Applied Optoelectronics: FY25 Q1 earnings call, May 8, 2025
No Kalshi or Polymarket word markets were listed for Applied Optoelectronics’s May 8, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Tariff”; 5 quoted, at least 25 words apart.
…will benefit our business. While we continue to closely monitor news of tariffs, in Q1, tariffs had no material impact on our financials. We do…
…assessing our supply chain and manufacturing operations with an eye towards minimizing tariff impacts. At OFC, we unveiled our near-term targets for adding production capacity…
…unexpectedly surged in the quarter, which we believe may be related to tariff concerns. Our production capacity on these 100G products was limited by supply…
…million in total CapEx. While these costs could be impacted from the tariffs, given the evolving nature, it is difficult to predict what type of…
…a higher level than we would normally expect. Clearly, given the evolving tariff situation, it's beneficial for us to have as much inventory as we…
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