Earnings call briefThird-quarter 2026
Applied Optoelectronics expects Q4 data center revenue somewhat below earlier outlook
Applied Optoelectronics expects fourth-quarter data center revenue of $270 million to $300 million, somewhat below its earlier view, citing a customer shift to 1.6 terabit products.
GetSignal Applied Optoelectronics AAOI
Applied Optoelectronics said on its third-quarter call that it expects fourth-quarter data center revenue of $270 million to $300 million, somewhat below its previous outlook, because a long-term agreement customer shifted orders from 800G to 1.6 terabit products more quickly.
Chief Financial Officer and Chief Strategy Officer Stefan Murry said the company lacks enough 1.6 terabit raw materials to fully meet fourth-quarter demand.
Quotes from the call
“We expect our fourth quarter data center revenue to be between $270 million and $300 million, representing 281% year-over-year growth at the midpoint.”
Key facts from the call
- Fourth-quarter data center revenue outlook
- $270 million to $300 million
- Long-term agreement revenue outlook, June 2026 to May 2029
- $1 billion to $1.5 billion, subject to certain conditions including the company's ability to supply, and could vary significantly with customer demand
- Capacity by end of 2027 outlook
- More than 1 million units per month of 800G and 1.6 terabit products, up from a previous 930,000 units per month
- Revenue run rate goal
- $471 million per month, achievable toward the end of 2027, after Phase II is delayed by several months
Source: Applied Optoelectronics' third-quarter 2026 earnings call, November 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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