Applied Optoelectronics (AAOI) Revenue & Revenue Breakdown

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Applied Optoelectronics Revenue Highlights

Latest Revenue (Y)

$455.71M

Latest Revenue (Q)

$118.63M

Main Segment (Y)

CATV

Main Geography (Y)

CHINA

Applied Optoelectronics Revenue by Period

Applied Optoelectronics Revenue by Year

Date	Revenue	Change
2025-12-31	$455.71M	82.75%
2024-12-31	$249.37M	14.57%
2023-12-31	$217.65M	-2.32%
2022-12-31	$222.82M	5.32%
2021-12-31	$211.56M	-9.83%
2020-12-31	$234.62M	22.92%
2019-12-31	$190.87M	-28.64%
2018-12-31	$267.46M	-30.04%
2017-12-31	$382.33M	46.65%
2016-12-31	$260.71M	37.29%
2015-12-31	$189.90M	45.58%
2014-12-31	$130.45M	66.34%
2013-12-31	$78.42M	23.66%
2012-12-31	$63.42M	32.57%
2011-12-31	$47.84M	18.16%
2010-12-31	$40.49M	-

Applied Optoelectronics generated $455.71M in revenue during NA 2025, up 82.75% compared to the previous quarter, and up 194.23% compared to the same period a year ago.

Applied Optoelectronics Revenue by Quarter

Date	Revenue	Change
2025-09-30	$118.63M	15.23%
2025-06-30	$102.95M	3.10%
2025-03-31	$99.86M	-0.41%
2024-12-31	$100.27M	53.91%
2024-09-30	$65.15M	50.57%
2024-06-30	$43.27M	6.39%
2024-03-31	$40.67M	-32.72%
2023-12-31	$60.45M	-3.35%
2023-09-30	$62.55M	50.30%
2023-06-30	$41.62M	-21.53%
2023-03-31	$53.03M	-13.89%
2022-12-31	$61.59M	8.63%
2022-09-30	$56.69M	8.40%
2022-06-30	$52.30M	0.11%
2022-03-31	$52.24M	-3.98%
2021-12-31	$54.41M	2.14%
2021-09-30	$53.27M	-1.70%
2021-06-30	$54.19M	9.03%
2021-03-31	$49.70M	-5.01%
2020-12-31	$52.33M	-31.70%
2020-09-30	$76.61M	17.46%
2020-06-30	$65.22M	61.17%
2020-03-31	$40.47M	-16.83%
2019-12-31	$48.66M	5.59%
2019-09-30	$46.08M	6.16%
2019-06-30	$43.41M	-17.66%
2019-03-31	$52.72M	-9.13%
2018-12-31	$58.02M	2.89%
2018-09-30	$56.39M	-35.80%
2018-06-30	$87.82M	34.62%
2018-03-31	$65.24M	-18.30%
2017-12-31	$79.86M	-10.15%
2017-09-30	$88.88M	-24.28%
2017-06-30	$117.37M	21.98%
2017-03-31	$96.22M	13.34%
2016-12-31	$84.90M	21.05%
2016-09-30	$70.14M	26.94%
2016-06-30	$55.25M	9.58%
2016-03-31	$50.42M	-4.78%
2015-12-31	$52.95M	-7.24%
2015-09-30	$57.09M	15.02%
2015-06-30	$49.63M	64.16%
2015-03-31	$30.23M	-16.92%
2014-12-31	$36.39M	-0.43%
2014-09-30	$36.55M	11.94%
2014-06-30	$32.65M	31.34%
2014-03-31	$24.86M	4.70%
2013-12-31	$23.74M	14.34%
2013-09-30	$20.77M	5.97%
2013-06-30	$19.60M	36.88%
2013-03-31	$14.32M	-24.10%
2012-12-31	$18.86M	14.90%
2012-09-30	$16.42M	-

Applied Optoelectronics generated $118.63M in revenue during Q3 2025, up 15.23% compared to the previous quarter, and up 274.16% compared to the same period a year ago.

Applied Optoelectronics Revenue Breakdown

Applied Optoelectronics Revenue Breakdown by Product

Annual Revenue by Product

Product/Service	Dec 25	Dec 24	Dec 23	Dec 22	Dec 21
Telecom	$13.73M	$10.98M	$13.83M	$24.73M	$16.25M
Data Center	$195.65M	$148.53M	$141.21M	$77.09M	$97.46M
CATV	$245.12M	$87.71M	$59.94M	$118.17M	$94.27M
FTTH	-	$3.00K	$56.00K	$129.00K	$957.00K
Product and Service, Other	-	$2.14M	$2.60M	$2.70M	$2.63M

Applied Optoelectronics's latest annual revenue breakdown by segment (product or service), as of Dec 25: CATV (53.93%), Data Center (43.05%), and Telecom (3.02%).

