---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38975079.md"
description: "$Applied Optoelectronics(AAOI.US) CEO Lin Zhixiang said on the earnings call: If the shipment of 800G products proceeds as planned, the company's monthly revenue could reach $378 million by mid-2027. $378 million × 12 = an annualized figure of approximately $4.5 billion. In contrast, AAOI's total revenue for the entire year of 2025 was $456 million. In other words, management is telling you: a year and a half from now, our monthly revenue will equal our previous annual revenue.Q4 slightly beat: Revenue of $134.3 million (QoQ +13%, YoY +34%, near the upper end of the guidance of $125-$140 million).Q1 slightly beat: Expected Q1 revenue of $150 million – $165 million (midpoint $158 million, YoY +58%, QoQ +17%).Significant beats in 26-27: Full-year 2026 revenue will exceed $1 billion; by mid-2027, monthly revenue from 100G/400G products will be about $90 million, 800G monthly revenue about $217 million, 1.6T monthly revenue about $71 million, and total monthly revenue from optical module products will be $378 million (annualized output value reaching $4.5 billion, a year-over-year increase of over 5x). With product mix optimization, the overall gross margin for optical modules is expected to potentially exceed 40% in 27Q4.In-house laser development: 27Q2 production capacity to increase 3-4x.Other: 3 cloud providers have initiated procurement/negotiations for high-speed optical modules;Plans to raise $250 million."
datetime: "2026-03-02T02:06:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38975079.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38975079.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38975079.md)
author: "[佩宁渊瑾财商成长系](https://longbridge.com/en/profiles/17154496.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38975079.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38975079.md)


# $Applied Optoelectronics(AAOI.US) CEO Lin Zhixiang…


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- [O-I Glass, Inc. (OI.US)](https://longbridge.com/en/quote/OI.US.md)
- [Applied Optoelectronics, Inc. (AAOI.US)](https://longbridge.com/en/quote/AAOI.US.md)

## Comments (4)

- **猫的名字叫奥利奥 · 2026-03-02T03:57:53.000Z**: Chinese?
  - **佩宁渊瑾财商成长系** (2026-03-02T17:00:19.000Z): Chinese, Taiwan. Hahaha, in the end, will AI battles all be among Chinese people? Interesting~
- **superwong · 2026-03-02T03:10:20.000Z**: Through which channels were these pieces of information obtained?
  - **佩宁渊瑾财商成长系** (2026-03-02T03:16:48.000Z): In the 21st century, these are all quite simple: individual perception/search/ability to judge. In the end, it's just a bit of luck.