Unternehmen wird geladen
Just reported
Q3 2026 results
From Applied Optoelectronics's results release of 5. November 2026; its quarterly report has since been filed.
Revenue
Actual
269,9M $
+127 % y/y
+41 % q/qGuided
272,5M $
midpoint
Within guide-1,0 %EPS, GAAP
Actual
0,07 $
Guided
—
No guide given
Operating income, GAAP
Actual
-1,4M $
Guided
—
No guide given
Company outlook
Q4 2026
- Revenue385M $ – 420M $+200 % y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Applied Optoelectronics is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company66,7B $A
LITELumentum Holdings Inc.58,8B $A
CIENCiena Corp42B $A+
UIUbiquiti Inc.41,1B $A+
ZBRAZebra Technologies Corporation15,4B $A
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22. Okt. 2026BAGraded B, now A
IBMInternational Business Machines Corporation21. Okt. 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28. Okt. 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27. Okt. 2026BAGraded B, now A- UIUbiquiti Inc.6. Nov. 2026BAGraded B, now A
Womit das Unternehmen Geld verdient
- Data-center products, including optical transceivers55 %
- CATV products and equipment43 %
- Telecom products2 %
Die Umsatzanteile sind Schätzungen für six months ended June 30, 2026 und keine Zahlen aus einem eingereichten Bericht.
Konkurriert mit
- 300502Eoptolink Technology Inc., Ltd.
- 6088Foxconn Interconnect Technology Ltd.
- 300308InnoLight Technology (Suzhou) Ltd.
Was es verkauft6
Laser chips and laser devices
Light-producing semiconductor parts used in the company’s communications products; the company manufactures its laser chips in Sugar Land, Texas.
Optical components and laser subassemblies
Parts that house or combine lasers and other optical elements, and may include controls to manage the light signal.
Optical transceivers
Modules that transmit and receive data as light over fiber-optic cables, including in data centers, telecom networks, and FTTH networks.
3 weitere anzeigen
CATV transmitters
Equipment used at the cable network’s headend to send signals into the network.
CATV nodes and amplifiers
Network equipment that routes or boosts signals in cable television systems, including the coaxial-cable portion of a network.
Quantum Bandwidth-branded CATV equipment
The company’s branded cable-network equipment, sold directly to some cable network operators.
Wer es kauft5
- Hyperscale data-center operators, including Microsoft, buy optical transceivers directly or through equipment suppliers.
- Equipment suppliers serving data-center operators buy transceivers and other optical products for systems they provide to their customers.
- Cable television equipment makers buy components, modules, and network equipment; the company also sells some Quantum Bandwidth-branded equipment directly to cable network operators.
2 weitere anzeigen
- Telecom equipment makers and other transceiver manufacturers buy lasers, subassemblies, and transceivers for communications networks.
- For the six months ended June 30, 2026, Digicomm accounted for 42.8% of revenue (high confidence); the company identifies it as a key CATV customer.
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1Revenue is concentrated among a small number of customers: the top ten customers accounted for 99% of revenue (six months ended June 30, 2026, high confidence). Digicomm accounted for 42.8% of revenue (same period, high confidence) and 67.2% of accounts receivable (June 30, 2026, high confidence).
- 2The company makes its laser chips only at its Sugar Land, Texas facility, so production of those chips depends on that site.
- 3Manufacturing takes place in the United States, Taiwan, and China, and the company depends on a limited number of outside suppliers for some materials and components.
Was schiefgehen könnte
- 1A loss of, or a reduction in orders from, a key customer could affect revenue; sales are concentrated and customer orders are generally not covered by long-term purchase commitments.
- 2The company is expanding manufacturing capacity and spending on equipment and facilities while demand and customer delivery schedules can change; production problems or lower demand could leave capacity underused and affect results.
- 3Trade-policy changes, tariffs, export controls, or supply interruptions could raise costs or disrupt manufacturing and sales across the company’s operations in the United States, Taiwan, and China.
Über Applied Optoelectronics, Inc.
Applied Optoelectronics designs and manufactures lasers, optical components, transceivers, and network equipment. Its products help data centers and communications networks send information over fiber-optic cables; it also makes equipment for cable television (CATV) networks and fiber to the home (FTTH). It sells to data-center operators, equipment makers, and network operators, either directly or through sales partners.
- Hauptsitz
- Sugar Land, Texas
- Gegründet
- 1997 (year incorporated, high confidence)
- Beschäftigte
- 4,691 (December 31, 2025, high)
- Notiert an
- Nasdaq Global Market
- Geschäftsjahresende
- December 31
Gebaut aus den eigenen Einreichungen von Applied Optoelectronics, Inc. bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.
