AAOI APPLIED OPTOELECTRONICS, INC.

Q3 2025 10-Q

Filed: Nov 6, 2025Period ending Sep 30, 2025

Information Technology

Semiconductors & Related DevicesSEC EDGAR

APPLIED OPTOELECTRONICS, INC. (AAOI) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

• No quarterly revenue or YoY change data provided in the MD&A section
• No profitability or margin figures reported in the disclosed text

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Risk Factors

• New geopolitical and trade risk due to U.S.-China and U.S.-Taiwan tariff escalations since April 2025 impacting semiconductor sector potential
• Updated trade policy uncertainty from U.S. imposing 20% tariff on Taiwan imports in August 2025

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Quarterly Financial Summary
XBRL

Revenue

$119M

▲ +82.1% YoY▲ +15.2% QoQ

Net Income

-$18M

▼ -1.0% YoY▼ -97.1% QoQ

Gross Margin

28.0%

▲ +361bp YoY▼ -223bp QoQ

Operating Margin

-15.3%

▲ +1007bp YoY▲ +19bp QoQ

Net Margin

-15.1%

▲ +1214bp YoY▼ -628bp QoQ

ROE

-3.2%

Total Assets

$979M

EPS (Diluted)

$-0.30

▲ +26.8% YoY▼ -87.5% QoQ

Operating Cash Flow

-$28M

▼ -97.1% YoY▲ +56.5% QoQ

Source: XBRL data from APPLIED OPTOELECTRONICS, INC. Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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