Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q4 2023 Earnings Conference Call February 22, 2024 4:30 PM ET

Company Participants

Lindsay Savarese - Investor Relations

Thompson Lin - Founder, President, Chief Executive Officer & Chairman of the Board

Stefan Murry - Chief Financial Officer & Chief Strategy Officer

Conference Call Participants

Simon Leopold - Raymond James

Michael Genovese - Rosenblatt Securities

Timothy Savageaux - Northland Capital Markets

Dave Kang - B. Riley Securities

Operator

Good afternoon. I will be your conference operator. At this time, I would like to welcome everyone to Applied Optoelectronics' Fourth Quarter and Full Year 2023 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. [Operator Instructions] Please note, this call is being recorded.

I would now like to turn the call over to Lindsay Savarese, Investor Relations for AOI. Ms. Savarese, please you may begin.

Lindsay Savarese

Thank you. I'm Lindsay Savarese, Investor Relations for Applied Optoelectronics. I am pleased to welcome you to AOI's fourth quarter and full year 2023 financial results conference call.

After the market closed today, AOI issued a press release announcing its fourth quarter and full year 2023 financial results and provided its outlook for the first quarter of 2024. The release is also available on the company's website at ao-inc.com. This call is being recorded and webcast live. A link to the recording can be found on the Investor Relations section of the AOI website and will be archived for one year.

Joining us on today's call is Dr. Thompson Lin, AOI's Founder, Chairman and CEO; and Dr. Stefan Murry, AOI's Chief Financial Officer and Chief Strategy Officer. Thompson will give an overview of AOI's Q4 results, and Stefan will provide financial details and the outlook for the first quarter of 2024. A question-and-answer session will follow our prepared remarks.

Before we begin, I would like to remind you to review AOI's Safe Harbor statement. On today's call, management will make forward-looking statements. These forward-looking statements involve risks and uncertainties as well as assumptions and current expectations, which could cause the company's actual results, levels of activity, performance or achievements of the company, or its industry to differ materially from those expressed or implied in such forward-looking statements.

In some cases, you can identify forward-looking statements by terminology such as believes, forecast, anticipates, estimates, projects, intends, predicts, expects, plans, may, should, could, would, will, potential or things or by the negative of those terms or other similar expressions that convey uncertainty of future events or outcomes. The company has based these forward-looking statements on its current expectations, assumptions, estimates and projections. While the company believes these expectations, assumptions, estimates and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which are beyond the company's control.