Applied Optoelectronics (AAOI) Research & Development (2013 - 2026)
Applied Optoelectronics (AAOI) posted quarterly Research & Development of $25.7 million for Q1 2026, up 378.92% year-over-year from $5.4 million in Q1 2025, and down 58.72% quarter-over-quarter from $62.1 million in Q4 2025.
Applied Optoelectronics (AAOI) Research & Development (2013 - 2026) Analysis & Trends
Applied Optoelectronics (AAOI) has reported Research & Development for 14 consecutive years, with $25.7 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Research & Development rose 378.92% year-over-year to $25.7 million; the TTM figure through Mar 2026 stood at $129.7 million (up 129.46% YoY), while the FY2025 annual figure was $85.5 million, up 55.59% from the prior year.
- Research & Development declined to $25.7 million in Q1 2026 per AAOI's latest filing, from $62.1 million in the prior quarter.
- Across five years, Research & Development topped out at $62.1 million in Q4 2025 and bottomed at $2.3 million in Q2 2023.
- Historically, Research & Development has averaged $15.8 million across 5 years, with a median of $9.2 million in 2022.
- Annual changes were most pronounced in 2023 — Research & Development slumped 72.75% — and 2026, when it jumped 378.92%.
- Applied Optoelectronics' Research & Development stood at $9.2 million in 2022, then soared by 207.32% to $28.3 million in 2023, then surged by 42.72% to $40.5 million in 2024, then soared by 53.62% to $62.1 million in 2025, then slumped by 58.72% to $25.7 million in 2026.
- Business Quant data shows AAOI's Research & Development at $25.7 million in Q1 2026, $62.1 million in Q4 2025, and $21.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | R&D (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 440.02 Bn | 423.38 Bn | 10.08 Bn | 2.38 Bn |
| 2 | Hewlett Packard Enterprise | 77.69 Bn | 72.40 Bn | 3.94 Bn | 922.00 Mn |
| 3 | Motorola Solutions | 77.25 Bn | 76.56 Bn | 1.68 Bn | 260.00 Mn |
| 4 | Lumentum Holdings | 66.40 Bn | 63.23 Bn | 357.00 Mn | 90.60 Mn |
| 5 | Nokia | 61.84 Bn | 54.37 Bn | 10.09 Bn | -20.95 Mn |
| 6 | Ciena | 60.71 Bn | 59.51 Bn | 691.55 Mn | 237.91 Mn |
| 7 | Ubiquiti | 34.65 Bn | 34.28 Bn | 370.71 Mn | 51.81 Mn |
| 8 | Ericsson Lm Telephone | 34.62 Bn | 28.92 Bn | 2.58 Bn | -1.12 Bn |
| 9 | AST SpaceMobile | 27.62 Bn | 28.12 Bn | 9.12 Mn | 7.77 Mn |
| 10 | Applied Optoelectronics | 12.68 Bn | 12.18 Bn | 53.21 Mn | 34.87 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 34.87 Mn |
| Mar 31, 2026 | 25.66 Mn |
| Dec 31, 2025 | 62.14 Mn |
| Sep 30, 2025 | 21.27 Mn |
| Jun 30, 2025 | 20.61 Mn |
| Mar 31, 2025 | 5.36 Mn |
| Dec 31, 2024 | 40.45 Mn |
| Sep 30, 2024 | 4.80 Mn |
| Jun 30, 2024 | 5.91 Mn |
| Mar 31, 2024 | 11.71 Mn |
| Dec 31, 2023 | 28.34 Mn |
| Sep 30, 2023 | 3.04 Mn |
| Jun 30, 2023 | 2.27 Mn |
| Mar 31, 2023 | 8.54 Mn |
| Dec 31, 2022 | 9.22 Mn |
| Sep 30, 2022 | 9.21 Mn |
| Jun 30, 2022 | 8.33 Mn |
| Mar 31, 2022 | 2.56 Mn |
| Dec 31, 2021 | 2.32 Mn |
| Sep 30, 2021 | 10.15 Mn |