Risk factors
Applied Optoelectronics (AAOI) risk factors
Item 1A of every Applied Optoelectronics, Inc. 10-K on file, and what changed from one year to the next. Readings are automated and can be wrong; check the filing for the exact wording.
- FY2025 10-K risk factors46 risks2 new1 dropped6 reworded
Major new risk: substantial U.S. manufacturing and automation spending may not pay off if AI-driven demand or productivity gains disappoint.
Filed Feb 26, 2026 - FY2024 10-K risk factors51 risks
Revenue is highly concentrated: Microsoft, Digicomm and Oracle together represented 91.2% of 2024 revenue.
Filed Feb 28, 2025