Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expects higher revenues for Q4 and for 2026. There is an ongoing sector rally around AOI and other data center suppliers.
AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expanding 8.5× by 2025.
Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good afternoon. I will be your conference operator today.
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Chih-Hsiang Lin CEO | NASDAQ (NMS) Exchange | 03823U102 CUSIP |
| US Country | 3,309 Employees | - Last Dividend | - Last Split | 26 Sep 2013 IPO Date |
Applied Optoelectronics, Inc. (AOI) is a leading company in the optic-fiber networking industry, well-known for designing, manufacturing, and selling a wide array of fiber-optic products. Established in 1997, AOI has grown its presence not just in the United States but also across Taiwan and China. With a robust portfolio catering to the needs of internet data center operators, cable television networks, telecom equipment manufacturers, and internet service providers, AOI has carved a niche for itself. The company operates through both direct and indirect sales channels, ensuring its advanced optical solutions are accessible to a broad spectrum of industries. Headquartered in Sugar Land, Texas, AOI's commitment to innovation and quality has positioned it as a key player in the fast-evolving fiber-optic networking sector.
Applied Optoelectronics, Inc. offers an extensive range of products and services designed to meet the diverse needs of the fiber-optic networking industry. These include: