Filing Flows › Applied Optoelectronics (AAOI) › How it makes money
How Applied Optoelectronics (AAOI) makes money
Applied Optoelectronics (AAOI) made $269M of revenue in the third quarter 2026 (Q3 2026), +128% from a year earlier. Data Center brought in $156M (58%); CATV brought in $111M (41%); Telecom brought in $2.7M (1%).
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Data Center | $156M | 57.8% | +45% | +254% |
| CATV | $111M | 41.2% | +38% | +57% |
| Telecom | $2.7M | 1.0% | -20% | -27% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $269M | 100.0% |
| Income tax | $2.4M | 0.9% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $270M | +128% |
| Q2 2026 | $192M | +86% |
From Applied Optoelectronics' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does Applied Optoelectronics make money?
Applied Optoelectronics (AAOI) made $269M of revenue in the third quarter 2026 (Q3 2026), +128% from a year earlier. Data Center brought in $156M (58%); CATV brought in $111M (41%); Telecom brought in $2.7M (1%).
What is Applied Optoelectronics' biggest business?
Data Center: $156M in the third quarter 2026, 58% of revenue, +254% from a year earlier.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.