Welcome to our dedicated page for Applied Optoelec news (Ticker: AAOI), a resource for investors and traders seeking the latest updates and insights on Applied Optoelec stock.
Applied Optoelectronics, Inc. develops and manufactures advanced optical and HFC networking products for AI datacenters, CATV broadband, telecom and FTTH markets. Company news commonly covers 800G and 1.6T data center transceivers, hyperscale customer orders, product qualification and volume shipments, quarterly results, and manufacturing capacity expansion in Texas.
Updates also include broadband fiber access and CATV demand, research, engineering and manufacturing activity across its U.S., Taiwan and China operations, investor conference appearances, government manufacturing grants, and equity compensation grants under its inducement plan.
Applied Optoelectronics (NASDAQ: AAOI) will release its second quarter 2026 financial results, for the period ended June 30, 2026, on Thursday, August 6, 2026. The company will host a conference call and live audio webcast with analysts and investors at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time the same day to discuss the results and its outlook for the third quarter 2026.
Investors can join by dialing 844-890-1794 and requesting the AOI call, or by accessing the webcast and supplemental financials via the company’s Investor Relations site at investors.ao-inc.com. An archived webcast will be available for one year. A telephonic replay will be available from about one hour after the call until August 13, 2026, 11:59 p.m. ET / 10:59 p.m. CT by dialing 855-669-9658 and entering passcode 6704856.
Tradr ETFs launched two new Cboe-listed leveraged funds on July 15, 2026: the Tradr 2X Short AAOI Daily ETF (AAOZ), targeting Applied Optoelectronics (Nasdaq: AAOI), and the Tradr 2X Short ORCL Daily ETF (ORCZ), targeting Oracle (NYSE: ORCL). The ETFs seek to deliver -200% of the daily performance of their respective underlying stocks and are described as first-to-market inverse strategies on these names.
According to Tradr ETFs, the launch complements the Tradr 2X Long AAOI Daily ETF (AAOX), which began trading on March 24, 2026 and has surpassed $275 million in assets under management. With these additions, Tradr now offers 74 leveraged ETFs, aimed at sophisticated investors and professional traders who want short-term, high-conviction exposure without using margin or options. The firm emphasizes significant risks: leveraged and inverse structures, potential for total loss if the underlying moves more than 50% adversely in a day, performance deviation over periods longer than a day, and the need for active monitoring.
Applied Optoelectronics (NASDAQ: AAOI) has begun construction on two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity. Located at 14621 Kirby Drive and 11555 N. Spectrum Boulevard, the expansion is intended to scale production of AOI’s 800G and 1.6T optical transceivers for AI and cloud infrastructure markets.
Tradr ETFs plans to launch two single-stock leveraged ETFs on July 15, offering -200% daily exposure to Applied Optoelectronics (Nasdaq: AAOI) and Oracle (NYSE: ORCL).
The Cboe-listed funds, AAOZ and ORCZ, target sophisticated traders and carry significant leverage, volatility, and total-loss risk.
Applied Optoelectronics (NASDAQ: AAOI) is providing Spectrum with its QuantumLink remote management software as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. The deployment of QuantumLink Central supports Spectrum’s machine learning and automation to enhance network visibility, performance, resiliency, and operational efficiency.
Applied Optoelectronics (NASDAQ: AAOI) is working with Mediacom to accelerate DOCSIS 4.0 upgrades and fiber/coax expansion. Mediacom plans to bring faster upload and download speeds to about 1 million homes by end of 2026 using distributed access architecture and DOCSIS 4.0.
AOI, the primary vendor for upgrades across Mediacom’s legacy Gainmaker and Motorola amplifier systems, will supply its QuantumLink remote management software, Quantum18 MB 1.8GHz amplifier, and Quantum18 BLE 1.8GHz line extender. Distribution partner Digicomm International supports the project with immediate product availability and logistics.
Applied Optoelectronics (NASDAQ: AAOI) announced inducement equity awards to two new employees on May 4, 2026. The Compensation Committee granted awards covering 299 shares under the Applied Optoelectronics 2023 Equity Inducement Plan.
The awards are restricted stock units that vest over a four-year period, subject to continued service and the plan and award agreement terms.
Applied Optoelectronics (NASDAQ: AAOI) reported Q1 2026 results: GAAP revenue $151.1M, GAAP gross margin 29.1%, and GAAP net loss $14.3M ($0.19/share).
The company completed first volume 800G shipments, exited Q1 with nearly 100,000 units/month 800G capacity and projects Q2 revenue of $180M–$198M with non-GAAP gross margin 29%–30%.
Applied Optoelectronics (NASDAQ: AAOI) will present at the Needham Technology, Media & Consumer Conference on May 13, 2026 in a fireside chat format. The presentation by Stefan Murry, CFO and Chief Strategy Officer, starts at 8:45 a.m. ET. A recording will be posted on the investor relations site.
Applied Optoelectronics (NASDAQ: AAOI) received a $20,852,518 Texas Semiconductor Innovation Fund grant to support a manufacturing expansion in Sugar Land, Texas.
AOI will occupy an additional 210,000 sq ft adjacent to its headquarters, aim to establish one of the largest U.S. AI-focused transceiver production capacities, and create >500 new jobs.