Replay available

Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call

Applied Optoelectronics, Inc. (NASDAQ: AAOI) Q4 2025 earnings conference call, held 2026-02-26. Replay captured from the company's public earnings webcast.

Thu, February 26, 2026 at 4:30 PMendedReplay
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call

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Featured presenters

Lindsay Savarese

Investor Relations, Applied Optoelectronics

Dr. Thompson Lin

Founder, Chairman & Chief Executive Officer, Applied Optoelectronics

Dr. Stephan Murray

Chief Financial Officer & Chief Strategy Officer, Applied Optoelectronics

Simon Leopold

Analyst, Raymond James

Michael Genovese

Analyst, Rosenblatt Securities

George Nodder

Analyst, Wolf Research

Ryan Koontz

Analyst, Needham & Company

Tim Savageau

Analyst, Northland Capital Markets

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.097 Good afternoon. I will be your conference operator on today's call. 00:00:04.097 -- 00:00:08.143 At this time, I would like to welcome everyone to Applied Opto-Electronics' fourth quarter 00:00:08.143 -- 00:00:11.928 and full year 2025 earnings conference call. 00:00:11.928 -- 00:00:15.693 All lines have been placed on mute to prevent any background noise. 00:00:15.693 -- 00:00:19.399 After the speaker's remarks, there will be a question and answer session. 00:00:19.399 -- 00:00:23.444 To ask a question, you may press star, then one on your telephone keypad. 00:00:23.444 -- 00:00:26.929 And to withdraw a question, please press star, then two. 00:00:26.929 -- 00:00:30.490 Please also note that this call is being recorded today. 00:00:30.490 -- 00:00:35.277 I'll now turn the call over to Lindsay Savarese, Investor Relations for AOI. 00:00:35.277 -- 00:00:37.200 Ms. Savarese, you may begin. 00:00:37.200 -- 00:00:41.967 Thank you. I'm Lindsay Savarese, Investor Relations for Applied Optoelectronics. 00:00:41.967 -- 00:00:46.794 I'm pleased to welcome you to AOI's fourth quarter and full year 2025 Financial Results 00:00:46.794 -- 00:00:51.854 Conference Call. After the market closed today, AOI issued a press release. 00:00:51.854 -- 00:00:55.257 announcing its fourth quarter and full year 2025 00:00:55.257 -- 00:00:58.600 financial results and provided its outlook for the first quarter of 2026. 00:00:58.600 -- 00:01:00.121 The 00:01:00.121 -- 00:01:05.144 release is also available on the company's website at ao-inc.com. 00:01:05.846 -- 00:01:08.689 This call is being recorded and webcast live. 00:01:08.689 -- 00:01:13.333 A link to the recording can be found on the investor relations section of the AOI website 00:01:13.333 -- 00:01:17....