$AAOI Q3 2026 recap The numbers that matter: • Revenue: $269.9M (+127% YoY, +41% QoQ) • Datacenter: $155.6M (+254% YoY) • 800G nearly 4x sequential -> $47.5M • 400G nearly doubled -> $93.4M • CATV record $110.9M • GAAP profit: $6.3M / $0.07 • Non-GAAP EPS: $0.17 (beat) Honestly this is still a very strong quarter. The 1.6T deal with the hyperscaler is the real story for me: $1B to $1.5B potential from just one customer and they’re already working on a second one that could be bigger. Demand is clearly accelerating and shifting to higher speeds faster than expected. Yes margins are still messy and there are some DSP and factory delays, but when the orders are this strong and the Q4 guide is this high, I care more about the trajectory than the short term noise.
Caesar CapitalShare
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