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Applied Optoelectronics | 10-Q: Q2 2024 Earnings Report

Applied Optoelectronics | 10-Q: Q2 2024 Earnings Report

Applied Optoelectronics | 10-Q：2024財年二季報
美股SEC公告 ·  2024/08/07 11:16

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Applied Optoelectronics reported Q2 2024 revenue of $43.3 million, up 4% year-over-year, driven by strong data center sales of $34.4 million which increased 25%. However, the company posted a net loss of $26.1 million compared to a $16.9 million loss last year, while gross margin improved to 22.1% from 19.0%.Operating expenses rose 50% to $35.8 million, primarily due to increased R&D investments and higher personnel costs. The data center segment now represents 79.4% of total revenue, while CATV revenue declined 37.7% to $5.8 million amid a technology transition from DOCSIS 3.1 to 4.0 standards. The company maintained $16.1 million in cash and equivalents.Management highlighted growing demand for 400G data center products from several large customers, including new orders from a returning hyperscale customer. The company expects increased data center demand through 2024, driven by artificial intelligence applications. To strengthen its financial position, the company raised $20.5 million through an ATM offering in Q2.
Applied Optoelectronics reported Q2 2024 revenue of $43.3 million, up 4% year-over-year, driven by strong data center sales of $34.4 million which increased 25%. However, the company posted a net loss of $26.1 million compared to a $16.9 million loss last year, while gross margin improved to 22.1% from 19.0%.Operating expenses rose 50% to $35.8 million, primarily due to increased R&D investments and higher personnel costs. The data center segment now represents 79.4% of total revenue, while CATV revenue declined 37.7% to $5.8 million amid a technology transition from DOCSIS 3.1 to 4.0 standards. The company maintained $16.1 million in cash and equivalents.Management highlighted growing demand for 400G data center products from several large customers, including new orders from a returning hyperscale customer. The company expects increased data center demand through 2024, driven by artificial intelligence applications. To strengthen its financial position, the company raised $20.5 million through an ATM offering in Q2.
Applied Optoelectronics報告了2024年第二季度的營業收入爲4330萬美元，同比增長4%，主要得益於IDC概念銷售強勁，達到3440萬美元，增長25%。然而，公司淨虧損爲2610萬美元，去年爲1690萬美元，而毛利率從19.0%提高到22.1%。營業費用增加50%至3580萬美元，主要由於研發投資增加和人員成本上升。IDC概念部門現在佔總營業收入的79.4%，而CATV的營業收入下降了37.7%，降至580萬美元，這是由於從DOCSIS 3.1標準過渡到4.0標準的科技轉型。公司保持現金及現金等價物1610萬美元。管理層強調，來自幾家大型客戶的400G IDC概念產品需求不斷上升，包括來自一家回頭的超大規模客戶的新訂單。公司預計到2024年，因人工智能應用推動，IDC概念需求將會增加。爲了增強財務狀況，公司在第二季度通過ATM發行籌集了2050萬美元。
Applied Optoelectronics報告了2024年第二季度的營業收入爲4330萬美元，同比增長4%，主要得益於IDC概念銷售強勁，達到3440萬美元，增長25%。然而，公司淨虧損爲2610萬美元，去年爲1690萬美元，而毛利率從19.0%提高到22.1%。營業費用增加50%至3580萬美元，主要由於研發投資增加和人員成本上升。IDC概念部門現在佔總營業收入的79.4%，而CATV的營業收入下降了37.7%，降至580萬美元，這是由於從DOCSIS 3.1標準過渡到4.0標準的科技轉型。公司保持現金及現金等價物1610萬美元。管理層強調，來自幾家大型客戶的400G IDC概念產品需求不斷上升，包括來自一家回頭的超大規模客戶的新訂單。公司預計到2024年，因人工智能應用推動，IDC概念需求將會增加。爲了增強財務狀況，公司在第二季度通過ATM發行籌集了2050萬美元。
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