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Applied Optoelectronics Inc   (AAOI)
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    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Applied Optoelectronics Inc's Customers Performance

AAOI

 
AAOI's Source of Revenues Applied Optoelectronics Inc's Corporate Customers have recorded an advance in their cost of revenue by 2.76 % in the 4 quarter 2023 year on year, sequentially costs of revenue were trimmed by -17.37 %. During the corresponding time, Applied Optoelectronics Inc revenue deteriorated by -1.24 % year on year, sequentially revenue fell by -2.18 %. While revenue at the Applied Optoelectronics Inc 's corporate clients recorded rose by 5.72 % year on year, sequentially revenue grew by 184.05 %.

List of AAOI Customers




Applied Optoelectronics Inc's Customers have recorded an advance in their cost of revenue by 2.76 % in the 4 quarter 2023 year on year, sequentially costs of revenue were trimmed by -17.37 %, for the same period Applied Optoelectronics Inc revnue deteriorated by -1.24 % year on year, sequentially revnue fell by -2.18 %.

List of AAOI Customers


   
Customers Net Income grew in Q4 by Customers Net margin grew to
48.23 % 13.38 %



Applied Optoelectronics Inc's Customers, Q4 2023 Revenue Growth By Industry
Customers in Aerospace & Defense Industry      6.08 %
Customers in Construction & Mining Machinery Industry -28.41 %   
Customers in Construction Services Industry      10.36 %
Customers in Miscellaneous Manufacturing Industry -6.28 %   
Customers in Industrial Machinery and Components Industry -0.21 %   
Customers in Ship & Boat Building Industry      7.53 %
Customers in Conglomerates Industry      2.49 %
Customers in Appliance & Tool Industry -13.12 %   
Customers in Electronic Parts & Equipment Industry -11.28 %   
Customers in EV, Auto & Truck Manufacturers Industry      4.4 %
Customers in Auto & Truck Parts Industry -7.8 %   
Customers in Broadcasting Media & Cable TV Industry      2.29 %
Customers in Communications Services Industry      15 %
Customers in Hotels & Tourism Industry      2.01 %
Customers in Personal Services Industry      10.76 %
Customers in Security & Armored Car Services Industry -85.57 %   
Customers in Communications Equipment Industry -18.78 %   
Customers in Computer Hardware Industry      8.57 %
Customers in Computer Networks Industry -5.87 %   
Customers in Computer Peripherals & Office Equipment Industry -9.07 %   
Customers in Internet Services & Social Media Industry      16.7 %
Customers in Electronic Instruments & Controls Industry -12.15 %   
Customers in Cloud Computing & Data Analytics Industry      10.53 %
Customers in Scientific & Technical Instruments Industry -9.25 %   
Customers in Semiconductors Industry      14.97 %
Customers in Software & Programming Industry      16.17 %
Customers in Consumer Electronics Industry      3.72 %
     
• Customers Valuation • Customers Mgmt. Effect.


Applied Optoelectronics Inc's Comment on Sales, Marketing and Customers



Our customers are primarily internet data center operators, CATV and telecommunications equipment manufacturers, and internet service providers. We generally employ a direct sales model in North America and in the rest of the world we use both direct and indirect sales channels. Our sales channel partners provide logistical services and day-to-day customer support. Where we sell through an indirect sales channel, we work with the end customer to establish technological specifications for our products. Our equipment customers typically offer our equipment under their brand-name and our equipment is often customized with unique design or performance criteria by each of these customers. We also from time to time offer design or manufacturing services to customers to assist them in more effectively using our products and realizing time-to-market advantages.

The three customers who contributed most to our data center revenue were Amazon, Facebook and Microsoft. Our CATV products were used by three large CATV original equipment manufacturers, or OEMs, consisting of Cisco; a large CATV equipment company in China; and Arris (which acquired the Motorola Home Business in 2013 and Pace Plc in 2016). In 2017, revenue from the internet data center market, CATV market, the telecom market, FTTH market and other markets provided 80.2%, 15.9%, 3.4%, 0.1% and 0.4% of our revenue.


