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AAOI·Nasdaq·US

Applied Optoelectronics

Applied Optoelectronics designs and manufactures advanced optical networking products, including data center transceivers and CATV/broadband fiber access components. The company generates revenue primarily from datacenter, CATV, and telecom customers, with datacenter sales increasingly important.

Thematic Position

AAOI

Relationship Groups

Customers3
Competitors3

Relationship details are part of the Pro plan.

Ended Relationships

5 ended relationships · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

tariffimport restrictionexport control
U.S. tariffs imposed in 2025 under IEEPA, Section 232, and Section 301 affect AOI operations
SEC 10-KFeb 26, 2026

The full regulatory passage is part of the Pro plan.

17 more · Regulatory and geopolitical insights are part of the Pro plan.

Disclosed customers above 10% of revenue

2 customers · Named major customers are part of the Pro plan.