Amazon (AWS)AMZN
Hyperscalers / Cloud · Customer of
“aaoi:CustomerWarrantMember aaoi:SubsidiaryOfAmazonMember 2025-03-13 ... Customer warrant issued to a subsidiary of Amazon”
SEC 10-K 0001437749-26-005875Valuation →
EvidInvest Supply Chain Intelligence
Applied Optoelectronics
AAOI · Optical / Photonics · optical_transceivers
$172.78
Price
$13.9B
Market cap
6
Mapped relationships
6
Cited with sources
Suppliers
Companies that supply Applied Optoelectronics, from incoming 'supplies' edges and disclosed customer-of relationships.
No supplier relationships mapped yet.
Customers
Companies that buy from Applied Optoelectronics, from outgoing 'supplies' edges and disclosed customer-of relationships.
cited
CharterCHTR
Other · Customer of
“MSOs like Comcast and Charter have announced plans to spend billions of dollars over the next few years to upgrade to DOCSIS 4.0 network equipment”
SEC 10-K 0001437749-26-005875Valuation →
ComcastCMCSA
Other · Customer of
“MSOs like Comcast and Charter have announced plans to spend billions of dollars over the next few years to upgrade to DOCSIS 4.0 network equipment”
SEC 10-K 0001437749-26-005875Valuation →
Meta PlatformsMETA
Hyperscalers / Cloud · Supplied by
“AAOI 1.6T transceivers volume order from major hyperscale customer (Mar 2026)”
Microsoft CorporationMSFT
Hyperscalers / Cloud · Customer of
“In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively”
SEC 10-K 0001437749-26-005875Valuation →
OracleORCL
Hyperscalers / Cloud · Customer of
“in 2024, Oracle accounted for 12.4% of our revenue”
SEC 10-K 0001437749-26-005875Valuation →
Other relationships
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
No other relationships mapped yet.