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Applied Optics (AAOI) Q3 2026 Earnings Call Transcript

Key PointsDatacenter sales more than tripled from a year ago, and next-quarter guidance points to another big jump.

AOI Sales Up 127%, Gross Margin Stuck at 28%: Rapid Earnings Reaction

In trading on Friday, semiconductors shares were relative laggards, down on the day by about 7.5%.  Helping drag down the group were shares of Intel, off about 29.3% and shares of Applied Optoelectronics down about 15.2% on the day.

Also lagging the market Friday are computers

Friday Sector Laggards: Semiconductors, Computers  

Key PointsApplied Optoelectronics stock dropped over 23% this week amid broader fears of slowing artificial intelligence infrastructure spending.

Why Applied Optoelectronics Stock Plummeted This Week

Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its third quarter ended September 30, 2026, on Thursday, November 5, 2026.

Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call

SonoTek (SOTK) delivered earnings and revenue surprises of -60.00% and -7.82%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

Sono-Tek Corporation (SOTK) Misses Q2 Earnings and Revenue Estimates

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Applied Optoelectronics, Inc. News