Applied Optoelectronics (AAOI) Q2 FY26 earnings call

Applied Optoelectronics delivered a strong Q2 FY26, achieving record revenue and non-GAAP profitability, fueled by robust demand in both its data center and CATV segments. The company is aggressively expanding its US manufacturing footprint to address surging AI-driven demand for 800G and 1.6T products, which are poised to drive significant sequential growth despite current component and capacity limitations. AOI's in-house laser technology provides a strategic advantage for future co-packaged optics.