Quarterly Earnings Performance
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-05-08 | $99.9M | +146% | −$0.02 | $95M–$105M | Revenue doubled YoY; record CATV sales |
| Q2 2025 | Apr–Jun 2025 | 2025-08-07 | $103.0M | +138% | −$0.16 | $115M–$125M | 30.4% non-GAAP gross margin; AI demand |
| Q3 2025 | Jul–Sep 2025 | 2025-11-06 | $118.6M | +82% | −$0.09 | $125M–$140M | Record quarterly revenue; CATV + datacenter |
| Q4 2025 | Oct–Dec 2025 | 2026-02-26 | $134.3M | +34% | −$0.01 | $180M–$198M | Record Q4; beat EPS estimate by $0.10 |
| FY 2025 | Full Year | — | $455.7M | +83% | — | — | Record full-year revenue; strongest year in company history |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q1 2026 | 2026-05-07 (reported) | $151.1M | −$0.07 | Company reported |
| Q2 2026 | ~2026-08-06 | $180M–$198M (est.) | −$0.03 to +$0.03 (est.) | Company guidance (May 2026) |
Applied Optoelectronics delivered its strongest financial year on record in 2025, with full-year revenue of $455.7M — up 83% year-over-year — driven by surging AI infrastructure buildout and broad-based data center and CATV demand. Revenue accelerated sequentially each quarter, from $99.9M in Q1 to $134.3M in Q4. The company carried momentum into 2026, reporting Q1 2026 revenue of $151.1M and projecting full-year 2026 revenue exceeding $1 billion, more than doubling 2025's record results. Despite improving margins, AAOI remained non-GAAP loss-making through 2025, with profitability expected beginning Q2 2026.
Generated: 2026-05-12