Applied Optoelectronics

Posted on | by Leon Hinde | Leave a Comment on Applied Optoelectronics

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.

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).

Applied Optoelectronics

Posted on | by Leon Hinde | Leave a Comment on Applied Optoelectronics

Applied Optoelectronics, reported its Q2 2026 results on August 6, 2026, delivering $191.9 million

Next Earnings Date: November 5, 2026 (Q3 2026 results).

    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.

    Applied Optoelectronics

    Posted on | by Leon Hinde | Leave a Comment on Applied Optoelectronics

    Applied Optoelectronics, commenced construction on a nearly 400,000-square-foot expansion in Pearland, Texas, to support volume production of its 800G and 1.6T optical transceivers for AI datacenters.

    Sector Rotation out of Crowded AI Infrastructure Trades

    • Capex Sustainability Concerns: Concerns over hyperscaler capital expenditure returns (highlighted by heavy capex outlays across big-tech AI buyers) triggered widespread profit-taking across crowded AI component trades.
    • Peer De-rating: Peers like Lumentum (LITE) and Coherent (COHR) also faced steep pullbacks as high-multiple optical names were sold off in favor of cash-generative value trades.

    5/8 Update: Hold and watch the earnings release. Scheduled to release its Q2 2026 financial results on Thursday, August 6, 2026, after Market Close.

    Wall Street Expectations

      • Revenue Guidance / Estimates: Management guided Q2 revenue in the range of $180.0M – $198.0M.
      • EPS Estimate: Consensus estimates project Non-GAAP EPS around -$0.03 to +$0.03 per share.

      Applied Optoelectronics

      Posted on | by Leon Hinde | Leave a Comment on Applied Optoelectronics

      Applied Optoelectronics, commenced construction on a nearly 400,000-square-foot expansion in Pearland, Texas, to support volume production of its 800G and 1.6T optical transceivers for AI datacenters.

      Sector Rotation out of Crowded AI Infrastructure Trades

      • Capex Sustainability Concerns: Concerns over hyperscaler capital expenditure returns (highlighted by heavy capex outlays across big-tech AI buyers) triggered widespread profit-taking across crowded AI component trades.
      • Peer De-rating: Peers like Lumentum (LITE) and Coherent (COHR) also faced steep pullbacks as high-multiple optical names were sold off in favor of cash-generative value trades.

      scheduled to release its Q2 2026 financial results on Thursday, August 6, 2026, after Market Close.

        Wall Street Expectations

        • Revenue Guidance / Estimates: Management guided Q2 revenue in the range of $180.0M – $198.0M.
        • EPS Estimate: Consensus estimates project Non-GAAP EPS around -$0.03 to +$0.03 per share.