Applied Optoelectronics Management
Management criteria checks 4/4
Applied Optoelectronics' CEO is Thompson Lin, appointed in Feb 1997, has a tenure of 28.33 years. total yearly compensation is $3.70M, comprised of 18.8% salary and 81.2% bonuses, including company stock and options. directly owns 2.3% of the company’s shares, worth $19.99M. The average tenure of the management team and the board of directors is 12.6 years and 12.3 years respectively.
Key information
Thompson Lin
Chief executive officer
US$3.7m
Total compensation
| CEO salary percentage | 18.76% |
| CEO tenure | 28.3yrs |
| CEO ownership | 2.3% |
| Management average tenure | 12.6yrs |
| Board average tenure | 12.3yrs |
Recent management updates
Recent updates
Applied Optoelectronics: Record Cash Outflows Likely To Result In Further Dilution - Sell
Jun 12After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
May 09
Texas Expansion And New Transceivers Will Fuel Next-Generation Networks
Ramp-up of high-capacity transceiver products and capital investments signal potential revenue growth through increased sales volume in AI-focused datacenter architectures.Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) 25% Cheaper Price Remains In Tune With Revenues
Mar 22Applied Optoelectronics: Sell The Rally
Mar 14Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins
Mar 04Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 35% But Not Lagging Industry On Growth Or Pricing
Jan 28Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth
Dec 24Applied Optoelectronics: Risk/Reward Increasingly Unfavorable After Epic Rally (Rating Downgrade)
Dec 11Applied Optoelectronics' Bright Prospects Dimmed By Valuation Concerns
Nov 11After Leaping 26% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
Oct 15After Leaping 27% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
Aug 30Applied Optoelectronics: Mixed Results But Improved Outlook - Hold
Aug 27Applied Optoelectronics: The Bottom Is Not Likely In
Jul 07Applied Optoelectronics: A Turnaround Could Be Around The Corner
May 17Why We're Not Concerned Yet About Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) 26% Share Price Plunge
Apr 30Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) Stock Retreats 33% But Revenues Haven't Escaped The Attention Of Investors
Mar 14Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip
Feb 27Applied Optoelectronics: A Risky Play At A Premium
Jan 30With A 28% Price Drop For Applied Optoelectronics, Inc. (NASDAQ:AAOI) You'll Still Get What You Pay For
Jan 26Is Applied Optoelectronics (NASDAQ:AAOI) Using Too Much Debt?
Aug 06Need To Know: Analysts Just Made A Substantial Cut To Their Applied Optoelectronics, Inc. (NASDAQ:AAOI) Estimates
May 09CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2025 | n/a | n/a | -US$173m |
| Dec 31 2024 | US$4m | US$693k | -US$187m |
| 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$2m |
Compensation vs Market: Thompson's total compensation ($USD3.70M) is about average for companies of similar size in the US market ($USD3.99M).
Compensation vs Earnings: Thompson's compensation has been consistent with company performance over the past year.
CEO
Thompson Lin (62 yo)
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 |
|---|---|---|---|---|
| Founder | 28.3yrs | US$3.70m | 2.3% $ 20.0m | |
| CFO & Chief Strategy Officer | 10.8yrs | US$1.38m | 0.34% $ 3.0m | |
| Senior VP | 12.6yrs | US$942.63k | 0.14% $ 1.2m | |
| Senior VP & North America General Manager | 12.7yrs | US$1.23m | 0.28% $ 2.5m | |
| Senior VP & Asia General Manager | 12.6yrs | US$1.09m | 0.47% $ 4.1m | |
| Investor Relations | no data | no data | no data | |
| Senior VP & GM of Broadband Access | 2.1yrs | no data | no data | |
| VP of Finance & Controller | 18.4yrs | no data | no data |
Experienced Management: AAOI's management team is seasoned and experienced (12.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 28.4yrs | US$3.70m | 2.3% $ 20.0m | |
| Independent Director | 23.8yrs | US$222.84k | 0.27% $ 2.4m | |
| Independent Director | 12.3yrs | US$223.13k | 0.31% $ 2.7m | |
| Independent Director | 11.4yrs | US$205.13k | 0.41% $ 3.6m | |
| Lead Independent Director | 25.1yrs | US$229.36k | 0.39% $ 3.4m | |
| Independent Director | 5yrs | US$202.84k | 0.20% $ 1.7m | |
| Independent Director | 4yrs | US$207.84k | 0.22% $ 1.9m |
Experienced Board: AAOI's board of directors are seasoned and experienced ( 12.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/06/16 17:41 |
| End of Day Share Price | 2025/06/13 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Applied Optoelectronics, Inc. is covered by 14 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Ku Kang | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |