Short answer
APPLIED OPTOELECTRONICS, INC. (AAOI) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $151M (up 51.4% year over year) with net income of −$14M.
Q1 2026 key financials · XBRL
- Revenue
- $151M
- +51.4% YoY
- Net income
- −$14M
- −55.7% YoY
- Operating margin
- -8.6%
- Gross margin
- 29.1%
- EPS (diluted)
- −$0.19
- −5.6% YoY
Source: XBRL data from the APPLIED OPTOELECTRONICS, INC. (AAOI) Q1 2026 10-Q on SEC EDGAR. USD.
APPLIED OPTOELECTRONICS, INC. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $151.1M, up 51.4% YoY from $99.9M, driven by data center demand
- Data Center strongest segment at $81.4M, up 154.0%; FTTH and Other weakest at $0.3M, down 8.6%
- Gross margin 29.1% vs 30.6% YoY; net loss $14.3M vs $9.2M
- Cash, equivalents and restricted cash $449.4M; operating cash outflow $85.4M vs $50.9M
- ATM raised $382.6M net; outlook supported by demand, with tariff, supply-chain and geopolitical risks തുടര
Risk Factors
- No material risk-factor changes as of March 31, 2026 versus December 31, 2025 10-K
- Carried-forward investment risk: common stock involves a high degree of risk
- No newly triggered regulatory, legal, operational, competitive, market, or financial risk disclosed
- Insider trading-plan activity: potential sales of 55,329 and 72,000 shares through March 1 and June 18, 2027
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other APPLIED OPTOELECTRONICS, INC. quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.