Applied Optoelectronics, The next earnings release is key for investor confidence.
800G Sequential Ramp: Verification of management’s target to grow 800G transceiver revenue nearly 5x quarter-over-quarter.
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Q4 2026 Guidance: Consensus is anticipating a further jump to ~$420M–$430M in Q4 revenue as initial 1.6T shipments commence
Earnings Release Details
- Reporting Period: Q3 2026 (Quarter ended September 30, 2026)
- Date: Thursday, November 5, 2026
- Time: After market close (Conference call scheduled for 4:30 PM ET / 3:30 PM CT)
Consensus Wall Street Expectations
- Revenue Estimate: ~$268 million (representing ~126% YoY growth vs. $118.6M in Q3 2025, and a ~40% sequential increase from $191.9M in Q2 2026).
