Filing Flows › Applied Optoelectronics (AAOI) › Q3 2026 › vs Q3 2025
Applied Optoelectronics (AAOI) Q3 2026 vs Q3 2025 (year over year)
Applied Optoelectronics's revenue rose $151M (+127%) from $119M in Q3 2025 to $270M in Q3 2026. The biggest changes: Data Center +$112M (+254%); CATV +$40.3M (+57%); Telecom −$1.0M (-27%).
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 Q3 2025, the increases inside each band.
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Data Center | $156M | $43.9M | $112M | +254% |
| CATV | $111M | $70.6M | $40.3M | +57% |
| Telecom | $2.7M | $3.7M | −$1.0M | -27% |
| Revenue | $270M | $119M | $151M | +127% |
| Other income, net | $10.1M | $251K | $9.8M | 40× |
| Costs & expenses | $280M | $137M | $143M | +105% |
| Operating costs | $271M | $137M | $134M | +98% |
| Income tax | $2.4M | $0 | $2.4M | — |
| Net earnings | $6.3M | −$17.9M | $24.2M | — |
| Cost of revenue | $194M | $85.4M | $108M | +127% |
| Research & development | $38.1M | $21.3M | $16.8M | +79% |
| Sales & marketing | $7.9M | $9.9M | −$2.0M | -20% |
| General & admin | $31.6M | $20.3M | $11.3M | +56% |
| Operating cash sources | $29.6M | $21.0M | $8.6M | +41% |
| Depreciation & amortization | $14.7M | $7.4M | $7.4M | +100% |
| Share-based compensation | $5.7M | $3.1M | $2.6M | +82% |
| Cash used in operations | $2.9M | $28.5M | −$25.6M | -90% |
| Working capital & other | $29.6M | $21.0M | $8.6M | +41% |
Questions
How much did Applied Optoelectronics's revenue grow year over year in Q3 2026?
Applied Optoelectronics's revenue rose $151M (+127%) from $119M in Q3 2025 to $270M in Q3 2026.
What drove Applied Optoelectronics's revenue change in Q3 2026?
Data Center +$112M (+254%); CATV +$40.3M (+57%); Telecom −$1.0M (-27%).