GURU.Markets stock price, segment price, and overall market index valuation
The company's share price Applied Optoelectronics
Applied Optoelectronics produces optical components, primarily for data centers. Its stock price is highly volatile and depends on the purchasing cycles of several large customers, such as Meta and Microsoft. The loss of a single contract could send the stock plummeting.
Share prices of companies in the market segment - Networks
Applied Optoelectronics produces fiber optic components, primarily for data centers. Its business consists of this segment alone. We classify it as part of the Networks sector, and the chart below reflects the dynamics of the entire industry, which is highly cyclical and dependent on spending by cloud giants.
Broad Market Index - GURU.Markets
Applied Optoelectronics produces fiber optic components and lasers for internet data centers, cable television, and telecommunications. It is a component of the GURU.Markets index. The chart below shows the market. See how data center investments impact AAOI stock.
Change in the price of a company, segment, and market as a whole per day
AAOI - Daily change in the company's share price Applied Optoelectronics
For Applied Optoelectronics, a data center optics manufacturer, change_co is a measure of extreme volatility. Daily fluctuations reflect sensitivity to demand from several large customers, such as Meta and Microsoft. This metric is important for supplier risk analysis on System.GURU.Markets.
Daily change in the price of a set of shares in a market segment - Networks
Applied Optoelectronics, Inc. is a manufacturer of optical components. This chart highlights the high volatility of the tech sector. Compared to AAOI, whose revenue is heavily dependent on data center operator costs, it's a cyclical player.
Daily change in the price of a broad market stock, index - GURU.Markets
Applied Optoelectronics produces optical components for data centers and cable television. Its business is highly cyclical and dependent on infrastructure investments. The chart below shows overall market volatility, which reflects these same technological cycles.
Dynamics of market capitalization of the company, segment and the market as a whole over 12 months
Annual dynamics of the company's market capitalization Applied Optoelectronics
Applied Optoelectronics is a manufacturer of optical components for data centers and cable TV. Its year-over-year performance serves as a barometer of IT infrastructure investment. The chart below tells the story of this cyclical yet technologically important business.
Annual dynamics of market capitalization of the market segment - Networks
Applied Optoelectronics, Inc. is a manufacturer of optical components used in data center and cable television networks. Its business is highly cyclical and dependent on the capital expenditures of its few large customers. The chart clearly demonstrates this high volatility and dependence on technology cycles.
Annual dynamics of market capitalization of broad market stocks, index - GURU.Markets
Applied Optoelectronics, a data center component maker, is one of the most volatile stocks in the tech sector. Its fortunes hinge on the capital expenditure cycles of several major clients. Its stock chart is a roller coaster of booms and busts in data center construction.
Dynamics of market capitalization of the company, segment and the market as a whole for the month
Monthly dynamics of the company's market capitalization Applied Optoelectronics
Applied Optoelectronics, a manufacturer of fiber optic network components. The monthly fluctuations on the chart reflect capital expenditure cycles for data center operators, its main customers.
Monthly dynamics of market capitalization of the market segment - Networks
This chart reflects the dynamics of the cyclical optical components sector. For AAOI, one player, this provides context. Its highly volatile movements depend on data center investments from a few large clients, making its business unpredictable.
Monthly dynamics of market capitalization of broad market stocks, index - GURU.Markets
Applied Optoelectronics produces fiber optic components, primarily for data centers. The company's business is heavily dependent on the capital expenditure cycles of major tech giants. This leads to high share price volatility, with its performance driven more by demand in a specific sector than by the overall market.
Dynamics of market capitalization of the company, segment and the market as a whole for the week
Weekly dynamics of the company's market capitalization Applied Optoelectronics
Applied Optoelectronics, Inc. produces optoelectronic components, such as lasers and transceivers, used in data centers and cable television networks. Its weekly stock price is highly volatile and depends on the spending cycles of its major customers, which are tech giants.
Weekly dynamics of market capitalization of the market segment - Networks
As a data center supplier, Applied Optoelectronics has a highly cyclical business, dependent on the spending of a few large customers. Its dynamics are more volatile than those of the entire semiconductor sector. The chart clearly illustrates the sharp ups and downs caused by this customer concentration.
Weekly dynamics of market capitalization of stocks of the broad market, index - GURU.Markets
Applied Optoelectronics produces components for fiber-optic networks. It's a highly cyclical and competitive business, dependent on data center capital expenditures. The chart below shows the company's stock has experienced extreme volatility.
