NASDAQ$AAOI

Applied Optoelectronics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Applied Optoelectronics reported solid Q4 2024 results, driven by strength in datacenter and CATV businesses.

Applied Optoelectronics reported its Q4 and Full Year 2024 financial results. The company saw increasing orders in its datacenter business and a significant increase in its CATV business due to a ramp in orders for 1.8 GHz amplifier products. Revenue growth more than doubled sequentially. The company also received a substantial order for Quantum Bandwidth® networking products from a top North American cable operator.

  • Generated a solid quarter, driven by strength in both datacenter and CATV businesses.
  • Continued to see increasing orders in the datacenter business and believe we have solid momentum going forward.
  • Saw a significant increase in the CATV business due to a ramp in orders for our 1.8 GHz amplifier products, which resulted in revenue growth that more than doubled sequentially.
  • Received a substantial order for Quantum Bandwidth® networking products from a top North American cable operator.

Headline financials

Total Revenue

$54.8M

Previous: $60.5M-9.4%
EPS (adj)

-$0.04

Previous: $0.04-200.0%
GAAP Gross Margin

28.7%

No prior period
Non-GAAP Gross Margin

28.9%

No prior period
R&D Expenses

$16.7M

No prior period
Sales & Marketing

$3.65M

No prior period
G&A Expenses

$14.8M

No prior period
Total Operating Exp.

$35.2M

No prior period
Adjusted EBITDA

$2.4M

No prior period
Net Income

-$14.1M

Previous: -$16.8M+16.1%
Operating Income

-$12.5M

Previous: -$14.7M+15.5%
Gross Profit

$12.4M

Previous: $8.06M+53.5%

Revenue & EPS history

Applied Optoelectronics · Revenue · Quarterly

$54.8M

Q4 2024-9.4%vs Q4 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 first quarter of 2025, the company expects to see continued growth in its datacenter and CATV businesses. They are focused on ramping production capabilities to meet anticipated rising demand.

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 Q4 2024

Historical avgQ4 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%

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