Companies · Telecommunications

Applied Optoelectronics Inc

SUGAR LAND · Telecommunications

Diligence memoA one-page analyst read on Applied Optoelectronics Inc — recommendation, valuation, rhythm, risks.
$17.3M
Total raised · real
2
Rounds
1.7×
Latest step-up
Top 26%
Sector rank · raised
Series A
Latest stage · inferred · Fri Sep 07 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Applied Optoelectronics Inc looks over-valued against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the telecom sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Over-valued
  • Modeled value is 2.04× the median modeled value of Series A Telecommunications companies in 2010–2012 (60 peers) — value vs value, same stage and era.
Dormant
  • Last raise 13.8 yr ago; this sector typically re-raises about every 10 months.
  • Silent for over 3× the sector's normal cadence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Telecommunications

Applied Optoelectronics Inc is one of 929 Telecommunications companies tracked from SUGAR LAND. By capital raised it ranks in the upper tier (ahead of 75% of sector peers), and in the upper tier by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$50M$100M$150M$200MSeries A · 2009-03-26 Raised $6.3M (real) Modeled valuation $111M (est)$6.3M$111MSeries A2009Series A · 2012-09-07 Raised $11M (real) Modeled valuation $193M (est)$11M$193MSeries A2012+$11MCumulative $17M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series A$6.3M · 2009
Series A extension$11.0M · 2012

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 33%.

Modeled valuation trajectory
$192.7M
Base estimate est.
$14.5M
Conservative case
$1.0B
Upside case
$50.0M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Aa $4.0M–$15M round). Valuation is modeled from stage benchmarks scaled by the telecom sector profile. Directional, not a quoted figure.

Series A · modeled $110.9M · 2009-03-262009Series A · modeled $192.7M · 2012-09-072012
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
53%
Survival probability
29% low · 73% high
1.39×/yr
Annual markup
1.75×/yr upside case
6.0 yr
Elapsed time used
13.8 yr actual, capped for stale marks
telecom
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
41 mo
Avg between rounds
$5.0M/yr
Capital velocity
17.3 yr
On record since
2009
First round
2
Rounds on file
How it compares to the market

Benchmarked against 929 companies in Telecommunications. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 4.4× above median
This company$17.3M
Sector median$4.0M
Latest round — vs other Series A rounds in sector (real $, this stage) 2.1× above median
This company$11.0M
Sector median$5.3M
Modeled value — vs sector median (estimate, all stages) 6.8× above median
This company$192.7M
Sector median$28.3M

Raised more than 75% of sector peers (real $). Modeled value above 82% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #9 of 60.

This companyCohort peer
$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)Destination Media, Inc. · Series A Raised $17.7M · modeled $233.1M (est)Tely Labs, Inc. · Series A Raised $13.0M · modeled $227.9M (est)Mblast Inc · Series A Raised $25.8M · modeled $226.4M (est)Matrixx Software, Inc. · Series A Raised $24.1M · modeled $220.9M (est)Unitek Holdings Inc · Series A Raised $12.5M · modeled $219.1M (est)Borqs International Holding Corp · Series A Raised $36.1M · modeled $211.6M (est)Waxess Holdings, Inc. · Series A Raised $20.6M · modeled $210.3M (est)Kineto Wireless Inc · Series A Raised $44.8M · modeled $209.4M (est)GENBAND II, Inc. · Series A Raised $12.8M · modeled $189.1M (est)Telanetix,Inc · Series A Raised $12.0M · modeled $184.0M (est)Open Range Communications Inc · Series A Raised $10.0M · modeled $175.3M (est)Applied Optoelectronics Inc (this company) Raised $17.3M · modeled $192.7M (est)Applied Optoelectronics Inc
CompanyStageRaised · realValue · estvs peer med.
Destination Media, Inc.Series A$17.7M$233.1M2.46×
Tely Labs, Inc.Series A$13.0M$227.9M2.41×
Mblast IncSeries A$25.8M$226.4M2.39×
Matrixx Software, Inc.Series A$24.1M$220.9M2.33×
Unitek Holdings IncSeries A$12.5M$219.1M2.31×
Borqs International Holding CorpSeries A$36.1M$211.6M2.24×
Waxess Holdings, Inc.Series A$20.6M$210.3M2.22×
Kineto Wireless IncSeries A$44.8M$209.4M2.21×
Applied Optoelectronics Inc this companySeries A$17.3M$192.7M2.04×
GENBAND II, Inc.Series A$12.8M$189.1M2.00×
Telanetix,IncSeries A$12.0M$184.0M1.94×
Open Range Communications IncSeries A$10.0M$175.3M1.85×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series A$6.3M2009-03-26$28.8M$110.9M90%
Series A$11.0M2012-09-07$50.0M$192.7M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series A$6.3M2009-03-26
    • First recorded raise — entered as Series A.
  2. Series A$11.0M2012-09-07
    • Raised again after 41 mo — slower than the ~10 mo sector norm.
    • Round 1.7× larger than the prior — scaling up.
Intelligence
2016 ~Q1
Modeled next raise · ~41mo cadence
$19.1M
Modeled next size est.range $12.4M$30.6M
1.7×
Last step-up
$5.0M/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Andrew Kang2 other2009-03
Nancy T. Chang1 other2009-03
Alex Ignatiev2009-03
Che-Wei Lin2009-03
Chih-Hsiang Lin2009-03
Chih Kai T. Cheng2012-09
Chio Ming T. Jen2012-09
Hung-Lun Chang2009-03
Hung-Lun T. Chang2012-09
Juen-Sheng B. Kang2012-09
Norman Stephan Kinsella2009-03
Richard B. Black2009-03
Stefan Murry2009-03
Stefan T. Murry2012-09
Wen-Yen Hwang2009-03
William Hung Yeh2009-03
Registry & provenance

Applied Optoelectronics Inc is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1158114
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
theSkimm, Inc.TelecommunicationsSeries A$17.2M$140.2Msame sector · same stage
Collision Communications, Inc.TelecommunicationsSeries A$17.6M$141.0Msame sector · same stage
Summit Broadband Inc.TelecommunicationsSeries A$17.0M$89.9Msame sector · same stage
Sharpen Technologies Inc.TelecommunicationsSeries A$17.0M$26.4Msame sector · same stage
Destination Media, Inc.TelecommunicationsSeries A$17.7M$233.1Msame sector · same stage
Ortiva Wireless, Inc.TelecommunicationsSeries A$16.5M$35.1Msame sector · same stage
Skycross IncTelecommunicationsSeries A$18.3M$39.9Msame sector · same stage
Mino Wireless USA IncTelecommunicationsSeries A$18.5M$261.7Msame sector · same stage
Frequently asked
How much funding has Applied Optoelectronics Inc raised?
Applied Optoelectronics Inc has raised approximately $17.3M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Applied Optoelectronics Inc's estimated valuation?
Provath's modeled valuation for Applied Optoelectronics Inc is approximately $192.7M (modeled range $14.5M–$1.0B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Applied Optoelectronics Inc at?
Applied Optoelectronics Inc's latest modeled financing stage is Series A. Its most recent recorded round closed around Fri Sep 07.
What does Applied Optoelectronics Inc do and where is it based?
Applied Optoelectronics Inc operates in the Telecommunications sector, based in SUGAR LAND.
Explore related

See where Applied Optoelectronics Inc sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Applied Optoelectronics Inc, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.