Applied Optoelectronics revenue jumps 127.5% to $269.9 million in Q3

Nov 7, 2026 10:55 (2d ago)

Applied Optoelectronics reported third-quarter revenue of $269.9 million, up 127.5% year over year.
Data-center sales increased 254%, while orders exceeded production capacity through 2027.
Applied Optoelectronics disclosed a $400 million to $450 million backlog and signed a conditional hyperscaler deal.

Applied Optoelectronics reported a 127.5% year-over-year revenue increase in the third quarter to $269.9 million, describing record growth driven by demand for high-speed data-center transceivers linked to artificial intelligence. Data-center sales rose 254%, while the company faced product-transition challenges and disclosed an order backlog valued at $400 million to $450 million. Orders now exceed production capacity through 2027, and the company signed a conditional deal with a hyperscaler whose potential value was not fully stated in the supplied report.