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Applied Optoelectronics (AAOI)
NASDAQ:AAOI
RESEARCH TOOLSreports
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.31Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -13.22%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment. While there is strong revenue growth and significant expansion in the CATV and datacenter segments, the company faces challenges with operating losses and high expenses. The outlook for Q1 2025 suggests potential operational challenges, although there is optimism about long-term growth.Company Guidance
In the fourth quarter of fiscal year 2024, Applied Optoelectronics reported revenue of $100 million, aligning with its guidance range of $94 million to $104 million, and a non-GAAP gross margin of 28.9%, within the projected 27.5% to 29.5%. The company experienced a non-GAAP loss per share of $0.02, consistent with guidance predicting a loss of $0.04 to earnings of $0.04 per share. Revenue from datacenter products stood at $44.2 million, marking an 8% sequential increase, while revenue for 400G products surged 40% year-over-year and 70% sequentially. The CATV segment generated $52.2 million, over four times higher year-over-year and more than doubling sequentially, largely due to shipments of 1.8 gigahertz amplifiers. The company anticipates further growth, planning significant CapEx investments ranging from $120 million to $150 million in 2025, with expectations of increasing production capacity for 800G and 1.6 terabit datacenter products. For the first quarter of 2025, AOI forecasts revenue between $94 million and $104 million, a non-GAAP gross margin of 29% to 30.5%, and non-GAAP net income ranging from a loss of $3.6 million to breakeven.Significant Revenue Growth
Total revenue reached $100 million, up 66% year-over-year and 54% sequentially, driven by strong performance in both datacenter and CATV segments.
CATV Segment Expansion
Revenue in the CATV segment was $52.2 million, increasing more than 4x year-over-year and more than doubled sequentially, driven by the shipment of 1.8 gigahertz amplifiers.
400G Product Growth
Revenue for 400G products increased 40% year-over-year and 70% sequentially, with increased adoption by datacenter customers.
Production Capacity Expansion
AOI is expanding production capabilities with new automated equipment in Texas and a new facility in Taiwan to cater to increased demand for 400G and 800G products.
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AAOI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AAOI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $25.19 | $24.04 | -4.57% |
| Nov 07, 2024 | $17.90 | $27.76 | +55.08% |
| Aug 06, 2024 | $7.29 | $6.87 | -5.76% |
| May 09, 2024 | $10.54 | $10.22 | -3.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Applied Optoelectronics (AAOI) report earnings?
Applied Optoelectronics (AAOI) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Applied Optoelectronics (AAOI) earnings time?
Applied Optoelectronics (AAOI) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AAOI EPS forecast?
AAOI EPS forecast for the fiscal quarter 2025 (Q1) is -0.04.
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