Applied Optoelectronics Inc (NASDAQ: AAOI) is a semiconductor and optical components company that designs and manufactures fiber-optic networking products. The company generates revenue through transactional sales of optical components and modules to customers in data center, cable broadband, and telecom end markets. The 10-K filed 2026-02-26 (accession 000143774926005875) covers the fiscal year ended December 31, 2025, and lists AAOI on the NASDAQ Global Market. The filing confirms risks tied to reductions in customer order size and changes in demand, indicating meaningful customer concentration exposure. Specific revenue figures, segment breakdowns, competitor names, geographic mix, founding year, and leadership details are not supported by the excerpts provided and are omitted.

Revenue model

Transactional product sales of fiber-optic components and modules. No subscription or royalty model is disclosed in the available excerpts.

Products and services

Fiber-optic networking products including optical components and modules. Specific product names and SKUs are not detailed in the available filing excerpts.

Customers and end markets

Data center, cable broadband, and telecom end markets are indicated by the filing's risk disclosures referencing customer order reductions and demand changes. Specific customer names and concentration percentages are not supported by the available excerpts.

Value-chain role

Component and module manufacturer supplying optical networking hardware to network operators and hyperscale data center customers.

Geographic exposure

Not supported by the available filing excerpts.

Source: SEC 10-K, filed 2026-02-26

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