AOI

Applied Optoelectronics, Inc. | NASDAQ: AAOI | Optical Transceivers and HFC Networking

[AOI @AppliedOpto]

The SCTE Gateway Chapter Vendor Day 2026 in Chesterfield, MO did not disappoint!
From meaningful conversations to great connections, it's clear why this community is so special. Thank you to all who stopped by, and see you again next year!

[AOI @AppliedOpto]

800G is now the working assumption for AI infrastructure builds. The real question is how to time the move to 1.6T. AOI's Simon Ximen on supply chain risk, OSFP form factor consolidation, and why optical qualification needs to run parallel to GPU procurement, not after it.
https://t.co/lGgrB56j52 $AAOI

[AOI @AppliedOpto]

400G. 800G. 1.6T. The AI networking stack isn't slowing down.
AOI's latest breaks down the optical technologies reshaping data center infrastructure: CPO, XPO, LPO/LRO, OCI fabrics, and 6.4T On-Board Optics.
https://t.co/iWHdevKbVR $AAOI

[AOI @AppliedOpto]

Cut truck rolls. Reduce OpEx. Go remote-first.
AOI's free eBook on smart amplifier remote management shows you how.
Download it here: https://t.co/D8mBb0boyi

[AOI @AppliedOpto]

Planning your DOCSIS 4.0 upgrade? AOI's free guide has you covered.
Download it here: https://t.co/uw1ZueLRp9

[AOI @AppliedOpto]

DOCSIS 4.0 is good for your network and your sustainability goals. Lower power, fewer truck rolls, smarter plant.
Read the blog: https://t.co/op9o71FDm6

[AOI @AppliedOpto]

Smarter outside plant starts with smarter remote management.
AOI joined Light Reading to share strategies for HFC reliability and reduced truck rolls.
Watch the webinar: https://t.co/aPAB8ernW8

[AOI @AppliedOpto]

Back in Buenos Aires for #SIT2026! This year we showcased both our HFC and optical product lines. Great conversations, great energy. Thanks @TelecomArgentina for hosting! See you next year! 🙌

[AOI @AppliedOpto]

We had a great time at the SCTE Alaska Chapter Vendor Day 2026 in Anchorage, Alaska!
Thank you for everyone who stopped by to say hi, and thank you to GCI for hosting us.
Until next year 👋

[AOI @AppliedOpto]

HFC outside plant is getting harder to manage by hand. AOI's Sahil Yadav on why remote amplifier management is no longer optional, and what modern platforms deliver: FOTA updates, AI diagnostics, LoRaWAN telemetry, and NOC-first troubleshooting.
https://t.co/KVLcmMSMPL

[AOI @AppliedOpto]

DOCSIS 4.0 takes an ecosystem. A closer look at how @MediacomCable, AOI, and Digicomm International are aligning smart amplifier technology, DAA architecture, and distribution logistics to bring gigabit-class broadband to nearly 1M homes.
See more: https://t.co/CmlP31XemQ $AAOI

[AOI @AppliedOpto]

AOI is working with @MediacomCable to accelerate its DOCSIS 4.0 network upgrade, deploying Quantum18™ smart amps and QuantumLink™ software to help bring faster, more reliable broadband to ~1M homes across 22 states in 2026.
See more: https://t.co/HXFXK9Iwst $AAOI

[AOI @AppliedOpto]

AI can cut truck rolls, catch issues early, and reduce OpEx for cable operators.
AOI breaks down how in this blog: https://t.co/4fLCooBsn6

[AOI @AppliedOpto]

@neon___glow We encourage you to contact our IR team. You can find their contact information at https://t.co/iW6iIlkxZR

[AOI @AppliedOpto]

AOI delivers another standout quarter — marking our fourth consecutive quarter of record revenue.

Q1 2026 highlights:

• Total revenue reached $151.1M, up 51% YoY and 13% Q-Q

• Data center revenue surged to $81.4M, increasing 154% YoY and 9% Q-Q

• CATV revenue grew to $66.8M, up 4% YoY and 24% Q-Q

These results reflect continued momentum across our business and strong demand in key growth markets.

Read the full earnings news here: https://t.co/GYdJQ6TT9W

#AOI #Earnings #DataCenter #CATV #Growth #TechIndustry #QuarterlyResults

[AOI @AppliedOpto]

$AAOI reports Q1 2026 financial results today at 4:30 p.m. ET.
Watch the webcast here: https://t.co/KDkHZSz6tg

[AOI @AppliedOpto]

AI-driven network monitoring is here. AOI's QuantumLink platform brings automated alerts and real-time diagnostics to HFC operations.
Read the blog: https://t.co/c6MO6VdgfM

[AOI @AppliedOpto]

Remote firmware. Remote diagnostics. Remote control. QuantumLink puts your entire HFC plant at your fingertips.
Watch the overview. https://t.co/R2yMNrmWah

[AOI @AppliedOpto]

We exhibited & spoke at #TechSummit26 in Westminster, CO! Rafael Celedon joined the "6 GHz, Your Way" panel and our team was on the floor showcasing our latest HFC network solutions.
Thanks to everyone that stopped by!.

#CableLabsTechSummit #TechSummit26

[AOI @AppliedOpto]

Big news: $AAOI has been awarded a $20.9M TSIF grant to expand U.S. manufacturing in Sugar Land, TX. 210,000 sq. ft. of new space. 500+ new jobs. One of the largest U.S. capacity for AI datacenter transceivers. Built in Texas.
Read more: https://t.co/ocKVEIWTWM