WOLF(@WOLF_Financial):APPLIED OPTOELECTRONICS $AAOI JUST REPORTED Q3 EARNINGS - Revenue: $269.9M, beating expectations of $268M 🟢 - Adj EPS: $0.17, beating expectations of $0.14 🟢 - Non-GAAP Gross Margin: 28.7% - Datacenter: $155.6M (+254% YoY) Q4 Guidance: - Revenue: $385M-$420M, below expectations of $427M 🔴 - Adj EPS: $0.48-$0.63, in line with expectations of $0.56 🟡 - Non-GAAP Gross Margin: 29.5%-31% Key Updates: - Record revenue: sixth consecutive quarter - Manufacturing capacity: approaching 330,000 units/month (over 500,000 800G and 1.6 Tb pieces/month by end-2026; over 1 million by end-2027)

2026.11.05 21:11

APPLIED OPTOELECTRONICS $AAOI JUST REPORTED Q3 EARNINGS - Revenue: $269.9M, beating expectations of $268M 🟢 - Adj EPS: $0.17, beating expectations of $0.14 🟢 - Non-GAAP Gross Margin: 28.7% - Datacenter: $155.6M (+254% YoY) Q4 Guidance: - Revenue: $385M-$420M, below expectations of $427M 🔴 - Adj EPS: $0.48-$0.63, in line with expectations of $0.56 🟡 - Non-GAAP Gross Margin: 29.5%-31% Key Updates: - Record revenue: sixth consecutive quarter - Manufacturing capacity: approaching 330,000 units/month (over 500,000 800G and 1.6 Tb pieces/month by end-2026; over 1 million by end-2027)