Applied Optoelectronics, reported its Q2 2026 results on August 6, 2026, delivering $191.9 million
Next Earnings Date: November 5, 2026 (Q3 2026 results).
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Expected Revenue Growth
- Q3 2026 Revenue Guidance: $255.0 million – $290.0 million
- Midpoint: ~$272.5 million
- YoY Growth: ~128% – 130% increase compared to Q3 2025.
Revenue Segment Highlights
- Data Center Segment: $107.7 million (+140.4% YoY, +32.3% QoQ), representing ~56% of total revenue.
* 800G Transceivers: $12.8 million (more than doubled sequentially and up >10x YoY).
* 400G Transceivers: $48.4 million (up >4x YoY, +27.4% QoQ).
- CATV Segment: Record $80.6 million (+43.8% YoY, +20.6% QoQ), driven by 1.8 GHz / DOCSIS 4.0 network upgrades.
