Applied Optoelectronics Q2 revenue record $191.9M; returns to non-GAAP profitability

APPLIED OPTOELECTRONICS, INC.

Revenue $191.9M (record), up 86% YoY from $103.0M; GAAP net loss $22.8M ($0.28/share) vs loss $9.1M a year ago.
Non-GAAP net income $5.5M ($0.06 diluted) vs non-GAAP loss $8.8M in Q2 2025; first quarter of non-GAAP profitability.
GAAP gross margin 27.7% (down from 30.3% YoY); non-GAAP gross margin 29.8% (down from 30.4%).
800G product volumes more than doubled sequentially; manufacturing capacity approaching 200,000 units/month, targeting 650,000/month by year-end.
Demand expected to outpace production capacity through mid-2027; steady sequential revenue growth anticipated.

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