In our telecom market, we manufacture and sell optical products which include transceivers designed to transmit signals used in 4G Long Term Evolution, or LTE, mobile networks, and various products targeted at the metro-scale telecommunications networking market. We have various other products designed for diverse applications, both inside and outside of communications technology, which generally are derivatives of products developed for our four target markets.






Applied Optoelectronics Inc's Comment on Sales, Marketing and Customers


Our customers are primarily internet data center operators, CATV and telecommunications equipment manufacturers, and internet service providers. We generally employ a direct sales model in North America and in the rest of the world we use both direct and indirect sales channels. Our sales channel partners provide logistical services and day-to-day customer support. Where we sell through an indirect sales channel, we work with the end customer to establish technological specifications for our products. Our equipment customers typically offer our equipment under their brand-name and our equipment is often customized with unique design or performance criteria by each of these customers. We also from time to time offer design or manufacturing services to customers to assist them in more effectively using our products and realizing time-to-market advantages.

The three customers who contributed most to our data center revenue were Amazon, Facebook and Microsoft. Our CATV products were used by three large CATV original equipment manufacturers, or OEMs, consisting of Cisco; a large CATV equipment company in China; and Arris (which acquired the Motorola Home Business in 2013 and Pace Plc in 2016). In 2017, revenue from the internet data center market, CATV market, the telecom market, FTTH market and other markets provided 80.2%, 15.9%, 3.4%, 0.1% and 0.4% of our revenue.


In our telecom market, we manufacture and sell optical products which include transceivers designed to transmit signals used in 4G Long Term Evolution, or LTE, mobile networks, and various products targeted at the metro-scale telecommunications networking market. We have various other products designed for diverse applications, both inside and outside of communications technology, which generally are derivatives of products developed for our four target markets.










