Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Cost of Revenue came in at $107.2 million in Q1 2026, up 54.7% year-on-year from $69.3 million in Q1 2025, and up 16.14% on a QoQ basis from $92.3 million in Q4 2025.
Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has 14 years of Cost of Revenue data on file, last reported at $107.2 million in Q1 2026.
- On a quarterly basis, Cost of Revenue rose 54.7% year-over-year to $107.2 million in Q1 2026; TTM through Mar 2026 was $356.7 million, a 59.39% increase from a year earlier, with the FY2025 full-year figure at $318.8 million, up 69.97% from the prior year.
- Cost of Revenue for Q1 2026 stood at $107.2 million, up from $92.3 million in the prior quarter.
- Over the last five years, Cost of Revenue for AAOI reached as high as $107.2 million in Q1 2026 and fell as low as $33.1 million in Q1 2024.
- Historically, Cost of Revenue has averaged $56.6 million across 5 years, with a median of $46.9 million in 2022.
- Across the five-year window, Cost of Revenue dropped 29.82% in 2023 and surged 112.98% in 2025, its largest moves.
- Year by year, Cost of Revenue stood at $55.4 million in 2022, then slipped by 29.82% to $38.8 million in 2023, then jumped by 84.15% to $71.5 million in 2024, then gained by 29.06% to $92.3 million in 2025, then gained by 16.14% to $107.2 million in 2026.
- Per Business Quant data, the three most recent Cost of Revenue figures were $107.2 million in Q1 2026, $92.3 million in Q4 2025, and $85.4 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 453.08 Bn | 436.44 Bn | 10.08 Bn | 5.76 Bn |
| 2 | Motorola Solutions | 70.40 Bn | 69.51 Bn | 1.36 Bn | 1.35 Bn |
| 3 | Hewlett Packard Enterprise | 64.04 Bn | 59.20 Bn | 9.10 Bn | 204.00 Mn |
| 4 | Ciena | 53.20 Bn | 51.90 Bn | 625.52 Mn | 801.52 Mn |
| 5 | Lumentum Holdings | 51.31 Bn | 48.14 Bn | 357.00 Mn | 432.10 Mn |
| 6 | Nokia | 49.83 Bn | 42.52 Bn | 9.86 Bn | -9.85 Bn |
| 7 | Ubiquiti | 32.53 Bn | 32.16 Bn | 370.71 Mn | 417.49 Mn |
| 8 | Ericsson Lm Telephone | 32.22 Bn | 26.54 Bn | 2.53 Bn | 3.00 Bn |
| 9 | AST SpaceMobile | 16.80 Bn | 16.80 Bn | 3.67 Mn | 11.06 Mn |
| 10 | Applied Optoelectronics | 7.44 Bn | 7.00 Bn | 43.92 Mn | 107.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 107.23 Mn |
| Mar 31, 2026 | 107.23 Mn |
| Dec 31, 2025 | 92.33 Mn |
| Dec 31, 2025 | 92.33 Mn |
| Sep 30, 2025 | 85.37 Mn |
| Sep 30, 2025 | 85.37 Mn |
| Jun 30, 2025 | 71.79 Mn |
| Jun 30, 2025 | 71.79 Mn |
| Mar 31, 2025 | 69.32 Mn |
| Mar 31, 2025 | 69.32 Mn |
| Dec 31, 2024 | 71.54 Mn |
| Dec 31, 2024 | 71.54 Mn |
| Sep 30, 2024 | 49.23 Mn |
| Sep 30, 2024 | 49.23 Mn |
| Jun 30, 2024 | 33.71 Mn |
| Jun 30, 2024 | 33.71 Mn |
| Mar 31, 2024 | 33.08 Mn |
| Mar 31, 2024 | 33.08 Mn |
| Dec 31, 2023 | 38.85 Mn |
| Dec 31, 2023 | 38.85 Mn |