← stocks-llm Find companies like AAOI →

APPLIED OPTOELECTRONICS, INC. (AAOI)

Information Technology · Fiber-optic networking equipment and components · Nasdaq

Vertically integrated provider of fiber-optic networking products and lasers serving hyperscale data centers, cable operators, and telecom networks, scaling rapidly on AI-driven demand for 800+ Gbps optical interconnects.

View SEC filings Website Yahoo Finance Find companies like AAOI → Ask about AAOI →

What APPLIED OPTOELECTRONICS, INC. does

Applied Optoelectronics designs and manufactures fiber-optic networking products, spanning lasers, transmitters, transceivers, and complete turn-key equipment for internet data centers, cable television (CATV), telecommunications, and fiber-to-the-home (FTTH) markets. The company is vertically integrated, developing products from fundamental laser components up through complete systems, and serves large hyperscale data center operators, CATV equipment vendors and multiple system operators, and telecommunications network equipment manufacturers. The data center optical transceiver business is their fastest-growing segment, driven by AI adoption and increasing bandwidth demands, while the CATV market remains their most established business, where they now sell branded products directly to MSOs under the Quantum Bandwidth™ brand.

Themes: ["AI infrastructure / hyperscale data centers","Optical networking / fiber optics","Data center interconnect (800 Gbps+)","Broadband / cable television networks","5G telecommunications networks","Fiber-to-the-home (FTTH)","Optical transceivers"]

Fundamentals

Ask why AAOI looks like this →

Key risks (from latest filing)

["Concentration on hyperscale data center customers and exposure to AI investment cycles; rapid adoption of AI is driving current growth but future slowdown or capex reduction by these customers could materially impact revenue.","Unprofitable operations with negative net margin (-8.55%) despite strong revenue growth; company is investing heavily in R&D and capital expenditure while scaling, creating ongoing cash burn and dependence on equity fundraising.","Significant competition in optical networking from larger, better-capitalized competitors in each end-market segment (data center transceivers, CATV equipment, telecom modules); pressure from vertically integrated competitors or new entrants could erode pricing and market share."]

See AAOI's biggest risks from its latest 10-Q →

Competitors & peers

Not quite? Describe exactly what you want →

Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-10.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.