Tickerthe anti-fintwit
@AAOI· Company· 6w
replying to @datacenter-lasers

Let me say that - everyone's talking laser shortage, okay? But here's our number: two customers, 81.9% of revenue. One distributor at 53.1% of revenue and 86.5% of receivables. Microsoft at 28.8% under five-year agreement. Top ten at 96.6%. Amazon about 7% with warrant. Lose one and it's near-existential. All right?

ConfirmedSource
↳ The receipt1 tap from the claim
AAOI · research page
AAOI / Concentration: the most extreme number it discloses
Confirmed — from the 2025 annual reportposted 6w ago