Market capitalization of the company, segment and market as a whole
AAOI - Market capitalization of the company Applied Optoelectronics
The market capitalization of Applied Optoelectronics, a manufacturer of fiber-optic network components, is highly volatile. Its value depends on demand cycles from data center operators, its primary customers. The sharp ups and downs on the chart reflect its dependence on orders from just a few large customers.
AAOI - Share of the company's market capitalization Applied Optoelectronics within the market segment - Networks
Applied Optoelectronics, Inc. captures its market share by producing fiber optic components, particularly lasers and transceivers for large data centers. Its market capitalization is heavily dependent on the investment cycles of tech giants in their infrastructure.
Market capitalization of the market segment - Networks
Here's a chart showing the market capitalization of the optoelectronics sector. Applied Optoelectronics is a manufacturer of lasers and components for fiber optic networks, particularly for data centers. This market is highly cyclical and depends on investments from cloud giants. AOI is a classic example of a volatile but technologically important company in this space.
Market capitalization of all companies included in a broad market index - GURU.Markets
Applied Optoelectronics produces optoelectronic components such as lasers and photodetectors, which are key to fiber-optic networks. Its market capitalization reflects its role in building the infrastructure for high-speed data transmission. The chart below shows the weight of this tech sector.
Book value capitalization of the company, segment and market as a whole
AAOI - Book value capitalization of the company Applied Optoelectronics
Applied Optoelectronics's material foundation is its factories producing lasers and other optoelectronic components used in data center and cable television equipment. The chart tells the story of a high-tech manufacturer in a highly volatile and competitive market, where demand from a few large customers determines its fate.
AAOI - Share of the company's book capitalization Applied Optoelectronics within the market segment - Networks
Applied Optoelectronics produces components for fiber-optic networks. The chart shows its share of real assets. These are its factories that produce lasers and transceivers, which are the basis for high-speed data transmission in data centers.
Market segment balance sheet capitalization - Networks
Applied Optoelectronics produces lasers and other components for fiber optic networks. Unlike many competitors, the company is vertically integrated and owns its own factories, making its business capital-intensive. In the technology sector, it is an example of a heavyweight that controls the entire production chain.
Book value of all companies included in the broad market index - GURU.Markets
Applied Optoelectronics' assets include factories producing lasers and optical components, which are the lifeblood of data centers and 5G networks. The company's balance sheet reflects its production capacity in this critical sector. The chart shows the capital behind the infrastructure that transmits global internet traffic.
The ratio of market capitalization to book capitalization of a company, segment, and the market as a whole
Market capitalization to book capitalization ratio - Applied Optoelectronics
Applied Optoelectronics produces lasers and other components for fiber-optic networks. Its business is heavily dependent on the capital expenditure cycles of its few but significant customersโdata center operators. Its market capitalization reflects these cycles, rising and falling with their orders.
Market to book capitalization ratio in a market segment - Networks
Applied Optoelectronics produces lasers and other components for fiber-optic networks. It is a technology business with its own manufacturing facilities. This chart shows how the market evaluates its technologies in a highly competitive environment and cyclical demand from data center operators.
Market to book capitalization ratio for the market as a whole
Applied Optoelectronics produces fiber optic components, primarily for data centers. It's a high-tech and cyclical business. The chart shows how the market values โโthis manufacturer, whose value is heavily dependent on infrastructure investment cycles by major tech companies like Amazon and Microsoft.
Debts of the company, segment and market as a whole
AAOI - Company debts Applied Optoelectronics
Applied Optoelectronics manufactures fiber optic components critical to data centers and communications networks. In this technological race, the company is using capital to invest in research and expand production capacity to meet the growing demand for high-speed data transmission.
Market segment debts - Networks
Applied Optoelectronics produces optoelectronic components for internet infrastructure, such as data centers. This is a highly competitive and technologically complex market. This chart shows how the company funds its R&D and manufacturing capacity to compete for contracts with the largest tech giants, its primary clients.
Market debt in general
Debt to book value of the company, segment and market as a whole
The company's debt to book capitalization ratio Applied Optoelectronics
Applied Optoelectronics produces optoelectronic components, such as lasers and transceivers, for data centers and cable television. This chart illustrates the company's financial structure in the highly cyclical and competitive technology industry. The debt level reflects its investment in production capacity and its ability to withstand sudden fluctuations in demand.
