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+72.5% | $245.12M+179% | $243.33M+406% | $193.68M+418% | $143.48M+251% | |
| Data Center | $245.06M+61.7% | $195.7M+31.8% | $165.02M+10.9% | $162.03M+3.4% | $151.59M+1.2% | |
| Telecom | $13.35M+14.4% | $13.73M+24.8% | $12.17M+18.6% | $11.23M+6.5% | $11.67M-5.8% | |
| Percentage Of Revenue by Product | ||||||
| Data Center | 139.8%— | 118%— | —— | —— | —— | |
| Telecom | 7.1%— | 8.3%— | —— | —— | —— | |
| Revenue by Geography | ||||||
| CN | $260.59M+106% | $219.09M+96.0% | $220.89M+219% | $176.57M+193% | $126.37M+141% | |
| TW | $227.31M+31.5% | $217.25M+71.6% | $192.6M+63.4% | $183.46M+52.3% | $172.82M+37.3% | |
| US | $19.1M+104% | $19.38M+77.4% | $8.22M-63.5% | $8.2M-68.9% | $9.36M-65.4% | |
| Non-Current Assets by Geography | ||||||
| CN | $617.23M+47.6% | $553.43M+42.8% | $498.73M+34.4% | $452.98M+25.6% | $418.14M+16.9% | |
| TW | $521.87M+140% | $440.21M+123% | $351.45M+87.9% | $271.69M+47.3% | $217.06M+16.6% | |
| US | $461.37M+56.0% | $366.51M+22.1% | $313.18M+3.2% | $295.55M-1.5% | $295.68M-2.3% |
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.
