APPLIED OPTOELECTRONICS, INC. - 8-K Filing

Applied Optoelectronics reported Q1 2026 revenue of $151.1 million, up from $99.9 million in Q1 2025 and $134.3 million in Q4 2025. GAAP net loss was $14.3 million ($0.19 per share), compared to $9.2 million ($0.18 per share) in Q1 2025 and $2.0 million ($0.03 per share) in Q4 2025. The company expects Q2 2026 revenue between $180 million and $198 million and anticipates a volume ramp of 800G transceivers starting in Q2 with stronger growth expected in Q3. (Items: 2.02 and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t)

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