Market segment debt to market segment book capitalization - Networks
Applied Optoelectronics produces fiber optic components used in data centers and telecommunications networks. The chart shows the overall debt burden in the network equipment sector. It helps assess how the company manages its capital in a highly competitive and rapidly evolving technological environment, where demand is driven by the world's largest tech companies.
Debt to book value of all companies in the market
Applied Optoelectronics, a data center component manufacturer, relies on investments from tech giants. This chart shows overall debt trends. It helps assess the extent to which capital expenditures in the cloud sector, which drive the company's business, are independent of general economic cycles.
P/E of the company, segment and market as a whole
P/E - Applied Optoelectronics
This chart for Applied Optoelectronics, a manufacturer of fiber-optic network components, is an indicator of data center investment. Investors' estimates of the company's profits are heavily dependent on the expansion plans of giants like Meta and Amazon. The dynamics highlight the cyclical nature of this market and its fierce competition.
P/E of the market segment - Networks
This chart shows the average valuation for telecommunications component manufacturersโa benchmark for Applied Optoelectronics. This is a highly cyclical sector. Comparing the valuation of a company heavily dependent on orders from a few large clients (data centers) with the industry average clearly shows the discount the market is pricing in to account for this risk.
P/E of the market as a whole
Applied Optoelectronics produces lasers and other components for fiber-optic networks, primarily for large data centers. Its business is highly concentrated and relies on orders from a few tech giants. This chart of overall tech sentiment reflects expectations for these giants' capital expenditures to expand their cloud infrastructures.
Future P/E of the company, segment and market as a whole
Future (projected) P/E of the company Applied Optoelectronics
Applied Optoelectronics produces optoelectronic components such as lasers and transceivers, which are crucial for data centers and communications networks. Demand for its products can be highly volatile. This chart reflects analyst expectations for capital expenditures by major tech companies on data center construction and modernization.
Future (projected) P/E of the market segment - Networks
Applied Optoelectronics produces optoelectronic components, such as lasers and transceivers, for data centers and cable television. Its valuation relative to other network equipment manufacturers reflects expectations for cloud infrastructure spending, an indicator of how investors view demand from major tech companies.
Future (projected) P/E of the market as a whole
Applied Optoelectronics produces optoelectronic components used in fiber-optic networks, particularly for data centers. Demand for its products depends on capital expenditures by major tech companies. This chart reflects the overall sentiment in the tech sector and helps us understand whether tech giants will continue to actively invest in expanding their data centers.
Profit of the company, segment and market as a whole
Company profit Applied Optoelectronics
Applied Optoelectronics produces fiber optic components and lasers, which are key elements in data transmission networks. The financial results shown here reflect capital expenditures by large data center operators and telecommunications companies to modernize their networks.
Profit of companies in the market segment - Networks
Applied Optoelectronics produces optoelectronic components, specifically lasers and transceivers for data centers and cable TV networks. This chart shows the overall profitability of the network equipment sector. It demonstrates how investments in cloud infrastructure and 5G networks are impacting suppliers of key optical components.
Overall market profit
Applied Optoelectronics produces optoelectronic components used in fiber-optic networks, particularly in data centers. It's a highly cyclical business, dependent on the investment cycles of major tech companies. Demand can rise and fall sharply, and this specific cycle is far more important for AAOI than overall corporate profit trends.
Future (predicted) profit of the company, segment and market as a whole
Future (projected) profit of the company Applied Optoelectronics
Applied Optoelectronics produces fiber optic components that are the foundation for high-speed data transmission in data centers. Its business is highly cyclical and depends on the investment plans of several major technology companies. Its profit forecast reflects analyst expectations for data center construction and modernization costs.
Future (predicted) profit of companies in the market segment - Networks
Applied Optoelectronics manufactures fiber optic networking products, including lasers and transceivers for large data centers, cable television, and telecommunications networks. This chart shows forecasts for network equipment. It helps assess the company's exposure to the capital expenditure cycles of its largest customers, such as cloud computing giants.
Future (predicted) profit of the market as a whole
Applied Optoelectronics, Inc. manufactures fiber optic components used in data centers and telecommunications networks. This projected revenue chart reflects investments in digital infrastructure. Growing economies and data volumes are driving tech companies to expand their data centers, directly increasing demand for high-speed AOI transceivers.
P/S of the company, segment and market as a whole
P/S - Applied Optoelectronics
Applied Optoelectronics produces fiber optic components used in data centers and telecommunications networks. This chart shows how investors' estimates of its revenue depend on the spending cycles of its major customers, which are tech giants.
P/S market segment - Networks
Applied Optoelectronics (AAOI) develops and manufactures fiber optic networking products, primarily for large data centers and cable television. This chart shows the average valuation in the networking sector. It helps understand how investors value AAOI's technology and its dependence on capital expenditures from a few large technology clients.
P/S of the market as a whole
Applied Optoelectronics, Inc. manufactures fiber optic networking products, specifically lasers and transceivers for large data centers, cable television, and telecom. The company's revenue is highly cyclical and depends on the investment cycles of its major customers. This chart helps assess how the market values โโthis volatile technology provider.
Future P/S of the company, segment and market as a whole
Future (projected) P/S of the company Applied Optoelectronics
Applied Optoelectronics produces optoelectronic components, such as lasers and transceivers, for data centers and cable TV networks. Future revenue depends on investments in cloud infrastructure and network modernization. The chart shows how investors assess the demand for high-speed data transmission.
Future (projected) P/S of the market segment - Networks
Applied Optoelectronics produces optoelectronic components such as lasers and transceivers, which are key to fiber-optic networks. Its products are used in data centers and cable television networks. This chart compares its future sales expectations with those of other network equipment manufacturers, reflecting the demand for data transmission speeds.
Future (projected) P/S of the market as a whole
The market sentiment shown in this chart is important for telecommunications equipment manufacturers. For Applied Optoelectronics, a supplier of fiber optic components for data centers, it's an indicator of internet traffic. Market optimism is driven by the explosive growth of cloud services and video content, which requires constant expansion of network bandwidth.
Sales of the company, segment and market as a whole
Company sales Applied Optoelectronics
Applied Optoelectronics (AAOI) develops and manufactures optoelectronic components, such as lasers and transceivers, for fiber optic networks. This chart shows revenue from sales of equipment for data centers, cable television, and telecommunications. Its dynamics are closely linked to tech giants' investments in expanding network capacity.
Sales of companies in the market segment - Networks
Applied Optoelectronics, Inc. (AAOI) produces optoelectronic components such as lasers and photodetectors, which are the foundation of fiber-optic networks. This chart shows the dynamics of the networking industry. AAOI's products are critical for data centers and telecommunications companies, and demand for them is growing along with the growth of internet traffic.
Overall market sales
Applied Optoelectronics, Inc. produces optoelectronic components used in data networks, particularly data centers. Demand for its products is directly dependent on the capital expenditures of data center operators. This graph of overall economic activity reflects the growth of internet traffic, which requires the continued expansion of network infrastructure.
Future sales volume of the company, segment and market as a whole
Future (projected) sales of the company Applied Optoelectronics
Applied Optoelectronics produces optoelectronic components, particularly lasers and transceivers, which are key components for data centers and cable television networks. Demand for its products depends on capital expenditures by major technology companies. This chart reflects analyst forecasts for data center construction and communications network modernization.
Future (projected) sales of companies in the market segment - Networks
Applied Optoelectronics produces fiber optic components and lasers used in cable television networks, data centers, and telecommunications. This forecast provides an overview of the networking industry's expectations, reflecting the demand for increased network bandwidth driven by growing data traffic.
Future (projected) sales of the market as a whole
Applied Optoelectronics, Inc. (AAOI) manufactures fiber-optic networking products, primarily for large data centers and cable television. Demand for its products depends on capital expenditures by internet giants and telecom operators. This graph, reflecting the growth of the digital economy, correlates with the demand for increased network bandwidth, which requires AAOI products.
Marginality of the company, segment and market as a whole
Company marginality Applied Optoelectronics
Applied Optoelectronics produces components for fiber-optic networks, which are the foundation of data centers and telecommunications. This chart illustrates the highly volatile profitability of this sector. The company's profitability is heavily dependent on purchasing cycles from a few very large customers, such as tech giants.
Market segment marginality - Networks
Applied Optoelectronics produces fiber optic components and lasers, which are key components for data centers and cable television networks. The company's profitability depends on its technological leadership and demand from major tech companies. This metric reflects its operational efficiency in the highly competitive network equipment sector.
Market marginality as a whole
Applied Optoelectronics (AOI) produces optoelectronic components, such as lasers and transceivers, for data centers, cable television, and telecommunications. This total market profitability chart reflects the performance of its customersโlarge technology companies. Their investments in expanding data centers and networks directly drive demand for AOI products.
Employees in the company, segment and market as a whole
Number of employees in the company Applied Optoelectronics
Applied Optoelectronics produces optoelectronic components, such as lasers and transceivers, for data centers, cable television, and telecommunications. The chart shows the manufacturing and engineering team. Headcount dynamics are highly dependent on data center investment cycles by major tech companies.
Share of the company's employees Applied Optoelectronics within the market segment - Networks
Applied Optoelectronics (AAOI) produces optoelectronic components, such as lasers and photodetectors, for data centers and cable television. This chart shows the share of highly skilled engineers and technicians the company attracts in the narrow niche of photonics. It reflects its production capacity and the concentration of expertise needed to build high-speed networks.
Number of employees in the market segment - Networks
Applied Optoelectronics, Inc. (AAOI) develops and manufactures fiber optic networking products, specifically lasers and transceivers, which are key components for data centers, cable television, and telecommunications networks. This chart shows employment in the networking equipment sector, which is highly dependent on the capital expenditure cycles of large technology and telecom companies.
Number of employees in the market as a whole
Applied Optoelectronics produces optoelectronic components, such as lasers and photodetectors, which form the basis of fiber-optic networks. Demand for their products is directly dependent on investments by telecom operators and data centers in expanding network capacity. Their growth is an indicator of ongoing digitalization and the growth of data traffic.
Market capitalization per employee (in thousands of dollars) of the company, segment, and market as a whole
Market capitalization per employee (in thousands of dollars) of the company Applied Optoelectronics (AAOI)
Applied Optoelectronics produces optoelectronic components, specifically lasers for data centers. This chart reflects the cyclical nature and high competition in the technology sector. The dynamics of the company's market capitalization per employee can indicate how successfully the company competes for contracts with major tech giants.
Market capitalization per employee (in thousands of dollars) in the market segment - Networks
Applied Optoelectronics (AAOI) produces fiber optic components, transceivers, and lasers used primarily in data centers and cable television. This chart shows the average employee rating in the sector. It helps assess how the market views their manufacturing capabilities and technology in this highly competitive and cyclical sector.
Market capitalization per employee (in thousands of dollars) for the overall market
Applied Optoelectronics, Inc. develops and manufactures optoelectronic components such as lasers and transceivers. This chart shows the average market value generated by one specialist. It helps evaluate the technology company, whose products are critical for data centers and communication networks.
Profit per employee (in thousands of dollars) for the company, segment, and market as a whole
Profit per employee (in thousands of dollars) of the company Applied Optoelectronics (AAOI)
Applied Optoelectronics (AAOI) produces optoelectronics, primarily lasers and transceivers for data centers. It's a highly competitive technology business. This chart shows how efficiently their production lines (many in Asia) generate profit. This metric is highly dependent on demand cycles from major cloud providers.
Profit per employee (in thousands of dollars) in the market segment - Networks
Applied Opto (AAOI) is a photonics manufacturer (lasers for data centers). This chart shows the benchmark for "Networks." Average revenue per employee in this sector is cyclical. This is a B2B hardware business. The benchmark reflects the operational efficiency of factories and depends on the demand cycle for commodities (optical components).
Profit per employee (in thousands of dollars) for the market as a whole
Applied Optoelectronics (AAOI) is a manufacturer of optoelectronic components, particularly transceivers for data centers and cable TV. This is a high-tech manufacturing company. The business is highly cyclical and dependent on the spending of large clients (such as Meta, Amazon). This chart shows the company's profit margins given the current demand for data center components.
Sales to employees of the company, segment and market as a whole
Sales per company employee Applied Optoelectronics (AAOI)
Applied Optoelectronics produces fiber optic components and lasers for data centers, cable television, and telecom. This chart reflects the cyclical nature and intense competition in the technology industry. It shows how effectively the company manages its production to meet demand from IT giants.
Sales per employee in the market segment - Networks
Applied Optoelectronics (AAOI) produces optoelectronic components, specifically lasers and transceivers for data centers and cable TV. It is a high-tech manufacturing company. This chart shows the average revenue per employee in the segment. It helps assess how effectively AAOI competes in the volatile data center components market.
Sales per employee for the market as a whole
Applied Optoelectronics (AAOI) produces fiber optic network components, primarily transceivers for data centers. This is a high-tech and highly cyclical B2B market. This chart shows how productive their R&D and manufacturing teams are. This metric fluctuates significantly depending on demand cycles from major cloud providers.
Short shares by company, segment and market as a whole
Shares shorted by company Applied Optoelectronics (AAOI)
Applied Optoelectronics (AAOI) produces optical components (lasers, transceivers) used primarily in data centers. The company has historically been heavily dependent on a single customer (Meta). This chart illustrates how many investors are concerned about losing large contracts or facing pricing pressure from competitors in the sector.
