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Applied Optoelectronics AAOI Telecom — Revenue

Other product segments

Data Center
$107.66M+140%
CATV
$80.58M+43.8%
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 telecom — revenue?
Applied Optoelectronics (AAOI) reported telecom — revenue of $3.41M in Q2 2026.
How has Applied Optoelectronics's telecom — revenue changed year-over-year?
Applied Optoelectronics's telecom — revenue increased by 75.8% year-over-year, from $1.94M to $3.41M.
What is the long-term trend for Applied Optoelectronics's telecom — revenue?
Over 4 years (2021 to 2025), Applied Optoelectronics's telecom — revenue has grown at a -4.1% compound annual growth rate (CAGR), from $16.25M to $13.73M.
What does telecom — revenue mean?
This metric represents the total gross revenue generated specifically from the telecommunications product segment, excluding any assessed taxes. It captures the direct financial contribution of fiber-optic networking products sold to telecommunications and fiber-to-the-home end markets. Tracking this revenue stream helps investors assess the company's market penetration and demand within the telecom infrastructure sector.

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