Applied Optoelectronics AAOI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| CATV | $66.84M+23.8% | $54M-23.5% | $70.6M+26.0% | $56.02M-13.2% | $64.5M+23.5% | |
| Data Center | $81.4M+8.6% | $74.93M+70.5% | $43.94M-1.9% | $44.79M+39.8% | $32.05M-27.6% | |
| Telecom | $2.56M-49.9% | $5.11M+36.6% | $3.74M+92.9% | $1.94M-33.9% | $2.94M-17.4% | |
| Percentage Of Revenue by Product | ||||||
| CATV | 44.2%— | —— | 59.5%+5.1pp | 54.4%-10.2pp | 64.6%+53.2pp | |
| Data Center | 53.9%+48.5pp | 5.4%-31.6pp | 37%-6.5pp | 43.5%+11.4pp | 32.1%— | |
| Telecom | 1.7%+1.4pp | 0.3%-2.9pp | 3.2%+1.3pp | 1.9%-1.0pp | 2.9%— | |
| Revenue by Geography | ||||||
| CN | $69.33M+25.0% | $55.47M-24.2% | $73.15M+16.8% | $62.64M+125% | $27.83M-51.4% | |
| TW | $80.94M+28.3% | $63.07M+44.0% | $43.8M+10.9% | $39.51M-44.3% | $70.88M+84.5% | |
| US | $877K-94.4% | $15.74M+835% | $1.68M+110% | $803K-30.2% | $1.15M-74.9% | |
| Non-Current Assets by Geography | ||||||
| CN | $184.82M+13.9% | $162.32M+12.6% | $144.2M+14.5% | $125.89M+4.0% | $121.02M+12.4% | |
| TW | $148.54M+1.3% | $146.67M+15.8% | $126.67M+26.7% | $99.99M+49.5% | $66.89M+15.5% | |
| US | $166.07M+32.6% | $125.2M+30.4% | $96.04M+29.7% | $74.05M+4.0% | $71.22M-0.9% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Applied Optoelectronics break its business down?
- Applied Optoelectronics (AAOI) reports revenue by product across 4 parts — CATV, Data Center, Ftth And Other and Telecom. Each is extracted from the segment footnotes and tracked over time.
- Where does Applied Optoelectronics's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Applied Optoelectronics's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
