Applied Optoelectronics Deferred Revenue 2011-2026 | AAOI

Deferred revenue is the amount of money or obligations that a company has received in advance for goods or services that have not yet been delivered or performed. In other words, it is income that has already been received but has not yet been recognized in accounting as revenue because the goods or services have not yet been transferred to the customer.

Features of the metric

Sources of future cash inflows
A high level of deferred revenue indicates that the company has secured future cash flows, which positively affects forecasts of its financial condition and stability.
Assessment of operational stability
Deferred revenue reflects demand for the company’s products or services and its ability to attract customers willing to pay in advance. It is one of the indicators of business stability and its competitive advantages.
Risks and obligations
Although deferred revenue indicates future inflows, it also represents obligations that the company must fulfill. If fulfilling these obligations is delayed or impossible, it can negatively impact reputation and financial results.
Analysis of liquidity and cash flow
Inflows in the form of deferred revenue improve the company’s current liquidity since the funds are already in the accounts. However, investors need to assess the ratio of deferred revenue to fulfilled obligations to understand the actual financial capabilities and risks.
Impact on company valuation
In fundamental analysis, deferred revenue is taken into account for accurate revenue and profit forecasting, especially in industries with long-term contracts or subscriptions (e.g., IT sector, services, manufacturing).

Annual Deferred Revenue Applied Optoelectronics

2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011
-	1.8 M	3 M	195 K	303 K	312 K	426 K	441 K	252 K	1.26 M	528 K	128 K	189 K	25 K

All numbers in USD currency

Indicator range from annual reports

Maximum	Minimum	Average
3 M	25 K	682 K

Quarterly Deferred Revenue Applied Optoelectronics

2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2	2022-Q1	2021-Q4	2021-Q3	2021-Q2	2021-Q1	2020-Q4	2020-Q3	2020-Q2	2020-Q1	2019-Q4	2019-Q3	2019-Q2	2019-Q1	2018-Q4	2018-Q3	2018-Q2	2018-Q1	2017-Q4	2017-Q3	2017-Q2	2017-Q1	2016-Q4	2016-Q3	2016-Q2	2016-Q1	2015-Q4	2015-Q3	2015-Q2	2015-Q1	2014-Q4	2014-Q3	2014-Q2	2014-Q1	2013-Q4	2013-Q3	2013-Q2	2013-Q1	2012-Q4	2012-Q3	2012-Q2	2012-Q1	2011-Q4	2011-Q3	2011-Q2	2011-Q1
-	-	-	-	1.44 M	1.57 M	1.69 M	1.8 M	10.1 M	10.7 M	2.76 M	3 M	517 K	-	423 K	195 K	480 K	267 K	566 K	303 K	303 K	303 K	303 K	312 K	312 K	312 K	312 K	426 K	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

