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Applied Optoelectronics Inc.  (AAOI)
Other Ticker:  
 
    Sector  Technology    Industry Computer Networks
   Industry Computer Networks
   Sector  Technology
 

Applied Optoelectronics's Customers Performance

AAOI

 
AAOI's Source of Revenues Applied Optoelectronics's Customers have recorded an advance in their cost of revenue by 6.98 % in the 2 quarter 2022 year on year, sequentially costs of revenue were trimmed by -93.69 %, for the same period Applied Optoelectronics Inc. revnue deteriorated by -3.49 % year on year, sequentially revenue grew by 0.11 %.

List of AAOI Customers




Applied Optoelectronics's Customers have recorded an advance in their cost of revenue by 6.98 % in the 2 quarter 2022 year on year, sequentially costs of revenue were trimmed by -93.69 %, for the same period Applied Optoelectronics Inc. revnue deteriorated by -3.49 % year on year, sequentially revenue grew by 0.11 %.

List of AAOI Customers


   
Customers Net Income fell in Q2 by Customers Net margin fell to %
-13.81 % 12.69 %



Applied Optoelectronics's Customers, Q2 2022 Revenue Growth By Industry
Customers in Miscellaneous Fabricated Products Industry      10.49 %
Customers in Aerospace & Defense Industry -2.85 %   
Customers in Construction & Mining Machinery Industry      14.62 %
Customers in Construction Services Industry      14.36 %
Customers in Miscellaneous Manufacturing Industry -0.17 %   
Customers in Industrial Machinery and Components Industry    
Customers in Conglomerates Industry      1.65 %
Customers in Appliance & Tool Industry      2.95 %
Customers in Audio & Video Equipment Industry -6.35 %   
Customers in Auto & Truck Manufacturers Industry      25.04 %
Customers in Auto & Truck Parts Industry      15.47 %
Customers in Recreational Products Industry -4.11 %   
Customers in Electric & Wiring Equipment Industry      20.17 %
Customers in Legacy Industry  
Customers in Investment Services Industry -99.71 %   
Customers in Major Pharmaceutical Preparations Industry  
Customers in Advertising Industry -22.55 %   
Customers in Broadcasting Media & Cable TV Industry      5.15 %
Customers in Casinos & Gaming Industry      19.52 %
Customers in Communications Services Industry -16.58 %   
Customers in Hotels & Tourism Industry -32.97 %   
Customers in Professional Services Industry -0.58 %   
Customers in Security & Armored Car Services Industry      25.08 %
Customers in Communications Equipment Industry      16.21 %
Customers in Computer Hardware Industry -1.09 %   
Customers in Computer Networks Industry      0.75 %
Customers in Computer Peripherals & Office Equipment Industry -4.03 %   
Customers in Internet Services & Social Media Industry      8.47 %
Customers in Electronic Instruments & Controls Industry      6.85 %
Customers in Computer processing and cloud services Industry -0.44 %   
Customers in Semiconductors Industry -5.63 %   
Customers in Software & Programming Industry      25.78 %
Customers in Technology Retail Industry      6.86 %
Customers in Wholesale Industry      21.92 %
     
• Customers Valuation • Segment Rev. Growth • Segment Inc. Growth • Customers Mgmt. Effect.


