Applied Optoelectronics Beat Expectations

Applied Optoelectronics (AAOI) reported a loss of $0.02 per share on revenue of $99.86 million for the first quarter ended March 2025. The consensus estimate was a loss of $0.04 per share on revenue of $99.73 million. The Earnings Whisper number was a loss of $0.04 per share. The company beat expectations by 50.00% while revenue grew 145.52% on a year-over-year basis.

The company said it expects a second quarter loss of $0.09 to $0.03 per share on revenue of $100.0 million to $110.0 million. The current consensus earnings estimate is $0.03 per share on revenue of $114.90 million for the quarter ending June 30, 2025.

Applied Optoelectronics Inc is a vertically integrated provider of fiber-optic networking products, for three networking markets: cable television, fiber-to-the-home and internet data center such as components, sub-assemblies and modules, among others.