← Research LibraryThe BriefFY2025 10-K · headline figures audited against SEC data
Applied Optoelectronics revenue surged, but the cash burn grew faster.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +82.8% to $456MOK
- Profitability — Net loss narrowed to -$38MNote
- Cash quality — FCF -213.1% to -$354MWatch
- Margins — Gross margin +526 bpsOK
- Capital — Capex +312.7% to $179MWatch
- Insiders — 7 buys / 27 sellsNote
- Accounting — Beneish flag; EQ greyWatch
Business
Applied Optoelectronics is a vertically integrated fiber-optic networking supplier serving internet data center, CATV, telecom, and fiber-to-the-home markets. It designs products from lasers and optical components up to modules and complete equipment.
Where the revenue comes from
Fiscal 2025, as APPLIED OPTOELECTRONICS, INC. reports it. History and quarterly detail are in the app.
- CATV$245.1M
- Data Center$195.7M
- Telecom$13.7M
- FTTH and Other$1.2M
Latest filings
- 8-K · Company announcement2026-09-01
- 8-K · Company announcement2026-08-24
- 8-K · Company announcement2026-08-21
- 10-Q · Quarterly report2026-08-06
- 8-K · Company announcement2026-08-06
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about APPLIED OPTOELECTRONICS, INC., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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