APPLIED OPTOELECTRONICS, INC.AAOIEarnings & Financial Report
Applied Optoelectronics Inc. is an American semiconductor company that focuses on optical devices. It was founded in 1997 at the University of Houston and is headquartered in Sugar Land, Texas.
AAOI Q4 FY2025 Key Financial Metrics
Revenue
$134.3M
Gross Profit
$41.9M
Operating Profit
$-11.5M
Net Profit
N/A
Gross Margin
31.2%
Operating Margin
-8.6%
Net Margin
N/A
YoY Growth
33.9%
EPS
$-0.02
APPLIED OPTOELECTRONICS, INC. Q4 FY2025 Financial Summary
APPLIED OPTOELECTRONICS, INC. reported revenue of $134.3M (up 33.9% YoY) for Q4 FY2025, with a net profit of N/A (N/A margin). Cost of goods sold was $92.3M, operating expenses totaled $53.4M.
Key Financial Metrics
| Total Revenue | $134.3M |
|---|---|
| Net Profit | N/A |
| Gross Margin | 31.2% |
| Operating Margin | -8.6% |
| Report Period | Q4 FY2025 |
Revenue Breakdown
APPLIED OPTOELECTRONICS, INC. Q4 FY2025 revenue of $134.3M breaks down across 3 segments, led by Data Center at $74.9M (55.8% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Data Center | $74.9M | 55.8% |
| CATV | $54.0M | 40.2% |
| Telecom | $5.1M | 3.8% |
APPLIED OPTOELECTRONICS, INC. Revenue by Segment — Quarterly Trend
APPLIED OPTOELECTRONICS, INC. revenue by segment across the last 4 reported quarters, showing how each business line (such as Data Center and CATV) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| Data Center | $74.9M | $43.9M | $44.8M | $32.0M |
| CATV | $54.0M | $70.6M | $56.0M | $64.5M |
| Telecom | $5.1M | $3.7M | $1.9M | $2.9M |
APPLIED OPTOELECTRONICS, INC. Annual Revenue by Year
APPLIED OPTOELECTRONICS, INC. annual revenue history includes year-by-year totals (for example, 2025 revenue was $455.7M).
APPLIED OPTOELECTRONICS, INC. Quarterly Revenue & Net Profit History
APPLIED OPTOELECTRONICS, INC. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 FY2025 | $134.3M | +33.9% | N/A | N/A |
| Q3 FY2025 | $118.6M | +82.1% | $-17.9M | -15.1% |
| Q2 FY2025 | $103.0M | +137.9% | $-9.1M | -8.8% |
| Q1 FY2025 | $99.9M | +145.5% | $-9.2M | -9.2% |
| Q4 FY2024 | $100.3M | +65.9% | N/A | N/A |
| Q3 FY2024 | $65.2M | +4.2% | $-17.8M | -27.3% |
| Q2 FY2024 | $43.3M | +4.0% | $-26.1M | -60.4% |
| Q1 FY2024 | $40.7M | -23.3% | $-23.2M | -57.0% |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $40.7M | $43.3M | $65.2M | $100.3M | $99.9M | $103.0M | $118.6M | $134.3M |
| YoY Growth | -23.3% | 4.0% | 4.2% | 65.9% | 145.5% | 137.9% | 82.1% | 33.9% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $350.9M | $348.0M | $410.0M | $547.0M | $644.7M | $796.9M | $978.5M | $1.17B |
| Liabilities | $155.2M | $161.5M | $197.9M | $317.9M | $335.7M | $371.9M | $419.4M | $434.5M |
| Equity | $195.7M | $186.5M | $212.1M | $229.1M | $309.0M | $425.0M | $559.1M | $733.9M |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $-28.5M | $-2.0M | $-14.4M | $-24.6M | $-50.9M | $-65.5M | $-28.5M | $-29.6M |