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AAOI Semiconductors & Related Devices / AAOI, Nasdaq

Applied Optoelectronics, Inc. revenue $191.92M, quarter ended Jun 30, 2026

Applied Optoelectronics, Inc. reported $191.92M of revenue in the quarter ended Jun 30, 2026, +86.4% on the quarter ended Jun 30, 2025. Across the six months ended Jun 30, 2026, $343.07M, +69.2% on the six months ended Jun 30, 2025.

Quarterly revenue, quarter ended Jun 30, 2026 $191.92M

+86.4% year over year +$88.97M against $102.95M for the quarter ended Jun 30, 2025

Six months ended Jun 30, 2026 $343.07M +69.2% JMM's sum of the 2 contiguous quarters below, 181 days end to end, each one accession-linked. Measured against the $202.81M of the six months ended Jun 30, 2025.

Every AAOI quarter JMM stores, on a real time axis

Open SEC company facts
0.0 0.1 0.1 0.1 0.2 USD bn +86.4% year over year 0% Year over year +145.5% +137.9% +82.1% +51.4% +86.4% 20242025 Period ended Jun 30, 2026
Quarterly revenue, 8 stored SEC reporting periods, US dollars. Bars sit on a real time axis and are as wide as the period they report, so a quarter the stored set does not hold reads as a gap rather than as a step. The lower band is empty for a period whose year-ago quarter is not in the stored set.

Which quarters built the six months ended Jun 30, 2026, and which carried the change

Six months ended Jun 30, 2026 $343.1M +$140.3M
$151.1M quarter ended Mar 31 $191.9M quarter ended Jun 30
Six months ended Jun 30, 2025 $202.8M
$99.9M quarter ended Mar 31 $103.0M quarter ended Jun 30
  1. Quarter ended Mar 31, 2026 $151.1M against $99.9M for the quarter ended Mar 31, 2025 +$51.3M 37% of the change 10-Q
  2. Quarter ended Jun 30, 2026 $191.9M against $103.0M for the quarter ended Jun 30, 2025 +$89.0M 63% of the change 10-Q
Quarterly revenue for each quarter in the window, in US dollars, both bars drawn to one scale so the difference in length is the change. Every value is the figure tagged in the filing the row links to; the totals are JMM's sum of those quarters and the change is measured against the same 2 quarters one year earlier, not against the window before this one.

What the AAOI record says, and what to quote from it

Growth is speeding up, from +51.4% to +86.4%, and +145.5% for the quarter ended Mar 31, 2025 is still the high mark of this record.

The last 5 comparable prints run +145.5%, +137.9%, +82.1%, +51.4%, +86.4%, so the latest rate is 35.1 points above the one before it and the rate has risen at each of the last 1 step. Read the run rather than the last print: a single quarter's rate moves on the base it is measured against, and the base is a quarter of Applied Optoelectronics, Inc.'s trading a year earlier, not a smooth line.

The sequential step, +27.0% from the quarter ended Mar 31, 2026, is mostly this issuer's own seasonality, which is why it is not the headline here and not the headline anywhere serious.

These quarters do not close a fiscal year. SEC builds its quarterly frames from the values a filer tags, and most filers tag no standalone fourth quarter: it is reported inside the annual filing as part of the year. Six months ended Jun 30, 2026 is the largest total they genuinely close, and it is the second figure above. The annual report in AAOI's filing history carries the year as Applied Optoelectronics, Inc. reports it.

Machine Noticed: 2 things the scan flagged in the AAOI filing record

Scan of Aug 13, 2026, 01:17 UTC

  1. APPLIED OPTOELECTRONICS, INC. revenue moved +27.0% from the quarter ended Mar 31, 2026 to the quarter ended Jun 30, 2026. The same transition a year earlier moved +3.1%, so this one is stronger by +23.9 percentage points.

    Revenue seasonal divergence detector 1.1.0 5 records, 2 source documents

    Show the arithmetic, step by step
    StepOperationInputsResult
    current move change against the earlier value, in percent
    • $191,922,000value, companies
    • $151,144,000value, companies
    		+26.98%
    prior year move change against the earlier value, in percent
    • $102,952,000value, companies
    • $99,859,000value, companies
    		+3.10%
    divergence difference
    • 26.98 percentage pointsfrom step current move
    • 3.1 percentage pointsfrom step prior year move
    		+23.88 pp

  2. APPLIED OPTOELECTRONICS, INC. revenue changed +86.4% year over year in the quarter ended Jun 30, 2026, -17.8 percentage points against the +104.2% it averaged over the 4 prior quarters this projection can compare.

