Core Viewpoint - Applied Optoelectronics Inc. (NASDAQ:AAOI) has experienced significant stock performance, reaching a nine-year high as investors prepare for its upcoming earnings report for Q4 and full-year 2025 [1]. Financial Performance Expectations - For Q4 2025, the company anticipates revenues between $125 million and $140 million, representing an implied growth of 24.6% to 39.6% compared to $100.3 million in Q4 2024 [3]. - The company expects to incur a non-GAAP net loss ranging from $2.8 million to $9 million, translating to a loss per share of $0.04 to $0.13 based on approximately 70.3 million shares outstanding [3]. - Non-GAAP gross margin is projected to be between 29% and 31% [3]. Upcoming Events - The company will release its financial results after market close on Thursday, February 26, followed by an investor call to discuss the results [2]. - An investor session is scheduled for March 17, 2026, during the Optical Fiber Communication Conference and Exhibition in Los Angeles, where Chief Finance and Strategy Officer Stefan Murry will present [4].

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Recent Events - The company plans to hold a conference call on February 26, 2026, to discuss the financial performance and future outlook for the fourth quarter and full year of fiscal year 2025 [1] - The company aims to achieve a multi-customer breakthrough for its 800G products in 2026, increasing monthly production capacity from approximately 100,000 units at the end of 2025 to 200,000 units by mid-2026 [1] - Demand for 1.6T transceivers is expected to emerge in the second half of 2026, with the company already having production capabilities in place [1] - A new factory in Sugar Land, covering 210,000 square feet, is scheduled to commence operations in mid-2026 to support capacity expansion [1] - The company plans to launch node products and QuantumLink software tools in 2026, focusing on expanding the secondary operator market in its cable television business [1] Strategic Focus - The events reflect the company's strategic positioning in the AI data center and cable network upgrade sectors [1]

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that AOI management will host an investor session in conjunction with the Optical Fiber Communication Conference and Exhibition (OFC) in Los Angeles, California. Event: AOI OFC Investor SessionDate: Tuesday, March 17th, 2026Time: 4:00 p.m. Pacific time / 6:00 p.m. Central timePresenter: Stefan Mu ...

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference: Event: Raymond James & Associates’ 47th Annual Institutional Investors ConferenceDate: Tuesday, March 3rd, 2026Time: 9:15 a.m. Eastern time / 8:15 a.m. Central timePresenter: Stefan Murry, Chief Financial Officer a ...

Core Insights - Applied Optoelectronics, Inc. (AOI) has commenced construction on a new 210,000 square foot manufacturing facility in Sugar Land, Texas, which is a significant milestone for the company [1][2] - The company plans to increase its investment in the facility and headquarters from $150 million to potentially $300 million by the end of next year, aiming to create 500 local jobs related to automated production lines [2] Company Overview - AOI is a leading developer and manufacturer of advanced optical and Hybrid Fiber-Coax (HFC) networking products, serving tier-one customers in cloud computing, CATV broadband, telecom, and FTTH markets [5] - The company has R&D facilities in Atlanta, GA, and manufacturing facilities in Sugar Land, TX, Taipei, Taiwan, and Ningbo, China [5] Strategic Importance - The expansion project is intended to support the growing needs of the AI and datacenter industry, positioning AOI as one of the largest domestic suppliers of optical transceivers [2] - Texas is recognized for its leadership in AI, which aligns with AOI's strategic goals for growth and expansion in the region [2] Community Engagement - The groundbreaking ceremony was attended by local officials, including the Mayor of Sugar Land, highlighting the community's support for AOI's expansion plans [2]

Group 1 - The stock price of Applied Optoelectronics (AAOI) has shown strong performance, becoming a focal point in the AI computing power sector, with a recent price of $48.32, a 21.10% increase over the past five days, and a year-to-date increase of 38.61% [1] - The stock's rise is notable against the backdrop of a 0.51% increase in the telecommunications sector, indicating robust market activity and interest in AI computing and hardware sectors, including optical communications [1] Group 2 - The integration of artificial intelligence and optoelectronic technology continues to attract attention, highlighted by a recent event in Hangzhou discussing the collaboration between optical technology and AI computing power [2] - The event emphasized the critical role of optoelectronic technology in addressing bandwidth and power consumption challenges, showcasing the potential for innovation in the sector [2] - Financing activity in the optical communication field is vibrant, as evidenced by Zhilian Technology's completion of angel round financing focused on optical switching chip development, which may indirectly benefit related companies in the industry [2]

