Applied Optoelectronics Posts Record‑Breaking Q3 2025 Revenue

Applied Optoelectronics (AAOI) just laid down its strongest quarter ever, with Q3 2025 revenue hitting US$118.6 million — up 82% year‑over‑year and 15% from Q2. The surge was largely powered by a booming cable‑TV (CATV) business, which generated US$70.6 million — more than triple the revenue from last year’s Q3 and a 26% sequential boost. Meanwhile, data‑center products brought in US$43.9 million, up modestly year‑over‑year but held back somewhat by a delayed shipment of 400G transceivers, valued around US$6.6 million, which will be recognized in Q4 instead. On the profitability side, non‑GAAP gross margin rose to 31%, up from 25% in the prior‑year quarter. Non‑GAAP net loss narrowed: the company reported a loss per share of US$0.09, a meaningful improvement from a loss of US$0.21 per share in Q3 2024. Cash and equivalents also surged, ending the quarter at US$150.7 million, up from US$87.2 million at Q2’s close. Looking forward, AAOI expects Q4 revenue to land in the range of US$125–140 million, reflecting confidence in further growth thanks to expanding demand for its optical networking gear — including anticipated ramp‑up of 800G and even 1.6T transceivers. && #AppliedOptoelectronics #AAOI #FiberOptics #Q32025 && #AppliedOptoelectronics #AAOI #FiberOptics #Q32025 #SlimScan #GrowthStocks #CANSLIM