Applied Optoelectronics, Inc. revenue
Applied Optoelectronics, Inc.'s revenue was $456m in fiscal 2025, up 82.8% on the year before. Since fiscal 2011 ($47.8m) it has grown at a compound 17.5% a year. Over the last twelve months it was $596m.
Revenue history
| Fiscal year | 2011Dec 2011 | 2012Dec 2012 | 2013Dec 2013 | 2014Dec 2014 | 2015Dec 2015 | 2016Dec 2016 | 2017Dec 2017 | 2018Dec 2018 | 2019Dec 2019 | 2020Dec 2020 | 2021Dec 2021 | 2022Dec 2022 | 2023Dec 2023 | 2024Dec 2024 | 2025Dec 2025 | LTMJun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 48 | 63 | 78 | 130 | 190 | 261 | 382 | 267 | 191 | 235 | 212 | 223 | 218 | 249 | 456 | 596 |
| Growth on the year before | — | +32.6% | +23.7% | +66.3% | +45.6% | +37.3% | +46.6% | −30.0% | −28.6% | +22.9% | −9.8% | +5.3% | −2.3% | +14.6% | +82.8% | — |
| Gross profit | 13 | 19 | 23 | 44 | 60 | 87 | 166 | 88 | 46 | 51 | 38 | 34 | 59 | 62 | 137 | 172 |
| Gross margin | 28.0% | 29.8% | 29.4% | 33.9% | 31.8% | 33.4% | 43.5% | 32.8% | 24.2% | 21.5% | 17.8% | 15.1% | 27.1% | 24.8% | 30.0% | 28.9% |
Where the revenue comes from
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| CATV | $245M | 53.8% | ▲ 179.5% |
| Data Center | $196M | 42.9% | ▲ 31.7% |
| Telecom | $13.7M | 3.0% | ▲ 25.0% |
| Ftth and Other | $1.2M | 0.3% | ▼ 43.6% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| China | $262M | 57.5% | ▲ 134.5% |
| Taiwan | $174M | 38.2% | ▲ 37.6% |
| United States | $19.4M | 4.3% | ▲ 77.4% |
From Applied Optoelectronics, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
Revenue against peers
| Company | Revenue | Growth | 3-year growth a year |
|---|---|---|---|
| Applied Optoelectronics, Inc. | $596m | 61.8% | 40.9% |
| Netgear, Inc. | $694m | -0.5% | -6.6% |
| Digi International Inc | $506m | 20.3% | 4.9% |
| Gilat Satellite Networks LTD | $452m | 47.9% | 24.4% |
| Ribbon Communications Inc. | $801m | -7.8% | -1.3% |
| Aviat Networks, Inc. | $440m | 1.2% | 8.5% |
Compare with peers
- Netgear, Inc. revenue
- Digi International Inc revenue
- Gilat Satellite Networks LTD revenue
- Ribbon Communications Inc. revenue
- Aviat Networks, Inc. revenue
Head to head: AAOI vs NTGRAAOI vs DGIIAAOI vs GILTAAOI vs RBBN
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