Core Viewpoint - The stock price of Applied Optoelectronics (AAOI) has shown significant activity, with a notable increase in value and trading volume, indicating strong market interest in the company amidst a broader sector decline [1] Group 1: Stock Performance - As of February 10, the latest stock price for AAOI is $48.49, reflecting a daily increase of 1.21% [1] - Over the past five days, the cumulative increase in stock price is 5.14%, and the year-to-date increase stands at 39.10% [1] - The trading volume reached 4.3523 million shares, with a total transaction value of approximately $213 million, and the stock experienced a volatility of 6.41% [1] Group 2: Market Context - The telecommunications sector, to which AAOI belongs, has seen a decline of 0.41% during the same period, highlighting AAOI's relative strength [1] - Market analysis indicates that AI computing power and hardware sectors, including optical communications, are current market hotspots with strong logical momentum [1]

Core Insights - By 2026, global computing infrastructure will enter a "connection is king" era, driven by the limitations of traditional copper cables and the necessity for optical solutions to meet the demands of AI clusters [3][5][6] - Companies like LITE, COHR, and AAOI are leveraging vertical integration and strategic focus to transition from component pricing to system premium, aiming to eliminate energy consumption and latency [3][6][20] - Unlike the supply bubble of 2000, the 2026 infrastructure is driven by demand, with a shift in investment logic focusing on connection efficiency rather than raw computing power [3][28] Group 1: Physical Limits and Optical Solutions - The physical limitations of copper cables become apparent as signal rates reach 1.6T, leading to significant energy loss and heat accumulation in large AI clusters [9][10] - Optical technology is no longer an option but a necessity, with AI architects prioritizing connection density over raw computing power [11][12] - The share of connection components in total capital expenditure for data centers has surged from 15% to over 30% in three years [12] Group 2: Key Technologies and Innovations - Silicon photonics has crossed the 50% market share threshold in optical transceivers, becoming a critical weapon for cost reduction and production efficiency [14][15] - CPO technology aims to reduce energy demands by integrating optical engines directly with GPU or switch chips, potentially lowering energy needs by 50%-65% [16][17] - LPO technology offers a transitional solution for companies seeking cost-effective options without immediately switching to expensive CPO systems [18][19] Group 3: Competitive Landscape - LITE has transformed from a component supplier to a system provider, with 60% of its revenue linked to AI infrastructure and a revenue growth rate of 65% [23] - COHR is focusing on dual development in AI communication and power semiconductors, having divested non-core assets to concentrate on AI data centers [24] - AAOI, benefiting from deep ties with Microsoft and a flexible LPO approach, is positioned as a strong competitor in the mid-market segment [25] Group 4: Historical Context and Future Outlook - The current market dynamics differ fundamentally from the 2000 bubble, as the 2026 scenario is characterized by demand-driven infrastructure rather than supply chasing demand [28] - Investment focus is shifting from who has the strongest computing power to who can connect the most computing power with the least energy consumption [30]

Core Viewpoint - Applied Optoelectronics, Inc. (AOI) is set to release its financial results for the fourth quarter and full year ended December 31, 2025, on February 26, 2026, indicating a focus on transparency and communication with investors [1]. Group 1: Financial Results Announcement - AOI will announce its financial results for Q4 and full year 2025 on February 26, 2026 [1]. - A conference call and webcast will be held on the same day at 4:30 p.m. Eastern Time to discuss the results and outlook for Q1 2026 [2]. - The call can be accessed by dialing 844-890-1794 [2]. Group 2: Webcast and Replay Information - A live audio webcast of the conference call will be available on the company's Investor Relations website [3]. - An archived version of the webcast will be accessible for one year following the event [3]. - A telephonic replay of the call will be available one hour after the call until March 5, 2026 [3]. Group 3: Company Overview - AOI is a leading developer and manufacturer of advanced optical and HFC networking products, essential for AI datacenters, CATV, and broadband fiber access networks globally [4]. - The company supplies critical infrastructure to tier-one customers in cloud computing, CATV broadband, telecom, and FTTH markets [4]. - AOI has R&D facilities in Atlanta, and manufacturing facilities in Sugar Land, TX, Taipei, Taiwan, and Ningbo, China [4].