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

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.

21 matches for “Tariff”; 5 quoted, at least 25 words apart.

Stefan Murrycompanyprepared

…order to accommodate these future growth drivers. During the fourth quarter, direct tariffs had a $1,200,000 impact on our income statement. As it relates to…

Stefan Murrycompanyprepared

…on our prior earnings calls. Given the recent court decision on IEEPA tariffs, it is worth noting that Applied Optoelectronics, Inc. acted as the importer…

Stefan Murrycompanyprepared

…was primarily due to increased customer demand projections. In Q4, the direct tariff impact on capital equipment was $3,100,000. As we have mentioned before, while…

George Notteranalystqa

…I guess I am just curious about what you are seeing on tariffs. Obviously, we have had some moves on tariffs recently. 15% across-the-board tariff.…

Stefan Murrycompanyqa

…think anybody that is telling you they confidently know exactly what the tariff situation is going to be throughout the year is probably not being…

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