Short answer
APPLIED OPTOELECTRONICS, INC. (AAOI) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $192M (up 86.4% year over year) with net income of −$23M.
Q2 2026 key financials · XBRL
- Revenue
- $192M
- +86.4% YoY · +27.0% QoQ
- Net income
- −$23M
- −150.4% YoY · −59.5% QoQ
- Operating margin
- -12.9%
- Gross margin
- 27.7%
- EPS (diluted)
- −$0.28
- −75.0% YoY · −47.4% QoQ
Source: XBRL data from the APPLIED OPTOELECTRONICS, INC. (AAOI) Q2 2026 10-Q on SEC EDGAR. USD.
APPLIED OPTOELECTRONICS, INC. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $191.9M, up 86.4% YoY from $103.0M, driven by data center and CATV products
- Data Center best-performing segment at $107.7M, up 140.4% YoY; FTTH and Other lowest at $0.3M, up 34.2%
- Gross margin 27.7% vs 30.3% YoY; operating margin (12.9)% vs (15.5)% YoY
- Cash, cash equivalents and restricted cash $508.8M; $106.5M unused borrowing capacity
- First ATM Offering raised approximately $490M from 4.8M shares; tariff and trade-policy uncertainty remain headwinds
Risk Factors
- No material risk-factor changes as of June 30, 2026 versus December 31, 2025 10-K
- Convertible debt exposure: $75 thousand of 2.75% 2030 Notes converted into 1,731 shares
- Equity dilution risk: CEO trading plans cover potential sales of 224,000 shares
- Financing risk: Global Technology credit line agreement with Shanghai Pudong Development Bank dated June 11, 2026
- Operational expansion risk: three new Hightower facility leases executed May 8, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other APPLIED OPTOELECTRONICS, INC. quarterly reports
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