Applied Optoelectronics vs Elastic
Side-by-side comparison of AI visibility scores, market position, and capabilities
Applied Optoelectronics (AAOI) reported $280M revenue in FY2024, up 130% YoY. Maker of high-speed optical transceivers for AI data centers. Explosive growth from AI hyperscaler demand. HQ: Sugar Land, TX.
About
Applied Optoelectronics, Inc. (AAOI) is a fiber-optic networking component company that designs and manufactures optical transceivers, lasers, and fiber-optic subsystems for data center, cable TV, and telecom applications, headquartered in Sugar Land, Texas. Founded in 1997, AAOI reported revenues of approximately $280M in FY2024, up an extraordinary 130% year-over-year, driven by explosive demand from hyperscale AI data center customers for high-speed optical transceivers.
NYSE-listed (ESTC) Elasticsearch creator at $1.42B revenue with search, observability, and SIEM; 21,000+ customers competing with Splunk and Datadog while powering AI RAG vector search infrastructure.
About
Elastic N.V. is an Amsterdam-based enterprise search and observability company — the creator and primary commercial distributor of Elasticsearch, the world's most widely used open-source search engine — providing the Elastic Stack (Elasticsearch distributed search, Kibana visualization, Logstash data pipelines, Beats lightweight data shippers) for enterprise search, application observability, SIEM security analytics, and vector search for AI applications. Listed on NYSE (NYSE: ESTC), Elastic was founded in 2012 by Shay Banon and generated $1.42 billion in revenue in fiscal year 2025, serving 21,000+ customers including Microsoft, Verizon, and Spotify.
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