Applied Optoelectronics Reports Third Quarter 2026 Results

Thompson Lin, Founder, President and Chief Executive Officer of Applied Optoelectronics

“We are pleased to have generated record revenue for our sixth consecutive quarter and to have returned to GAAP profitability in Q3.”

Thompson Lin, Founder, President and Chief Executive Officer of Applied Optoelectronics

“We have made meaningful progress in scaling our manufacturing capabilities, particularly for our 800G and 1.6T products, to address demand for AI-related optical technologies that we believe is accelerating.”

Thompson Lin, Founder, President and Chief Executive Officer of Applied Optoelectronics

“We have recently secured a multi-year strategic agreement with a Tier 1 hyperscale datacenter customer, which we think provides us with improved long-term visibility and reinforces our confidence in the opportunity ahead as demand for high-bandwidth, energy-efficient optical connectivity products continues to grow.”

Stefan Murry, Chief Financial Officer and Chief Strategy Officer of Applied Optoelectronics

“We delivered another solid quarter, including accelerating revenue growth and improving profitability, driven by robust demand and manufacturing expansion in both our datacenter and CATV businesses.”

Stefan Murry, Chief Financial Officer and Chief Strategy Officer of Applied Optoelectronics

“We currently have a total manufacturing equipment capacity approaching 330,000 units per month.”

Stefan Murry, Chief Financial Officer and Chief Strategy Officer of Applied Optoelectronics

“We expect our 2027 capacity expansion plan in the US to take longer to complete due to longer than expected time to obtain necessary electrical power among other construction related issues.”

Stefan Murry, Chief Financial Officer and Chief Strategy Officer of Applied Optoelectronics

“As we work through these construction issues, we now expect by the end of 2026 that we will have sufficient manufacturing equipment installed to produce over 500,000 pieces of 800G and 1.6 Tb products per month and we expect to grow our manufacturing capacity to over 1 million pieces of 800G and 1.6 Tb transceivers per month by the end of 2027.”

Stefan Murry, Chief Financial Officer and Chief Strategy Officer of Applied Optoelectronics

“We remain focused on executing on our capacity expansion plans and believe we are well positioned to support the next phase of AI datacenter deployment.”