Applied Optoelectronics (AAOI)

EarningsTranscriptsUpdated

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).

Next: Earnings call ·

12 words listed · Occasion page

Who counts: Kalshi: company speakers + operator

Kalshi

Applied Optoelectronics: the words listed for Thu, Nov 5, how often each was said on past occasions, and the probability for this one
WordQ3’24Nov '24Q4’24Feb '25Q1’25May '25Q2’25Aug '25Q3’25year agoQ4’25Feb '26Q1’26May '26Q2’26last callTrendLast 8ScriptedAll-timeProbabilityMarket
Qualification1 time: Qualification, Q3’24 Nov '24, counts as said2 times: Qualification, Q4’24 Feb '25, counts as said16 times: Qualification, Q1’25 May '25, counts as said13 times: Qualification, Q2’25 Aug '25, counts as said10 times: Qualification, Q3’25 Nov '25, counts as said8 times: Qualification, Q4’25 Feb '26, counts as said13 times: Qualification, Q1’26 May '26, counts as said3 times: Qualification, Q2’26 Aug '26, counts as saidrising8/8100%7/888%40/5277%94%n=1+tx from settlement history blended with transcripts80¢ Kalshi
Tariff0 times: Tariff, Q3’24 Nov '240 times: Tariff, Q4’24 Feb '2511 times: Tariff, Q1’25 May '25, counts as said7 times: Tariff, Q2’25 Aug '25, counts as said5 times: Tariff, Q3’25 Nov '25, counts as said15 times: Tariff, Q4’25 Feb '26, counts as said3 times: Tariff, Q1’26 May '26, counts as said4 times: Tariff, Q2’26 Aug '26, counts as saidrising6/875%6/875%11/5221%90%n=1+tx from settlement history blended with transcripts67¢ Kalshi
CPO / Co-Packaged Optics0 times: CPO / Co-Packaged Optics, Q3’24 Nov '240 times: CPO / Co-Packaged Optics, Q4’24 Feb '251 time: CPO / Co-Packaged Optics, Q1’25 May '25, counts as said0 times: CPO / Co-Packaged Optics, Q2’25 Aug '250 times: CPO / Co-Packaged Optics, Q3’25 Nov '251 time: CPO / Co-Packaged Optics, Q4’25 Feb '26, counts as said5 times: CPO / Co-Packaged Optics, Q1’26 May '26, counts as said15 times: CPO / Co-Packaged Optics, Q2’26 Aug '26, counts as saidrising4/850%4/850%4/528%85%n=1+tx from settlement history blended with transcripts46¢ Kalshi
China / Chinese0 times: China / Chinese, Q3’24 Nov '241 time: China / Chinese, Q4’24 Feb '25, counts as said6 times: China / Chinese, Q1’25 May '25, counts as said3 times: China / Chinese, Q2’25 Aug '25, counts as said4 times: China / Chinese, Q3’25 Nov '25, counts as said1 time: China / Chinese, Q4’25 Feb '26, counts as said2 times: China / Chinese, Q1’26 May '26, counts as said3 times: China / Chinese, Q2’26 Aug '26, counts as saidsteady7/888%5/862%43/5283%83%n=1+tx from settlement history blended with transcripts76¢ Kalshi
Indium Phosphide0 times: Indium Phosphide, Q3’24 Nov '240 times: Indium Phosphide, Q4’24 Feb '250 times: Indium Phosphide, Q1’25 May '250 times: Indium Phosphide, Q2’25 Aug '250 times: Indium Phosphide, Q3’25 Nov '252 times: Indium Phosphide, Q4’25 Feb '26, counts as said5 times: Indium Phosphide, Q1’26 May '26, counts as said2 times: Indium Phosphide, Q2’26 Aug '26, counts as saidrising3/838%2/825%3/526%74%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Quantum0 times: Quantum, Q3’24 Nov '246 times: Quantum, Q4’24 Feb '25, counts as said1 time: Quantum, Q1’25 May '25, counts as said0 times: Quantum, Q2’25 Aug '251 time: Quantum, Q3’25 Nov '25, counts as said1 time: Quantum, Q4’25 Feb '26, counts as said0 times: Quantum, Q1’26 May '261 time: Quantum, Q2’26 Aug '26, counts as saidfalling5/862%4/850%7/5213%64%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Pearland0 