Applied Optoelectronics posts $269.9 million Q3 revenue

Nov 5, 2026
Applied Optoelectronics reported record third quarter revenue of $269.9 million and returned to GAAP profitability as data center sales increased.

Applied Optoelectronics reported third-quarter revenue of $269.9 million and GAAP net income of $6.3 million, or $0.07 per basic share, in a press release. Revenue rose from $118.6 million a year earlier and $191.9 million in the previous quarter, marking the company's sixth consecutive quarterly revenue record.

The company said it recently secured a multi-year strategic agreement with a Tier 1 hyperscale datacenter customer.

Applied Optoelectronics expects fourth-quarter revenue of $385 million to $420 million and non-GAAP net income of $45.9 million to $60.4 million. It expects installed equipment to support monthly production of more than 500,000 units of 800G and 1.6T products by the end of 2026, rising to more than 1 million transceivers per month by the end of 2027.

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