Applied Optoelectronics (AAOI)
As of Oct 24, 2026, Kalshi has settled 13 word markets on Applied Optoelectronics’ earnings calls since 2026, on 13 different words. Next call: Nov 5, 2026 (12 words listed).
| Word | Q3’24Nov '24 | Q4’24Feb '25 | Q1’25May '25 | Q2’25Aug '25 | Q3’25year ago | Q4’25Feb '26 | Q1’26May '26 | Q2’26last call | Trend | Last 8 | Scripted | All-time | Probability | Market |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Qualification | 1 time: Qualification, Q3’24 Nov '24, counts as said | 2 times: Qualification, Q4’24 Feb '25, counts as said | 16 times: Qualification, Q1’25 May '25, counts as said | 13 times: Qualification, Q2’25 Aug '25, counts as said | 10 times: Qualification, Q3’25 Nov '25, counts as said | 8 times: Qualification, Q4’25 Feb '26, counts as said | 13 times: Qualification, Q1’26 May '26, counts as said | 3 times: Qualification, Q2’26 Aug '26, counts as said | rising | 8/8100% | 7/888% | 40/5277% | 94%n=1+tx from settlement history blended with transcripts | 80¢ Kalshi |
| Tariff | 0 times: Tariff, Q3’24 Nov '24 | 0 times: Tariff, Q4’24 Feb '25 | 11 times: Tariff, Q1’25 May '25, counts as said | 7 times: Tariff, Q2’25 Aug '25, counts as said | 5 times: Tariff, Q3’25 Nov '25, counts as said | 15 times: Tariff, Q4’25 Feb '26, counts as said | 3 times: Tariff, Q1’26 May '26, counts as said | 4 times: Tariff, Q2’26 Aug '26, counts as said | rising | 6/875% | 6/875% | 11/5221% | 90%n=1+tx from settlement history blended with transcripts | 67¢ Kalshi |
| CPO / Co-Packaged Optics | 0 times: CPO / Co-Packaged Optics, Q3’24 Nov '24 | 0 times: CPO / Co-Packaged Optics, Q4’24 Feb '25 | 1 time: CPO / Co-Packaged Optics, Q1’25 May '25, counts as said | 0 times: CPO / Co-Packaged Optics, Q2’25 Aug '25 | 0 times: CPO / Co-Packaged Optics, Q3’25 Nov '25 | 1 time: CPO / Co-Packaged Optics, Q4’25 Feb '26, counts as said | 5 times: CPO / Co-Packaged Optics, Q1’26 May '26, counts as said | 15 times: CPO / Co-Packaged Optics, Q2’26 Aug '26, counts as said | rising | 4/850% | 4/850% | 4/528% | 85%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| China / Chinese | 0 times: China / Chinese, Q3’24 Nov '24 | 1 time: China / Chinese, Q4’24 Feb '25, counts as said | 6 times: China / Chinese, Q1’25 May '25, counts as said | 3 times: China / Chinese, Q2’25 Aug '25, counts as said | 4 times: China / Chinese, Q3’25 Nov '25, counts as said | 1 time: China / Chinese, Q4’25 Feb '26, counts as said | 2 times: China / Chinese, Q1’26 May '26, counts as said | 3 times: China / Chinese, Q2’26 Aug '26, counts as said | steady | 7/888% | 5/862% | 43/5283% | 83%n=1+tx from settlement history blended with transcripts | 76¢ Kalshi |
| Indium Phosphide | 0 times: Indium Phosphide, Q3’24 Nov '24 | 0 times: Indium Phosphide, Q4’24 Feb '25 | 0 times: Indium Phosphide, Q1’25 May '25 | 0 times: Indium Phosphide, Q2’25 Aug '25 | 0 times: Indium Phosphide, Q3’25 Nov '25 | 2 times: Indium Phosphide, Q4’25 Feb '26, counts as said | 5 times: Indium Phosphide, Q1’26 May '26, counts as said | 2 times: Indium Phosphide, Q2’26 Aug '26, counts as said | rising | 3/838% | 2/825% | 3/526% | 74%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Quantum | 0 times: Quantum, Q3’24 Nov '24 | 6 times: Quantum, Q4’24 Feb '25, counts as said | 1 time: Quantum, Q1’25 May '25, counts as said | 0 times: Quantum, Q2’25 Aug '25 | 1 time: Quantum, Q3’25 Nov '25, counts as