"Q4 revenue came in at $134.27M, beating the $132.22M estimate and representing 33.9% growth year-over-year. The bigger story was EPS: a loss of just $0.01 per share against an estimate of -$0.1084, a 90% beat that signals real operating leverage taking hold."
"Datacenter revenue hit $74.88M, up 69.2% year-over-year, and now represents over half of total quarterly revenue. Gross margin expanded to 31.2% from 28.7% a year ago. For the full year, AAOI posted record revenue of $455.71M, up 82.8%."
"If hyperscale demand and 800G ramps progress as expected, the company could be producing at a pace equivalent to $378 million in monthly revenue by mid-2027. If that level of production materializes, you are talking about an annualized run rate north of $4.5 billion. That would be roughly ten times the revenue AAOI just posted for the entire year."
Applied Optoelectronics (AAOI) reported Q4 2025 revenue of $134.27M, beating estimates by $2.05M with 33.9% year-over-year growth. The company achieved a near-breakeven EPS of -$0.01 versus an estimated -$0.1084 loss, representing a 90% beat. Datacenter revenue reached $74.88M, up 69.2% year-over-year and now comprising over half of quarterly revenue. Gross margins expanded to 31.2% from 28.7% year-over-year. Full-year 2025 revenue totaled $455.71M, up 82.8%. Management projects potential monthly production capacity of $378M by mid-2027, implying an annualized run rate exceeding $4.5 billion. Q1 2026 guidance ranges from $150M to $165M in revenue, representing approximately 17% sequential growth at midpoint.
Read at 24/7 Wall St.
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