所以核心就是光模块得_老虎社区_美港股上老虎

所以核心就是光模块得涨价才扩大生产，不然慢慢卖

Applied Optoelectronics Says It Could Sell More—If It Could Make More<blockquote>应用光电公司表示，如果能赚得更多，就能卖出更多</blockquote>

Applied Optoelectronics (AAOI) reports Q2 beat on surging AI transceiver demand and raises Q3 outlook. Get the full earnings breakdown!

Applied Optoelectronics Says It Could Sell More—If It Could Make More<blockquote>应用光电公司表示，如果能赚得更多，就能卖出更多</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":594294267306832,"tweetId":"594294267306832","gmtCreate":1786109533282,"gmtModify":1786109535131,"author":{"id":3448365245482888,"idStr":"3448365245482888","authorId":3448365245482888,"authorIdStr":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>所以核心就是光模块得涨价才扩大生产，不然慢慢卖</p></body></html>","htmlText":"<html><head></head><body><p>所以核心就是光模块得涨价才扩大生产，不然慢慢卖</p></body></html>","text":"所以核心就是光模块得涨价才扩大生产，不然慢慢卖","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/594294267306832","repostId":2657645246,"repostType":2,"repost":{"id":"2657645246","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786106425,"share":"https://www.laohunote.com/m/news/2657645246?lang=zh_CN&edition=full","pubTime":"2026-08-07 20:40","market":"us","language":"en","title":"Applied Optoelectronics Says It Could Sell More—If It Could Make More<blockquote>应用光电公司表示，如果能赚得更多，就能卖出更多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2657645246","media":"Benzinga Earnings","summary":"Applied Optoelectronics (AAOI) reports Q2 beat on surging AI transceiver demand and raises Q3 outlook. Get the full earnings breakdown!","content":"<p><html><body><strong><a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics Inc.</a></strong> (NASDAQ:AAOI) shares surged in premarket trading Friday after the company reported second-quarter results that topped Wall Street estimates, issued strong third-quarter guidance and said demand for its AI networking products is expected to outpace production capacity through mid-2027.</p><p><blockquote><html><body><strong><a href=\"https://laohu8.com/S/AAOI\">应用光电公司。</a></strong>（纳斯达克股票代码：AAOI）周五盘前交易中股价飙升，此前该公司公布的第二季度业绩超出华尔街预期，发布了强劲的第三季度指引，并表示到 2027 年中期，对其人工智能网络产品的需求预计将超过产能。</body></html></blockquote></p><p> During the earnings call, management said Applied Optoelectronics could generate even more revenue if it had enough manufacturing capacity to meet customer demand. </p><p><blockquote>在财报看涨期权上，管理层表示，如果应用光电有足够的制造能力来满足客户需求，它可以产生更多的收入。</blockquote></p><p> Executives said demand for AI networking products remains so strong that near-term sales are “bounded almost entirely by production capacity and key component availability,” adding that forecast demand is expected to exceed production capacity through mid-2027. </p><p><blockquote>高管们表示，对人工智能网络产品的需求仍然非常强劲，以至于近期销售 “几乎完全受到产能和关键部件可用性的限制”，并补充说，预计到 2027 年中期，需求将超过产能。</blockquote></p><p> The company also reiterated that its projected 2026 revenue of about $1.1 billion is constrained by supply and manufacturing capacity, not by market demand.</p><p><blockquote>该公司还重申，其2026年约11亿美元的预计收入受到供应和制造能力的限制，而不是市场需求。</blockquote></p><p> <h2>Earnings Snapshot</h2> Applied Optoelectronics reported second-quarter revenue of $191.9 million, topping the analyst consensus estimate of $190.5 million, according to Benzinga Pro.</p><p><blockquote><h2>盈利快照</h2>根据 Benzinga Pro 的数据，应用光电公司公布第二季度营收为 1.919 亿美元，高于分析师普遍预期的 1.905 亿美元。</blockquote></p><p> Revenue increased 86% year over year and 27% from the previous quarter. The result exceeded expectations and fell within the company’s guidance range of $180 million to $198 million.</p><p><blockquote>收入同比增长 86%，比上一季度增长 27%。结果超出了预期，落在公司 1.8 亿至 1.98 亿美元的指导范围内。</blockquote></p><p> The company posted its fifth consecutive quarter of record revenue, driven by continued strength in its data center and CATV businesses.</p><p><blockquote>在数据中心和有线电视业务持续强劲的推动下，该公司连续第五个季度实现创纪录的收入。</blockquote></p><p> Adjusted earnings came in at 6 cents per share, beating analyst estimates of 1 cent per share.</p><p><blockquote>调整后每股收益为 6 美分，超过分析师预期的每股 1 美分。