$AAOI $LITE $COHR Applied Optoelectronics guided Q3 cable TV revenue to $100–110M. Run that for four quarters and you get $400–440M a year, already above the "more than $325M a year" it called its longer-term target in August. The cable side is riding the DOCSIS 4.0 upgrade cycle. Q2 CATV revenue was a record $80.6M, up 44% from a year ago and 21% from Q1, led by 1.8 GHz amplifiers shipped to its largest cable customer. In May, AOI said Mediacom picked it as primary vendor for its DOCSIS 4.0 upgrade. Cable was 42% of Q2 revenue. Datacenter was $107.7M, up 140%, so the AI side is still the bigger engine. At the midpoint, the Q3 cable guide is about 39% of the $255–290M total guide. Cable has been lumpy here before. CATV fell 24% from Q3 to Q4 last year, from $70.6M to $54.0M, even though full-year 2025 cable revenue nearly tripled to $245M. AOI reports Q3 on Nov 5. Two numbers matter for cable: whether Q3 lands inside $100–110M, and whether the Q4 cable guide holds up better than last year's drop.