P Equity Research 📰(@pequityresearch):Rosenblatt: "We believe each $1mn of InP substrates can support ~$30mn of transceiver sales, so the $194.4mn 2027 contract could underpin ~$5.8bn of annual transceiver revenue, or roughly 12mn modules at the ~$500 blended ASP implied by AAOI's 2027 revenue and capacity targets. Over the full five-year agreement, that implies ~$29bn of transceiver revenue at constant pricing." $AAOI

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P Equity Research 📰@pequityresearch

2026.11.04 01:05

Rosenblatt: "We believe each $1mn of InP substrates can support ~$30mn of transceiver sales, so the $194.4mn 2027 contract could underpin ~$5.8bn of annual transceiver revenue, or roughly 12mn modules at the ~$500 blended ASP implied by AAOI's 2027 revenue and capacity targets. Over the full five-year agreement, that implies ~$29bn of transceiver revenue at constant pricing." $AAOI