AAOI's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Applied Optoelectronics Inc 462.48 216.92 -56.05 3,054
Soundthinking Inc 187.84 87.03 -7.41 85
Varonis Systems Inc 5,122.58 498.41 -100.92 1,251
Twilio Inc 11,127.69 4,153.93 -1,015.44 996
Secureworks Corp 501.62 463.48 -114.50 2,555
Mandiant Inc. 5,359.35 391.26 848.98 0
Rapid7 Inc 2,992.48 776.97 -149.26 1,079
Qualys Inc 6,202.98 553.97 151.60 869
Mimecast Limited 5,605.03 575.28 47.24 1,192
Inspired Entertainment Inc 256.52 285.90 17.70 800
Inpixon 3.47 12.25 -38.16 0
Nuance Communications Inc 17,768.93 1,338.06 -99.18 11,600
Cleartronic Inc 13.61 2.23 0.06 8
Honda Motor Co Ltd 63,238.34 114,450.18 4,855.54 215,638
Arrow Electronics Inc 7,192.11 33,107.12 909.36 18,700
Uas Drone Corp 4.36 0.00 -0.72 0
Raven Industries Inc 2,090.89 437.77 41.32 941
Adtran Holdings Inc 407.62 820.74 -117.36 2,060
Addvantage Technologies Group Inc 5.13 55.39 -8.80 178
Universal Security Instruments Inc 3.58 21.00 0.37 15
Tessco Technologies Incorporated 83.15 452.06 -4.35 786
Richardson Electronics Ltd 112.85 247.37 17.24 373
Electronic Systems Technology Inc 0.00 1.54 -0.16 11
The Toro Company 9,338.19 4,405.26 287.74 6,682
Genasys Inc 106.70 38.75 -21.61 172
Irobot Corporation 216.42 890.58 -304.71 622
Knowles Corporation 1,475.49 707.60 72.40 12,000
Koss Corporation 24.35 12.01 -1.02 54
Toyota Motor Corp 3,495,179.48 214,672.29 19,665.70 348,877
Shyft Group Inc 408.56 871.36 6.46 1,800
Oshkosh Corporation 7,926.10 9,393.90 522.30 13,300
Kandi Technologies Group Inc 168.97 133.65 -4.17 557
Federal Signal Corporation 5,065.70 1,722.70 157.40 2,200
Blue Bird Corporation 1,188.53 1,214.89 61.26 1,762
Stoneridge Inc 472.86 977.48 -7.98 4,100
Canon Inc 22,300.12 28,655.20 1,882.75 194,151
Arts Way Manufacturing Co Inc 11.00 30.28 0.27 113
Agco Corp 8,815.10 14,412.40 1,171.30 19,600
Panacea Life Sciences Holdings Inc 1.35 1.75 -7.51 0
Processa Pharmaceuticals Inc 58.45 0.00 -25.67 0
Concrete Leveling Systems Inc 7.15 0.00 -0.06 3
Sifco Industries Inc 18.94 85.97 -9.53 465
Seafarer Exploration Corp 226.71 0.01 -2.91 1
Polaris Inc 5,506.55 8,822.10 511.60 8,100
Avnet Inc 4,509.82 26,122.08 795.84 18,800
Ies Holdings Inc 2,389.07 2,436.80 134.62 3,106
Cnh Industrial N v 16,906.85 24,687.00 2,383.00 69,207
Astec Industries Inc 963.30 1,337.80 33.70 0
Miller Industries inc 566.93 1,152.85 58.29 890
Gencor Industries Inc 232.16 104.75 15.52 216
Alamo Group Inc 2,647.83 1,689.64 136.16 3,070
Spirit Aerosystems Holdings inc 3,744.11 6,047.90 -616.10 15,200
Ducommun Incorporated 691.61 756.19 15.93 3,150
Kratos Defense and Security Solutions inc 2,261.87 1,036.60 2.40 3,600
Elbit Systems Ltd 9,119.94 5,511.55 275.47 11,851
Cpi Aerostructures Inc 29.04 85.41 9.27 0
Aerovironment Inc 4,064.01 577.99 32.43 663
Astronics Corporation 605.73 650.67 -40.18 2,000
Air Industries Group 16.07 51.94 -3.21 379
Motorola Solutions inc 61,093.74 9,978.00 1,714.00 18,700
Adt Inc 6,100.82 5,991.13 463.01 17,500
Leidos Holdings Inc 18,115.91 15,438.00 208.00 43,000
Science Applications International Corporation 7,004.06 7,704.00 303.00 13,000
Tesla Inc 613,098.29 96,773.00 14,974.00 99,290
Fortune Brands Innovations Inc 82.54 4,596.90 432.80 0
