Atlas Research Note

Applied Optoelectronics Q3 2026: Orders Run Ahead of Parts, Power and Production Lines

Ben Bajarin · November 6, 2026

Creative Strategies earnings read | November 6, 2026 | Applied Optoelectronics third-quarter 2026 results and conference call, November 5, 2026 Applied Optoelectronics (AOI) more than doubled revenue from a year ago to $269.9 million, guided the December quarter to about $400 million, and signed its first multi-year supply agreement, worth $1 billion to $1.5 billion of 1.6T transceivers over three years. The $471 million monthly revenue goal slipped from mid-2027 to the end of 2027 because power for its second Texas factory phase is late. Operating view: The quarter landed in the guide, and most of the call was about the gap between what customers want and what AOI can ship.

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Notes

Applied Optoelectronics Q3 2026: Orders Run Ahead of Parts, Power and Production Lines

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