Company: AAOI
Filing Date: 2025-08-07
Form Type: 10-Q
Source: 0001437749-25-025450
Chunk: 100

Company: APPLIED OPTOELECTRONICS, INC.
Filing Date: 2025-08-07
Form: 10-Q
Item: Part I, Item 8
Chunk 100
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", which amends U.S. GAAP to include 14 disclosure requirements that are currently required under SEC Regulation S-X or Regulation S-K. Each amendment will be effective on the date on which the SEC removes the related disclosure requirement from SEC Regulation S-X or Regulation S-K.  The Company has evaluated the new standard and determined that it will have no material impact on its financial statements or disclosures since the Company is already subject to the relevant SEC disclosure requirements.

   Note 3.  Revenue Recognition
   ​
   ​
   Disaggregation of Revenue
   ​
   Revenue is classified based on the location where the product is manufactured. For additional information on the disaggregated revenues by geographical region, see Note 17, "Segment and Geographic Information."
    
   Revenue is also classified by major product categories and is presented below (in thousands):
   ​
   
       Three months ended June 30,  
       % of        % of  
 ​   2025    Revenue    2024    Revenue  
 CATV  $56,019   54.4% $5,818   13.4%
 Data Center   44,791   43.5%  34,352   79.4%
 Telecom   1,940   1.9%  2,379   5.5%
 Other   202   0.2%  721   1.7%
 Total Revenue  $102,952   100.0% $43,270   100.0%

       Six months ended June 30,  
 ​       % of        % of  
 ​   2025    Revenue    2024    Revenue  
 CATV  $120,520   59.4% $14,554   17.3%
 Data Center   76,841   37.9%  63,338   75.5%
 Telecom   4,876   2.4%  4,648   5.5%
 Other   574   0.3%  1,403   1.7%
 Total Revenue  $202,811   100.0% $83,943   100.0%

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