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Applied Optoelec - AAOI STOCK NEWS

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About Applied Optoelectronics, Inc. (NASDAQ: AAOI)

Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced fiber-optic networking solutions, serving critical markets such as internet data centers, cable broadband, telecommunications, and fiber-to-the-home (FTTH). Headquartered in Sugar Land, Texas, with additional engineering and manufacturing facilities in Taipei, Taiwan, and Ningbo, China, AOI operates as a vertically integrated company. This unique approach allows AOI to oversee the entire production process, from the development of laser chips and optical components to the assembly of complete turn-key networking equipment.

Core Business and Market Focus

AOI's product portfolio is designed to address the increasing global demand for high-bandwidth connectivity driven by the proliferation of network-connected devices, video streaming, cloud computing, and online social networking. The company specializes in manufacturing critical optical components and modules, including optical transceivers, lasers, and amplifiers, which are essential building blocks for broadband fiber access networks.

AOI serves tier-1 customers across its four primary end markets:

  • Internet Data Centers: Providing high-speed optical transceivers and solutions to support hyperscale data centers and cloud service providers.
  • Cable Broadband: Delivering advanced optical products for cable multiple system operators (MSOs) to enhance bandwidth and support next-generation technologies like DOCSIS 4.0.
  • Telecom: Supplying optical networking equipment for telecommunications providers to expand and modernize their infrastructure.
  • Fiber-to-the-Home (FTTH): Enabling high-speed connectivity for residential and commercial users through advanced fiber-optic solutions.

Competitive Advantages

AOI differentiates itself through its vertically integrated manufacturing model, which enhances quality control, reduces costs, and accelerates time-to-market for its products. The company's robust intellectual property portfolio and its commitment to innovation further strengthen its competitive position. AOI's U.S.-based production capabilities also provide a strategic advantage in meeting the needs of North American customers and hyperscale data centers.

Industry Context and Growth Drivers

The fiber-optic networking industry is experiencing rapid growth, fueled by the increasing adoption of bandwidth-intensive applications and the global shift toward digital connectivity. AOI is well-positioned to capitalize on these trends by providing high-performance, scalable solutions tailored to meet the evolving demands of its customers. The company's ongoing investments in research and development, coupled with its focus on manufacturing efficiency, underscore its commitment to driving long-term growth and innovation.

Commitment to Excellence and Sustainability

AOI's dedication to delivering high-quality products is evident in its strategic partnerships with tier-1 customers and its emphasis on sustainable manufacturing practices. By leveraging its global footprint and engineering expertise, AOI continues to play a pivotal role in shaping the future of fiber-optic networking technology.

Rhea-AI Summary
Applied Optoelectronics, Inc. (NASDAQ: AAOI) announced third quarter 2023 financial results, reporting a GAAP revenue of $62.5 million, a GAAP gross margin of 32.3%, and a GAAP net loss of $9.0 million. Non-GAAP net loss was $1.7 million. The company also provided a fourth quarter 2023 business outlook with expected revenue in the range of $63 million to $67 million and non-GAAP gross margin in the range of 34.5% to 36%.
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Applied Optoelectronics to release Q3 2023 financial results on November 9th
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Applied Optoelectronics, Inc. to showcase Quantum Bandwidth™ products at SCTE® Cable-Tec Expo®
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Applied Optoelectronics, Inc. announces amendment to patent infringement complaint, identifying additional products infringing AOI patents.
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Applied Optoelectronics files patent infringement complaint against Molex
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Applied Optoelectronics, Inc. (NASDAQ: AAOI) to present at H.C. Wainwright 25th Annual Global Investment Conference on September 11th, 2023.
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Applied Optoelectronics reports Q2 2023 financial results, with revenue of $41.6 million and non-GAAP gross margin of 24.8%. Expects Q3 2023 revenue in the range of $60 million to $66 million and non-GAAP gross margin in the range of 29.5% to 31%.
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Applied Optoelectronics, Inc. (AOI) has appointed Corey Chapman as the senior director of sales engineering for its Quantum Bandwidth product line. This is the fifth recent hire for AOI as it expands its focus on broadband access. Chapman will oversee sales engineering and support AOI customers from product evaluation to deployment. His experience in the cable service provider market will be valuable as AOI grows its sales engineering and customer support teams.
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Applied Optoelectronics, Inc. (NASDAQ: AAOI) announced the release of its second quarter 2023 financial results on August 3, 2023. The company will host a conference call and webcast to discuss the results and outlook for the third quarter 2023. Analysts and investors can participate by dialing 844-890-1794. A live audio webcast and supplemental financials will be accessible from the company's Investor Relations website at investors.ao-inc.com. An archived version will be available for one year, and a telephonic replay will be accessible until August 10, 2023, by dialing 877-344-7529 and entering passcode 1076424.
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FAQ

What is the current stock price of Applied Optoelec (AAOI)?

The current stock price of Applied Optoelec (AAOI) is $17.72 as of March 3, 2025.

What is the market cap of Applied Optoelec (AAOI)?

The market cap of Applied Optoelec (AAOI) is approximately 1.0B.

What does Applied Optoelectronics, Inc. (AOI) do?

AOI designs and manufactures fiber-optic networking products for markets such as data centers, cable broadband, telecom, and fiber-to-the-home (FTTH).

What are AOI's primary markets?

AOI serves internet data centers, cable broadband providers, telecommunications companies, and fiber-to-the-home (FTTH) networks.

How does AOI differentiate itself in the fiber-optic industry?

AOI's vertically integrated manufacturing model allows it to control the entire production process, ensuring quality, cost efficiency, and faster time-to-market.

Where are AOI's manufacturing facilities located?

AOI has manufacturing and engineering facilities in Sugar Land, Texas; Taipei, Taiwan; and Ningbo, China.

What drives demand for AOI's products?

Demand is driven by the global need for high-bandwidth connectivity due to cloud computing, video streaming, and the proliferation of connected devices.

Who are AOI's primary customers?

AOI primarily serves tier-1 customers, including hyperscale data centers, cable multiple system operators (MSOs), and telecom providers.

What is AOI's role in the data center market?

AOI provides high-speed optical transceivers and components to support the growing bandwidth needs of hyperscale data centers.

What is AOI's approach to innovation?

AOI invests heavily in research and development to create cutting-edge optical technologies and maintain a robust intellectual property portfolio.

How does AOI contribute to sustainability?

AOI emphasizes sustainable manufacturing practices and energy-efficient product designs to align with global environmental goals.

What is AOI's competitive advantage in North America?

AOI's U.S.-based production capabilities allow it to meet the needs of North American customers with faster delivery and localized support.
Applied Optoelec

Nasdaq:AAOI

AAOI Rankings

AAOI Stock Data

1.03B
47.28M
5.1%
68.72%
17.13%
Communication Equipment
Semiconductors & Related Devices
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