Applied Optoelectronics'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'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. 83.11 212.22 -60.86 3,054
Internap Corp 2.05 291.51 -138.17 503
Shotspotter Inc. 342.09 69.75 -0.86 85
Varonis Systems Inc. 3,115.88 434.64 -133.31 1,251
Twilio Inc. 13,904.02 3,401.64 -1,059.90 996
Secureworks Corp 692.76 524.60 -50.07 2,555
Mandiant Inc. 5,359.35 391.26 848.98 0
Rapid7 Inc. 2,701.17 616.37 -166.93 1,079
Qualys Inc. 5,779.51 448.03 101.60 869
Mimecast Limited 5,605.03 575.28 47.24 1,192
Inspired Entertainment Inc. 285.02 276.50 32.80 0
Inpixon 17.45 18.27 -69.15 0
Nuance Communications Inc 17,768.93 1,338.06 -99.18 11,600
Imperva Inc 1,920.63 314.88 9.44 1,020
Cleartronic Inc 16.49 1.84 0.42 8
Honda Motor Co. Ltd. 0.00 108,264.49 5,659.22 0
Arrow Electronics Inc 6,564.77 36,063.44 1,399.53 18,700
Uas Drone Corp. 11.09 0.00 -1.38 0
Raven Industries Inc 2,090.89 437.77 41.32 941
Adtran Holdings Inc. 1,030.55 618.80 -13.60 2,060
Endurance Exploration Group, Inc. 1.73 0.00 -0.36 5
Fomo Corp. 4.05 0.75 -12.66 0
Addvantage Technologies Group Inc. 24.27 89.97 -1.91 178
Universal Security Instruments Inc 9.16 19.52 -0.20 15
Tessco Technologies Incorporated 37.80 424.75 -1.26 786
Richardson Electronics Ltd. 209.92 224.62 17.93 373
Electronic Systems Technology Inc 0.00 1.52 -0.08 11
Directview Holdings Inc 0.00 3.36 -5.51 9
Cyalume Technologies Holdings, Inc. 24.38 43.26 1.76 462
Brekford Traffic Safety, Inc. 5.92 9.25 4.38 38
Nortek Inc 0.00 0.00 0.00 11,400
Be Aerospace Inc 6,704.88 3,483.70 365.60 10,057
The Toro Company 9,834.08 4,303.33 385.89 6,682
Skullcandy, Inc. 0.00 0.00 0.00 300
Genasys Inc. 104.22 53.04 -1.62 0
Irobot Corporation 1,529.16 1,443.45 -48.12 622
Knowles Corporation 1,195.54 856.70 -104.50 12,000
Invensense Inc 0.00 248.74 4.10 0
Koss Corporation 65.76 17.61 1.27 54
Zap 14.14 10.78 -34.02 400
Toyota Motor Corp 1,892,157.52 232,273.90 21,278.15 348,877
Shyft Group Inc. 764.42 989.00 43.02 0
Saleen Automotive Inc 0.00 38.19 6.32 22
Oshkosh Corporation 5,078.85 8,283.50 328.40 13,300
Emav Holdings, Inc. 0.00 0.00 0.00 1
Navistar International Corporation 4,458.90 7,714.00 -173.00 14,400
Kandi Technologies Group Inc. 173.73 91.37 -15.16 557
Federal Signal Corporation 2,432.96 1,296.60 102.70 2,200
Blue Bird Corporation 304.55 735.17 -25.05 1,762
Workhorse Group Inc. 0.00 0.00 0.00 13
Stoneridge inc 469.03 827.33 -31.54 4,100
Canon Inc 23,909.85 28,655.20 1,882.75 194,151
Arotech Corp 79.51 91.25 -0.63 523
Art s way Manufacturing Co. Inc. 0.00 25.99 0.72 113
Agco Corp 8,030.03 11,511.20 780.30 19,600
Arctic Cat Inc 0.00 698.31 35.88 1,670
Panacea Life Sciences Holdings Inc. 1.20 2.68 -4.55 0
Entertainment Gaming Asia Inc. 33.85 23.64 -1.79 107
Processa Pharmaceuticals Inc. 38.26 0.00 -14.65 0
Concrete Leveling Systems Inc. 0.00 0.00 -0.05 3
