Applied Optoelectronics, Inc. revenue by segment AAOI

Annual Quarterly

Applied Optoelectronics, Inc. splits its revenue into 6 lines in its filings. The largest line in fiscal 2025, which ended Dec 31, 2025 was CATV at $245.1 million, 54% of the total.

USD in millions. The percent under a figure is the change from the year before.

Line	FY 2026 Sep 30, 2026	FY 2025 Dec 31, 2025	FY 2024 Dec 31, 2024	FY 2023 Dec 31, 2023	FY 2022 Dec 31, 2022	FY 2021 Dec 31, 2021	FY 2020 Dec 31, 2020	FY 2019 Dec 31, 2019	FY 2018 Dec 31, 2018	FY 2017 Dec 31, 2017	FY 2016 Dec 31, 2016
Revenue	747	456	249	218	223	212	235	191	267	382	261
CATV	—	245 +179.5% share 53.8%	88 +46.3% share 35.2%	60 -49.3% share 27.5%	118 +25.4% share 53.0%	94 +148.4% share 44.6%	38 +1.7% share 16.2%	37 -27.8% share 19.6%	52 -14.9% share 19.3%	61 share 15.9%	—
Data Center	—	196 +31.7% share 42.9%	149 +5.2% share 59.6%	141 +83.2% share 64.9%	77 share 34.6%	—	173 +20.8% share 73.9%	144 -28.3% share 75.2%	200 -34.7% share 74.9%	307 share 80.2%	—
Telecom	—	14 +25.0% share 3.0%	11 -20.6% share 4.4%	14 -44.1% share 6.4%	25 +52.2% share 11.1%	16 -23.0% share 7.7%	21 +150.2% share 9.0%	8 -35.9% share 4.4%	13 +2.0% share 4.9%	13 share 3.4%	—
Product And Service Other	—	—	2 -17.7% share 0.9%	3 -3.5% share 1.2%	3 +2.5% share 1.2%	3 +29.1% share 1.2%	2 +49.7% share 0.9%	1 -12.2% share 0.7%	2 +5.5% share 0.6%	1 share 0.4%	—
Ftth And Other	—	1 share 0.3%	—	—	—	—	—	—	—	—	—
FTTH	—	—	0 -97.0% share 0.0%	0 -22.5% share 0.0%	0 -86.5% share 0.1%	1 +770.0% share 0.5%	0 -42.1% share 0.0%	0 -76.8% share 0.1%	1 +66.9% share 0.3%	0 share 0.1%	—

How these figures are calculated

Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Semiconductors & Related Devices (SIC 3674)
Listed as: AAOI (Nasdaq)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: Sugar Land, TX
SEC filer status: Large accelerated filer
SEC CIK: 1158114
Former names: APPLIED OPTOELECTRONICS INC (until Sep 18, 2012)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.