Applied Optoelectronics's major customers
Digicomm accounted for 53% of Applied Optoelectronics's revenue in FY 2025, up from 35% a year earlier.
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Major customers of Applied Optoelectronics
Customers that Applied Optoelectronics named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.
| Customer | Share of revenue | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Digicomm | 53% | ▲ from 35% | 3 years | FY 2025 · filed 26 Feb 2026 |
| MicrosoftMSFT | 29% | ▼ from 44% | 9 years | FY 2025 · filed 26 Feb 2026 |
Formerly disclosed
| Customer | Share of revenue | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| ATX Networks | 16% | last FY 2023 | 3 years | FY 2023 · filed 28 Feb 2025 |
| OracleORCL | 12% | last FY 2024 | 1 year | FY 2024 · filed 26 Feb 2026 |
| CiscoCSCO | 12% | last FY 2021 | 4 years | FY 2021 · filed 27 Feb 2023 |
| AmazonAMZN | 12% | last FY 2020 | 4 years | FY 2020 · filed 24 Feb 2022 |
| Meta PlatformsMETA | 11% | last FY 2019 | 3 years | FY 2019 · filed 25 Feb 2021 |
About this data
US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.
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