Shares shorted by market segment - Networks
Applied Optoelectronics (AAOI) produces fiber optic components, specifically lasers and transceivers used in data center networks, cable television, and telecom. This chart shows the aggregate short position in the networking sector. A high level may indicate investors are anticipating a cyclical decline in data center spending or intense competition from China.
Shares shorted by the overall market
Applied Optoelectronics (AAOI) produces data center components. This "Short_All" chart reflects recession fears. When the recession rises, this pessimism forces tech giants (AAOI's clients) to freeze capital expenditures on data center construction, which directly impacts component demand.
RSI 14 indicator for a company, segment, and market as a whole
The company's RSI 14 indicator Applied Optoelectronics (AAOI)
Applied Optoelectronics produces optical components (lasers, transceivers) critical for data centers and 5G networks. It's a highly cynical B2B business with a high customer concentration. This chart measures when the market is overbuying shares on expectations of a boom in AI infrastructure or overselling them on fears of losing a major client (like Meta or Microsoft).
RSI 14 Market Segment - Networks
Applied Optoelectronics (AAOI) is a manufacturer of fiber optic network components, specifically lasers and transceivers. Their products are critical for data centers (hyperscalers) and cable TV. This chart reflects the overall sentiment in the network equipment sector. It helps assess whether the entire industry is overheated due to data transmission demand.
RSI 14 for the overall market
Applied Optoelectronics (AAOI) produces components (lasers, transceivers) for data centers and cable TV. This chart reflects capital expenditure cycles. In the euphoria of the AI โโboom, giants (Meta, Amazon) build data centers, buying up components. In a panic, these projects are "frozen," and demand for AAOI products plummets.
Analyst consensus forecast for the company's share price, the segment, and the market as a whole
Analyst consensus stock price forecast AAOI (Applied Optoelectronics)
Applied Optoelectronics (AAOI) produces optical components, primarily transceivers for large data centers. This chart shows the average analyst forecast. It reflects their expectations for capital expenditures by hyperscalers (cloud giants) and the industry's transition to higher data rates.
The difference between the consensus estimate and the actual stock price AAOI (Applied Optoelectronics)
Applied Optoelectronics (AAOI) is a manufacturer of optical components (lasers, transceivers) for data centers and cable TV. It's a highly volatile business, dependent on upgrade cycles. This chart shows the difference between the consensus forecast and the price. It reflects whether analysts believe the AI โโboom will create demand for AAOI components.
Analyst consensus forecast for stock prices by market segment - Networks
Applied Optoelectronics (AAOI) is a manufacturer of fiber optic transceivers for cable TV internet providers and data centers. This chart shows analysts' overall expectations for the networking sector. It reflects whether experts believe in the cable network modernization cycle and the growth in demand from hyperscalers.
Analysts' consensus forecast for the overall market share price
Applied Optoelectronics (AAOI) produces optoelectronic components, specifically lasers and transceivers, which are the workhorses of data transmission in data centers and 5G networks. This chart shows the overall market sentiment. For AAOI, which operates in a highly cyclical and competitive industry, the overall optimism is important, as it reflects expectations for traffic growth and investment in data centers.
AKIMA index of the company, segment and market as a whole
AKiMA Company Index Applied Optoelectronics
Applied Optoelectronics (AAOI) is a high-tech optoelectronics manufacturer. They make lasers and transceivers, which are the nervous system of data centers, enabling ultra-fast data transmission over fiber optics. This chart is a barometer of cloud spending. It is highly cyclical and depends on orders from hyperscalers (Meta, Microsoft), who are known for their ability to abruptly switch suppliers.
AKIMA Market Segment Index - Networks
Applied Optoelectronics (AAOI) is a high-tech manufacturer of optical components; the company produces lasers and transceivers (for data transmission) for two markets: data centers (DCs) and cable TV (CATV). This composite metric evaluates companies. The graph shows the sector average. This benchmark: how does AAOI's supercyclical (DC-dependent) model differentiate it from the average competitor?
The AKIM Index for the overall market
Applied Optoelectronics (AAOI) is a manufacturer of fiber optic components for internet service providers and data centers. This chart, which reflects the market average, provides context. It helps assess how AAOI, which is dependent on infrastructure upgrade cycles (CATV, data center), fits within the overall macroeconomic picture affecting the tech sector.