Applied Optoelectronics Reports Fifth Consecutive Quarter of Record Revenue

Applied Optoelectronics Inc. reported its fifth consecutive quarter of record revenue for the second quarter of 2026. The company achieved a return to non-GAAP profitability during this period.

CEO Thompson Lin stated that the company generated record revenue for the fifth straight quarter and reached the milestone of returning to non-GAAP profitability. For the third quarter, the company provided a revenue guidance range between $255 million and $290 million.

Lin noted that near-term revenue growth is currently limited by capacity constraints. These constraints are specifically associated with the ramp-up of the company's 800G products.