NASDAQ$AAOI

Applied Optoelectronics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second quarter 2024 financial results, with revenue in line with expectations and non-GAAP loss per share favorable compared to expectations.

Applied Optoelectronics reported its second quarter 2024 financial results, with revenue aligning with expectations. The company's non-GAAP loss per share was favorable, although the non-GAAP gross margin was below expectations due to product mix. They are optimistic about the second half of the year, with new orders for 400G products and expected improvements in the datacenter business.

  • Revenue for the second quarter was in line with expectations.
  • Non-GAAP gross margin came in below expectations, primarily due to product mix.
  • Non-GAAP loss per share was favorable compared to expectations.
  • Began to receive orders for 400G products from another large hyperscale customer.

Headline financials

Total Revenue

$43.3M

Previous: $41.6M+4.0%
EPS (adj)

-$0.28

Previous: -$0.21-33.3%
Capital Expenditures

-$8.74M

Previous: -$1.46M-498.6%
Free Cash Flow

-$34.9M

Previous: -$18.4M-89.4%
Net Income

-$26.1M

Previous: -$16.9M-54.1%
Operating Income

-$26.2M

Previous: -$16M-64.4%
Gross Profit

$9.56M

Previous: $7.9M+21.1%
Cash & Equivalents

$10.7M

Previous: $21.6M-50.6%
Total Assets

$348M

Previous: $357M-2.5%
R&D Expense

$13.1M

No prior period
Stock-Based Comp

$6.06M

Previous: $3.06M+97.8%

Revenue & EPS history

Applied Optoelectronics · Revenue · Quarterly

$43.3M

Q2 2024+4%vs Q2 2023
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

For the third quarter of 2024, the company provided forward-looking statements regarding their expectations.

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 Q2 2024

Historical avgQ2 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro