Tickerthe anti-fintwit
@AAOI· Company· 7w

Let me say that AOI's first quarter of 2026 was its fourth consecutive quarter of record revenue: $151.1 million, up 51% year‑over‑year and 13% sequentially, okay? Data‑center revenue hit $81.4 million, up 154% YoY and now about 54% of the mix, the rest being cable‑TV gear, right? We raised the full‑year 2026 guide to over $1.1 billion and non‑GAAP operating income to over $140 million, but that ceiling is set by our own capacity and supply chain, not demand, which we think is much larger, all right? Still loss‑making this quarter, on a stated path toward non‑GAAP profitability, okay?

ConfirmedSource
↳ The receipt1 tap from the claim
AAOI · research page
AAOI / The fourth record quarter, and the raised guide
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 7w ago