{"filing":{"accession_number":"0001683168-26-007160","cik":"0001158114","ticker":"AAOI","company_name":"APPLIED OPTOELECTRONICS, INC.","form":"8-K","filing_date":"2026-09-15","report_date":"2026-09-10","primary_document":"aaoi_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316826007160/aaoi_8k.htm"},"events":[{"id":33610,"run_id":30911,"accession_number":"0001683168-26-007160","anchor_item_number":"2.03","event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"summary":"The company created a new direct financial obligation through debt issuance or credit facility arrangement, with Item 2.03 incorporating Item 1.01 by reference.","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-15","form":"8-K","submitted_at":null,"items":[{"id":37098,"accession_number":"0001683168-26-007160","item_number":"1.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"reasoning":"Applied Optoelectronics' subsidiary Global Technology entered into a 10-year factory lease in Ningbo, China for approximately 38,311.8 square meters at an annual rent of RMB 6,896,124 (approximately $950,000 USD). While Item 1.01 typically covers M\u0026A activity, this is a material operational commitment—a long-term manufacturing facility lease—that does not constitute an acquisition, disposition, merger, or change of control. The lease is material to a reasonable investor as it represents a significant fixed operational commitment and capital deployment for production purposes, but it is fundamentally an operational/strategic business arrangement rather than an M\u0026A transaction.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T20:08:49.804288+00:00","company_name":"","ticker":null,"filing_date":""},{"id":37099,"accession_number":"0001683168-26-007160","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"Item 2.03 is the standard disclosure vehicle for creation of direct financial obligations such as debt issuance, credit facilities, or term loans. The filing incorporates Item 1.01 by reference, which typically covers material acquisitions, dispositions, or other significant transactions that may involve debt creation. Without access to Item 1.01 details, the most probable event is debt issuance or a credit facility arrangement, which is material to investors assessing the registrant's capital structure and financial obligations.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T20:08:49.804288+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":37098,"accession_number":"0001683168-26-007160","item_number":"1.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"reasoning":"Applied Optoelectronics' subsidiary Global Technology entered into a 10-year factory lease in Ningbo, China for approximately 38,311.8 square meters at an annual rent of RMB 6,896,124 (approximately $950,000 USD). While Item 1.01 typically covers M\u0026A activity, this is a material operational commitment—a long-term manufacturing facility lease—that does not constitute an acquisition, disposition, merger, or change of control. The lease is material to a reasonable investor as it represents a significant fixed operational commitment and capital deployment for production purposes, but it is fundamentally an operational/strategic business arrangement rather than an M\u0026A transaction.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T20:08:49.804288+00:00","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-15"},{"id":37099,"accession_number":"0001683168-26-007160","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"Item 2.03 is the standard disclosure vehicle for creation of direct financial obligations such as debt issuance, credit facilities, or term loans. The filing incorporates Item 1.01 by reference, which typically covers material acquisitions, dispositions, or other significant transactions that may involve debt creation. Without access to Item 1.01 details, the most probable event is debt issuance or a credit facility arrangement, which is material to investors assessing the registrant's capital structure and financial obligations.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T20:08:49.804288+00:00","company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","filing_date":"2026-09-15"}]}