The financials
Applied Optoelectronics, Inc. by the numbers
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%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $192M | $103M | +86% |
| Gross profit | $53M | $31M | +71% |
| Operating income | −$25M | −$16M | n/a |
| Net income | −$23M | −$9.1M | n/a |
| Diluted EPS | −$0.28 | −$0.16 | n/a |
| Product | Revenue | Share |
|---|---|---|
| Data Center | $81M | 54% |
| CATV | $67M | 44% |
| Telecom | $2.6M | 1.7% |
| Product And Service Other | $340K | 0.2% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $151.1M (+27%)
Data Center grew +154% year on yearTelecom -13% year on year
Segment Latestquarter on quarteryear on year
- Data Center$81.4M$81.4MQoQ +85%year on year +154%+85%+154%
- CATV$66.8M$66.8MQoQ -5.3%year on year +3.6%-5.3%+3.6%
- Telecom$2.6M$2.6MQoQ -32%year on year -13%-32%-13%
- Product And Service Other$340.0K$340.0KQoQ -3.1%year on year -8.6%-3.1%-8.6%
- FTTH--QoQ -year on year ---
Communication Equipment
Ranks #6 of 21 by Smart Score