said | 1 time: Quantum, Q4’25 Feb '26, counts as said | 0 times: Quantum, Q1’26 May '26 | 1 time: Quantum, Q2’26 Aug '26, counts as said | falling | 5/862% | 4/850% | 7/5213% | 64%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Pearland | 0 times: Pearland, Q3’24 Nov '24 | 0 times: Pearland, Q4’24 Feb '25 | 0 times: Pearland, Q1’25 May '25 | 0 times: Pearland, Q2’25 Aug '25 | 0 times: Pearland, Q3’25 Nov '25 | 0 times: Pearland, Q4’25 Feb '26 | 2 times: Pearland, Q1’26 May '26, counts as said | 2 times: Pearland, Q2’26 Aug '26, counts as said | rising | 2/825% | 2/825% | 2/524% | 60%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Refund | 0 times: Refund, Q3’24 Nov '24 | 0 times: Refund, Q4’24 Feb '25 | 0 times: Refund, Q1’25 May '25 | 0 times: Refund, Q2’25 Aug '25 | 0 times: Refund, Q3’25 Nov '25 | 0 times: Refund, Q4’25 Feb '26 | 1 time: Refund, Q1’26 May '26, counts as said | 1 time: Refund, Q2’26 Aug '26, counts as said | rising | 2/825% | 2/825% | 2/524% | 51%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Mediacom | 0 times: Mediacom, Q3’24 Nov '24 | 0 times: Mediacom, Q4’24 Feb '25 | 0 times: Mediacom, Q1’25 May '25 | 0 times: Mediacom, Q2’25 Aug '25 | 0 times: Mediacom, Q3’25 Nov '25 | 0 times: Mediacom, Q4’25 Feb '26 | 0 times: Mediacom, Q1’26 May '26 | 2 times: Mediacom, Q2’26 Aug '26, counts as said | rising | 1/812% | 1/812% | 1/522% | 47%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Firmware | 0 times: Firmware, Q3’24 Nov '24 | 0 times: Firmware, Q4’24 Feb '25 | 0 times: Firmware, Q1’25 May '25 | 0 times: Firmware, Q2’25 Aug '25 | 0 times: Firmware, Q3’25 Nov '25 | 8 times: Firmware, Q4’25 Feb '26, counts as said | 0 times: Firmware, Q1’26 May '26 | 0 times: Firmware, Q2’26 Aug '26 | rising | 1/812% | 1/812% | 1/522% | 43%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| FCC / Federal Communications Commissionnever said | 0 times: FCC / Federal Communications Commission, Q3’24 Nov '24 | 0 times: FCC / Federal Communications Commission, Q4’24 Feb '25 | 0 times: FCC / Federal Communications Commission, Q1’25 May '25 | 0 times: FCC / Federal Communications Commission, Q2’25 Aug '25 | 0 times: FCC / Federal Communications Commission, Q3’25 Nov '25 | 0 times: FCC / Federal Communications Commission, Q4’25 Feb '26 | 0 times: FCC / Federal Communications Commission, Q1’26 May '26 | 0 times: FCC / Federal Communications Commission, Q2’26 Aug '26 | steady | 0/80% | 0/80% | 0/520% | 13%n=1+tx from settlement history blended with transcripts | 46¢ Kalshi |
| Innolightnever said | 0 times: Innolight, Q3’24 Nov '24 | 0 times: Innolight, Q4’24 Feb '25 | 0 times: Innolight, Q1’25 May '25 | 0 times: Innolight, Q2’25 Aug '25 | 0 times: Innolight, Q3’25 Nov '25 | 0 times: Innolight, Q4’25 Feb '26 | 0 times: Innolight, Q1’26 May '26 | 0 times: Innolight, Q2’26 Aug '26 | steady | 0/80% | 0/80% | 0/520% | 13%n=1+tx from settlement history blended with transcripts | 44¢ Kalshi |
- times said on that call
- counted as said (ring)
- no call
- probability next time, with n
- Select a word or a cell for its quotes
What the columns mean
- Last N
- of the appearances shown, how many counted as said
- Trend
- how the count moved over these calls
- Scripted
- calls of the last 8 where it was said in the prepared remarks
- All-time
- every call on file
- Probability
- the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 22, 2026 23:32 UTC.