Trans-pacific Aerospace Company, Inc. 0.01 0.00 -2.34 7
Sifco Industries Inc 17.87 89.59 -5.22 465
Seafarer Exploration Corp. 18.95 0.00 -2.84 1
Polaris Inc. 6,102.64 8,149.50 267.10 8,100
Avnet Inc. 3,893.88 24,310.71 692.38 18,800
Lime Energy Co. 0.00 0.00 0.00 161
Goldfield Corp 171.88 185.10 8.00 418
Ies Holdings Inc. 609.13 2,033.23 45.57 3,106
Cnh Industrial N v 16,605.92 33,428.00 1,760.00 69,207
Astec Industries Inc. 766.86 1,154.40 18.50 3,952
Miller Industries Inc. 257.11 783.45 12.38 890
Gencor Industries Inc. 137.46 100.45 -1.22 216
Alamo Group Inc. 1,590.62 1,489.49 89.69 3,070
Spirit Aerosystems Holdings inc. 2,648.71 4,482.70 -408.90 15,200
Orbital Atk, Inc. 7,801.00 4,991.00 345.00 12,300
Lmi Aerospace Inc 184.85 340.33 -41.61 1,970
Ducommun Incorporated 526.37 665.75 132.66 3,150
Kratos Defense and Security Solutions inc. 1,336.05 832.60 -24.70 3,600
Elbit Systems Ltd 8,595.69 5,278.52 274.66 11,851
Cpi Aerostructures Inc. 19.55 89.31 5.45 0
Aerovironment Inc. 2,068.18 453.24 1.34 663
Astronics Corporation 259.71 473.20 -19.68 2,000
Air Industries Group 17.72 55.84 1.51 379
Motorola Solutions inc. 40,009.40 8,459.00 1,208.00 18,000
Flir Systems Inc 7,603.05 1,940.08 235.97 4,265
Adt Inc. 7,710.00 7,648.77 -22.97 17,500
Tyco International Plc 0.00 0.00 0.00 57,000
Leidos Holdings Inc. 12,619.52 14,065.00 733.00 34,000
Science applications International corporation 5,165.03 7,229.00 217.00 13,000
Tesla Inc. 276,056.67 67,166.00 9,551.00 70,757
Fortune Brands Home and Security Inc. 7,715.51 7,977.30 750.30 24,700
Dell Technologies Inc. 28,206.45 96,156.00 3,262.00 0
Intel Corporation 111,397.00 73,394.00 19,105.00 110,600
Sai.tech Global Corporation 5.05 0.00 -2.55 0
Cisco Systems Inc. 173,493.99 51,557.00 11,812.00 77,500
Caterpillar Inc 95,529.13 54,031.00 6,758.00 102,300
JOY GLOBAL INC. 0.00 0.00 0.00 0
Cablevision Systems Corp 0.00 6,232.15 465.64 13,656
General Motors Company 50,681.68 132,101.00 8,601.00 155,000
Harley davidson Inc. 5,358.53 5,861.64 807.66 5,900
Eaton Corporation Plc 56,891.39 20,549.00 2,315.00 95,250
Windstream Holdings Inc 14.54 4,894.50 -567.40 13,434
Comcast corporation 134,253.71 121,660.00 13,628.00 168,000
At and t Inc. 117,132.53 148,628.00 21,364.00 242,000
Frontier Communications Parent Inc. 5,981.03 8,385.00 -356.00 0
Terex Corporation 2,281.56 4,025.10 232.70 20,400
Te Connectivity ltd. 38,113.74 15,740.00 2,514.00 82,000
DELPHI CORPORATION 0.00 0.00 0.00 0
Textron Inc. 13,642.79 12,467.00 612.00 35,000
MCAFEE, INC. 0.00 0.00 0.00 0
Verizon Communications Inc. 159,339.84 134,022.00 22,529.00 0
Equillium Inc. 68.24 0.00 -72.45 0
Jx Luxventure Ltd 3.66 59.00 -37.22 48,000
Time Warner Cable Inc. 0.00 38,663.00 1,954.00 0
International Game Technology Plc 3,612.71 4,089.00 670.00 4,400
Deere and Co 108,633.55 48,368.00 6,170.00 69,600
