Source published Nov 5, 2026, 09:16 PM UTC · Operation recorded Nov 6, 2026, 12:00 AM UTC

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.

Source published Oct 26, 2026, 08:05 PM UTC · Operation recorded Oct 27, 2026, 12:01 AM UTC

Form 4 for Applied Optoelectronics officer Hung-Lun (Fred) Chang reports four same-day dispositions on 2026-10-22 totaling 5,141 shares at $77.32, each coded F and footnoted as shares surrendered to the issuer to satisfy tax-withholding obligations on vesting RSU awards. These are routine, non-discretionary withholding transactions rather than open-market sales, and the filing contains no material operating, financial or strategic catalyst for AAOI. With no prior system signal, the evidence is non-actionable and warrants DO_NOTHING.