Applied Optoelectronics, Inc. (AAOI)

In December 2025, AAOI received its first volume order for 800G data center transceivers. In December 2025, the company introduced a new 400-milliwatt narrow-linewidth pump laser. In October 2025, AAOI expanded its partnership with the City of Sugar Land to onshore manufacturing. In November 2025, AAOI reported its Q3 2025 results, noting strong CATV demand and progress on 800G product qualification. AAOI's share price has experienced volatility, with an increase in early January 2026 followed by a decline.

While specific seasonal patterns are not detailed, AAOI has experienced strong demand in certain segments. The CATV business has shown exceptionally strong demand, leading to record quarterly revenue. There is a significant and escalating demand for high-speed optical connectivity, particularly for 400G and 800G optical transceivers from hyperscale data center customers.

Applied Optoelectronics, Inc. (AAOI) specializes in fiber-optic networking products, including optical devices, components, and transceivers. Their products cater to internet data centers, telecom equipment manufacturers, CATV sectors, and FTTH providers. The company uses a vertically integrated model, controlling the production of key components like lasers.

Applied Optoelectronics, Inc. has a market presence and facilities in the United States, Taiwan, and China. Its headquarters are in Sugar Land, Texas.

Applied Optoelectronics, Inc. is known for innovation and quality in fiber-optic networking. The company is positioned as a key supplier for AI-driven data center optical interconnects and next-generation DOCSIS 4.0 cable network infrastructure. Securing the first volume order for 800G data center transceivers and introducing new high-power semiconductor lasers have positively impacted its reputation. The company states its commitment to high standards of integrity and ethical conduct.

Institutional investors hold approximately 55% to 61.70% of AAOI's shares, with major holders including BlackRock, Inc. and Vanguard Group Inc. Individual investors and the public hold a significant portion, estimated at around 34.72% to 50.96%. Company insiders hold approximately 5.60% of the stock.