    Revenue growth shift detector 1.1.0 9 records, 2 source documents

    Show the arithmetic, step by step
    StepOperationInputsResult
    yoy now change against the earlier value, in percent
    • $191,922,000value, companies
    • $102,952,000value, companies
    		+86.42%
    yoy prior1 change against the earlier value, in percent
    • $99,859,000value, companies
    • $40,673,000value, companies
    		+145.52%
    yoy prior2 change against the earlier value, in percent
    • $102,952,000value, companies
    • $43,270,000value, companies
    		+137.93%
    yoy prior3 change against the earlier value, in percent
    • $118,630,000value, companies
    • $65,151,000value, companies
    		+82.08%
    yoy prior4 change against the earlier value, in percent
    • $151,144,000value, companies
    • $99,859,000value, companies
    		+51.36%
    prior mean mean
    • 145.52%from step yoy prior1
    • 137.93%from step yoy prior2
    • 82.08%from step yoy prior3
    • 51.36%from step yoy prior4
    		+104.22%
    shift difference
    • 86.42 percentage pointsfrom step yoy now
    • 104.22 percentage pointsfrom step prior mean
    		-17.80 pp
    window quarters count
    • $99,859,000value, companies
    • $102,952,000value, companies
    • $118,630,000value, companies
    • $151,144,000value, companies
    		4 records
See everything the scan flagged today
Legal identity

AAOI has filed under one earlier name

Name on fileFromUntil
APPLIED OPTOELECTRONICS INC

From the issuer's own SEC submissions record. The CIK does not change when the name does, so every filing made under a name above sits in the same filing history as the ones made today, and a search for the old name is a search for this company.

AAOI quarterly revenue, filing by filing

All AAOI filings
Period ended Quarterly revenue Year over year Filed Evidence
10-Q $191.9M +86.4% vs $103.0M, period ended Jun 30, 2025 Open filing
10-Q $151.1M +51.4% vs $99.9M, period ended Mar 31, 2025 Open filing
10-Q $118.6M +82.1% vs $65.2M, period ended Sep 30, 2024 Open filing
10-Q $103.0M +137.9% vs $43.3M, period ended Jun 30, 2024 Open filing
10-Q $99.9M +145.5% vs $40.7M, period ended Mar 31, 2024 Open filing
10-Q $65.2M Not stored no quarter one year earlier in the stored set Open filing
10-Q $43.3M Not stored no quarter one year earlier in the stored set Open filing
10-Q $40.7M Not stored no quarter one year earlier in the stored set Open filing
Period endedJun 30, 202610-Q, filed Aug 6, 2026 Quarterly revenue$191.9M Year over year +86.4% vs $103.0M, period ended Jun 30, 2025 Open filing Period endedMar 31, 202610-Q, filed May 7, 2026 Quarterly revenue$151.1M Year over year +51.4% vs $99.9M, period ended Mar 31, 2025 Open filing Period endedSep 30, 202510-Q, filed Nov 6, 2025 Quarterly revenue$118.6M Year over year +82.1% vs $65.2M, period ended Sep 30, 2024 Open filing Period endedJun 30, 202510-Q, filed Aug 6, 2026 Quarterly revenue$103.0M Year over year +137.9% vs $43.3M, period ended Jun 30, 2024 Open filing Period endedMar 31, 202510-Q, filed May 7, 2026 Quarterly revenue$99.9M Year over year +145.5% vs $40.7M, period ended Mar 31, 2024 Open filing Period endedSep 30, 202410-Q, filed Nov 6, 2025 Quarterly revenue$65.2M Year over year Not stored no quarter one year earlier in the stored set Open filing Period endedJun 30, 202410-Q, filed Aug 7, 2025 Quarterly revenue$43.3M Year over year Not stored no quarter one year earlier in the stored set Open filing Period endedMar 31, 202410-Q, filed May 8, 2025 Quarterly revenue$40.7M Year over year Not stored no quarter one year earlier in the stored set Open filing

Every row is the SEC concept RevenueFromContractWithCustomerExcludingAssessedTax, read from the SEC company facts API by the JMM collector, checked Aug 9, 2026. The change column is year over year and names the exact period it was measured against, because these periods are not contiguous: a change against whichever row happens to sit below would compare quarters up to three years apart. Earlier rows carry the accession SEC attributes the value to, which can be a later filing that restated the period, so only the most recent row's 37-day gap is a reporting delay.

AAOI against every other Semiconductors & Related Devices filer JMM covers

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Each issuer's latest stored quarter, in USD, for every filer JMM covers under SEC SIC 3674. Fiscal calendars differ, so these periods end on different dates: the bars compare scale, not a shared quarter. Coverage is JMM's, not the classification's, so this is not the whole industry.

Continue from the Applied Optoelectronics, Inc. record

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