Price
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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
Q2 2026 · $191.9MThe company’s own SEC segment disclosure.
- Data Center$107.7M56%
- CATV$80.6M42%
- Telecom$3.4M2%
- Product And Service Other$271.0K0%
Applied Optoelectronics, Inc. (AAOI) reported revenue of $192M in Q2 2026 (quarter ended Jun 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 Q2 2026 was Data Center at $108M, 56% of the disclosed total, ahead of CATV at 42%.
Raw charts
11 series · TTMAs reported to the SEC, without any scoring.
Communication Equipment
Ranks #2 of 15 by Smart Score