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| Date | Value |
|---|---|
| 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 |