SEC EDGAR · Nov 5, 09:16 PM UTC
Applied Optoelectronics Q3 revenue jumps 127.5% on data center demand
“Revenues for the three months ended September 30, 2026 increased by $151.2 million, or 127.5%, compared to the three months ended September 30, 2025. The increase was primarily driven by:”
Quoted source · 7 source segments
- [1] aaoi20260930_10q.htm
- [2] aaoi20260930_10q.htm
- [3] aaoi20260930_10q.htm
- [4] aaoi20260930_10q.htm
- [5] aaoi20260930_10q.htm
- [6] aaoi20260930_10q.htm
- [7] aaoi20260930_10q.htm
Model assessment
Applied Optoelectronics' Q3 2026 Form 10-Q reports revenue of $269.9 million, up 127.5% year over year, primarily from a $111.7 million increase in data center product revenue tied to hyperscale demand, plus a $40.3 million CATV increase. The company reported net income of $6.3 million versus a $17.9 million loss a year earlier, a material positive fundamental shift. Subsequent events—a new $200 million credit facility and a 3-year hyperscale LTA—further support the demand trajectory, though the LTA is conditional.
7 exact filing citations