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BRIEFINGS · Chips and AI hardware

Applied Optoelectronics reports record $191.9 million quarter and guides higher

Applied Optoelectronics reported record Q2 revenue of $191.9 million, against $103.0 million a year earlier, and guided Q3 to $255 million to $290 million.

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On 6 August 2026 Applied Optoelectronics, an optical maker, reported record second-quarter revenue of $191.9 million, against $103.0 million a year earlier, and a GAAP net loss of $22.8 million, against $9.1 million. GAAP gross margin was 27.7%, against 30.3%. Its CEO said 800G volume more than doubled from the first quarter and, in the release, forecast that demand will continue to outpace production capacity through mid-2027. Q3 revenue guide: $255 million to $290 million (AOI SEC filing and call transcript).

Why we file it. A supplier says AI optics demand exceeds its output.

How we read it. Fast growth, still a GAAP loss. The outlook is a forecast.

Why it matters to you: AI data centers lack fast optical parts, so makers are racing to build more.

What this doesn't prove

Company figures: Q3 is guidance. GAAP net loss was $22.8 million against $9.1 million a year earlier. GAAP gross margin was 27.7% against 30.3%.

Next fixture

  • Whether capacity grows fast enough for the guided revenue.

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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