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 first quarter 2026 financial results on May 7, 2026 and will host a conference call and live webcast the same day at 4:30 p.m. ET / 3:30 p.m. CT.
Dial-in details, webcast access at the investor relations site, and replay timing through May 14, 2026 are provided for investors and analysts.
Applied Optoelectronics (NASDAQ: AAOI) said it received a new $71 million order for 800G single‑mode data center transceivers from a major hyperscale customer, bringing that customer’s total orders to $124 million since mid‑March and more than doubling existing backlog.
According to the company, product qualification must occur before deliveries; the initial order (more than $53 million) and the additional order are expected to begin shipping in Q2, with the initial order completed in Q3 and the new order delivered by year‑end. The company also shipped the first 10,000 units to another hyperscale customer.
Applied Optoelectronics (NASDAQ: AAOI) said it received a new volume order for 800G single‑mode data center transceivers from a major hyperscale customer, totaling more than $53 million. Shipments are expected to begin in Q2 2026 and complete by mid‑Q3 2026 after product qualifications.
AOI said the order supports GPU cluster buildup and follows last week’s announcement of 1.6Tb orders from the same customer, indicating continued hyperscale demand for higher‑bandwidth optics.
Applied Optoelectronics (NASDAQ: AAOI) will demonstrate its AI datacenter optics at OFC 2026 in Los Angeles, highlighting a 25dBm ultra-high power ELSFP (400mW CW) as a foundation for CPO/NPO architectures and a live 6.4T OBO demo. The company also announced plans for a 210,000 sq ft U.S. manufacturing facility near Sugar Land, Texas, aimed at scaling transceiver production for AI-focused datacenters. AOI will exhibit transceivers from 100G to 1.6T and host an investor session on March 17 at 4:00 p.m. PT with a live webcast and replay available.
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.