secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2026-08-06T20:13:01+00:00
Accession:  0001683168-26-006055
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/0001683168-26-006055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-006055

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