Who Applied Optoelectronics buys from and sells to
Makes its own lasers and builds data-centre transceivers and cable-TV network equipment.
Buys from 2
Sells to 4
- Digicommcable-TV amplifiers and nodes, resold to cable operators53.1% of revenue (FY2025 10-K)
- MicrosoftMSFTdata centre transceivers28.8% of revenue (FY2025 10-K)
- AmazonAMZN800G transceivers, tied to a warrant deal
- CharterCHTRthe DOCSIS 4.0 upgrade the CATV gear goes into
Where the chain could break
- Digicomm and Microsoft were over 80% of 2025 revenue (10-K)
- Cable-TV revenue rides on one operator's network upgrade schedule
Competes with
- CoherentCOHRdata centre transceivers
- LumentumLITEthe same
- InnoLightthe same, at Chinese cost
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.