Welcome to our dedicated page for Applied Optoelec news (Ticker: AAOI), a resource for investors and traders seeking the latest updates and insights on Applied Optoelec stock.
Applied Optoelectronics, Inc. develops and manufactures advanced optical and HFC networking products for AI datacenters, CATV broadband, telecom and FTTH markets. Company news commonly covers 800G and 1.6T data center transceivers, hyperscale customer orders, product qualification and volume shipments, quarterly results, and manufacturing capacity expansion in Texas.
Updates also include broadband fiber access and CATV demand, research, engineering and manufacturing activity across its U.S., Taiwan and China operations, investor conference appearances, government manufacturing grants, and equity compensation grants under its inducement plan.
Applied Optoelectronics (NASDAQ: AAOI) is working with Mediacom to accelerate DOCSIS 4.0 upgrades and fiber/coax expansion. Mediacom plans to bring faster upload and download speeds to about 1 million homes by end of 2026 using distributed access architecture and DOCSIS 4.0.
AOI, the primary vendor for upgrades across Mediacom’s legacy Gainmaker and Motorola amplifier systems, will supply its QuantumLink remote management software, Quantum18 MB 1.8GHz amplifier, and Quantum18 BLE 1.8GHz line extender. Distribution partner Digicomm International supports the project with immediate product availability and logistics.
Applied Optoelectronics (NASDAQ: AAOI) announced inducement equity awards to two new employees on May 4, 2026. The Compensation Committee granted awards covering 299 shares under the Applied Optoelectronics 2023 Equity Inducement Plan.
The awards are restricted stock units that vest over a four-year period, subject to continued service and the plan and award agreement terms.
Applied Optoelectronics (NASDAQ: AAOI) reported Q1 2026 results: GAAP revenue $151.1M, GAAP gross margin 29.1%, and GAAP net loss $14.3M ($0.19/share).
The company completed first volume 800G shipments, exited Q1 with nearly 100,000 units/month 800G capacity and projects Q2 revenue of $180M–$198M with non-GAAP gross margin 29%–30%.
Applied Optoelectronics (NASDAQ: AAOI) will present at the Needham Technology, Media & Consumer Conference on May 13, 2026 in a fireside chat format. The presentation by Stefan Murry, CFO and Chief Strategy Officer, starts at 8:45 a.m. ET. A recording will be posted on the investor relations site.
Applied Optoelectronics (NASDAQ: AAOI) received a $20,852,518 Texas Semiconductor Innovation Fund grant to support a manufacturing expansion in Sugar Land, Texas.
AOI will occupy an additional 210,000 sq ft adjacent to its headquarters, aim to establish one of the largest U.S. AI-focused transceiver production capacities, and create >500 new jobs.
Applied Optoelectronics (NASDAQ: AAOI) announced on April 17, 2026 that it will expand its Houston-area footprint to roughly 900,000 square feet by adding two adjacent buildings in Pearland, Texas, adding about 388,000 sq ft of manufacturing capacity.
The company said this builds on existing U.S. operations (a 210,000-square-foot facility under development, 135,000 sq ft in operation, and a recently leased 154,000-square-foot building). AOI expects capacity to reach production of up to 700,000 800G and 1.6T transceivers per month in the Houston area and to expand laser fabrication capacity by ~350% by end of 2027.
Applied Optoelectronics (NASDAQ: AAOI) will release first quarter 2026 financial results on May 7, 2026 and will host a conference call and live webcast the same day at 4:30 p.m. ET / 3:30 p.m. CT.
Dial-in details, webcast access at the investor relations site, and replay timing through May 14, 2026 are provided for investors and analysts.
Applied Optoelectronics (NASDAQ: AAOI) said it received a new $71 million order for 800G single‑mode data center transceivers from a major hyperscale customer, bringing that customer’s total orders to $124 million since mid‑March and more than doubling existing backlog.
According to the company, product qualification must occur before deliveries; the initial order (more than $53 million) and the additional order are expected to begin shipping in Q2, with the initial order completed in Q3 and the new order delivered by year‑end. The company also shipped the first 10,000 units to another hyperscale customer.
Applied Optoelectronics (NASDAQ: AAOI) said it received a new volume order for 800G single‑mode data center transceivers from a major hyperscale customer, totaling more than $53 million. Shipments are expected to begin in Q2 2026 and complete by mid‑Q3 2026 after product qualifications.
AOI said the order supports GPU cluster buildup and follows last week’s announcement of 1.6Tb orders from the same customer, indicating continued hyperscale demand for higher‑bandwidth optics.
Applied Optoelectronics (NASDAQ: AAOI) will demonstrate its AI datacenter optics at OFC 2026 in Los Angeles, highlighting a 25dBm ultra-high power ELSFP (400mW CW) as a foundation for CPO/NPO architectures and a live 6.4T OBO demo. The company also announced plans for a 210,000 sq ft U.S. manufacturing facility near Sugar Land, Texas, aimed at scaling transceiver production for AI-focused datacenters. AOI will exhibit transceivers from 100G to 1.6T and host an investor session on March 17 at 4:00 p.m. PT with a live webcast and replay available.