8-K current report · filed Aug 6, 2026

APPLIED OPTOELECTRONICS, INC. (AAOI) 8-K Current Report: August 6, 2026

Item 2.02Item EX-99.1AAOI overview

Short answer

APPLIED OPTOELECTRONICS, INC. (AAOI) filed an 8-K current report with the SEC on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). No operating results or financial figures provided in the submitted 2.02 excerpt.

APPLIED OPTOELECTRONICS, INC. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • No operating results or financial figures provided in the submitted 2.02 excerpt
  • Excerpt contains only standard Exchange Act liability language, limiting investor-useful information

Item EX-99.1 · Exhibit EX-99.1

  • Q2 revenue $191.9M, up from $103.0M, led by Datacenter revenue $107.7M versus $44.8M
  • Non-GAAP net income $5.5M, or $0.06 per diluted share, versus $8.8M loss in Q2 2025
  • GAAP net loss widened to $22.8M, reflecting $16.1M of listed adjustments to non-GAAP earnings
  • 800G product volume more than doubled sequentially, while demand is expected to exceed production capacity through mid-2027
  • Q3 revenue guidance $255M–$290M and non-GAAP EPS $0.11–$0.26, implying continued sequential growth and profitability

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