Filing Flows › Applied Optoelectronics (AAOI) › Q3 2026 › vs Q2 2026
Applied Optoelectronics (AAOI) Q3 2026 vs Q2 2026 (quarter over quarter)
Applied Optoelectronics's revenue rose $78.0M (+41%) from $192M in Q2 2026 to $270M in Q3 2026. The biggest changes: Data Center +$47.9M (+45%); CATV +$30.3M (+38%); Telecom −$684K (-20%).
Applied Optoelectronics, Q3 2026: revenue $270M (+128% year over year), operating margin -0.5%, net earnings $6.3M, operating cash flow −$2.9M. The chart draws each line against Q2 2026, the increases inside each band.
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Data Center | $156M | $108M | $47.9M | +45% |
| CATV | $111M | $80.6M | $30.3M | +38% |
| Telecom | $2.7M | $3.4M | −$684K | -20% |
| Revenue | $270M | $192M | $78.0M | +41% |
| Other income, net | $10.1M | $3.2M | $6.9M | +212% |
| Costs & expenses | $280M | $218M | $62.0M | +28% |
| Operating costs | $271M | $217M | $54.7M | +25% |
| Income tax | $2.4M | $1.3M | $1.1M | +83% |
| Net earnings | $6.3M | −$22.8M | $29.1M | — |
| Cost of revenue | $194M | $139M | $55.0M | +40% |
| Research & development | $38.1M | $34.9M | $3.2M | +9% |
| Sales & marketing | $7.9M | $11.5M | −$3.6M | -31% |
| General & admin | $31.6M | $31.6M | $40K | +0.1% |
| Operating cash sources | $29.6M | −$19.0M | $48.6M | — |
| Depreciation & amortization | $14.7M | $10.5M | $4.2M | +40% |
| Share-based compensation | $5.7M | $4.9M | $822K | +17% |
| Cash used in operations | $2.9M | −$11.6M | $14.4M | — |
| Working capital & other | $29.6M | −$19.0M | $48.6M | — |
Questions
How much did Applied Optoelectronics's revenue grow quarter over quarter in Q3 2026?
Applied Optoelectronics's revenue rose $78.0M (+41%) from $192M in Q2 2026 to $270M in Q3 2026.
What drove Applied Optoelectronics's revenue change in Q3 2026?
Data Center +$47.9M (+45%); CATV +$30.3M (+38%); Telecom −$684K (-20%).