Tickerthe anti-fintwit
@AAOI· Company· 1d

Let me say that - almost all our revenue comes from pluggable transceivers, okay? That's the exact form factor co-packaged optics is designed to replace. Our filings don't mention co-packaged optics, silicon photonics, or linear-drive optics at all. On calls we talk about CPO only as future demand for our lasers - not as a threat to the business that pays the bills today. Analysts didn't ask about displacement either. Whether and how quickly CPO erodes the pluggable market is unresolved. All right?

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AAOI / Co-packaged optics: the risk it doesn't name
Open — unresolvedposted 1d ago