Applied Optoelectronics, Inc.

NasdaqGM:AAOI Stock Report

Market Cap: US$1.6b

Applied Optoelectronics Management

Management criteria checks 3/4

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 $33.09M. 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 percentage9.9%
CEO tenure27.8yrs
CEO ownership2.1%
Management average tenure12yrs
Board average tenure11.8yrs

Recent management updates

Recent updates

Applied Optoelectronics' Bright Prospects Dimmed By Valuation Concerns

Nov 11

After Leaping 26% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

Oct 15
After Leaping 26% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

After Leaping 27% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

Aug 30
After Leaping 27% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

Applied Optoelectronics: Mixed Results But Improved Outlook - Hold

Aug 27

Applied Optoelectronics: The Bottom Is Not Likely In

Jul 07

Applied Optoelectronics: A Turnaround Could Be Around The Corner

May 17

Why We're Not Concerned Yet About Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) 26% Share Price Plunge

Apr 30
Why We're Not Concerned Yet About Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) 26% Share Price Plunge

Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) Stock Retreats 33% But Revenues Haven't Escaped The Attention Of Investors

Mar 14
Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) Stock Retreats 33% But Revenues Haven't Escaped The Attention Of Investors

Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip

Feb 27

Applied Optoelectronics: A Risky Play At A Premium

Jan 30

With A 28% Price Drop For Applied Optoelectronics, Inc. (NASDAQ:AAOI) You'll Still Get What You Pay For

Jan 26
With A 28% Price Drop For Applied Optoelectronics, Inc. (NASDAQ:AAOI) You'll Still Get What You Pay For

Is Applied Optoelectronics (NASDAQ:AAOI) Using Too Much Debt?

Aug 06
Is Applied Optoelectronics (NASDAQ:AAOI) Using Too Much Debt?

Need To Know: Analysts Just Made A Substantial Cut To Their Applied Optoelectronics, Inc. (NASDAQ:AAOI) Estimates

May 09
Need To Know: Analysts Just Made A Substantial Cut To Their Applied Optoelectronics, Inc. (NASDAQ:AAOI) Estimates

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Could Be 34% Above Their Intrinsic Value Estimate

May 02
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Could Be 34% Above Their Intrinsic Value Estimate

Should You Think About Buying Applied Optoelectronics, Inc. (NASDAQ:AAOI) Now?

Mar 28
Should You Think About Buying Applied Optoelectronics, Inc. (NASDAQ:AAOI) Now?

Is Applied Optoelectronics (NASDAQ:AAOI) Weighed On By Its Debt Load?

Aug 12
Is Applied Optoelectronics (NASDAQ:AAOI) Weighed On By Its Debt Load?

Is Applied Optoelectronics (NASDAQ:AAOI) Weighed On By Its Debt Load?

Apr 28
Is Applied Optoelectronics (NASDAQ:AAOI) Weighed On By Its Debt Load?

CEO Compensation Analysis

How has Thompson Lin's remuneration changed compared to Applied Optoelectronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$81m

Jun 30 2024n/an/a

-US$72m

Mar 31 2024n/an/a

-US$63m

Dec 31 2023US$6mUS$597k

-US$56m

Sep 30 2023n/an/a

-US$62m

Jun 30 2023n/an/a

-US$69m

Mar 31 2023n/an/a

-US$67m

Dec 31 2022US$2mUS$584k

-US$66m

Sep 30 2022n/an/a

-US$61m

Jun 30 2022n/an/a

-US$61m

Mar 31 2022n/an/a

-US$55m

Dec 31 2021US$4mUS$570k

-US$54m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$47m

Mar 31 2021n/an/a

-US$57m

Dec 31 2020US$2mUS$571k

-US$58m

Sep 30 2020n/an/a

-US$80m

Jun 30 2020n/an/a

-US$80m

Mar 31 2020n/an/a

-US$72m

Dec 31 2019US$4mUS$520k

-US$66m

Sep 30 2019n/an/a

-US$39m

Jun 30 2019n/an/a

-US$34m

Mar 31 2019n/an/a

-US$15m

Dec 31 2018US$5mUS$499k

-US$2m

Sep 30 2018n/an/a

US$12m

Jun 30 2018n/an/a

US$35m

Mar 31 2018n/an/a

US$56m

Dec 31 2017US$5mUS$453k

US$74m

Compensation vs Market: Thompson's total compensation ($USD6.05M) is about average for companies of similar size in the US market ($USD5.37M).

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

NamePositionTenureCompensationOwnership
Chih-Hsiang Lin
Founder27.8yrsUS$6.05m2.07%
$ 33.1m
Stefan Murry
CFO & Chief Strategy Officer10.3yrsUS$2.32m0.20%
$ 3.2m
David Kuo
Senior VP12yrsUS$1.48m0.038%
$ 603.9k
Hung-Lun Chang
Senior VP & North America General Manager12.1yrsUS$2.06m0.22%
$ 3.5m
Shu-Hua Yeh
Senior VP & Asia General Manager12yrsUS$1.83m0.35%
$ 5.6m
Lindsay Savarese
Investor Relationsno datano datano data
Todd McCrum
Senior VP & GM of Broadband Access1.5yrsno datano data
Jessica Hung
VP of Finance & Controller17.8yrsno datano data

12.0yrs

Average Tenure

58yo

Average Age

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


Board Members

NamePositionTenureCompensationOwnership
Chih-Hsiang Lin
Founder27.8yrsUS$6.05m2.07%
$ 33.1m
Richard Black
Independent Director23.3yrsUS$260.30k0.39%
$ 6.3m
Min-Chu Chen
Independent Director11.8yrsUS$260.30k0.38%
$ 6.2m
Che-Wei Lin
Independent Director10.8yrsUS$242.30k0.49%
$ 7.9m
William Yeh
Lead Independent Director24.5yrsUS$252.30k0.48%
$ 7.7m
Elizabeth Loboa
Independent Director4.4yrsUS$240.30k0.27%
$ 4.3m
Cynthia DeLaney
Independent Director3.4yrsUS$245.30k0.25%
$ 3.9m

11.8yrs

Average Tenure

61yo

Average Age

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