoelectronics, Inc. to Report Q4, 2023 Results on Feb 22, 2024

Third quarter 2023 earnings released: US$0.27 loss per share (vs US$0.56 loss in 3Q 2022)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023

New major risk - Revenue and earnings growth

Applied Optoelectronics, Inc. to Report Q3, 2023 Results on Nov 09, 2023

Applied Optoelectronics, Inc. Launches QuantumLink to Revolutionize Remote Management of Cable Amplifiers

Founder recently bought €69k worth of stock

CFO & Chief Strategy Officer recently sold €648k worth of stock

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2023

Second quarter 2023 earnings released: US$0.57 loss per share (vs US$0.52 loss in 2Q 2022)

Forecast to breakeven in 2024

Applied Optoelectronics, Inc. to Report Q2, 2023 Results on Aug 03, 2023

New major risk - Financial position

Insufficient new directors

Applied Optoelectronics Announces Quantum Bandwidth Line Extender and System Amplifier Products

Applied Optoelectronics, Inc. Appoints Todd McCrum as Senior Vice President and General Manager of Broadband Access

First quarter 2023 earnings released: US$0.56 loss per share (vs US$0.58 loss in 1Q 2022)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2023

Full year 2022 earnings released: US$2.38 loss per share (vs US$2.01 loss in FY 2021)

Applied Optoelectronics, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Founder recently bought €97k worth of stock

Third quarter 2022 earnings released: US$0.56 loss per share (vs US$0.58 loss in 3Q 2021)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022

Applied Optoelectronics, Inc. to Report Q3, 2022 Results on Nov 03, 2022

Applied Optoelectronics, Inc. Launches Quantum Bandwidth

Yuhan Optoelectronic Technology (Shanghai) Co., Ltd. entered into a definitive agreement to acquire Chinese Manufacturing Facilities and Certain Assets of Applied Optoelectronics, Inc.

Yuhan Optoelectronic Technology (Shanghai) Co., Ltd. entered into a definitive agreement to acquire Chinese Manufacturing Facilities and Certain Assets of Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. Provides Financial Guidance for the Third Quarter of 2022

Second quarter 2022 earnings released: US$0.52 loss per share (vs US$0.31 loss in 2Q 2021)

Applied Optoelectronics, Inc. to Report Q2, 2022 Results on Aug 04, 2022

First quarter 2022 earnings released: US$0.58 loss per share (vs US$0.59 loss in 1Q 2021)

Applied Optoelectronics, Inc., Annual General Meeting, Jun 02, 2022

Applied Optoelectronics, Inc. to Report Q1, 2022 Results on May 05, 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

Applied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2022

Third quarter 2021 earnings released: US$0.58 loss per share (vs US$0.42 loss in 3Q 2020)

Second quarter 2021 earnings released: US$0.31 loss per share (vs US$0.89 loss in 2Q 2020)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2021

Applied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 3000E Value Index

First quarter 2021 earnings released: US$0.59 loss per share (vs US$0.83 loss in 1Q 2020)

Applied Optoelectronics, Inc. Provides Earnings Guidance for the Second Quarter of 2021

New 90-day low: €6.26

Full year 2020 earnings released: US$2.67 loss per share (vs US$3.31 loss in FY 2019)

Revenue beats expectations

Applied Optoelectronics, Inc. to Report Q4, 2020 Results on Feb 25, 2021

New 90-day high: €9.16