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.

Applied Optoelectronics (AOI)

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: Semiconductors

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Latest news about Applied Optoelectronics (AOI)

In short: AOI reported record revenue growth driven by 800G transceiver demand and expanded its Texas manufacturing facilities to support AI scaling.

Company announcements

August 6 AOI

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.

July 16 AOI

Truck rolls are hidden constraint in DOCSIS 4.0 upgrades

Field crews must upgrade amplifiers and balance cascades; remote management reduces repeat visits and costs.

July 14 AOI

AOI begins expansion of Pearland manufacturing campus

The addition of nearly 400,000 square feet will boost production of 800G and 1.6T optical transceivers for AI infrastructure.

May 7 AOI

AOI reports record Q1 2026 revenue

Total revenue hits $151.1M, up 51% YoY. Data center revenue surges 154% YoY to $81.4M. CATV revenue grows 4% YoY to $66.8M.

Media coverage

September 16 Seeking Alpha

Applied Optoelectronics's Next Run Could Be Bigger

Applied Optoelectronics targets 650,000 monthly units by year-end 2026, as 800G and 1.6T demand exceeds available capacity. Read more on AAOI stock here.

September 10 TipRanks

Applied Optoelectronics Tanks as Insider Sales Rattle Investors - TipRanks.com

Applied Optoelectronics ( ($AAOI) ) is experiencing volatility. Read on for a possible explanation for the stock’s unusual movement. Applied Optoelectronics shares ...

September 7 AAII

Why Applied Optoelectronics, Inc.'s (AAOI) Stock Is Up 5.02%

As of Tuesday, September 08, Applied Optoelectronics, Inc.'s AAOI share price has surged by 5.02%, which has investors questioning if this is right time to...

August 22 The Globe and Mail

Applied Optoelectronics Earnings Call Signals Turbocharged Growth

Detailed price information for Applied Optoelect (AAOI-Q) from The Globe and Mail including charting and trades.

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