NASDAQ$AAOI

Applied Optoelectronics Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Applied Optoelectronics reported Q1 2025, revenue of $64.5M, net loss of $12.4M, diluted EPS of $-0.22.

For Q1 2025, Applied Optoelectronics reported revenue of $64.5M, a net loss of $12.4M, diluted EPS was $-0.22. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $64.5M.
  • Net loss $12.4M.
  • Diluted EPS $-0.22.

Headline financials

Total Revenue

$99.9M

Previous: $40.7M+145.5%
EPS (adj)

-$0.22

Previous: -$0.60+63.3%
Capital Expenditures

-$28.4M

Previous: -$5.76M-392.8%
Net Income

-$9.17M

Previous: -$23.2M+60.4%
Operating Income

-$8.94M

Previous: -$21.6M+58.7%
Gross Profit

$30.5M

Previous: $7.59M+302.4%

Revenue & EPS history

Applied Optoelectronics · Revenue · Quarterly

$99.9M

Q1 2025+145.5%vs Q1 2024
Beat estimate in 1 of 15 quarters(7%)
ActualEstimate

Revenue by segment

Applied Optoelectronics · $24.5M total across 1 segment · Q1 2021

  • CATV
    $24.5M

Forward guidance

Life-sciences filers emphasize pipeline milestones, regulatory paths, and cash runway; product revenue is limited or emerging.

Tailwinds

  • Pipeline progress and partnership optionality.
  • Cash balances funding operations into upcoming catalysts.
  • Commercial launches where approved.

Headwinds

  • Trial failure or regulatory delay risk.
  • Dilution from equity raises.
  • Reimbursement and competitive pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.0%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+9.6%

Avg return

30 days after

43%

24 / 56 earnings

Positive

+71.3%

Q3 2024

Best reaction

-30.9%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.8%+5.3%-0.9%
Q4 2025+56.9%+85.7%+82.9%
Q3 2025-1.9%-17.7%-8.6%
Q1 2025-0.5%+29.5%+14.0%
Q4 2024-4.6%-28.0%-35.0%
Q3 2024+71.3%+76.1%+139.9%
Q2 2024-1.4%+11.0%+75.6%
Q1 2024-5.6%+3.0%-2.6%
Q4 2023-26.3%-19.6%-23.5%
Q3 2023-4.9%+24.7%+100.6%
Q2 2023+49.0%+65.0%+88.6%
Q1 2023-7.0%+0.6%+26.8%
Q4 2022-7.4%-0.4%-14.5%
Q3 2022-19.7%-17.0%-10.4%
Q2 2022-3.1%-4.2%+18.2%
Q1 2022-11.2%-20.0%-21.1%
Q4 2021-10.2%-5.7%-14.8%
Q3 2021-30.0%-31.3%-35.5%
Q2 2021-7.3%-7.7%+0.1%
Q1 2021+7.5%+4.3%+19.7%
Q4 2020-19.7%-25.7%-28.6%
Q3 2020-15.2%-18.4%-6.8%
Q2 2020-1.9%-15.8%-34.7%
Q1 2020-5.5%-13.9%-7.4%
Q4 2019-12.3%-7.7%-26.5%
Q3 2019-5.6%+7.2%-8.5%
Q2 2019+7.7%-3.7%+1.8%
Q1 2019-9.5%-15.9%-21.4%
Q4 2018+5.5%+13.1%-13.0%
Q3 2018+6.9%-3.3%-5.7%
Q2 2018+5.0%+9.0%-17.3%
Q1 2018-4.1%-5.5%+33.7%
Q4 2017-17.5%-16.0%-23.9%
Q3 2017+15.4%+19.8%+2.8%
Q2 2017-30.9%-23.9%-36.9%
Q1 2017+20.4%+33.7%+60.7%
Q4 2016+23.9%+23.7%+48.2%
Q3 2016+7.7%+13.2%+15.8%
Q2 2016+20.5%+13.9%+42.7%
Q1 2016-19.6%
Q4 2015+2.7%
Q3 2015-3.7%
Q2 2015+11.9%
Q1 2015+10.9%
Q4 2014+14.2%
Q3 2014-25.4%
Q2 2014-1.3%
Q1 2013-1.8%
Q1 2014-12.1%
Q2 2013+0.6%
Q1 2012+0.6%
Q4 2013+0.6%
Q2 2012+0.6%
Q3 2013+0.3%
Q3 2012+0.3%
Q4 2012+0.3%

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