Filing Flows › Applied Optoelectronics (AAOI) › Q2 2026 › vs Q2 2025
Applied Optoelectronics (AAOI) Q2 2026 vs Q2 2025 (year over year)
Applied Optoelectronics's revenue rose $89.0M (+86%) from $103M in Q2 2025 to $192M in Q2 2026. The biggest changes: Data Center +$62.9M (+140%); CATV +$24.6M (+44%); Telecom +$1.5M (+76%).
Applied Optoelectronics, Q2 2026: revenue $192M (+86% year over year), operating margin -12.9%, net loss $22.8M, operating cash flow $11.6M. The chart draws each line against Q2 2025, the increases inside each band.
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Data Center | $108M | $44.8M | $62.9M | +140% |
| CATV | $80.6M | $56.0M | $24.6M | +44% |
| Telecom | $3.4M | $1.9M | $1.5M | +76% |
| Product and Service, Other | $271K | $202K | $69K | +34% |
| Revenue | $192M | $103M | $89.0M | +86% |
| Other income, net | $3.2M | $6.9M | −$3.6M | -53% |
| Net loss | $22.8M | $9.1M | $13.7M | +150% |
| Costs & expenses | $218M | $119M | $99.0M | +83% |
| Operating costs | $217M | $119M | $97.7M | +82% |
| Income tax | $1.3M | $0 | $1.3M | — |
| Cost of revenue | $139M | $71.8M | $66.9M | +93% |
| Research & development | $34.9M | $20.6M | $14.3M | +69% |
| Sales & marketing | $11.5M | $8.1M | $3.4M | +41% |
| General & admin | $31.6M | $18.4M | $13.2M | +72% |
| Operating cash sources | $34.4M | −$56.4M | $90.7M | — |
| Depreciation & amortization | $10.5M | $6.4M | $4.1M | +64% |
| Share-based compensation | $4.9M | $3.2M | $1.7M | +54% |
| Working capital & other | $19.0M | −$65.9M | $84.9M | — |
| Net loss absorbed | $22.8M | $9.1M | $13.7M | +150% |
| Operating cash flow | $11.6M | −$65.5M | $77.0M | — |
Questions
How much did Applied Optoelectronics's revenue grow year over year in Q2 2026?
Applied Optoelectronics's revenue rose $89.0M (+86%) from $103M in Q2 2025 to $192M in Q2 2026.
What drove Applied Optoelectronics's revenue change in Q2 2026?
Data Center +$62.9M (+140%); CATV +$24.6M (+44%); Telecom +$1.5M (+76%).