Dell Technologies Inc 91,411.53 102,301.00 2,422.00 133,000
Intel Corporation 186,507.83 54,228.00 1,675.00 121,100
Sai tech Global Corporation 21.53 10.64 -8.85 0
Cisco Systems Inc 203,283.43 57,233.00 13,442.00 83,300
Caterpillar Inc 188,223.36 67,060.00 10,332.00 107,700
General Motors Company 62,089.85 171,842.00 9,840.00 157,000
Harley davidson Inc 6,346.22 5,836.48 695.05 5,900
Eaton Corporation Plc 125,461.88 23,196.00 3,223.00 85,947
Comcast Corporation 179,803.18 121,572.00 15,107.00 189,000
At and t Inc 126,791.47 122,428.00 15,623.00 203,000
Frontier Communications Parent Inc 5,737.17 5,751.00 29.00 17,600
Terex Corp 4,400.95 5,151.50 518.00 20,400
Te Connectivity ltd 45,460.12 16,024.00 3,316.00 92,000
Textron Inc 19,375.34 13,683.00 921.00 33,000
Verizon Communications Inc 177,208.52 133,974.00 12,095.00 118,400
International Game Technology Plc 4,585.77 4,310.00 307.00 4,400
Deere and Co 115,459.01 60,784.00 9,946.00 82,200
Boeing Co 116,845.72 77,794.00 -2,242.00 142,000
General Dynamics Corporation 77,908.02 42,272.00 3,315.00 103,100
Honeywell International Inc 137,107.97 36,662.00 5,672.00 99,000
Lockheed Martin Corporation 114,254.10 67,571.00 6,920.00 114,000
Stanley Black and Decker Inc 13,327.00 15,781.10 -281.70 71,300
Paccar Inc 65,079.42 32,358.10 3,653.10 28,500
Ford Motor Co 53,452.00 176,191.00 4,329.00 183,000
Lumen Technologies inc 1,524.35 15,378.00 -10,661.00 36,000
Qualcomm Inc 190,801.10 36,292.00 7,764.00 51,000
Xerox Holdings Corporation 2,552.33 6,886.00 1.00 26,475
Unisys Corp 335.14 2,015.40 -427.10 23,200
Splunk Inc 29,180.58 2,998.63 -955.26 3,200
Netapp Inc 22,148.67 6,101.00 692.00 12,000
International Business Machines Corporation 175,992.86 61,860.00 7,502.00 307,600
Hp inc 30,280.44 53,075.00 3,398.00 58,000
Ciena Corp 7,212.18 4,367.74 228.13 5,161
Apple Inc 2,671,082.40 385,706.00 100,913.00 164,000
Stellantis N v 88,597.10 212,289.28 20,860.00 400,000
Meta Platforms Inc 1,276,745.58 134,902.00 39,098.00 71,970
Match Group Inc 10,283.36 3,364.50 651.47 2,540
Professional Diversity Network Inc 24.12 7.76 -4.97 167
Zedge Inc 37.87 27.42 -5.95 64
Duesenberg Technologies Inc 44.25 -3.13 -2.73 4
Marin Software Incorporated 5.29 18.28 -21.77 433
Freeze Tag Inc 0.75 2.16 -0.03 16
Friendable Inc 0.48 0.16 -3.78 3
Eco Science Solutions Inc 0.03 0.06 -1.87 2
Coda Octopus Group Inc 63.82 19.03 3.12 0
Clearmind Medicine Inc 0.23 0.00 -8.62 1
Akoustis Technologies Inc 39.36 29.71 -69.15 205
Cheetah Mobile Inc 3,897.94 128.18 -75.49 2,465
Digital Turbine Inc 250.40 572.75 -197.80 146
Weibo Corporation 2,158.40 1,836.33 97.81 3,361
Yelp Inc 2,809.90 1,337.06 99.17 5,196
Rev Group Inc 1,160.15 2,637.10 45.30 7,600
Electrameccanica Vehicles Corp 25.46 2.16 -57.58 0
Mercury Systems Inc 1,569.40 895.17 -85.37 2,386
Sify Technologies Ltd 244.99 356.51 16.59 2,608
Broadcom Inc 621,805.83 38,865.00 11,633.00 20,000
Cirrus Logic Inc 4,967.15 1,788.27 176.06 1,596
Cts Corporation 1,431.86 568.01 60.15 322
Kopin Corporation 200.77 41.22 -19.75 172
Semileds Corp 7.09 5.98 -2.69 187
Marvell Technology Inc 58,994.34 5,919.60 -163.50 3,749
Macom Technology Solutions Holdings Inc 6,862.83 625.45 74.58 1,800
Maxlinear Inc 1,442.84 692.66 -73.15 753
Osi Systems inc 2,419.51 1,364.89 113.62 6,928