</blockquote></p><p> Adjusted gross margin was 29.8%, compared with 30.4% a year earlier, in line with the company’s guidance of 29% to 30%.</p><p><blockquote>调整后毛利率为 29.8%，去年同期为 30.4%，符合公司 29% 至 30% 的指导。</blockquote></p><p> Applied Optoelectronics ended the quarter with $508.8 million in cash, cash equivalents, short-term investments and restricted cash.</p><p><blockquote>应用光电公司本季度末拥有 5.088 亿美元现金、现金等价物、短期投资和受限制现金。</blockquote></p><p> <h2>AI Demand Drives Data Center Growth</h2> The company continued to benefit from robust AI infrastructure spending, particularly for its 800G and 1.6-terabit optical transceivers.</p><p><blockquote><h2>人工智能需求推动数据中心增长</h2>该公司继续受益于强劲的人工智能基础设施支出，特别是其 800G 和 1.6 太比特光收发器。</blockquote></p><p> Data center revenue climbed to $107.7 million, accounting for 56% of total revenue. The segment grew 140.4% year over year and 32.3% sequentially.</p><p><blockquote>数据中心收入攀升至1.077亿美元，占总收入的56%。该部门同比增长 140.4%，环比增长 32.3%。</blockquote></p><p> Revenue from 800G products reached $12.8 million, representing 11.9% of data center sales. Sales increased more than tenfold from a year ago and more than doubled from the prior quarter.</p><p><blockquote>800G产品的收入达到1280万美元，占数据中心销售额的11.9%。销售额比一年前增长了十倍以上，比上一季度增长了一倍多。</blockquote></p><p> Revenue from 400G products totaled $48.4 million, or 45% of data center revenue. Sales increased more than fourfold year over year and 27.4% sequentially.</p><p><blockquote>400G产品的收入总计4840万美元，占数据中心收入的45%。销售额同比增长四倍多，环比增长27.4%。</blockquote></p><p> Management expects 800G revenue to increase nearly fivefold sequentially in the third quarter. However, growth remains constrained by manufacturing capacity and component availability.</p><p><blockquote>管理层预计第三季度 800G 收入将环比增长近五倍。然而，增长仍然受到制造能力和零部件可用性的限制。</blockquote></p><p> The company also expects one customer to account for more than 10% of third-quarter revenue, driven by shipments of 800G and 1.6-terabit optical products.</p><p><blockquote>该公司还预计，在 800G 和 1.6 太比特光学产品出货量的推动下，一家客户将占第三季度收入的 10% 以上。</blockquote></p><p> Management said customer demand for 800G and 1.6-terabit optical modules is expected to exceed production capacity through at least mid-2027.</p><p><blockquote>管理层表示，客户对 800G 和 1.6 太比特光模块的需求预计至少到 2027 年中期将超过产能。</blockquote></p><p> <div>  <strong> Read Also:  Applied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware </strong> </p><p><blockquote><div><strong>另请阅读：拟议禁止中国人工智能硬件后，应用光电股价上涨</strong></div></blockquote></p><p> </div> <h2>Manufacturing Expansion Underway</h2> To meet growing AI demand, Applied Optoelectronics is expanding production capacity.</p><p><blockquote><h2>制造扩张正在进行中</h2>为了满足不断增长的人工智能需求，应用光电正在扩大产能。</blockquote></p><p> Monthly manufacturing capacity is approaching 200,000 units, up from nearly 100,000 units at the end of the first quarter.</p><p><blockquote>月产能接近20万台，高于一季度末的近10万台。</blockquote></p><p> The company expects capacity to exceed 650,000 units per month by the end of 2026 and over 930,000 units per month by the end of 2027.</p><p><blockquote>该公司预计到 2026 年底产能将超过每月 65 万台，到 2027 年底产能将超过每月 93 万台。</blockquote></p><p> A new production facility will focus on 800G and 1.6-terabit transceivers, while additional facilities in Pearland and Houston are scheduled to begin operations in early 2027.</p><p><blockquote>新的生产设施将专注于 800G 和 1.6 太比特收发器，而位于 Pearland 和休斯顿的其他设施计划于 2027 年初开始运营。</blockquote></p><p> Management said the expansion is expected to make Applied Optoelectronics the largest U.S.-based manufacturer of AI-focused data center transceivers.</p><p><blockquote>管理层表示，此次扩张预计将使应用光电公司成为美国最大的人工智能数据中心收发器制造商。</blockquote></p><p> <h2>Outlook</h2> Applied Optoelectronics expects third-quarter revenue of $255 million to $290 million, compared with the analyst consensus estimate of $278.3 million. At the midpoint, the guidance implies approximately 130% year-over-year growth.</p><p><blockquote><h2>世界观</h2>应用光电预计第三季度营收为 2.55 亿美元至 2.9 亿美元，而分析师普遍预期为 2.783 亿美元。在中点，该指导意味着同比增长约 130%。</blockquote></p><p> The company forecast adjusted third-quarter earnings of 11 cents to 26 cents per share, compared with analyst estimates of 28 cents per share.