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0:00 / 0:00I. First Quarter 2026 Revenue and Gross Profit Performance
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Applied Optoelectronics Achieves 51% Revenue Surge Driven by AI Datacenter Demand

AAOI8-KFiling Date: 5/7/2026
Applied Optoelectronics, Inc.
Description

What this story covers

Applied Optoelectronics reported record Q1 2026 revenue of $151.1 million, a 51% year-over-year increase. Growth was driven by 800G transceiver shipments for AI infrastructure, supported by a strengthened cash position of $449.4 million for continued manufacturing expansion.

Story snapshot

CompanyApplied Optoelectronics, Inc.
TickerAAOI
VariantStandard detailed
Duration5:24
Filing type8-K
PeriodQ1 2026
IndustryTechnology
Accession0001683168-26-003562
Sources1

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Primary Sources

sec_filing8-KView on SEC.gov →

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