Management Guidance Tracker

AAOI — Applied Optoelectronics, Inc.  |  Q1 2016 – Q4 2025  |  Quantifiable Guidance Only
Guidance from earnings calls & 8-K filings compared against actual 10-Q/10-K results. Non-GAAP basis where available.

Methodology Notes

Guidance figures are Non-GAAP as provided by management during earnings calls and press releases. Actual results use Non-GAAP figures where available from press releases, and GAAP where non-GAAP was not obtainable (noted with * in source). Revenue guidance is typically the same on both GAAP and Non-GAAP basis. Verdicts are dynamically computed: Exceeded = actual strictly above guidance high; Met = actual within range (inclusive of both ends); Not Met = actual below guidance low. For EPS (loss), "better than guided" means less negative. Entries marked "Pending" have guidance ranges confirmed but actual results not yet verified. Source URLs link to SEC EDGAR 8-K filings or press releases.




Overall Verdict Distribution

Verdict by Metric Category

Revenue: Guidance vs Actual ($M)

Gross Margin: Guidance vs Actual (%)

Year-by-Year Guidance Accuracy

Annual / Full-Year Guidance Tracking

Full-year targets given by management. Annual guidance may be provided or updated multiple times per year.

Note: AAOI historically provided only quarterly guidance (2016–2025), typical for small-cap companies with limited visibility. Full-year guidance was first issued for FY2026 during the Q4 2025 earnings call (Feb 26, 2026), reflecting management's increased confidence from strong AI/datacenter demand and 800G transceiver momentum. If AAOI provides additional annual guidance updates in future earnings calls, they will be tracked here.
Fiscal Year Metric Guidance Target Actual Status Date Given Source

Detailed Guidance vs. Actual Results

Click column headers to sort. All monetary values in USD millions except EPS.

Quarter ▾ Date Metric ▾ Guidance Low ▾ Guidance High ▾ Guidance Mid Actual ▾ Δ vs Mid Verdict ▾ Source

Quarterly Financial Actuals Reference (GAAP)

From 10-Q/10-K filings and earnings press releases.

Quarter Revenue ($M) Gross Margin % Op. Income ($M) Net Income ($M) EPS (Diluted)
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