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Other product segments

Data Center
$107.66M+140%
Telecom
$3.41M+75.8%
Ftth And Other
$1.21M-43.6%

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Other financials

Income statement

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Revenue$191.9M+86.4%
Gross profit$15.9M-21.1%
Operating income-$16.5M-147%
Net income-$22.8M-150%
EPS (diluted)-$0.42-55.6%

Balance sheet

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Cash & equivalents$499.7M+672%
Total debt$135.4M+200%
Total equity$1.7B+292%
Total assets$2.3B+189%

Cash flow

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Operating cash flow-$85.4M-67.6%
CapEx$276.9M+987%
Free cash flow-$265.3M-192%

Valuation

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Market cap$10.32B+691%
Enterprise value$9.95B+675%
P/S17.3×+13.8×

Profitability

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Gross margin22.7%
Operating margin-24.5%
Net margin-9.6%-4.2pp
FCF margin-99.4%+99.3pp

Returns & leverage

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Return on equity-5.4%-2.6pp
Debt / equity0.1×0.0×
Current ratio2.8×+0.7×

Where this comes from

Reported directly by Applied Optoelectronics in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Applied Optoelectronics’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001437749-26-026278
Line itemThree months ended June 30, 2026Three months ended June 30, / % of / RevenueThree months ended June 30, 2025Three months ended June 30, / % of / Revenue
Data Center$107,66256.1%$44,79143.5%
CATV80,57842.0%56,01954.4%
Telecom3,4111.8%1,9401.9%
Other2710.1%2020.2%
Total Revenue$191,922100.0%$102,952100.0%

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FAQ

What is Applied Optoelectronics's CATV — revenue?
Applied Optoelectronics (AAOI) reported CATV — revenue of $80.58M in Q2 2026.
How has Applied Optoelectronics's CATV — revenue changed year-over-year?
Applied Optoelectronics's CATV — revenue increased by 43.8% year-over-year, from $56.02M to $80.58M.
What is the long-term trend for Applied Optoelectronics's CATV — revenue?
Over 4 years (2021 to 2025), Applied Optoelectronics's CATV — revenue has grown at a 27.0% compound annual growth rate (CAGR), from $94.3M to $245.12M.
What does CATV — revenue mean?
This metric represents the total net sales generated specifically from the Cable Television (CATV) product segment, excluding any assessed taxes. It measures the market demand for the company's fiber-optic networking solutions tailored for cable television infrastructure providers. Tracking this revenue stream helps investors understand the company's performance in the broadband and cable operator end-market.

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