The financials
Applied Optoelectronics, Inc. by the numbers
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%.
| 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 | $108M | 56% |
| CATV | $81M | 42% |
| Telecom | $3.4M | 1.8% |
| Product And Service Other | $271K | 0.1% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $191.9M (+27%)
Data Center grew +140% year on yearProduct And Service Other +34% year on year
Segment Latestquarter on quarteryear on year
- Data Center$107.7M$107.7MQoQ +32%year on year +140%+32%+140%
- CATV$80.6M$80.6MQoQ +21%year on year +44%+21%+44%
- Telecom$3.4M$3.4MQoQ +33%year on year +76%+33%+76%
- Product And Service Other$271.0K$271.0KQoQ -20%year on year +34%-20%+34%
Communication Equipment
Ranks #2 of 15 by Smart Score