---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000841703.md"
description: "$Applied Optoelectronics(AAOI.US): “Q2 was a pivotal quarter for AOI. We delivered record revenue for our fifth consecutive quarter and achieved an important milestone as we returned to non-GAAP profitability in the quarter. Further, we saw a strong volume ramp of our 800G products, which more than doubled sequentially,” said Dr. Thompson Lin, AOI’s Founder, President and Chief Executive Officer. “Strong demand for high-speed optics alongside high-volume adoption of our 1.8 GHz CATV products generated powerful results during the quarter. We continue to see robust customer engagement around our 800G transceivers and 1.6 Tb products, and we forecast that demand will continue to outpace our production capacity through mid-2027. We continue to believe the fundamental drivers of long-term demand for our business remain robust and we are uniquely positioned as a key supplier to the AI, cloud infrastructure, and CATV markets.”“We’re pleased to deliver second quarter results that were in line with or better than our expectations,” said Dr. Stefan Murry, AOI’s Chief Financial Officer and Chief Strategy Officer. “During Q2, we continued to make solid progress on our production capacity ramp, particularly for our 800G and 1.6Tb products. We have a total manufacturing capacity approaching 200,000 units per month and continue to expect by the end of this year that we will be capable of producing around 650,000 pieces of 800G and 1.6 Tb products per month. We’re working hard to expand our capacity, and we continue to anticipate steady sequential revenue growth this year.”"
datetime: "2026-08-06T20:23:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000841703.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000841703.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000841703.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# $Applied Optoelectronics(AAOI.US): “Q2 was a pivot…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**