Applied Optoelectronics first quarter revenue jumps 51% to $151.1 million, fueled by a 154% surge in datacenter sales.

Applied Optoelectronics reported first quarter 2026 revenue of $151.1 million, a 51% increase year-over-year, alongside a non-GAAP net loss of $0.07 per share. Results were driven by significant growth in the datacenter segment, and the company provided strong guidance for the second quarter.

Key Highlights

• Datacenter revenue grew 154% year-over-year to $81.4 million, driven by accelerating AI-related demand.
• The company announced it completed its first volume shipment of 800G transceiver products to a large hyperscale customer during the quarter.
• Management guided for second quarter revenue in the range of $180 million to $198 million, representing 25% sequential growth at the midpoint.