Applied Optoelectronics: FY25 Q4 earnings call, Feb 26, 2026

Thu, Feb 26Earnings callSpeaker-labelled transcriptApplied Optoelectronics

No Kalshi or Polymarket word markets were listed for Applied Optoelectronics’s Feb 26, 2026 earnings call (FY25 Q4). 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.

10 matches for “Firmware”; 5 quoted, at least 25 words apart.

Thompson Lincompanyprepared

…hyperscale customer. We continue to work with this customer to finalize the firmware used in this module to ensure interoperability across their network, which we…

Thompson Lincompanyprepared

…in below our expectation of $4,000,000 to $10,000,000 due to the ongoing firmware optimizations I mentioned above. Looking ahead, we expect continued strength in our…

Stefan Murrycompanyprepared

…hyperscale customer. We continue to work with this customer to finalize the firmware used in these modules to ensure interoperability across their network, which we…

Stefan Murrycompanyprepared

…in below our expectations of $4,000,000 to $8,000,000 due to the ongoing firmware optimization I mentioned above. We expect continued strength in our 400G business,…

Simon Matthew Leopoldanalystqa

…800G revenue. I know you had a little bit of a software firmware glitch and said it was below the guided or the $4,000,000 or…

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