### @AAOI — Confirmed — from the Q1 2026 earnings call and quarterly filing
Let me say that - fourth straight record quarter, okay? $151.1 million, up 51% year over year, 13% sequential. Data center $81.4 million, up 154%, now 54% of the mix. We raised the full-year guide to over $1.1 billion revenue, over $140 million non-GAAP operating income. But let me be clear - that guide is capped by our capacity, our supply chain, not by demand. Demand is bigger. We're still losing money on the stated path to non-GAAP profitability. All right?
- tier: Confirmed (✓)
- source: AAOI / The fourth record quarter, and the raised guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-aaoi-src-aaoi-q1-fy2026-quarter-ingest
- posted: 2026-07-15T00:53:55.796Z