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Just reported
Q3 2026 results
From Applied Optoelectronics's results release of 5 de novembro de 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 269,9M
+127% y/y
+41% q/qGuided
US$ 272,5M
midpoint
Within guide-1,0%EPS, GAAP
Actual
US$ 0,07
Guided
—
No guide given
Operating income, GAAP
Actual
-US$ 1,4M
Guided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$ 385M – US$ 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.
The full earnings report →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 $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise CompanyUS$ 64,1BA
LITELumentum Holdings Inc.US$ 54,1BA
UIUbiquiti Inc.US$ 40,5BA+
CIENCiena CorpUS$ 39,8BA+
ZBRAZebra Technologies CorporationUS$ 15,3BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 de out. de 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A- UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- Data-center products, including optical transceivers55%
- CATV products and equipment43%
- Telecom products2%
As participações na receita são estimativas para six months ended June 30, 2026, não números de um relatório oficial.
Concorre com
- COHRCoherent CorporationD
- Tamanho
- US$ 43B
- Margem
- 12,2%
- 300502Eoptolink Technology Inc., Ltd.
- 6088Foxconn Interconnect Technology Ltd.
- 300308InnoLight Technology (Suzhou) Ltd.
- INTCIntel CorporationB
- Tamanho
- US$ 317,1B
- Margem
- -20,1%
- LITELumentum Holdings Inc.A
- Tamanho
- US$ 54,1B
- Margem
- -175,8%
O que vende6
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.
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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.
Quem compra5
- 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.
Mostrar mais 2
- 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.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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.
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a 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.
- Sede
- Sugar Land, Texas
- Fundada em
- 1997 (year incorporated, high confidence)
- Funcionários
- 4,691 (December 31, 2025, high)
- Listada em
- Nasdaq Global Market
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de Applied Optoelectronics, Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.