All numbers in USD currency

Indicator range from quarterly reporting

Maximum	Minimum	Average
10.7 M	195 K	1.67 M

Deferred Revenue of other stocks in the Semiconductors industry

Issuer	Deferred Revenue	Price	% 24h	Market Cap	Country
ASE Technology Holding Co., Ltd. ASX	60.6 M	$ 23.9	3.11 %	$ 17.8 B	-
Resonant Inc. RESN	1.72 M	-	-	$ 301 M	USA
Brooks Automation, Inc. BRKS	31.4 M	-	-2.73 %	$ 8.41 B	USA
Analog Devices ADI	227 M	$ 353.54	2.39 %	$ 175 B	USA
Axcelis Technologies ACLS	165 M	$ 80.16	-0.57 %	$ 2.63 B	USA
Broadcom AVGO	9.4 B	$ 332.4	-0.48 %	$ 1.54 T	USA
Cohu COHU	2.8 M	$ 31.4	3.6 %	$ 1.47 B	USA
Camtek Ltd. CAMT	6.16 M	$ 147.5	-3.71 %	$ 6.68 M	Israel
CMC Materials CCMP	8.88 M	-	-0.45 %	$ 4.94 B	USA
Daqo New Energy Corp. DQ	115 M	$ 24.18	-0.58 %	$ 8 B	China
DSP Group, Inc. DSPG	172 K	-	-0.05 %	$ 533 M	USA
ACM Research ACMR	244 M	$ 66.1	1.15 %	$ 4.11 B	USA
Maxim Integrated Products, Inc. MXIM	15 M	-	-	$ 27.7 B	USA
Entegris ENTG	41.7 M	$ 134.32	1.25 %	$ 20.3 B	USA
Cree, Inc. CREE	38.3 M	-	-	$ 9.17 B	USA
Cirrus Logic CRUS	6.1 M	$ 141.96	1.19 %	$ 7.54 B	USA
Inphi Corporation IPHI	3.28 M	-	-1.08 %	$ 9.25 B	USA
MoSys, Inc. MOSY	15 K	-	-4.43 %	$ 31.9 M	USA
O2Micro International Limited OIIM	272 K	-	-	$ 143 M	Cayman-islands
eMagin Corporation EMAN	12 K	-	-0.24 %	$ 157 M	USA
EMCORE Corporation EMKR	1.42 M	-	0.98 %	$ 28 M	USA
CEVA CEVA	3.6 M	$ 19.58	-0.46 %	$ 462 M	USA
Xilinx, Inc. XLNX	25.2 M	-	-0.75 %	$ 53.8 B	USA
Himax Technologies HIMX	6.62 M	$ 7.48	1.36 %	$ 2.15 B	Taiwan
FormFactor FORM	29 K	$ 94.42	2.32 %	$ 7.3 B	USA
ChipMOS TECHNOLOGIES IMOS	10.8 M	$ 34.04	1.85 %	$ 16.4 B	Taiwan
Intel Corporation INTC	1.72 B	$ 44.15	-1.05 %	$ 200 B	USA
IPG Photonics Corporation IPGP	56.5 M	$ 133.26	2.48 %	$ 5.91 B	USA
Kulicke and Soffa Industries KLIC	9.02 M	$ 70.45	1.43 %	$ 3.73 B	Singapore
AXT AXTI	305 K	$ 29.27	22.94 %	$ 1.25 B	USA
Ichor Holdings, Ltd. ICHR	26 K	$ 50.12	4.76 %	$ 1.64 B	USA
Semtech Corporation SMTC	19.1 M	$ 86.66	2.0 %	$ 5.56 B	USA
inTEST Corporation INTT	3.8 M	$ 9.82	-2.29 %	$ 117 M	USA
Amtech Systems ASYS	8.96 M	$ 11.95	1.36 %	$ 170 M	USA
GSI Technology GSIT	121 K	$ 6.61	-2.78 %	$ 169 M	USA
Universal Display Corporation OLED	21 M	$ 104.1	-11.12 %	$ 4.95 B	USA
Atomera Incorporated ATOM	4 K	$ 6.93	4.05 %	$ 189 M	USA
Alpha and Omega Semiconductor Limited AOSL	2.59 M	$ 22.38	0.49 %	$ 658 M	Bermuda
Power Integrations POWI	16.2 M	$ 45.44	-0.5 %	$ 2.55 B	USA
Nova Measuring Instruments Ltd. NVMI	72.9 M	$ 439.12	-0.8 %	$ 12.8 M	Israel
KLA Corporation KLAC	623 M	$ 1 483.8	0.95 %	$ 197 B	USA
Pixelworks PXLW	179 K	$ 5.97	-1.32 %	$ 335 M	USA
nLIGHT LASR	3.58 M	$ 56.3	1.11 %	$ 2.7 B	USA
Microchip Technology Incorporated MCHP	262 M	$ 78.03	1.13 %	$ 42.3 B	USA
Advanced Micro Devices AMD	22 M	$ 199.94	-1.69 %	$ 325 B	USA
Lam Research Corporation LRCX	2.57 B	$ 244.16	2.85 %	$ 314 B	USA
Monolithic Power Systems MPWR	3.41 M	$ 1 201.51	2.24 %	$ 58.4 B	USA
Silicon Laboratories SLAB	19.3 M	$ 205.08	0.14 %	$ 6.71 B	USA