Replay available

Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call

Applied Optoelectronics, Inc. (NASDAQ: AAOI) Q3 2025 earnings conference call, held 2025-11-06. Replay captured from the company's public earnings webcast.

Thu, November 6, 2025 at 4:30 PMendedReplay
Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call

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Featured presenters

Lindsay Savarese

Investor Relations, Applied Optoelectronics

Dr. Thompson Lin

Founder, Chairman, and CEO, Applied Optoelectronics

Dr. Stephan Murray

Chief Financial Officer and Chief Strategy Officer, Applied Optoelectronics

Simon Leopold

Analyst, Raymond James

George Nodder

Analyst, Wolf Research

Michael Genovese

Analyst, Rosenblatt Securities

Ryan Kuntz

Analyst, Needham & Co.

Tim Savigno

Analyst, Northland Capital Markets

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.135 Good afternoon. I will be your conference operator today. 00:00:03.135 -- 00:00:08.643 At this time, I would like to welcome everyone to Applied Optoelectronics 00:00:08.643 -- 00:00:12.929 Third Quarter 2025 Earnings Conference Call. 00:00:12.929 -- 00:00:17.456 All lines have been placed on mute to prevent any background noise. 00:00:17.456 -- 00:00:21.602 After the speaker's remarks, there will be a question and answer session. 00:00:21.602 -- 00:00:26.929 To ask a question, you may press star, then 1 on your telephone keypad. 00:00:26.929 -- 00:00:30.727 To withdraw your question, please press star, then 2. 00:00:30.727 -- 00:00:33.951 Please note this call is being recorded. 00:00:33.951 -- 00:00:40.477 I will now turn the call over to Lindsay Savarese, Investor Relations for Applied Optoelectronics. 00:00:40.700 -- 00:00:42.502 Ms. Savarese, you may begin. 00:00:42.502 -- 00:00:44.502 Thank 00:00:45.226 -- 00:00:49.912 you. I'm Lindsay Savarese, Investor Relations for Applied Optoelectronics. 00:00:49.912 -- 00:00:55.899 I'm pleased to welcome you to AOI's third quarter 2025 financial results conference call. 00:00:55.899 -- 00:01:00.578 After the market closed today, AOI issued a press release announcing its third quarter 00:01:00.578 -- 00:01:06.784 2025 financial results and provided its outlook for the fourth quarter of 2025. 00:01:06.784 -- 00:01:11.907 The release is also available on the company's website at ao-inc.com. 00:01:12.490 -- 00:01:15.653 This call is being recorded and webcast live. 00:01:15.653 -- 00:01:20.578 A link to the recording can be found on the investor relations section of the AOI website 00:01:20.578 -- 00:01:23.821 and will be archived for one year. Joining 00:01:23.821 -- 00:01:29.232 us on tod...