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Form 8-K · Current Report · Filed 2026-08-06

Applied Optoelectronics Reports Record Q2 Revenue and Returns to Non-GAAP Profitability

Applied Optoelectronics, Inc. announced its financial results for the second quarter of 2026, reporting record revenue of $191.9 million and a return to non-GAAP profitability with a non-GAAP net income of $5.5 million. The company saw strong demand for its 800G products, which more than doubled sequentially. For the third quarter of 2026, the company expects revenue in the range of $255 million to $290 million and non-GAAP net income between $10.1 million and $24.0 million.

Filer
Applied Optoelectronics Inc. AAOI · NASDAQ
Filed
Accession
0001683168-26-006055
CIK
0001158114
Signal
High impactTechnology

Items reported

Item events

Reported Item

Earnings Beat General Statement Non-Reliance on Previously Issued Financial Statements

Market reaction

Close before filing

$128.47

Since filing

+0.0%

Latest close

$128.47

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Previous filings from AAOI reporting the same item, with the next session's move:

Insider tape

Within 45 days of this filing, AAOI insiders reported 24 Form 4 transactions — net selling of $5.3M.

Full AAOI insider history →

About Applied Optoelectronics Inc.

Applied Optoelectronics Inc. is a prominent developer and manufacturer of optical communications products. The primary function of the company is to supply advanced optical components, modules, and equipment that are essential for high-speed communication networks. Applied Optoelectronics serves several key industries, including internet data centers, broadband service providers, and telecommunications. Their product offerings are critical in supporting increased data transmission rates demanded by these sectors. Noteworthy features of this company include its focus on vertically integrated manufacturing processes, which allow for greater control over production quality and cost. It extensively employs its semiconductor technology to produce lasers, detectors, and transceiver modules. This integration is vital for delivering cost-effective and reliable solutions that are foundational to the infrastructure of modern data communication systems. In the financial market, Applied Optoelectronics Inc. holds a significant role due to its contribution to the increasing demand for fast and efficient data services. As technology continues to advance and data consumption grows, the products offered by Applied Optoelectronics are essential for supporting global communication networks, thereby underscoring its importance in the optical networking industry.

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