Every word
1–1 of 1, most settled first| Word | Q3’24Nov '24 | Q4’24Feb '25 | Q1’25May '25 | Q2’25Aug '25 | Q3’25Nov '25 | Q4’25Feb '26 | Q1’26May '26 | Q2’26last call | Trend | Last 8 | Scripted | All-time | Probability |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOCSIS 4.0 / DOCSIS 4 | 8 times: DOCSIS 4.0 / DOCSIS 4, Q3’24 Nov '24, counts as said | 2 times: DOCSIS 4.0 / DOCSIS 4, Q4’24 Feb '25, counts as said | 1 time: DOCSIS 4.0 / DOCSIS 4, Q1’25 May '25, counts as said | 0 times: DOCSIS 4.0 / DOCSIS 4, Q2’25 Aug '25 | 0 times: DOCSIS 4.0 / DOCSIS 4, Q3’25 Nov '25 | 0 times: DOCSIS 4.0 / DOCSIS 4, Q4’25 Feb '26 | 0 times: DOCSIS 4.0 / DOCSIS 4, Q1’26 May '26 | 1 time: DOCSIS 4.0 / DOCSIS 4, Q2’26 Aug '26, counts as said | falling | 4/850% | 4/850% | 13/5225% | 51%n=1+tx from settlement history blended with transcripts |
- times said on that call
- counted as said (ring)
- no call
- probability next time, with n
- Select a word or a cell for its quotes
What the columns mean
- Last N
- of the appearances shown, how many counted as said
- Trend
- how the count moved over these calls
- Scripted
- calls of the last 8 where it was said in the prepared remarks
- All-time
- every call on file
- Probability
- the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history
Appearances and settled record
latest 12Our transcript counts matched how 13 of 13 settled words resolved (100.0%). How we check.
| Date | Appearance | Text | Words | Settled | Our count agreed |
|---|---|---|---|---|---|
| Aug 6, 2026 | Earnings call FY26 Q2 | Speaker-labelled transcript | 13 | 10 yes · 3 no | 13/13 (100%) |
| May 7, 2026 | Earnings call FY26 Q1 | Speaker-labelled transcript | 0 | – | – |
| Feb 26, 2026 | Earnings call FY25 Q4 | Speaker-labelled transcript | 0 | – | – |
| Nov 7, 2025 | Earnings call FY25 Q3 | Speaker-labelled transcript | 0 | – | – |
| Aug 9, 2025 | Earnings call FY25 Q2 | Speaker-labelled transcript | 0 | – | – |
| May 8, 2025 | Earnings call FY25 Q1 | Speaker-labelled transcript | 0 | – | – |
| Feb 26, 2025 | Earnings call FY24 Q4 | Speaker-labelled transcript | 0 | – | – |
| Nov 7, 2024 | Earnings call FY24 Q3 | Speaker-labelled transcript | 0 | – | – |
| Aug 6, 2024 | Earnings call FY24 Q2 | Speaker-labelled transcript | 0 | – | – |
| May 10, 2024 | Earnings call FY24 Q1 | Speaker-labelled transcript | 0 | – | – |
| Feb 22, 2024 | Earnings call FY23 Q4 | Speaker-labelled transcript | 0 | – | – |
| Nov 9, 2023 | Earnings call FY23 Q3 | Speaker-labelled transcript | 0 | – | – |
Citeparrot.markets, “Applied Optoelectronics (AAOI): earnings call word history”, as of Oct 24, 2026, https://parrot.markets/earnings/AAOI (CC BY 4.0)
Agents: this page as TSV at /api/v1/entity/applied-optoelectronics · words: /api/v1/history?entity=applied-optoelectronics · columnar JSON in #parrot-data · llms.txt · MCP