Short answer
APPLIED OPTOELECTRONICS, INC. (AAOI) filed its Q3 2025 10-Q quarterly report on Nov 6, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $119M (up 82.1% year over year) with net income of −$18M.
Q3 2025 key financials · XBRL
- Revenue
- $119M
- +82.1% YoY · +15.2% QoQ
- Net income
- −$18M
- −1.0% YoY · −97.1% QoQ
- Operating margin
- -15.3%
- Gross margin
- 28.0%
- EPS (diluted)
- −$0.30
- +26.8% YoY · −87.5% QoQ
Source: XBRL data from the APPLIED OPTOELECTRONICS, INC. (AAOI) Q3 2025 10-Q on SEC EDGAR. USD.
APPLIED OPTOELECTRONICS, INC. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- No profitability or margin figures reported in the disclosed text
- No segment or product line performance data presented
- No information on cash position, operating cash flow, or capital deployment changes
- Management notes inflation slowed to 2.9% US and 2.1% Taiwan, inflation not materially impacting financial results as of September 30, 2025
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
- Legal/compliance risk heightened by ongoing, uncertain U.S. tariff negotiations with China and Taiwan affecting regulatory policy predictability
- Operational risk from supply chain disruptions and customer resistance to price increases amid increased tariffs and geopolitical tensions
- Financial risk tied to increased cost structure and financing conditions volatility driven by tariffs, inflation, and currency instability
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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