AOI reports record Q3 2026 revenue and GAAP profitability
Total revenue reached a record $269.9M, up 127.5% year over year, while data center revenue surged 254% and CATV revenue grew 57%.
Latest Applied Optoelectronics News & Updates
See the latest news and media coverage for AOI. We track all announcements, press releases, and industry mentions in real time, all in one place.
Manufacturer of semiconductors, optical systems, and HFC equipment
ao-inc.com- Headquarters
- Sugar Land, United States
- Founded year
- 1997
- Company type
- Public company
- Number of employees
- 1,000–5,000
- Industry
- Communications & Networking
Last updated
Latest news about Applied Optoelectronics (AOI)
In short: AOI reported record Q2 revenue and non-GAAP profit and completed a $600 million equity offering.
Company announcements
AOI announces date for third quarter 2026 financial results conference call
The company will report Q3 2026 financials on November 5, 2026. A webcast and phone dial-in are available for analysts and investors to discuss results.
AOI completes $600 million ATM offering to fund AI expansion
The company raised net proceeds of approximately $588 million by selling over 5.69 million shares. Funds will support manufacturing scale-up and R&D for high-speed optical connectivity in AI data centers.
AOI reports Q2 2026 record revenue and non-GAAP profitability
Revenue reached $191.9 million, non-GAAP net income was $5.5 million, 800G volumes doubled, and Q3 guidance is $255-290 million.
Media coverage
Applied Optoelectronics outlines $385M-$420M Q4 revenue outlook as 1.6T LTA targets $1B-$1.5B through May 2029
Management guided Q4 revenue to "between $385 million and $420 million," with "non-GAAP gross margin… 29.5% to 31%," and "non-GAAP earnings per share between $0.48...
Applied Optoelectronics, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2026
Applied Optoelectronics, Inc. reported earnings results for the third quarter and nine months ended September 30, 2026. For the third quarter, the company reported sales...
Applied Optoelectronics completes $600M at-the-market equity offering
Applied Optoelectronics, Inc. (NASDAQ: AAOI) announced the completion of a $600 million at-the-market equity offering program, according to a press release.The Sugar Land, Texas-based company...
AAOI Stock Dips 10% Overnight After $600M Equity Offering Triggers Dilution Concerns
Applied Optoelectronics is among the fastest-growing optical networking companies, a sector that has...
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