Boeing Co 79,709.00 60,743.00 -5,378.00 141,000
General Dynamics Corporation 62,235.41 38,441.00 3,308.00 100,700
Honeywell International Inc 119,383.80 34,459.00 5,112.00 105,500
Lockheed Martin Corporation 106,345.39 64,167.00 4,705.00 114,000
Raytheon Company 32,665.15 29,176.00 3,329.00 61,000
Rockwell Collins Inc 23,426.74 8,665.00 1,032.00 19,500
Stanley Black and Decker Inc. 11,135.00 17,172.50 887.80 59,438
Paccar Inc 31,343.17 26,372.10 2,317.40 27,000
Ford Motor Co 50,089.20 137,101.00 -106.00 186,000
Dana Corporation 0.00 0.00 0.00 0
Lumen Technologies inc. 7,400.99 19,452.00 1,869.00 39,875
Citizens Communications, Co. 0.00 0.00 0.00 0
Qualcomm Inc 142,373.70 42,141.00 12,862.00 41,000
United Breweries Co Inc 4,049.77 3,607.95 318.07 0
SYMBOL TECHNOLOGIES, INC. 0.00 0.00 0.00 0
Xerox Holdings Corporation 1,191.20 6,950.00 -647.00 26,475
Unisys Corp 608.08 1,989.00 -224.20 23,200
Splunk Inc. 13,478.47 2,594.43 -567.06 3,200
Nortonlifelock Inc. 12,732.32 2,817.00 855.00 3,600
Qlogic Corp 0.00 462.10 58.15 927
Pmc Sierra Inc 0.00 889.95 -32.25 1,442
Pitney Bowes Inc 565.85 3,657.60 35.49 10,600
Netapp Inc. 14,943.04 6,452.00 949.00 10,800
Lexmark International Inc 0.00 0.00 0.00 12,700
International Business Machines Corporation 111,050.76 64,050.00 5,588.00 381,100
Hp Inc. 27,453.38 66,440.00 6,798.00 53,000
ELECTRONIC DATA SYSTEMS CORP. 0.00 0.00 0.00 0
Ciena Corp 6,310.42 3,703.14 198.76 5,161
Broadcom Corp 0.00 0.00 0.00 8,000
Avaya Inc 0.00 5,184.00 -491.00 0
Apple Inc. 2,366,313.16 387,542.00 99,633.00 147,000
Acacia Communications Inc 4,970.90 547.97 68.80 354
Meta Platforms Inc. 378,705.50 119,411.00 33,631.00 54,014
Match Group Inc. 14,782.11 3,201.05 110.42 1,300
Professional Diversity Network Inc. 14.77 7.39 -1.71 167
Rivex Technology Corp. 0.00 0.00 -0.10 1
Trupal Media, Inc. 0.00 0.00 -0.22 1
Zedge Inc. 37.15 24.43 7.63 64
Duesenberg Technologies Inc. 30.21 0.04 -1.54 4
Marin Software Incorporated 21.60 21.90 -15.60 433
Kiwibox.com, Inc. 0.11 0.01 -4.69 3
Freeze Tag Inc. 1.20 2.09 0.22 16
Friendable Inc. 0.21 0.12 -2.72 3
Eco Science Solutions Inc. 0.02 0.06 -1.87 2
Caleminder Inc 15.50 0.00 -0.02 1
Cheetah Mobile Inc. 3,332.02 123.12 -55.43 2,465
Digitaltown, Inc. 0.13 0.00 -3.36 16
Digital Turbine Inc. 1,645.03 737.07 36.27 146
Weibo Corporation 4,017.09 2,257.08 411.88 3,361
Yelp Inc. 2,625.70 1,118.07 48.35 5,196
Rev Group Inc. 709.53 2,298.00 6.60 7,600
Arris International Plc 5,850.93 6,709.00 90.12 8,700
Aerohive Networks, Inc. 230.67 149.72 -22.92 490
Sify Technologies Ltd 324.47 356.51 16.59 2,608
Broadcom Inc. 208,464.00 31,680.00 10,125.00 21,000
Cavium, Inc. 6,005.92 985.20 -60.32 1,895
Cirrus Logic Inc. 4,223.74 1,689.30 251.69 1,596
Cts Corporation 1,425.46 547.59 -21.89 322
Dsp Group Inc 530.62 138.10 -3.13 328
Iec Electronics Corp 169.49 188.66 4.14 565
