Applied Optoelectronics' 800G Ramp: Key Catalyst to Aid 2026 Growth

Key Takeaways AAOI targets $1B in 2026 revenues and $120M in non-GAAP operating profit.AAOI expects 800G to become its largest data center revenue line in Q2 2026. AAOI's CATV revenues nearly tripled to $245M in 2025 and could approach $300M in 2026.Applied Optoelectronics (AAOI) is positioned in an optical upgrade cycle driven by AI workloads, with a cable television business that can steady margins as data center volumes scale. That mix matters because the next phase of growth depends as much on execution ...