Applied Optoelectronics updates worth following

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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Debt offeringSEC filingAug 21, 2026

Applied Optoelectronics enters $600 million at-the-market common stock agreement

Because this offering filing discloses no actual results, a beat, miss or in-line assessment against the supplied Q2 2026 guidance is not available. Applied Optoelectronics entered into an Equity Distribution Agreement with Raymond James and Needham under which it may sell up to $600,000,000 of common stock from time to time through at-the-market offerings. Sales, if any, will occur at market prices, with agent commissions of up to 2.0% of gross proceeds and settlement generally on the first business day after a...

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SEC filingSEC filingAug 6, 2026

AAOI 10-Q filed 2026-08-06 | Key takeaways

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.

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EarningsOfficial company sourceAug 6, 2026

AAOI Q2 2026 revenue $191.9 million, Beat Guidance by +$2.9M

AAOI 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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