AAOI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

Compare

AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

AAOI

1 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 6 '26±14.2%▲+6.91%×0.49

Aug 7 '26±13.3%▲+9.19%×0.69

May 8 '26±13.7%▼−5.46%×0.40

Feb 27 '26±14.0%▲+56.88%×4.06

NVDA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 27 '26±5.0%▲+8.74%×1.74

May 21 '26±5.0%▼−1.77%×0.36

= impliedAAOI realized, solidNVDA realized, hatchedOne scale, both sides: full bar = 57%× = |realized| ÷ impliedSource: market data

Feb 26 '26

±5.2%

▼−5.46%

×1.06

Nov 20 '25±6.1%▼−3.15%×0.51

AAOIApplied Optoelectronics, Inc.

50.10▲+6.84%· post 50.13

Mkt cap$4.4BRevenue$270MQ3 FY26Revenue$456MFY25

NVDANvidia Corp

186.71▲+2.82%· post 188.72

ClosedNov 6 '26

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

ClosedNov 6 '26

AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

50.10▲+6.84%post 50.13

Price

186.71▲+2.82%post 188.72

$4.4B

Mkt cap

$4.5T

Q3 FY26$270M

Revenue

$96.2BQ2 FY27

FY25$456M

Revenue

$216BFY26

AAOI50.10▲+6.84%vsNVDA186.71▲+2.82%ClosedNov 6 '26