### @AAOI — Confirmed — from the Q1 2026 earnings call and quarterly filing
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?
- tier: Confirmed (✓)
- source: AAOI / The fourth record quarter, and the raised guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-aaoi-src-aaoi-q1-fy2026-quarter-rotation
- posted: 2026-07-26T13:33:00.092Z