Applied Optoelectronics, Inc. (AAOI) Q2 2025 Earnings Call Transcript

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET

Company Participants

Chih-Hsiang Lin – Founder, Chairman, President & CEO
Lindsay Grant Savarese – Corporate Participant
Investor Relations – Corporate Participant
Stefan J. Murry – CFO & Chief Strategy Officer

Conference Call Participants

Ku Kang – B. Riley Securities, Inc., Research Division
Michael Edward Genovese – Rosenblatt Securities Inc., Research Division
Ryan Boyer Koontz – Needham & Company, LLC, Research Division
Simon Matthew Leopold – Raymond James & Associates, Inc., Research Division

Operator

Good afternoon. I will be your conference operator. At this time, I would like to welcome everyone to Applied Optoelectronics Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today’s event is being recorded.

I will now turn the call over to Lindsay Savarese, Investor Relations for Applied Optoelectronics. Ms. Savarese, you may begin.

Lindsay Grant Savarese

Investor Relations

Thank you. I’m Lindsay Savarese, Investor Relations for Applied Optoelectronics. I’m pleased to welcome you to AOI’s Second Quarter 2025 Financial Results Conference Call.

After the market closed today, AOI issued a press release announcing its second quarter 2025 financial results and provided its outlook for the third quarter of 2025. The release is also available on the company’s website at ao-inc.com.

This call is being recorded and webcast live. A link to the recording can be found on the Investor Relations section of the AOI website and will be archived for 1 year.

Joining us on today’s call is Dr. Thompson Lin, AOI’s Founder, Chairman and CEO; and Dr. Stefan Murry, AOI’s Chief Financial Officer and Chief Strategy Officer. Thompson will give an overview of AOI’s Q2 results, and Stefan will provide financial details and the outlook for the third quarter of 2025. A question-and-answer session will follow our prepared remarks.