Applied Optoelectronics: FY25 Q2 earnings call, Aug 9, 2025

No Kalshi or Polymarket word markets were listed for Applied Optoelectronics’s Aug 9, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

17 matches for “Qualification”; 5 quoted, at least 25 words apart.

Chih-Hsiang Lincompanyprepared

…R&D and SG&A expense driven by increased business activity, including new customer qualification efforts for 800G and 1.6Tb transceivers. As you can see from our…

Chih-Hsiang Lincompanyprepared

…for this product as well. We continue to make progress on customer qualification on our 800G product, and we continue to have confidence in the…

Stefan J. Murrycompanyprepared

…R&D and SG&A expenses driven by increased business activity, including new customer qualification efforts for 800G and 1.6 terabit transceivers. As you can see from…

Stefan J. Murrycompanyprepared

…pulled in, R&D expenses necessarily increase to support the product customization and qualification efforts necessary to realize revenue from these new opportunities. In addition to…

Stefan J. Murrycompanyprepared

…transceivers based on multimode optics. We continue to make progress on customer qualifications on our 800G products. During the quarter, one of our major hyperscale…

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