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Smart Score
Top tierApplied Optoelectronics, Inc. (the "Company" or "AOI") is a leading, vertically integrated provider of fiber-optic networking products, primarily for four networking end-markets: internet data center, cable television ("CATV"), telecommunications, ("telecom"), and fiber-to-the-home ("FTTH"). We design and manufacture a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment.
In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR
Business segments
Q1 2026 · $151.1MThe company’s own SEC segment disclosure.
- Data Center$81.4M54%
- CATV$66.8M44%
- Telecom$2.6M2%
- Product And Service Other$340.0K0%
Applied Optoelectronics, Inc. (AAOI) reported revenue of $192M in Q2 2026 (quarter ended June 30, 2026), up 86% from the same quarter a year earlier. That came with a gross margin of 28% and net loss of $23M. For the full year FY2025, revenue was $456M (+83% year on year) and net income −$38M. Its largest product in 2026-Q1 was Data Center at $81M, 54% of the disclosed total, just ahead of CATV at 44%.
Raw charts
11 series · TTMAs reported to the SEC, without any scoring.
Communication Equipment
Ranks #6 of 21 by Smart Score