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Applied Optoelectronics (AAOI)
NASDAQ:AAOI
Earnings Data
Report Date
Feb 19, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with record-breaking revenue primarily driven by the CATV segment, demonstrating the benefits of diversified revenue streams. However, there were challenges in the datacenter segment due to shipment delays, and operating expenses were higher than expected.Company Guidance
Record-Breaking Revenue
Achieved highest quarterly revenue in company history at $118.6 million, driven by a 15% sequential and 82% year-over-year increase.
Strong CATV Segment Performance
CATV segment revenue more than tripled year-over-year to $70.6 million, marking a 26% sequential increase due to high demand for 1.8GHz amplifier products.
Diversified Revenue Streams
Overall revenue increased by 15% sequentially and 82% year-over-year, demonstrating the advantage of diversified revenue streams despite challenges in the datacenter segment.
Progress in 800G Product Qualification
Near final stages of qualification with several customers for 800G products, expecting meaningful shipments in Q4.
U.S. Production Expansion
Signed lease for new facility in Sugar Land, Texas, supporting domestic production expansion goals.
Laser Production Capability
Expanded in-house laser manufacturing capability has prevented shortages affecting product delivery.
AAOI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AAOI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $29.10 | $28.57 | -1.82% |
Aug 07, 2025 | $22.33 | $21.59 | -3.31% |
May 08, 2025 | $14.76 | $14.67 | -0.61% |
Feb 26, 2025 | $25.19 | $24.04 | -4.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Applied Optoelectronics (AAOI) report earnings?
Applied Optoelectronics (AAOI) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).
What is Applied Optoelectronics (AAOI) earnings time?
Applied Optoelectronics (AAOI) earnings time is at Feb 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AAOI EPS forecast?
AAOI EPS forecast for the fiscal quarter 2025 (Q4) is -0.11.