Applied Optoelectronics Q1 revenue $151.1M, net loss widens to $14.3M

APPLIED OPTOELECTRONICS, INC.

2026-Q1 EPS reported -$0.19 vs consensus -$0.05 ▼ miss (-283.8%)

Q1 GAAP revenue $151.1M, +51% YoY from $99.9M; GAAP net loss $14.3M vs $9.2M loss YoY.
GAAP EPS loss $0.19; non-GAAP EPS loss $0.07 vs $0.02 loss YoY.
First volume shipment of 800G transceivers to a hyperscale customer; total 800G capacity ~100k units/month.
Houston-area footprint nearly doubled via acquisitions and leases to support growth.
Management expects strong volume ramp of 800G starting Q2, significant growth from Q3.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

APPLIED OPTOELECTRONICS, INC. reported first quarter ended March 31, 2026 results: revenue GAAP revenue was $151.1 million, net income GAAP net loss was $14.3 million, or $0.19 per basic share.

Period: first quarter ended March 31, 2026
Revenue: GAAP revenue was $151.1 million
Net income: GAAP net loss was $14.3 million, or $0.19 per basic share
Result: reported results

Exact text from the filing

ability to execute on our ambitious growth plans, while ensuring reliability, quality, and a dedication to excellence.” First Quarter 2026 Financial Summary · GAAP revenue was $151.1 million, compared with $99.9 million in the first quarter of 2025 and $134.3 million in the fourth quarter of 2025. · GAAP gross margin was 29.1%, compared with 30.6% in the first

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Source: SEC EDGAR

accession 0001683168-26-003562

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