Applied Optoelectronics, Inc. revenue by segment AAOI

Annual Quarterly

Applied Optoelectronics, Inc. splits its revenue into 4 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Data Center at $155.6 million, 58% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 30, 2026	Q3 FY2026 Sep 30, 2026	Q2 FY2026 Jun 30, 2026	Q1 FY2026 Mar 31, 2026	Q4 FY2025 Dec 31, 2025	Q3 FY2025 Sep 30, 2025	Q2 FY2025 Jun 30, 2025	Q1 FY2025 Mar 31, 2025	Q4 FY2024 Dec 31, 2024
Revenue	747	270	192	151	134	119	103	100	100
Data Center	—	156 +254.2% share 57.7%	108 +140.4% share 56.1%	81 +154.0% share 53.9%	75 +69.2% share 55.8%	44 share 37.0%	45 share 43.5%	32 share 32.1%	44 share 44.1%
CATV	—	111 +57.0% share 41.1%	81 +43.8% share 42.0%	67 +3.6% share 44.2%	54 +3.4% share 40.2%	71 share 59.5%	56 share 54.4%	65 share 64.6%	52 share 52.1%
Telecom	—	3 -27.1% share 1.0%	3 +75.8% share 1.8%	3 -12.9% share 1.7%	5 +44.6% share 3.8%	4 share 3.2%	2 share 1.9%	3 share 2.9%	4 share 3.5%
Product And Service Other	—	1 +88.0% share 0.2%	0 +34.2% share 0.1%	0 -8.6% share 0.2%	—	0 share 0.3%	0 share 0.2%	0 share 0.4%	0 share 0.3%

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Semiconductors & Related Devices (SIC 3674)
Listed as: AAOI (Nasdaq)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: Sugar Land, TX
SEC filer status: Large accelerated filer
SEC CIK: 1158114
Former names: APPLIED OPTOELECTRONICS INC (until Sep 18, 2012)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.