Applied Optoelectronics Q4 Earnings Call Highlights [Yahoo! Finance]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
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US:NASDAQ Investor Relations:
investors.ao-inc.com/investor-relations
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Source: Yahoo! Finance
83% YoY) and Q4 revenue of $134.3 million, driven by strong data center (56% of Q4) and CATV demand, with a non-GAAP gross margin of 31.4% and a non-GAAP loss per share of $0.01. Management said 800G shipments were below expectations in Q4 due to firmware work but expect a major volume ramp in Q2 2026—forecasting 800G could be “more than $25 million ” in Q2—and view 800G (and future 1.6T) as the primary driver of data center revenue going forward. Growth is constrained by manufacturing capacity, so AOI is expanding production (Sugar Land, Texas lease and buildout) and aims for 500,000 units/month of 800G/1.6T by end-2026 with increased U.S. output; despite capacity limits, the company guided 2026 revenue of over $1 billion and non-GAAP operating profit above $120 million. Interested in Applied Optoelectronics, Inc.? Here are five stocks we like better. 3 Under-the-Radar Stocks Set to Benefit From Oracle's Boom Applied Optoelectronics (NASDAQ:AAOI) management said the company
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News
- Is Applied Optoelectronics (AAOI) Pricing Reflect Recent AI Infrastructure Hype Accurately [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics CFO Flags Laser Bottleneck as Hyperscalers Push 800G and 1.6T Optics [Yahoo! Finance]Yahoo! Finance
- I Was Early On Applied Optoelectronics, Here's What's Next [Seeking Alpha]Seeking Alpha
- A Look At Applied Optoelectronics' (AAOI) Valuation After Record Results And Strong AI Data Center Outlook [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Ties Record Results To AI Driven Texas Expansion [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 3/6/26 - Form 144
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- AAOI's page on the SEC website