Applied Optoelectronics (AAOI) Cost of Revenue (2013 - 2026)

Applied Optoelectronics (AAOI) reported Cost of Revenue of $6.3 million for Q1 2026, down 90.84% year-over-year from $69.3 million in Q1 2025, and down 97.85% quarter-over-quarter from $295.4 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 $6.3 million in Q1 2026.

  • Cost of Revenue for Q1 2026 came in at $6.3 million, down 90.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $319.8 million (down 1.7% YoY), and the FY2025 annual result was $318.8 million, up 69.97% from the prior year.
  • Cost of Revenue eased to $6.3 million in Q1 2026 per AAOI's latest filing, from $295.4 million in the prior quarter.
  • Over five years, Cost of Revenue peaked at $295.4 million in Q4 2025 and troughed at $2.3 million in Q1 2023.
  • A 5-year average of $50.6 million and a median of $33.7 million in 2024 frame the typical range for Cost of Revenue.
  • On a YoY basis, Cost of Revenue climbed as much as 2283.08% in 2022 and fell as far as 94.72% in 2022.
  • A 5-year view of Cost of Revenue shows it stood at $55.4 million in 2022, then fell by 29.82% to $38.8 million in 2023, then soared by 345.47% to $173.1 million in 2024, then soared by 70.71% to $295.4 million in 2025, then plunged by 97.85% to $6.3 million in 2026.
  • Business Quant data shows AAOI's Cost of Revenue at $6.3 million in Q1 2026, $295.4 million in Q4 2025, and $9.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cost of Rev (Qtr)
1 Cisco Systems 480.96 Bn 464.32 Bn 10.08 Bn 5.76 Bn
2 Ciena 69.17 Bn 67.87 Bn 625.52 Mn 148.87 Mn
3 Motorola Solutions 68.03 Bn 67.17 Bn 1.36 Bn 1.35 Bn
4 Hewlett Packard Enterprise 65.63 Bn 60.79 Bn 8.25 Bn 1.05 Bn
5 Lumentum Holdings 61.32 Bn 58.15 Bn 357.00 Mn 432.10 Mn
6 Ubiquiti 34.34 Bn 33.97 Bn 370.71 Mn 417.49 Mn
7 AST SpaceMobile 27.21 Bn 27.79 Bn -69.36 Mn 84.10 Mn
8 Applied Optoelectronics 13.45 Bn 13.01 Bn 43.92 Mn 6.35 Mn
9 Zebra Technologies 11.38 Bn 11.26 Bn 742.00 Mn 189.00 Mn
10 Viavi Solutions 10.76 Bn 10.75 Bn 234.10 Mn 172.70 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 6.35 Mn
Mar 31, 2026 6.35 Mn
Dec 31, 2025 295.44 Mn
Dec 31, 2025 295.44 Mn
Sep 30, 2025 9.87 Mn
Sep 30, 2025 9.87 Mn
Jun 30, 2025 8.14 Mn
Jun 30, 2025 8.14 Mn
Mar 31, 2025 69.32 Mn
Mar 31, 2025 69.32 Mn
Dec 31, 2024 173.06 Mn
Dec 31, 2024 173.06 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