Applied Optoelectronics AAOI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| CATV | $66.84M+3.6% | $54M+3.4% | $70.6M+237% | $56.02M+863% | $64.5M+638% | |
| Data Center | $81.4M+154% | $74.93M+69.4% | $43.94M+7.3% | $44.79M+30.4% | $32.05M+10.6% | |
| Telecom | $2.56M-12.9% | $5.11M+43.8% | $3.74M+33.7% | $1.94M-18.5% | $2.94M+29.4% | |
| Percentage Of Revenue by Product | ||||||
| CATV | 44.2%-20.4pp | —— | 59.5%+27.3pp | 54.4%+41.0pp | 64.6%+43.1pp | |
| Data Center | 53.9%+21.8pp | 5.4%— | 37%-25.8pp | 43.5%-35.9pp | 32.1%-39.1pp | |
| Telecom | 1.7%-1.2pp | 0.3%— | 3.2%-1.1pp | 1.9%-3.6pp | 2.9%-2.7pp | |
| Revenue by Geography | ||||||
| CN | $69.33M+149% | $55.47M-3.1% | $73.15M+154% | $62.64M+403% | $27.83M+110% | |
| TW | $80.94M+14.2% | $63.07M+64.2% | $43.8M+26.4% | $39.51M+36.9% | $70.88M+187% | |
| US | $877K-23.7% | $15.74M+243% | $1.68M+1.5% | $803K-59.2% | $1.15M-57.6% | |
| Non-Current Assets by Geography | ||||||
| CN | $184.82M+52.7% | $162.32M+50.8% | $144.2M+46.5% | $125.89M+38.3% | $121.02M+33.9% | |
| TW | $148.54M+122% | $146.67M+153% | $126.67M+170% | $99.99M+120% | $66.89M+42.0% | |
| US | $166.07M+133% | $125.2M+74.2% | $96.04M+22.5% | $74.05M-0.2% | $71.22M-5.8% |
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.
