Facts that name Applied Optoelectronics, newest first.
Q2 2026 revenue was $191.9 million, and GAAP net income was $6.3 million. The company cites demand and manufacturing expansion in its datacenter and CATV businesses.
Applied Optoelectronics Source: Applied Optoelectronics, Inc. 8-K, filed Nov 5, 2026
AOI expects to grow capacity to over 1 million pieces of 800G and 1.6 Tb transceivers per month by the end of 2027. Construction was delayed by longer than expected time to obtain necessary electrical power.
Applied Optoelectronics Source: Applied Optoelectronics, Inc. 8-K, filed Nov 5, 2026
The CEO says the agreement provides improved long-term visibility. AOI cites accelerating demand for AI-related optical technologies, particularly 800G and 1.6T products.
Applied Optoelectronics Source: Applied Optoelectronics, Inc. 8-K, filed Nov 5, 2026