AAOI Applied Optoelectronics Inc.

Applied Optoelectronics Announces First Volume Shipment of Data Center Transceivers to Recently Engaged Major Hyperscale Customer

Applied Optoelectronics Announces First Volume Shipment of Data Center Transceivers to Recently Engaged Major Hyperscale Customer

SUGAR LAND, Texas, June 11, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (“AOI”) (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced the first volume shipment of high-speed data center transceivers to a recently re-engaged major hyperscale data center customer.

This milestone is the first volume shipment of these advanced high-speed data center transceivers to this customer, and the first shipment of significant quantity to this customer in several years.

“Throughout the year, we have been expecting growth in data center transceiver sales, particularly in the second half of the year,” commented Dr. Thompson Lin, AOI’s Founder, Chairman, and CEO. “This first volume shipment to this customer represents a significant milestone on a journey to what we continue to expect to be significant business opportunities with this newly re-engaged customer. As we execute on our previously-announced US-based capacity expansion plan, we continue to expect shipments to this customer and other customers to increase in line with our previous commentary of a second-half ramp.”

For more information about AOI’s industry-leading line of advanced optical transceivers for AI-focused data centers, please refer to the information on AOI’s website at .

About Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment. AOI's products are the building blocks for broadband fiber access networks around the world, where they are used in the internet datacenter, CATV broadband, telecom and FTTH markets. AOI supplies optical networking lasers, components and equipment to tier-1 customers in all four of these markets. In addition to its corporate headquarters, wafer fab and advanced engineering and production facilities in Sugar Land, TX, AOI has engineering and manufacturing facilities in Taipei, Taiwan and Ningbo, China. For additional information, visit .

Forward-Looking Information

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "believe," "may," "estimate," "continue," "anticipate," "intend," "should," "could," "would," "target," "seek," "aim," "predicts," "think," "objectives," "optimistic," "new," "goal," "strategy," "potential," "is likely," "will," "expect," "plan," "project," "permit" or by other similar expressions that convey uncertainty of future events or outcomes. These statements include management’s beliefs and expectations related to our outlook for the second quarter of 2025 and the remainder of 2025. Such forward-looking statements reflect the views of management at the time such statements are made. These forward-looking statements involve risks and uncertainties, as well as assumptions and current expectations, which could cause the company's actual results to differ materially from those anticipated in such forward-looking statements. These risks and uncertainties include but are not limited to: reduction in the size or quantity of customer orders; change in demand for the company's products due to industry conditions; changes in manufacturing operations; volatility in manufacturing costs; delays in shipments of products; disruptions in the supply chain; change in the rate of design wins or the rate of customer acceptance of new products; the company's reliance on a small number of customers for a substantial portion of its revenues; potential pricing pressure; a decline in demand for our customers' products or their rate of deployment of their products; general conditions in the internet datacenter, cable television (CATV) broadband, telecom, or fiber-to-the-home (FTTH) markets; changes in the world economy (particularly in the United States and China); changes in the regulation and taxation of international trade, including the imposition of tariffs; changes in currency exchange rates; the negative effects of seasonality; and other risks and uncertainties described more fully in the company's documents filed with or furnished to the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2024 and our Quarterly Report on Form 10-Q for the quarter ended March 31, 2025. More information about these and other risks that may impact the company's business are set forth in the "Risk Factors" section of the company's quarterly and annual reports on file with the Securities and Exchange Commission. You should not rely on forward-looking statements as predictions of future events. All forward-looking statements in this press release are based upon information available to us as of the date hereof, and qualified in their entirety by this cautionary statement. Except as required by law, we assume no obligation to update forward-looking statements for any reason after the date of this press release to conform these statements to actual results or to changes in the company's expectations.

Investor Relations Contact:

The Blueshirt Group, Investor Relations

Lindsay Savarese





EN
11/06/2025

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Applied Optoelectronics Inc.

 PRESS RELEASE

AOI Advances Its Software Suite with New AI Intelligence Modules for S...

AOI Advances Its Software Suite with New AI Intelligence Modules for Smarter Networks SUGAR LAND, Texas, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced the addition of four new software modules to its QuantumLink™ HFC Remote Management solution, offering customers actionable intelligence to optimize network performance, reduce operational costs, and improve the broadband experience. The new suite of software modules are add-ons to AOI’s existing Q...

Jonathan Moreland
  • Jonathan Moreland

Monthly Insider Special Screens: September 1, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: August 16, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Applied Optoelectronics Inc: 7 directors

Four Directors at Applied Optoelectronics Inc bought/sold 26,684 shares at between 21.555USD and 22.370USD. The significance rating of the trade was 46/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch