§ Companies / AAOI / Earnings

AAOI earnings

Applied Optoelectronics — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report August 06, 2026 consensus EPS 0.03

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 07, 2026	-0.07	-0.05	-42.9%
Feb 26, 2026	-0.01	-0.12	+91.7%
Nov 06, 2025	-0.09	-0.10	+10.0%
Aug 07, 2025	-0.16	-0.08	-100.0%

§ Research / every print, covered

AAOI Q1 FY2026: Revenue Miss, But Guidance and Expansion Plans Shine

AI Infrastructure Desk · RegardingSemi Engine · May 07, 2026

Despite a revenue miss and continued losses, Applied Optoelectronics (AAOI) delivered a mixed Q1 FY2026 earnings report that was overshadowed by strong forward guidance and ambitious expansion plans. The company's outlook for Q2 and beyond, coupled with its significant investments in capacity, suggests a positive trajectory despite near-term headwinds.

read the full report →

§ Latest call — key points

Sees Q2 revenue $180 million to $198 million.
Sees Q2 catv revenue $75 million to $80 million.
Sees Q3 revenue up 60% to 80% compared to Q2.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 7, 2026 2026 Q1 — Feb 26, 2026 2025 Q4 — Nov 7, 2025 2025 Q3 — Aug 9, 2025 2025 Q2 — May 8, 2025 2025 Q1 — Feb 26, 2025 2024 Q4 — Nov 7, 2024 2024 Q3 — Aug 6, 2024

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