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AAOQ2 2026: Rev $191.9M (+86% YoY), Non-GAAP Net Income $0.06

Applied Optoelectronics · Aug 6, 2026 · SEC EDGAR
A
ai-chip-demanddata-center-buildoutcloud-infrastructure-spendingsemiconductor-supply

Company achieved record revenue and returned to non-GAAP profitability driven by a massive surge in 800G product demand. High-speed optics demand is expected to exceed production capacity through mid-2027.

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