Applied Optoelectronics, Inc.

NasdaqGM:AAOI Stock Report

Market Cap: US$944.8m

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 $21.75M. 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 percentage18.76%
CEO tenure28.3yrs
CEO ownership2.3%
Management average tenure12.6yrs
Board average tenure12.3yrs

Recent management updates

Recent updates

Applied Optoelectronics Reports Improved Q1 2025 Financial Performance As It Ramps Up Production

May 15

After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

May 09
After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
author-image

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 22
Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) 25% Cheaper Price Remains In Tune With Revenues

Applied Optoelectronics: Sell The Rally

Mar 14

Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins

Mar 04

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 35% But Not Lagging Industry On Growth Or Pricing

Jan 28
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 35% But Not Lagging Industry On Growth Or Pricing

Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth

Dec 24

Applied Optoelectronics: Risk/Reward Increasingly Unfavorable After Epic Rally (Rating Downgrade)

Dec 11

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

CEO Compensation Analysis

How has Thompson Lin's remuneration changed compared to Applied Optoelectronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

-US$173m

Dec 31 2024US$4mUS$693k

-US$187m

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

Compensation vs Market: Thompson's total compensation ($USD3.70M) is about average for companies of similar size in the US market ($USD3.92M).

Compensation vs Earnings: Thompson's compensation has been consistent with company performance over the past year.


CEO

Thompson Lin (62 yo)

28.3yrs
Tenure
US$3,695,421
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
Founder28.3yrsUS$3.70m2.3%
$ 21.7m
Stefan Murry
CFO & Chief Strategy Officer10.8yrsUS$1.38m0.34%
$ 3.2m
David Kuo
Senior VP12.6yrsUS$942.63k0.14%
$ 1.3m
Hung-Lun Chang
Senior VP & North America General Manager12.7yrsUS$1.23m0.28%
$ 2.7m
Shu-Hua Yeh
Senior VP & Asia General Manager12.6yrsUS$1.09m0.47%
$ 4.4m
Lindsay Savarese
Investor Relationsno datano datano data
Todd McCrum
Senior VP & GM of Broadband Access2.1yrsno datano data
Jessica Hung
VP of Finance & Controller18.4yrsno datano data
12.6yrs
Average Tenure
59yo
Average Age

Experienced Management: AAOI's management team is seasoned and experienced (12.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Chih-Hsiang Lin
Founder28.4yrsUS$3.70m2.3%
$ 21.7m
Richard Black
Independent Director23.8yrsUS$222.84k0.27%
$ 2.6m
Min-Chu Chen
Independent Director12.3yrsUS$223.13k0.31%
$ 3.0m
Che-Wei Lin
Independent Director11.4yrsUS$205.13k0.41%
$ 3.9m
William Yeh
Lead Independent Director25.1yrsUS$229.36k0.39%
$ 3.7m
Elizabeth Loboa
Independent Director5yrsUS$202.84k0.20%
$ 1.9m
Cynthia DeLaney
Independent Director4yrsUS$207.84k0.22%
$ 2.1m
12.3yrs
Average Tenure
62yo
Average Age

Experienced Board: AAOI's board of directors are seasoned and experienced ( 12.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/09 15:19
End of Day Share Price 2025/06/09 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
null nullArgus Research Company
Ku KangB. Riley Securities, Inc.
Richard ShannonCraig-Hallum Capital Group LLC