{"filing":{"accession_number":"0001683168-26-006862","cik":"0001158114","ticker":"AAOI","company_name":"APPLIED OPTOELECTRONICS, INC.","form":"8-K","filing_date":"2026-09-01","report_date":"2026-08-31","primary_document":"aaoi_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826006862/aaoi_8k.htm"},"events":[{"id":31006,"run_id":28435,"accession_number":"0001683168-26-006862","anchor_item_number":"2.03","event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"summary":"Applied Optoelectronics created a direct financial obligation, disclosed via Item 2.03 with incorporation by reference to Item 1.01, affecting the registrant's capital structure and financial position.","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-01","form":"8-K","submitted_at":null,"items":[{"id":33774,"accession_number":"0001683168-26-006862","item_number":"1.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Applied Optoelectronics entered into two material lease agreements for industrial buildings in Houston totaling approximately 1.09 million square feet with aggregate rent ranging from ~$678K to ~$944K monthly over a 10-year term. While Item 1.01 typically covers M\u0026A activity, this disclosure centers on long-term operational real estate commitments for manufacturing and warehouse use, not an acquisition or change of control. The material nature—involving $11.3M security deposits, $2.55M structural modifications, and a $146.6M purchase option—makes this a significant operational/strategic commitment that would affect investor assessment of the company's capital allocation and operational footprint.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-01T20:28:46.282930+00:00","company_name":"","ticker":null,"filing_date":""},{"id":33775,"accession_number":"0001683168-26-006862","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 2.03 explicitly addresses \"Creation of a Direct Financial Obligation,\" which is the standard disclosure vehicle for debt issuances, credit facilities, and new financial obligations. The incorporation by reference to Item 1.01 (which typically covers material agreements and transactions) reinforces that a substantive financial obligation has been created. This is material to investors as it affects the registrant's capital structure and financial position.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-01T20:28:46.282930+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":33774,"accession_number":"0001683168-26-006862","item_number":"1.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Applied Optoelectronics entered into two material lease agreements for industrial buildings in Houston totaling approximately 1.09 million square feet with aggregate rent ranging from ~$678K to ~$944K monthly over a 10-year term. While Item 1.01 typically covers M\u0026A activity, this disclosure centers on long-term operational real estate commitments for manufacturing and warehouse use, not an acquisition or change of control. The material nature—involving $11.3M security deposits, $2.55M structural modifications, and a $146.6M purchase option—makes this a significant operational/strategic commitment that would affect investor assessment of the company's capital allocation and operational footprint.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-01T20:28:46.282930+00:00","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-01"},{"id":33775,"accession_number":"0001683168-26-006862","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 2.03 explicitly addresses \"Creation of a Direct Financial Obligation,\" which is the standard disclosure vehicle for debt issuances, credit facilities, and new financial obligations. The incorporation by reference to Item 1.01 (which typically covers material agreements and transactions) reinforces that a substantive financial obligation has been created. This is material to investors as it affects the registrant's capital structure and financial position.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-01T20:28:46.282930+00:00","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-01"}]}