Applied Optoelectronics delivered its fifth consecutive quarter of record revenue, totaling $191.9 million, and achieved a significant milestone by returning to non-GAAP profitability. The results were bolstered by a robust volume ramp in high-speed data center products and the adoption of next-generation cable television networking hardware.
Key Highlights
- Datacenter revenue surged 140% year-over-year to $107.7 million, driven by demand for high-speed optical transceivers.
- Volume for 800G products more than doubled sequentially, though management notes demand continues to outpace production capacity.
- Manufacturing capacity for 800G and 1.6Tb products is on track to reach 650,000 units per month by the end of 2026, up from current levels.