AAOI — Applied Optoelectronics, Inc.
NASDAQ · Technology · Communication Equipment
About Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q2 2026 | 0.02 | 0.06 | +500.00% | $191.9M | ✅ Beat | +9.19% | +4.72% | -15.05% |
| 2026-05-07 | Q1 2026 | -0.06 | -0.07 | -16.67% | $151.1M | ❌ Miss | -5.46% | +29.21% | +24.81% |
| 2026-02-26 | Q4 2025 | -0.13 | -0.01 | +92.31% | $134.3M | ✅ Beat | +56.88% | +88.38% | +82.92% |
| 2025-11-06 | Q3 2025 | -0.11 | -0.09 | +18.18% | $118.6M | ✅ Beat | -1.82% | -28.14% | -4.33% |
| 2025-08-07 | Q2 2025 | -0.09 | -0.16 | -77.78% | $103.0M | ❌ Miss | -3.31% | -5.91% | +5.82% |
| 2025-05-08 | Q1 2025 | -0.04 | -0.02 | +50.00% | $99.9M | ✅ Beat | -0.61% | +27.85% | +14.30% |
| 2025-02-26 | Q4 2024 | -0.02 | -0.02 | +0.00% | $100.3M | ➖ Inline | -4.57% | -28.23% | -29.42% |
| 2024-11-07 | Q3 2024 | -0.17 | -0.21 | -23.53% | $65.2M | ❌ Miss | +55.08% | +57.26% | +102.01% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $191.9M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Data Center | 56.1% | $107.7M | +140.4% | $78.6M | $32.0M | $44.8M | $43.9M |
| CATV | 42.0% | $80.6M | +43.8% | $58.0M | $64.5M | $56.0M | $70.6M |
| Telecom | 1.8% | $3.4M | +75.8% | $5.9M | $2.9M | $1.9M | $3.7M |
| Product and Service, Other | 0.1% | $271K | +34.2% | $1.0M | $372K | $202K | $351K |
By region
Q2 FY26 · $191.9M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| TAIWAN | 56.5% | $108.4M | +174.5% | $38.4M | $70.9M | $39.5M | $43.8M |
| CHINA | 42.8% | $82.2M | +31.1% | $57.3M | $27.8M | $62.6M | $73.1M |
| UNITED STATES | 0.7% | $1.3M | +66.7% | $4.6M | $1.1M | $803K | $1.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.