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Applied Optoelectronics AAOI Single Reportable — Sales & Marketing

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Other financials

Income statement

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Revenue$191.9M+86.4%
Gross profit$15.9M-21.1%
Operating income-$16.5M-147%
Net income-$22.8M-150%
EPS (diluted)-$0.42-55.6%

Balance sheet

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Cash & equivalents$499.7M+672%
Total debt$135.4M+200%
Total equity$1.7B+292%
Total assets$2.3B+189%

Cash flow

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Operating cash flow-$85.4M-67.6%
CapEx$276.9M+987%
Free cash flow-$265.3M-192%

Valuation

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Market cap$10.32B+691%
Enterprise value$9.95B+675%
P/S17.3×+13.8×

Profitability

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Gross margin22.7%
Operating margin-24.5%
Net margin-9.6%-4.2pp
FCF margin-99.4%+99.3pp

Returns & leverage

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Return on equity-5.4%-2.6pp
Debt / equity0.1×0.0×
Current ratio2.8×+0.7×

Where this comes from

Reported directly by Applied Optoelectronics in its filing.

Tagged under the XBRL concept us-gaap:SellingAndMarketingExpense.

The source filing: Applied Optoelectronics’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001437749-26-026278
Line itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Revenues$191,922$102,952$343,066$202,811
Cost of goods sold(138,715)(71,790)(245,943)(141,105)
Adjusted research and development(34,039)(20,425)(59,243)(37,960)
Adjusted sales and marketing(10,602)(7,303)(16,498)(12,337)
Adjusted general and administrative(22,914)(14,336)(43,187)(27,224)
Other segment items(8,433)1,804(15,257)(2,455)
Net loss$(22,781)$(9,098)$(37,062)$(18,270)

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FAQ

What is Applied Optoelectronics's single reportable — sales & marketing?
Applied Optoelectronics (AAOI) reported single reportable — sales & marketing of $10.6M in Q2 2026.
What does single reportable — sales & marketing mean?
This metric encompasses the costs incurred to promote, sell, and distribute the company's fiber-optic products to its global customer base. It includes expenditures related to sales personnel, marketing campaigns, and customer support activities necessary to drive revenue growth. Evaluating this metric helps determine the effectiveness of the company's go-to-market strategy and the cost of acquiring new business.

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