Applied Opto: Competitive Advantage
In terms of margins and inventories, Applied Opto has escaped most of the damage done by the unforeseen crash in demand from its top customer. In a presentation to investors, […]
Investors Can Take Some Solace From An Under-Reported Aspect Of The Applied Opto/Amazon Saga
A couple of weeks ago, we asked some tough questions relating to Applied Opto’s big drop in sales to Amazon, its biggest customer. We haven’t got most of the answers, […]
Datacenter Demand Down, Applied Opto Stock Up?
The whole optical networking sector sold off sharply, to a significant extent on a surprising slowdown from the datacenter sector. Yet the one stock that has the highest exposure to […]
Applied Optoelectronics: When Investing Is Like Gambling
Quarterly earnings can delight or disappoint, or even just confirm expectations, and this is hard to tell in advance. And it’s not just with respect to one’s own expectations, more […]
The $64 Million Question For Applied Opto
Shorts, of which there are plenty in this stock, seemed to have advanced knowledge of Amazon pulling demand, perhaps even before management knew. Yet some of their other claims aren’t […]
Applied Optoelectronics: Some Stylized Facts To Keep Investors Grounded
Applied Opto loses some $45M in revenues from Amazon in Q3, or half its prospective total revenues for the quarter. Yet, it still manages to grow revenues at 25%+ with […]
There Is A Bear Case For Applied Optoelectronics But We Can’t See Much Of It
Applied Optoelectronics is a battleground stock with the shorts getting a boost by a surprise softness in Q3 guidance from the company. When parsing the competing narratives, we see little […]
Applied Optoelectronics: Optical Network Woes? What Optical Network Woes?
Here is another optical networking company that has escaped the concerns about a slowing demand from China. In fact, their business is booming and they’re selling all they can and […]