Applied Optoelectronics (AAOI) Q4 FY25 earnings call

Applied Optoelectronics reported record Q4 FY25 results, driven by robust demand in both CATV and data center segments, with non-GAAP gross margin exceeding expectations. While 800G revenue was delayed to Q2 FY26 due to firmware optimization, the company anticipates a strong ramp, backed by significant capacity expansion and new customer engagements for 800G and 1.6T products, positioning it for over $1 billion in revenue in FY26.