Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Applied Optoelectronics, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
Prev close 95.68 · opened flat. High/low 98.40 at 9:45 am ET, 95.32 at 2:45 pm ET.
Applied Optoelectronics, Inc. has 5 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either Applied Optoelectronics, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of AAOI revenue | Skew |
|---|---|---|---|
| MSFTMicrosoft | 0.06% | 43.70% | 728× |
| ORCLOracle | 0.08% | 12.40% | 148× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
$199M relationship728× more of AAOI’s book than MSFT’s
basisAAOI fy2025 · closed 2025-12 $456MMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001437749-25-005575cik 0001158114
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
$160M relationship
basisAAOI fy2025 · closed 2025-12 $456M
FILING10-K0001437749-25-005575cik 0001158114
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
$57M relationship148× more of AAOI’s book than ORCL’s
basisAAOI fy2025 · closed 2025-12 $456MORCL fy2026 · closed 2026-05 $67.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001437749-25-005575cik 0001158114
“In 2024 , 2023 , and 2022 , Digicomm accounted for 34.1%, 11.3% and 0% of our revenue and ATX Networks accounted for 0%, 15.6% and 47.3% of our revenue, respectively.”
FILING10-K0001437749-25-005575cik 0001158114
“We have lending arrangements with several financial institutions, including credit facilities with Shanghai Pudong Development Bank Co., Ltd ("SPD") and China Zheshang Bank Co., Ltd. ("CZB") in China.”
FILING10-K0001437749-25-005575cik 0001158114
“We have lending arrangements with several financial institutions, including credit facilities with Shanghai Pudong Development Bank Co., Ltd ("SPD") and China Zheshang Bank Co., Ltd. ("CZB") in China.”
FILING10-K0001437749-25-005575cik 0001158114
“On March 13, 2024, we entered into an Equity Distribution Agreement (the "First ATM Agreement") with Raymond James & Associates (the "Sales Agent") pursuant to which the Company could issue and sell shares of the Company's common stock, having an aggregate offering price of up to $25 million (the "First ATM Offering"), from time to time through the Sales Agent.”
FILING10-K0001437749-25-005575cik 0001158114
“On February 8, 2018, we entered into a construction contract with Zhejiang Xinyu Construction Group Co., Ltd. for the construction of a new factory and other facilities at our Ningbo, China location.”
FILING10-K0001437749-25-005575cik 0001158114
“Interest expense in 2023 included the interest expense from the CIT loan, which we terminated in Q4 2023.”
FILING10-K0001437749-25-005575cik 0001158114
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AAOI (Applied Optoelectronics, Inc.) has 5 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ORCL −3.41%, in cloud.