Applied Optoelectronics, Inc.
AAOI
Jodie situation report
Applied Optoelectronics, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- Revenue increased 86.4% versus the comparable filing period.
- The operating loss widened by 8.8M.
- AAOI's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AAOI's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind AAOI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MSFTMicrosoft CorporationcustomerFeb 26, 2026 ▾
“In 2025 , our key customer in the internet data center market was Microsoft .”
MSFTMicrosoft CorporationpartnerNov 6, 2025 ▾
“We entered into a supply agreement with Microsoft to design certain data center goods and to build a supply chain to manufacture, assemble, sell and ship the goods to them or an authorized purchasing entity.”
CMCSAComcast CorporationcompetitorFeb 26, 2026 ▾
“MSOs like Comcast and Charter have announced plans to spend billions of dollars over the next few years to upgrade to DOCSIS 4.0 network equipment.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AAOI is currently a Follower in the organic co-movement group Photonics Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.