Official-source baseline for Applied Optoelectronics using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, Q1 FY2026 earnings 8-K and release, 2026 proxy, and optical-networking peer filings.
References
Sources used in this report
SEC submissionsSEC submissions JSON for CIK 00011581142026-05-13 · Issuer identity, ticker, exchange, SIC, fiscal year end, filer category, address metadata, and filing inventory.SEC companyfactsSEC XBRL companyfacts for CIK 00011581142026-05-13 · FY2025 and Q1 2026 financial facts, shares, cash, assets, liabilities, operating cash flow, inventory, debt, and public float.Annual reportApplied Optoelectronics FY2025 Form 10-K2026-02-26 · Business model, target markets, manufacturing footprint, FY2025 revenue by market, customer concentration, risks, liquidity, debt, capex, and controls.Quarterly reportApplied Optoelectronics Q1 FY2026 Form 10-Q2026-05-07 · Latest quarterly GAAP financials, revenue by market, cash, debt, convertible notes, stock issuance, operating cash flow, capex, and risk update.Company earnings releaseApplied Optoelectronics Q1 FY2026 earnings release2026-05-07 · Q1 management commentary, 800G shipment and capacity commentary, Q2 outlook, GAAP/non-GAAP summary.Current reportApplied Optoelectronics Q1 FY2026 earnings 8-K2026-05-07 · Confirms the furnished Q1 2026 earnings release source.Proxy statementApplied Optoelectronics 2026 definitive proxy statement2026-04-24 · Annual meeting, directors, executive compensation, equity plan, ownership, and governance source.Competitor quarterly reportCoherent Corp. Q1 calendar 2026 Form 10-Q2026-05-06 · Official optical components peer filing.Competitor quarterly reportLumentum Holdings Form 10-Q2026-05-06 · Official optical communications and photonics peer filing.Competitor quarterly reportCiena Form 10-Q2026-03-05 · Official network infrastructure peer/customer-cycle context.