Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.

Applied Optoelectronics (AAOI) forecasts revenue between $150 million and $165 million for the first quarter of 2026, above analyst expectations. The company expects a non-GAAP net loss of 9 cents per share at worst, with potential to break even. Revenue rose 34% year over year to $134.3 million, with demand for 800G products from Amazon and Oracle expected to be main revenue contributors. Management highlighted strength across CATV and datacenter businesses, with expanding gross margins. The company also reported an adjusted fourth-quarter loss of 1 cent per share. Applied Optoelectronics has filed for a common stock offering of up to $250 million.