Optical transceivers for cloud data centers. TickerStar monitors official filings, investor releases, earnings, and call updates for Applied Optoelectronics. Subscribe to AAOI alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.
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AAOI filed its 10-Q; the most relevant disclosure change is added Customer concentration (top three): Q2 2026 10-Q discloses top three customers at 42%, 26% and 24% of revenue (Q2 2026) and 43%, 26% and 24% (6M 2026); the Q1 2026 10-Q did not disclose the top-three breakdown. Customer concentration: Top Ten Customers (aggregate) represented 99% of revenue; Top Ten Customers (aggregate) represented 99% of revenue.
Subscribe to read moreAAOI beat prior Q2 2026 revenue guidance by +$2.9M. GAAP net loss was $22.8 million ($0.28 per basic share), reflecting higher operating expenses and share-based compensation versus a year ago. For Q3 2026, AOI guided revenue of $255 million to $290 million, non-GAAP gross margin of 29% to 30.5%, and non-GAAP net income of $10.1 million to $24.0 million ($0.11 to $0.26 per share).
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