times: Pearland, Q3’24 Nov '240 times: Pearland, Q4’24 Feb '250 times: Pearland, Q1’25 May '250 times: Pearland, Q2’25 Aug '250 times: Pearland, Q3’25 Nov '250 times: Pearland, Q4’25 Feb '262 times: Pearland, Q1’26 May '26, counts as said2 times: Pearland, Q2’26 Aug '26, counts as saidrising2/825%2/825%2/524%60%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Refund0 times: Refund, Q3’24 Nov '240 times: Refund, Q4’24 Feb '250 times: Refund, Q1’25 May '250 times: Refund, Q2’25 Aug '250 times: Refund, Q3’25 Nov '250 times: Refund, Q4’25 Feb '261 time: Refund, Q1’26 May '26, counts as said1 time: Refund, Q2’26 Aug '26, counts as saidrising2/825%2/825%2/524%51%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Mediacom0 times: Mediacom, Q3’24 Nov '240 times: Mediacom, Q4’24 Feb '250 times: Mediacom, Q1’25 May '250 times: Mediacom, Q2’25 Aug '250 times: Mediacom, Q3’25 Nov '250 times: Mediacom, Q4’25 Feb '260 times: Mediacom, Q1’26 May '262 times: Mediacom, Q2’26 Aug '26, counts as saidrising1/812%1/812%1/522%47%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Firmware0 times: Firmware, Q3’24 Nov '240 times: Firmware, Q4’24 Feb '250 times: Firmware, Q1’25 May '250 times: Firmware, Q2’25 Aug '250 times: Firmware, Q3’25 Nov '258 times: Firmware, Q4’25 Feb '26, counts as said0 times: Firmware, Q1’26 May '260 times: Firmware, Q2’26 Aug '26rising1/812%1/812%1/522%43%n=1+tx from settlement history blended with transcripts46¢ Kalshi
FCC / Federal Communications Commissionnever said0 times: FCC / Federal Communications Commission, Q3’24 Nov '240 times: FCC / Federal Communications Commission, Q4’24 Feb '250 times: FCC / Federal Communications Commission, Q1’25 May '250 times: FCC / Federal Communications Commission, Q2’25 Aug '250 times: FCC / Federal Communications Commission, Q3’25 Nov '250 times: FCC / Federal Communications Commission, Q4’25 Feb '260 times: FCC / Federal Communications Commission, Q1’26 May '260 times: FCC / Federal Communications Commission, Q2’26 Aug '26steady0/80%0/80%0/520%13%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Innolightnever said0 times: Innolight, Q3’24 Nov '240 times: Innolight, Q4’24 Feb '250 times: Innolight, Q1’25 May '250 times: Innolight, Q2’25 Aug '250 times: Innolight, Q3’25 Nov '250 times: Innolight, Q4’25 Feb '260 times: Innolight, Q1’26 May '260 times: Innolight, Q2’26 Aug '26steady0/80%0/80%0/520%13%n=1+tx from settlement history blended with transcripts44¢ 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
Applied Optoelectronics: every word with settled markets, most settled first
WordQ3’24Nov '24Q4’24Feb '25Q1’25May '25Q2’25Aug '25Q3’25Nov '25Q4’25Feb '26Q1’26May '26Q2’26last callTrendLast 8ScriptedAll-timeProbability
DOCSIS 4.0 / DOCSIS 48 times: DOCSIS 4.0 / DOCSIS 4, Q3’24 Nov '24, counts as said2 times: DOCSIS 4.0 / DOCSIS 4, Q4’24 Feb '25, counts as said1 time: DOCSIS 4.0 / DOCSIS 4, Q1’25 May '25, counts as said0 times: DOCSIS 4.0 / DOCSIS 4, Q2’25 Aug '250 times: DOCSIS 4.0 / DOCSIS 4, Q3’25 Nov '250 times: DOCSIS 4.0 / DOCSIS 4, Q4’25 Feb '260 times: DOCSIS 4.0 / DOCSIS 4, Q1’26 May '261 time: DOCSIS 4.0 / DOCSIS 4, Q2’26 Aug '26, counts as saidfalling4/850%4/850%13/5225%51%n=1+tx from settlement history blended with transcripts
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 12

Our transcript counts matched how 13 of 13 settled words resolved (100.0%). How we check.

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