Earnings Call Summary | Applied Optoelectronics(AAOI.US) Q2 2024 Earnings Conference
Earnings Call Summary | Applied Optoelectronics(AAOI.US) Q2 2024 Earnings Conference
Non-GAAP loss per share was $0.28, which was better than the guided range of loss of $0.29 to $0.35 per share.The following is a summary of the Applied Optoelectronics, Inc. (AAOI) Q2 2024 Earnings Call Transcript:
以下是Applied Optoelectronics, Inc. (AAOI) Q2 2024 業績會摘要:
Financial Performance:
金融業績：
Q2 2024 revenue stood at $43.3 million, which was within the company's guidance range.
Non-GAAP gross margin for Q2 was 22.5%, below the anticipated range of 25.5% to 27.5%, attributed primarily to product mix.
Non-GAAP loss per share was $0.28, which was better than the guided range of loss of $0.29 to $0.35 per share.
Notable revenue increase in data center products, with $34.4 million recorded, up 25% year-over-year.
CATV segment revenue decreased to $5.8 million, down 38% year-over-year, affected by slow sales of DOCSIS 3.1 equipment.
Q2 2024營業收入爲4330萬美元，位於公司指導區間內。
Q2非通用會計原則毛利率爲22.5％，低於預期區間的25.5％至27.5％，主要歸因於產品組合。
Q2非通用會計原則每股虧損爲0.28美元，好於每股虧損0.29美元至0.35美元的指導區間。
數據中心產品顯着增長，在過去一年中實現3,440萬美元的營業收入，同比增長25％。
CATV部分營收爲580萬美元，同比下降38％，受DOCSIS 3.1設備銷售緩慢的影響。
Business Progress:
業務進展：
Received initial orders for 400G products from a major new hyperscale customer.
Started ramping up manufacturing for 800G products with multiple hyperscale customers, with expectations for orders to begin in the fourth quarter of this year.
Finalized the qualification testing for new 1.8 GHz amplifier models in the CATV segment and begun negotiating initial orders.
從一家重要的新的超大規模客戶獲得400G產品的初始訂單。
開始加速製造多個超大規模客戶的800G產品，並期望訂單將在今年第四季度開展。
最終完成CATV部門新1.8 GHz放大器型號的鑑定測試，並開始談判初始訂單。
Opportunities:
機會：
Continued growth and expansion in data center operations driven by new and increased 400G and upcoming 800G product lines.
Expected improvements and revenue increase in CATV segment from transitioning to DOCSIS 4.0 and sales of new amplifier products.
由新型和增強型的400G以及即將展開的800G產品線驅動，數據中心運營繼續增長擴展。
預計由於向DOCSIS 4.0的轉變和銷售新的放大器產品，CATV部門將有所改善並增收。
Risks:
風險：
Slow initial ramp-up of VCSEL-based 400G active optical cables leading to delayed revenue impacts.
Anticipated near-term gross margin pressures due to ramp costs and product mix shifts, particularly in the CATV segment.
基於VCSEL的400G有源光纜的慢速推廣導致收入的延遲影響。
由於開銷成本和產品組合的變動，特別是在CATV部門，預計會出現近期毛利率承壓的情況。
More details: Applied Optoelectronics IR
更多詳細信息請訪問Applied Optoelectronics IR。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
