Company: AAOI
Filing Date: 2025-08-07
Form Type: 10-Q
Source: 0001437749-25-025450
Chunk: 63

Company: APPLIED OPTOELECTRONICS, INC.
Filing Date: 2025-08-07
Form: 10-Q
Item: Part I, Item 2
Chunk 63
---

     6.7
     %

     9,707

     11.6
     %

     3,785

     39.0
     %

      General and administrative 

     34,706

     17.1
     %

     30,545

     36.4
     %

     4,161

     13.6
     %

      Total operating expenses 
      
     $
     86,620

     42.7
     %
      
     $
     65,042

     77.6
     %
      
     $
     21,578

     33.2
     %

Research and development expense

​

Research and development expense increased by $7.5 million, or 57.6%, for the three months ended June 30, 2025 compared to the three months ended June 30, 2024. Research and development expense increased by $13.6 million, or 55.0%, for the six months ended June 30, 2025 compared to the six months ended June 30, 2024. The increases were primarily due to increased personnel-related expense and increased R&D related project costs. The increases in R&D expenses were driven by customer demand for new products as well as acceleration of previously-planned project expenditures which were necessary to accommodate accelerated demand projections for these products from certain customers.

Sales and marketing expense

​

Sales and marketing expense increased by $2.2 million, or 37.6%, for the three months ended June 30, 2025 compared to the three months ended June 30, 2024. Sales and marketing expense increased by $3.8 million, or 39.0%, for the six months ended June 30, 2025 compared to the six months ended June 30, 2024. The increases were primarily due to the increased business development effort in our CATV and data center businesses along with higher shipping costs. 

​

General and administrative expense

​

General and administrative expense increased by $1.6 million, or 9.4%, for the three months ended June 30, 2025 compared to the three months ended June 30, 2024. General and administrative expense increased by $4.2 million, or 13.6%, for the six months