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APPLIED OPTOELECTRONICS, INC. (AAOI)
10-K · FY2025 · Filed Feb 26, 2026
Accession: 0001437749-26-005875
APPLIED OPTOELECTRONICS, INC. (AAOI)'s FY2025 10-K was filed with the SEC on (accession 0001437749-26-005875). Per Item 1 of the filing, its products include Quantum Bandwidth CATV equipment, 800 Gbps optical transceivers, 1.6 Tbps (1.6T) optical transceivers, 400 Gbps optical transceivers and 100 Gbps optical transceivers; it names Coherent Corporation, Eoptolink Technology Inc., Ltd., Foxconn Interconnect Technology Ltd., InnoLight Technology (Suzhou) Ltd. and Intel Corporation among its competitors; customer segments: Hyperscale internet data center operators, CATV equipment manufacturers / OEMs, Cable MSOs (multiple system operators), Network equipment manufacturers (NEMs) and Optical transceiver manufacturers.
Item 1 — Business overview
Products
- Semiconductor lasers
- Laser components and subassemblies
- Light engines
- Optical transceivers (40G/100G/200G/400G/800G/1.6T)
- CATV transmitters
- CATV nodes
- CATV amplifiers (1.8 GHz capable)
- DOCSIS 4.0 equipment
- Quantum Bandwidth branded CATV equipment
- WDM-PON solutions
- XGS-PON / 25G PON / 50G PON solutions
- Butterfly lasers
Product categories
- Data Center
- CATV
- Telecom
- FTTH and other
Customer segments
- Hyperscale internet data center operators
- CATV equipment manufacturers / OEMs
- Cable MSOs (multiple system operators)
- Network equipment manufacturers (NEMs)
- Optical transceiver manufacturers
- Telecom service providers / 5G network operators
- FTTH / PON telecom service providers
- Internet service providers
- ODM partners
Go to market
- Direct sales force covering US, Taiwan, China for major OEMs, hyperscalers, MSOs
- Indirect sales channels / distributors for international and certain domestic segments
- Direct-to-MSO sales under Quantum Bandwidth brand (since 2023)
- ODM (original design manufacturer) relationships across all four target markets
- Close customer collaboration in design / qualification stage to win designs
- Industry trade shows and technical conferences
- 44.7% of 2025 revenue from direct sales; remainder via indirect channels
Named competitors
- Coherent Corporation
- Eoptolink Technology Inc., Ltd.
- Foxconn Interconnect Technology Ltd.
- InnoLight Technology (Suzhou) Ltd.
- Intel Corporation
- Lumentum Holdings, Inc.
- Mitsubishi
- Molex, LLC
- Source Photonics, Inc.
- Sumitomo Electric Industries, Ltd.
Raw Item 1 preview
0001158114 APPLIED OPTOELECTRONICS, INC. false --12-31 FY 2025 false true true true Our Board oversees our management of cybersecurity risk. They receive regular reports from management about the prevention, detection, mitigation, and remediation of cybersecurity incidents, including material security risks and information security vulnerabilities. Our Board oversees our management of cybersecurity risk. They receive regular reports from management about the prevention, detection, mitigation, and remediation of cybersecurity incidents, including material security risks and information security vulnerabilities. true true Our general manager and MIS director have primary responsibility for assessing and managing material cybersecurity risks. They meet to review security performance metrics, identify security risks, and assess the status of approved security enhancements. They also consider and make recommendations on security policies and procedures, security service requirements, and risk mitigation strategies. Our MIS director has served in various roles in information technology and information security for over 20 years. Our general manager has over 20 years of experience managing risks, including risks arising from cybersecurity threats. false false false Shu-Hua (Joshua) Yeh SVP/Asia General Manager true December 9, 2025 December 31, 2026 true true 5,000 5,000 0.001 0.001 0 0 0 0 120,000 0.001 0.001 74,998 74,998 80,000 49,393 49,393 5 5 5 0 0 0 1 3 5 15 15 0 …
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Risk factors, MD&A, and evidence-backed supply chain links
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