Applied Optoelectronics AAOI Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| CATV | $247.46M+1.0% | $245.12M+0.7% | $243.33M+25.6% | $193.68M+35.0% | $143.48M+63.6% | |
| Data Center | $245.06M+25.2% | $195.7M+18.6% | $165.02M+1.8% | $162.03M+6.9% | $151.59M+2.1% | |
| Telecom | $13.35M-2.8% | $13.73M+12.8% | $12.17M+8.4% | $11.23M-3.8% | $11.67M+6.1% | |
| Percentage Of Revenue by Product | ||||||
| Data Center | 139.8%+21.8pp | 118%— | —— | —— | —— | |
| Telecom | 7.1%-1.2pp | 8.3%— | —— | —— | —— | |
| Revenue by Geography | ||||||
| CN | $260.59M+18.9% | $219.09M-0.8% | $220.89M+25.1% | $176.57M+39.7% | $126.37M+13.0% | |
| TW | $227.31M+4.6% | $217.25M+12.8% | $192.6M+5.0% | $183.46M+6.2% | $172.82M+36.5% | |
| US | $19.1M-1.4% | $19.38M+136% | $8.22M+0.3% | $8.2M-12.4% | $9.36M-14.3% | |
| Non-Current Assets by Geography | ||||||
| CN | $617.23M+11.5% | $553.43M+11.0% | $498.73M+10.1% | $452.98M+8.3% | $418.14M+7.9% | |
| TW | $521.87M+18.5% | $440.21M+25.3% | $351.45M+29.4% | $271.69M+25.2% | $217.06M+10.0% | |
| US | $461.37M+25.9% | $366.51M+17.0% | $313.18M+6.0% | $295.55M0.0% | $295.68M-1.5% |
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.