Plexus Corp 2,547.50 4,098.50 126.12 16,000
Qorvo Inc 11,155.96 -2,561,262.48 -821.22 8,900
Rubicon Technology Inc 2.02 3.59 0.94 20
Skyworks Solutions Inc 16,747.22 4,643.60 904.70 11,150
Trans lux Corporation 0.00 17.38 -2.82 68
Viavi Solutions Inc 2,116.55 1,006.40 -29.10 3,500
Alpine 4 Holdings Inc 19.31 105.85 -20.56 0
Amplitech Group Inc 18.74 15.85 -2.83 5
Calamp Corp 118.36 289.63 -21.08 840
Clearfield Inc 428.85 216.03 13.01 230
Clearone Inc 43.37 17.66 20.83 151
Comtech Telecommunications Corp 89.71 571.27 -40.91 1,852
Dzs Inc 35.71 373.58 -25.16 629
Franklin Wireless Corp 0.00 47.36 -2.42 67
Harmonic Inc 1,525.89 607.55 83.99 1,244
Infinera Corporation 1,152.20 1,644.25 -7.15 2,145
Iridium Communications Inc 3,287.25 790.72 15.42 41
Iteris inc 210.60 170.06 2.49 0
Pineapple Energy Inc 0.63 72.84 -17.48 0
Kvh Industries Inc 96.81 132.38 -15.42 604
Lumentum Holdings Inc 3,253.15 1,361.30 -39.20 2,930
Netgear Inc 464.41 800.31 -109.14 1,008
Parkervision Inc 20.22 0.07 9.52 45
Bk Technologies Corporation 199,105.13 74.09 -2.23 113
Seachange International Inc 11.34 27.58 -5.15 286
Supercom Ltd 0.68 17.65 -7.46 215
Technical Communications Corporation 0.65 0.35 -2.30 23
Utstarcom Holdings Corp 23.46 14.05 -5.00 481
7gc and Co Holdings Inc 36.49 0.00 -3.08 0
Minim Inc 278.06 49.93 -15.55 0
Pinterest Inc 25,290.22 3,055.07 -35.61 3,225
Galaxy Gaming Inc 33.05 26.99 -0.93 0
Alphabet Inc 1,937,245.98 307,394.00 73,795.00 156,500
Roblox Corporation 22,971.16 2,941.09 -1,158.94 1,600
Palantir Technologies Inc 58,028.27 2,224.91 217.38 2,920
Amdocs Limited 10,821.41 4,887.55 542.96 31,000
Okta Inc 17,084.17 1,858.00 -815.00 5,030
Cyberark Software Ltd 10,951.96 751.89 -66.50 2,400
Tenable Holdings Inc 5,506.36 798.13 -10.88 1,367
Iac Inc 4,346.39 4,553.65 -78.65 13,200
Sumo Logic Inc 1,434.25 250.83 -90.41 943
Applovin Corporation 25,747.78 3,283.09 356.71 1,594
Fastly Inc 1,629.36 505.33 -133.09 976
Cellebrite Di Ltd 2,257.13 324.88 -81.10 1,000
Bandwidth Inc 456.33 600.16 2.96 1,100
Porch Group Inc 357.48 430.30 -133.93 1,700
Backblaze Inc 362.99 95.12 -62.00 270
Zenvia Inc 94.42 143.78 -46.17 1,085
Ironnet Inc 0.34 27.54 -242.65 316
Snap Inc 18,240.62 4,606.12 -1,322.49 5,661
Vimeo inc 659.27 416.64 22.03 1,219
Decentral Life Inc 4.61 1.12 0.65 50
Nxp Semiconductors N v 62,490.73 13,276.00 2,822.00 31,000
Synaptics Incorporated 3,727.90 1,143.90 -46.60 1,775
Credo Technology Group Holding Ltd 3,620.69 162.55 -33.83 382
Audiocodes ltd 418.10 244.38 8.78 885
Super Micro Computer Inc 59,533.43 9,250.70 732.38 0
Hewlett Packard Enterprise Company 23,280.04 28,081.00 1,911.00 60,200
Quantum Corp 56.06 406.61 -38.30 905
Pure Storage Inc 17,229.40 2,278.88 -145.99 4,200
Extreme Networks Inc 1,528.15 1,366.97 94.17 2,643
Digi International Inc 1,106.99 -332,356.53 15.94 790
Silicom Ltd 105.34 150.58 18.31 590
Bos Better Online Solutions Ltd 15.46 33.63 0.45 85
Cambium Networks Corp 118.76 264.41 -14.56 573
Casa Systems Inc 29.54 249.41 -107.17 1,004
Frequency Electronics Inc 97.99 52.70 3.22 197
Nova Ltd 5,698.59 517.92 136.31 819
Mullen Automotive inc 17.27 2.68 -696.56 0
SUBTOTAL 14,343,771.38 575,706.76 427,252.81 5,005,226


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