Quarterly Revenue by Product

Product/Service	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Mar 24	Dec 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20
Telecom	$5.11M	$3.74M	$1.94M	$2.94M	$5.91M	$2.80M	$2.27M	$5.89M	$4.23M	$3.71M	$6.37M	$6.82M	$6.28M	$5.26M	$3.29M	$5.15M	$3.33M	$4.48M	$3.49M	$8.87M
CATV	$54.00M	$70.60M	$56.02M	$64.50M	$58.03M	$20.95M	$8.74M	$22.82M	$9.34M	$27.78M	$38.22M	$31.26M	$23.71M	$24.98M	$23.10M	$27.60M	$18.64M	$15.94M	$11.64M	-
Data Center	$74.88M	$43.94M	$44.79M	$32.05M	$78.59M	$40.95M	$28.99M	$93.29M	$27.57M	$20.35M	$16.49M	$17.70M	$21.50M	$21.41M	$25.20M	$23.93M	$22.39M	$25.94M	$32.30M	$55.34M
Product and Service, Other	-	$351.00K	$202.00K	$372.00K	$1.00M	$461.00K	$682.00K	$1.00M	$415.00K	$1.19M	$513.00K	$915.00K	$786.00K	$484.00K	$818.00K	$1.03M	$567.00K	$222.00K	$551.00K	$693.00K
FTTH	-	-	-	-	-	-	-	-	$55.00K	$2.00K	$5.00K	-	$27.00K	$98.00K	$62.00K	$298.00K	$423.00K	$41.00K	$67.00K	-

Applied Optoelectronics's latest quarterly revenue breakdown by segment (product or service), as of Dec 25: Data Center (55.88%), CATV (40.30%), and Telecom (3.81%).

Applied Optoelectronics Revenue Breakdown by Country

Annual Revenue by Country

Country	Dec 25	Dec 24	Dec 23	Dec 22	Dec 21
CHINA	$262.14M	$111.81M	$43.32M	$51.25M	$97.73M
UNITED STATES	$19.38M	$10.92M	$30.80M	$7.42M	$14.63M
TAIWAN	$174.20M	$126.64M	$143.53M	$164.14M	-
TAIWAN, PROVINCE OF CHINA	-	-	-	-	$99.20M

Applied Optoelectronics's latest annual revenue breakdown by geography, as of Dec 25: CHINA (57.52%), TAIWAN (38.22%), and UNITED STATES (4.25%).

Quarterly Revenue by Country

Country	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Mar 24	Dec 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20
TAIWAN	$20.01M	$43.80M	$39.51M	$70.88M	$67.27M	$34.66M	$24.70M	$66.87M	$34.27M	$42.39M	$52.44M	$46.72M	$37.20M	$27.78M	-	-	-	-	-	-
CHINA	$98.52M	$73.15M	$62.64M	$27.83M	$69.72M	$28.83M	$13.26M	$34.47M	$4.64M	$4.21M	$7.45M	$7.95M	$13.95M	$21.90M	$27.31M	$29.16M	$21.27M	$19.99M	$21.45M	$25.90M
UNITED STATES	$15.74M	$1.68M	$803.00K	$1.15M	$6.55M	$1.66M	$2.71M	$21.66M	$2.70M	$6.44M	$1.69M	$2.03M	$1.15M	$2.56M	$3.18M	$4.55M	$3.42M	$3.32M	$5.00M	$4.89M
TAIWAN, PROVINCE OF CHINA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	$23.92M	$19.56M	$29.49M	$26.39M	$25.88M	$45.82M

Applied Optoelectronics's latest quarterly revenue breakdown by geography, as of Dec 25: CHINA (73.37%), TAIWAN (14.90%), and UNITED STATES (11.72%).

Applied Optoelectronics Peer Comparison by Revenue

Ticker	Company	Last Year Revenue	Last Quarter Revenue
VSH	Vishay Inter	$3.07B	$790.64M
DQ	Daqo New Energy	$2.31B	$415.31M
UCTT	Ultra Clean	$2.05B	$510.00M
SONO	Sonos	$1.44B	$545.66M
PGY	Pagaya	$1.26B	$350.17M
VECO	Veeco Instruments	$664.29M	$165.88M
KLIC	Kulicke and Soffa Industries	$654.08M	$199.63M
MXL	MaxLinear	$467.64M	$126.46M
AAOI	Applied Optoelectronics	$455.71M	$118.63M
POWI	Power Integrations	$443.50M	$118.92M
LASR	nLIGHT	$261.33M	$66.74M

AAOI Revenue FAQ

What is Applied Optoelectronics’s yearly revenue?

Applied Optoelectronics's yearly revenue for 2025 was $455.72M, representing an increase of 82.75% compared to 2024. The company's yearly revenue for 2024 was $249.36M, representing an increase of 14.57% compared to 2023. AAOI's yearly revenue for 2023 was $217.65M, representing a decrease of -2.32% compared to 2022.

What is Applied Optoelectronics’s quarterly revenue?

Applied Optoelectronics's quarterly revenue for Q3 2025 was $118.63M, a 15.23% increase from the previous quarter (Q2 2025), and a 82.08% increase year-over-year (Q3 2024). The company's quarterly revenue for Q2 2025 was $102.95M, a 3.10% increase from the previous quarter (Q1 2025), and a 137.93% increase year-over-year (Q2 2024). AAOI's quarterly revenue for Q1 2025 was $99.86M, a -0.41% decrease from the previous quarter (Q4 2024), and a 145.52% increase year-over-year (Q1 2024).

What is Applied Optoelectronics’s revenue growth rate?

Applied Optoelectronics's revenue growth rate for the last 3 years (2023-2025) was 109.38%, and for the last 5 years (2021-2025) was 115.40%.

What are Applied Optoelectronics’s revenue streams?

Applied Optoelectronics's revenue streams in c 25 are Telecom, Data Center, and CATV. Telecom generated $13.73M in revenue, accounting 3.02% of the company's total revenue, up 25.04% year-over-year. Data Center generated $195.65M in revenue, accounting 43.05% of the company's total revenue, up 31.73% year-over-year. CATV generated $245.12M in revenue, accounting 53.93% of the company's total revenue, up 179.46% year-over-year.

What is Applied Optoelectronics’s main source of revenue?

For the fiscal year ending Dec 25, the largest source of revenue of Applied Optoelectronics was CATV. This segment made a revenue of $245.12M, representing 53.93% of the company's total revenue.