52.10
+3.93%
Close of 9 Nov 2026, in USD
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About Applied Optoelectronics
From its filings with the US Securities and Exchange Commission
Applied Optoelectronics is based in Sugar Land, Texas and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker AAOI. The SEC classifies its business as semiconductors & related devices. In the fiscal year to 31 December 2025, it reported revenue of $455.7m and a net loss of $38.2m. At that date it held total assets of $1.17bn and shareholders' equity of $733.9m. By business, CATV [Member] brought in 53.8% of revenue, followed by Data Center [Member] at 42.9% and Telecom [Member] at 3.0%. By region, CHINA accounted for 57.5%, followed by TAIWAN at 38.2% and UNITED STATES at 4.3%.
Applied Optoelectronics, Inc. (the "Company" or "AOI") is a leading, vertically integrated provider of fiber-optic networking products, primarily for four networking end-markets: internet data center, cable television ("CATV"), telecommunications, ("telecom"), and fiber-to-the-home ("FTTH"). We design and manufacture a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment.
In designing products for our customers, we typically begin with the fundamental building blocks of lasers and laser components. From these foundational products, we design and manufacture a wide range of products to meet our customers’ needs and specifications, and such products differ from each other by their end market, intended use and level of integration. We are primarily focused on the higher-performance segments within all four of our target markets, which increasingly demand faster connectivity and innovation.
The four end markets we target are all driven by significant bandwidth demand fueled by the growth of network-connected devices, video traffic, cloud computing and online social networking. Within the internet data center market, we benefit from the increasing use of higher-capacity optical networking technology as a replacement for older, lower-speed optical interconnects, particularly as speeds reach 800 Gbps and above, as well as the movement to open internet data center architectures and the increasing use of in-house equipment design among leading internet companies.
Quoted from its 10-K, filed 26 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Communications Equipment
- Listed since
- 26 Sept 2013
- Employees
- 4,691
- Website
- ao-inc.com ↗
- Head office
- 13139 JESS PIRTLE BLVD, SUGAR LAND, TX, 77478
- Incorporated in
- DE
- Classification
- Semiconductors & Related Devices
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Dr. Chih-Hsiang LinChairman of the Board, President, Chief Executive Officer, since 2014$3.7m
- Dr. Stefan MurryChief Financial Officer, Chief Strategy Officer$1.4m
- Mr. David KuoSenior Vice President, Chief Legal and Compliance Officer, Corporate Secretary$942,629
- Dr. Hung-Lun ChangSenior Vice President and General Manager, North America$1.2m
- Mr. Shu-Hua YehSenior Vice President, Asia General Manager$1.1m
- Mr. William YehLead Independent Director$229,363
- Mr. Richard BlackIndependent Director$222,842
- Dr. Min-Chu ChenIndependent Director$223,127
- Ms. Cynthia DelaneyIndependent Director$207,842
- Mr. Che-Wei LinIndependent Director$205,127
- Dr. Elizabeth LoboaIndependent Director$202,842
- Ms. Lindsay SavareseInvestor Relations, since 2023
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 21
- Environment
- 15
- Social
- 34
- Governance
- 14
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Applied Optoelectronics Inc operates in a highly specialized industry and possesses extensive technical expertise.
- The company has a strong intellectual property portfolio, which gives it a competitive edge in developing innovative optoelectronic products.
- Applied Optoelectronics Inc has established long-term partnerships with major customers, allowing for stable revenue streams.
Weaknesses
- The company heavily relies on a limited number of customers, making it vulnerable to changes in customer demand or loss of key customers.
- Applied Optoelectronics Inc faces intense competition from larger, well-established companies that have greater financial resources and market share.
- The company's manufacturing operations are highly specialized, which increases the risk of supply chain disruptions and potential production issues.
Opportunities
- Growing demand for high-speed data communication and increasing adoption of cloud computing present significant market opportunities for Applied Optoelectronics Inc.
- The company can explore strategic partnerships or acquisitions to expand its product offerings or enter new markets.
- Applied Optoelectronics Inc can benefit from advancements in technology, such as the emergence of 5G networks and the Internet of Things (IoT), which drive the need for more advanced optical networking solutions.
Threats
- The company operates in a highly cyclical industry, which exposes it to fluctuations in demand and economic downturns.
- Applied Optoelectronics Inc faces the risk of intellectual property infringement as competitors may attempt to replicate its technologies.
- The ongoing trade disputes and tariffs imposed by governments could impact the company's international operations and global supply chain.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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