Applied Optoelectronics Inc (AAOI) |
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Applied Optoelectronics Inc's Customers Performance
AAOI
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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
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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
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Customers Net Income grew in Q4 by |
Customers Net margin grew to |
48.23 % |
13.38 % |
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.
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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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