APPLIED OPTOELECTRONICS, INC.
Customers
2
2 active
Suppliers
0
None disclosed
Largest customer
28.8%
MSFT · FY to 2025-12-31
Named-customer revenue
$131.2M
1 customer · FY to 2025-12-31
Latest period
Dec 31, 2025
10-K filed 2026-02-26
Customers 2
Companies AAOI discloses as major customers, as a share of AAOI revenue. 2 active, 0 lapsed.
| Company | % of AAOI revenue | Est. revenue | Period | Trend | Status | Source |
|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP |
28.8% | $131.2M | FY 2025-12-31 | −14.9pp | Active | 10-K 2026-02-26 |
In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively, and in 2024, Oracle accounted for 12.4% of our revenue. In 2023, 2022, and 2021, Microsoft accounted for 46.6%, 18.4%, and 14.1% of our revenue, a U.S. based large data center operator accounted for 8.8%, 5.9% and 8.3% of our revenue and China based manufacture accounted for 3.3%, 1.2% and 1.2% of our revenue, respectively. | ||||||
| ORCL ORACLE CORP |
Named | — | FY 2025-12-31 | Active | 10-K 2026-02-26 | |
In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 46.6% and 18.4% of our revenue, respectively, and in 2024, Oracle accounted for 12.4% of our revenue. In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively, and in 2024, Oracle accounted for 12.4% of our revenue. | ||||||
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