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) received a first volume order for its 1.6T data center transceivers from a long‑term hyperscale customer, with an initial order totaling more than $200 million. Shipments are expected to begin early Q3 2026 and complete in Q4 2026. AOI projects combined U.S. and overseas production capacity of over 500,000 units/month of 800G and 1.6T transceivers by year‑end.
Applied Optoelectronics (NASDAQ: AAOI) reported record fourth-quarter and full-year 2025 results. Q4 GAAP revenue was $134.3 million and full-year GAAP revenue was $455.7 million. Gross margins expanded to 31.2% Q4 GAAP and 30.0% full-year GAAP. GAAP net loss narrowed to $38.2M for 2025. The company provided Q1 2026 guidance of $150M–$165M revenue and non-GAAP gross margin of 29%–31%, and will host a conference call today at 4:30 p.m. ET.
Applied Optoelectronics (NASDAQ: AAOI) granted inducement equity awards totaling 3,583 restricted stock units to six new employees, with a grant date of Feb. 13, 2026, under its 2023 Equity Inducement Plan.
The awards vest over a four-year period subject to continued service and are intended as inducements pursuant to Nasdaq Listing Rule 5635(c)(4).
Applied Optoelectronics (NASDAQ: AAOI) will host an investor session at the Optical Fiber Communication Conference and Exhibition (OFC) in Los Angeles on March 17, 2026 at 4:00 p.m. PT / 6:00 p.m. CT.
CFO and Chief Strategy Officer Stefan Murry will present. A live audio webcast will be available via the company’s investor website, with a replay accessible for one year.
Applied Optoelectronics (NASDAQ: AAOI) will present via a fireside chat at the Raymond James 47th Annual Institutional Investors Conference on Tuesday, March 3, 2026, at 9:15 a.m. ET (8:15 a.m. CT).
CFO and Chief Strategy Officer Stefan Murry will present. According to the company, a recording will be posted on the investor relations site at investors.ao-inc.com.
Applied Optoelectronics (NASDAQ: AAOI) held a groundbreaking on Feb 10, 2026, for a new 210,000 sq ft manufacturing facility at 1111 Gillingham St., Sugar Land, Texas. The company plans to increase investment from $150 million to potentially $300 million by the end of next year and has committed to creating 500 local jobs to support automated production lines for optical transceivers aimed at AI and datacenter customers.
Local and state officials attended; contractors named include LCC3 Solutions and Atlantic Building Consultant & Services.
Applied Optoelectronics (NASDAQ: AAOI) will release fourth quarter and full year 2025 results on Thursday, February 26, 2026.
The company will host a conference call and webcast at 4:30 p.m. ET / 3:30 p.m. CT to discuss results and first quarter 2026 outlook. Dial 844-890-1794 to join; webcast and supplemental financials at investors.ao-inc.com. A replay will be archived one year; telephonic replay available through March 5, 2026 using passcode 9932656.
Applied Optoelectronics (NASDAQ: AAOI) on Dec 18, 2025 introduced a new 400mW narrow-linewidth pump laser targeted at silicon photonics and co-packaged optics (CPO) for AI data centers. The device is a DFB built on AOI's buried hetero (BH) laser platform and delivers optical power over 400mW at 50°C. AOI says the laser can close 800G/1.6T power budgets, enable shared/external laser architectures, reduce wavelength drift and noise, and simplify calibration for scaled silicon photonics systems. Samples are available to select customers and AOI expects volume production later in 2026.
Applied Optoelectronics (NASDAQ: AAOI) said it received its first volume order for 800G data center transceivers from a major hyperscale customer to support AI data center growth. The company expects its 800G shipments to be on track by year end and said those shipments could contribute $4–8 million to Q4 revenue. The customer has also ordered nearly $22 million of 400G transceivers year-to-date, including $13 million delivered so far in Q4. Management cited automated production lines as a capability to support high-volume shipments.
Applied Optoelectronics (NASDAQ: AAOI) will present at the Raymond James 2025 TMT & Consumer Conference on Tuesday, December 9, 2025.
Presentation type: fireside chat. Presenter: Stefan Murry, Chief Financial Officer and Chief Strategy Officer. Presentation time: 1:40 p.m. ET / 12:40 p.m. CT. A recording will be available on the company's investor relations website at investors.ao-inc.com.