Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026)
Applied Optoelectronics' (AAOI) quarterly Cost of Revenue came in at $138.7 million in Q2 2026, up 93.22% year-over-year from $71.8 million in Q2 2025, and up 29.36% quarter-over-quarter from $107.2 million in Q1 2026.
Analysis
Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Cost of Revenue for 14 consecutive years, with $138.7 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Cost of Revenue rose 93.22% year-over-year to $138.7 million in Q2 2026; TTM through Jun 2026 was $423.6 million, a 61.77% 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 was $138.7 million for Q2 2026 at Applied Optoelectronics, up from $107.2 million in the prior quarter.
- Over five years, Cost of Revenue peaked at $138.7 million in Q2 2026 and troughed at $33.1 million in Q1 2024.
- A 5-year average of $61.1 million and a median of $48.1 million in 2022 frame the typical range for Cost of Revenue.
- Across the five-year window, Cost of Revenue declined 29.82% in 2023 and soared 112.98% in 2025, its largest moves.
- Over 5 years, Cost of Revenue stood at $55.4 million in 2022, then declined by 29.82% to $38.8 million in 2023, then soared by 84.15% to $71.5 million in 2024, then climbed by 29.06% to $92.3 million in 2025, then surged by 50.24% to $138.7 million in 2026.
- The last three Cost of Revenue figures came in at $138.7 million (Q2 2026), $107.2 million (Q1 2026), and $92.3 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn | 6.19 Bn |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn | 911.86 Mn |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn | 508.07 Mn |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn | 3.05 Bn |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn | 138.72 Mn |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn | 707.74 Mn |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn | 128.06 Mn |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn | 48.74 Mn |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 | 2.06 Mn |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn | 133.21 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 138.72 Mn |
| Mar 31, 2026 | 107.23 Mn |
| Dec 31, 2025 | 92.33 Mn |
| Sep 30, 2025 | 85.37 Mn |
| Jun 30, 2025 | 71.79 Mn |
| Mar 31, 2025 | 69.32 Mn |
| Dec 31, 2024 | 71.54 Mn |
| Sep 30, 2024 | 49.23 Mn |
| Jun 30, 2024 | 33.71 Mn |
| Mar 31, 2024 | 33.08 Mn |
| Dec 31, 2023 | 38.85 Mn |
| Sep 30, 2023 | 42.37 Mn |
| Jun 30, 2023 | 33.72 Mn |
| Mar 31, 2023 | 43.79 Mn |
| Dec 31, 2022 | 55.36 Mn |
| Sep 30, 2022 | 46.94 Mn |
| Jun 30, 2022 | 43.67 Mn |
| Mar 31, 2022 | 43.22 Mn |
| Dec 31, 2021 | 46.31 Mn |
| Sep 30, 2021 | 45.14 Mn |