Inphi Corp 9,074.97 682.95 -59.74 616
Kopin Corporation 102.94 47.61 -12.45 172
Semileds Corp 11.88 6.80 -3.43 187
Mellanox Technologies ltd 7,198.53 1,330.58 205.10 2,448
Mrv Communications Inc 67.69 80.75 -8.86 235
Marvell Technology Inc 41,488.04 4,106.68 -422.90 3,749
Microsemi Corp 8,221.30 1,894.30 175.80 2,100
Macom Technology Solutions Holdings Inc. 4,090.92 652.24 217.75 1,800
Maxlinear Inc. 2,939.01 963.05 70.13 753
Osi Systems inc. 1,337.49 1,183.24 115.35 0
Plexus Corp. 2,608.25 3,530.76 121.13 16,000
Qorvo Inc. 9,266.09 -5,263,544.44 1,531.16 7,900
Rubicon Technology Inc. 5.50 4.26 1.34 20
Sigma Designs Inc 10.70 65.91 -120.04 409
Smtc Corporation 170.40 386.45 -0.58 1,171
Sparton Corp. 182.04 378.91 -7.77 1,531
Skyworks Solutions Inc. 15,074.41 4,995.50 1,237.10 10,000
Trans lux Corporation 0.00 16.84 -2.15 68
Viavi Solutions Inc. 3,084.50 1,292.40 15.50 3,500
Mdc Holdings Inc 846.94 805.62 14.13 253
Alpine 4 Holdings Inc. 105.45 79.70 -12.30 0
Amplitech Group Inc. 18.89 13.46 -3.77 5
Calamp Corp. 150.15 274.71 -40.29 840
Clearfield Inc. 1,416.52 221.09 39.80 230
Clearone Inc 13.77 29.11 -6.68 151
Comtech Telecommunications Corp 285.89 486.24 -38.06 1,852
Ntt Docomo Inc 0.00 40,793.23 4,428.91 26,374
Dzs Inc 342.95 354.60 -17.26 629
Franklin Wireless Corp. 35.75 24.00 -3.67 67
Harmonic Inc. 1,441.86 587.01 34.70 1,244
Infinera Corp 1,163.75 1,452.93 -184.43 2,145
Iridium Communications Inc. 6,185.04 661.18 -0.59 41
Iteris inc. 119.94 133.15 -12.56 0
Pineapple Energy Inc. 27.02 -7.94 6.63 0
Kvh Industries Inc. 170.60 169.04 -6.20 604
Lumentum Holdings Inc. 5,512.80 1,712.60 434.00 2,930
Mitel Networks Corp 1,342.46 1,149.80 -49.60 3,820
Netgear Inc. 624.33 975.12 -57.15 1,008
Parkervision Inc. 13.25 0.07 -9.52 45
Bk Technologies Corporation 39.64 44.16 -10.97 0
Seachange International Inc 21.77 24.45 -27.37 286
Shoretel Inc 456.07 332.70 -9.29 1,158
Supercom Ltd 0.00 12.27 -10.14 215
Sierra Wireless Inc 1,103.42 713.51 -70.54 1,150
Technical Communications Corp 1.58 1.79 -1.91 23
Utstarcom Holdings Corp 141.95 15.92 -5.83 481
Vocera Communications Inc 2,759.66 234.19 -8.50 590
7gc and Co. Holdings Inc. 283.38 0.00 13.82 0
Minim Inc. 5.37 59.43 -3.38 0
Ag&e Holdings Inc. 0.22 2.82 -0.95 76
Pinterest Inc. 16,311.02 2,720.40 220.34 3,225
Galaxy Gaming Inc. 66.35 22.55 0.34 0
Alphabet Inc. 1,353,028.61 278,139.00 72,016.00 163,906
Roblox Corporation 22,569.26 2,210.89 -565.20 1,600
Palantir Technologies Inc. 17,301.41 1,744.38 -539.03 2,920
Amdocs Limited 10,769.43 4,288.64 688.37 31,000
Okta Inc. 9,363.73 1,135.67 -333.60 5,030
Cyberark Software Ltd 6,335.55 502.92 -83.95 2,400
Tenable Holdings Inc. 4,102.96 611.39 2.84 0
Hello Group Inc 2,051.84 2,287.25 -459.11 0
SUBTOTAL 8,974,459.12 -2,047,151.23 434,158.79 4,333,244
       
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