Spoken Alpha

AAOI

APPLIED OPTOELECTRONICS, INC.

Technology

Communication Equipment

Mkt cap: $8.95B

Applied Optoelectronics designs and manufactures fiber-optic networking products including lasers, components, modules, and equipment for internet data centers, cable television, telecommunications, and fiber-to-the-home markets.

APPLIED OPTOELECTRONICS, INC is a Technology company operating in Communication Equipment with a $8.95B market cap.

Most recent reported earnings: Q3 FY2026 (Nov 4, 2026).

22 earnings calls indexed on Spoken Alpha.

Behavioral analysis

Management language signature

Disclosures

Investor Relations

Confidence: 0.80

investors.ao-inc.com

Extracted from Unknown source, 2026-08-30.

Transcripts

Recent earnings calls

Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.

All 22 calls

History

Earnings history

20 quarters

Q3 FY20262026-11-04
EPS— vs $0.08
—
Rev— vs —
—
EODHD
Q2 FY20262026-08-05
EPS$-0.21 vs $-0.02
-100.0%
Rev$191.9M vs —
—
EODHD
Q1 FY20262026-05-06
EPS$-0.07

Top executives

Executives who appear on this company's earnings calls in our corpus, with role and tenure sourced from SEC filings. Click any name for the full role timeline and call appearance history. Per-executive behavioral deviation metrics are available to research subscribers.

Peers

Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.

API

For developers and AI agents

The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AAOI.

$ curl https://api.spokenalpha.com/v1/companies/AAOI

Get an API key API docs

FAQ

Frequently asked about AAOI

Where can I find APPLIED OPTOELECTRONICS, INC.'s (AAOI) earnings call transcripts?

Spoken Alpha indexes AAOI's earnings call transcripts at https://spokenalpha.com/companies/AAOI. Each call links to attributed speakers and parsed analyst Q&A. APPLIED OPTOELECTRONICS, INC.'s own investor relations page is at https://investors.ao-inc.com/.

When was APPLIED OPTOELECTRONICS, INC.'s most recent earnings call?

APPLIED OPTOELECTRONICS, INC. (AAOI) held its most recent earnings call on 2026-08-06, covering fiscal Q2 2026.

What sector is AAOI in?

APPLIED OPTOELECTRONICS, INC. (AAOI) operates in the Technology sector (Communication Equipment industry).

Q4 FY2025

Earnings

2026-02-2621 Q&A exchanges

Q4 FY20252026-02-25

EPS$-0.04 vs $-0.16

+75.0%

Rev$134.3M vs —

—

EODHD

Q3 FY20252025-11-05

EPS$-0.09 vs $-0.09

0.0%

Rev$118.6M vs —

—

EODHD

Q2 FY20252025-08-06

EPS$-0.21 vs $-0.11

-90.9%

Rev$103.0M vs —

—

EODHD

Q1 FY20252025-05-07

EPS$-0.02 vs $-0.04

+50.0%

Rev$99.9M vs —

—

EODHD

Q4 FY20242025-02-19

EPS$-0.02 vs $-0.02

-14.3%

Rev$100.3M vs —

—

EODHD

Q3 FY20242024-11-06

EPS$-0.21 vs $-0.17

-23.5%

Rev$65.2M vs —

—

EODHD

Q2 FY20242024-08-05

EPS$-0.28 vs $-0.29

+3.5%

Rev$43.3M vs —

—

EODHD

Q1 FY20242024-05-08

EPS$-0.31 vs $-0.29

-6.9%

Rev$40.7M vs —

—

EODHD

Q4 FY20232024-02-21

EPS$0.04 vs $-0.01

+100.0%

Rev$60.5M vs —

—

EODHD

Q3 FY20232023-11-08

EPS$-0.05 vs $-0.05

0.0%

Rev$62.5M vs —

—

EODHD

Q2 FY20232023-08-02

EPS$-0.21 vs $-0.28

+25.0%

Rev$41.6M vs —

—

EODHD

Q1 FY20232023-05-03

EPS$-0.25 vs $-0.18

-38.9%

Rev$53.0M vs —

—

EODHD

Q4 FY20222023-02-22

EPS$-0.19 vs $-0.30

+36.7%

Rev$61.6M vs —

—

EODHD

Q3 FY20222022-11-02

EPS$-0.26 vs $-0.29

+10.3%

Rev$56.7M vs —

—

EODHD

Q2 FY20222022-08-03

EPS$-0.28 vs $-0.30

+6.7%

Rev$52.3M vs —

—

EODHD

Q1 FY20222022-05-04

EPS$-0.29 vs $-0.30

+3.3%

Rev$52.2M vs —

—

EODHD

Q4 FY20212022-02-23

EPS$-0.20 vs $-0.22

+9.1%

Rev$54.4M vs —

—

EODHD

Period	Reported	EPS actual	EPS consensus	EPS surprise	Revenue actual	Revenue consensus	Rev. surprise	Source
Q3 FY2026	2026-11-04	—	$0.08	—	—	—	—	EODHD
Q2 FY2026	2026-08-05	$-0.21	$-0.02	-100.0%	$191.9M	—	—	EODHD
Q1 FY2026	2026-05-06	$-0.07	$-0.05	-40.0%	$151.1M	—	—	EODHD
Q4 FY2025	2026-02-25	$-0.04	$-0.16	+75.0%	$134.3M	—	—	EODHD
Q3 FY2025	2025-11-05	$-0.09	$-0.09	0.0%	$118.6M	—	—	EODHD
Q2 FY2025	2025-08-06	$-0.21	$-0.11	-90.9%	$103.0M	—	—	EODHD
Q1 FY2025	2025-05-07	$-0.02	$-0.04	+50.0%	$99.9M	—	—	EODHD
Q4 FY2024	2025-02-19	$-0.02	$-0.02	-14.3%	$100.3M	—	—	EODHD
Q3 FY2024	2024-11-06	$-0.21	$-0.17	-23.5%	$65.2M	—	—	EODHD
Q2 FY2024	2024-08-05	$-0.28	$-0.29	+3.5%	$43.3M	—	—	EODHD
Q1 FY2024	2024-05-08	$-0.31	$-0.29	-6.9%	$40.7M	—	—	EODHD
Q4 FY2023	2024-02-21	$0.04	$-0.01	+100.0%	$60.5M	—	—	EODHD
Q3 FY2023	2023-11-08	$-0.05	$-0.05	0.0%	$62.5M	—	—	EODHD
Q2 FY2023	2023-08-02	$-0.21	$-0.28	+25.0%	$41.6M	—	—	EODHD
Q1 FY2023	2023-05-03	$-0.25	$-0.18	-38.9%	$53.0M	—	—	EODHD
Q4 FY2022	2023-02-22	$-0.19	$-0.30	+36.7%	$61.6M	—	—	EODHD
Q3 FY2022	2022-11-02	$-0.26	$-0.29	+10.3%	$56.7M	—	—	EODHD
Q2 FY2022	2022-08-03	$-0.28	$-0.30	+6.7%	$52.3M	—	—	EODHD
Q1 FY2022	2022-05-04	$-0.29	$-0.30	+3.3%	$52.2M	—	—	EODHD
Q4 FY2021	2022-02-23	$-0.20	$-0.22	+9.1%	$54.4M	—	—	EODHD

Source: EODHD. AAOI reported actuals as published; sparse fields render as —.

Overview

Management language signature

Investor Relations

Recent earnings calls

Earnings history

Top executives

Other companies in Technology

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Frequently asked about AAOI