</p><p><blockquote>该公司预测将第三季度每股收益调整为 11 美分至 26 美分，而分析师预期为每股 28 美分。</blockquote></p><p> Management said it expects to remain profitable on a non-GAAP basis throughout 2026 as production capacity expands.</p><p><blockquote>管理层表示，随着产能的扩大，预计 2026 年全年在非 GAAP 基础上将保持盈利。</blockquote></p><p> For the full year, Applied Optoelectronics expects revenue of about $1.1 billion, with growth constrained primarily by manufacturing expansion and component availability rather than customer demand.</p><p><blockquote>Applied Optoelectronics 预计全年收入约为 11 亿美元，增长主要受到制造扩张和组件可用性而不是客户需求的限制。</blockquote></p><p> <strong>AAOI Price Action:</strong> Applied Optoelectronics shares were up 11.43% at $138.41 during premarket trading on Friday, according to Benzinga Pro data.</p><p><blockquote><strong>AAOI价格走势：</strong>Benzinga Pro 数据显示，周五盘前交易中，应用光电股价上涨 11.43%，至 138.41 美元。</blockquote></p><p> <em>Photo via Shutterstock </em></p><p><blockquote><em>照片来自 Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Optoelectronics Says It Could Sell More—If It Could Make More<blockquote>应用光电公司表示，如果能赚得更多，就能卖出更多</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Optoelectronics Says It Could Sell More—If It Could Make More<blockquote>应用光电公司表示，如果能赚得更多，就能卖出更多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2026-08-07 20:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong><a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics Inc.</a></strong> (NASDAQ:AAOI) shares surged in premarket trading Friday after the company reported second-quarter results that topped Wall Street estimates, issued strong third-quarter guidance and said demand for its AI networking products is expected to outpace production capacity through mid-2027.</p><p><blockquote><html><body><strong><a href=\"https://laohu8.com/S/AAOI\">应用光电公司。</a></strong>（纳斯达克股票代码：AAOI）周五盘前交易中股价飙升，此前该公司公布的第二季度业绩超出华尔街预期，发布了强劲的第三季度指引，并表示到 2027 年中期，对其人工智能网络产品的需求预计将超过产能。</body></html></blockquote></p><p> During the earnings call, management said Applied Optoelectronics could generate even more revenue if it had enough manufacturing capacity to meet customer demand. </p><p><blockquote>在财报看涨期权上，管理层表示，如果应用光电有足够的制造能力来满足客户需求，它可以产生更多的收入。</blockquote></p><p> Executives said demand for AI networking products remains so strong that near-term sales are “bounded almost entirely by production capacity and key component availability,” adding that forecast demand is expected to exceed production capacity through mid-2027. </p><p><blockquote>高管们表示，对人工智能网络产品的需求仍然非常强劲，以至于近期销售 “几乎完全受到产能和关键部件可用性的限制”，并补充说，预计到 2027 年中期，需求将超过产能。</blockquote></p><p> The company also reiterated that its projected 2026 revenue of about $1.1 billion is constrained by supply and manufacturing capacity, not by market demand.</p><p><blockquote>该公司还重申，其2026年约11亿美元的预计收入受到供应和制造能力的限制，而不是市场需求。</blockquote></p><p> <h2>Earnings Snapshot</h2> Applied Optoelectronics reported second-quarter revenue of $191.9 million, topping the analyst consensus estimate of $190.5 million, according to Benzinga Pro.</p><p><blockquote><h2>盈利快照</h2>根据 Benzinga Pro 的数据，应用光电公司公布第二季度营收为 1.919 亿美元，高于分析师普遍预期的 1.905 亿美元。</blockquote></p><p> Revenue increased 86% year over year and 27% from the previous quarter. The result exceeded expectations and fell within the company’s guidance range of $180 million to $198 million.</p><p><blockquote>收入同比增长 86%，比上一季度增长 27%。结果超出了预期，落在公司 1.8 亿至 1.98 亿美元的指导范围内。</blockquote></p><p> The company posted its fifth consecutive quarter of record revenue, driven by continued strength in its data center and CATV businesses.</p><p><blockquote>在数据中心和有线电视业务持续强劲的推动下，该公司连续第五个季度实现创纪录的收入。</blockquote></p><p> Adjusted earnings came in at 6 cents per share, beating analyst estimates of 1 cent per share.</p><p><blockquote>调整后每股收益为 6 美分，超过分析师预期的每股 1 美分。</blockquote></p><p> Adjusted gross margin was 29.8%, compared with 30.4% a year earlier, in line with the company’s guidance of 29% to 30%.</p><p><blockquote>调整后毛利率为 29.8%，去年同期为 30.4%，符合公司 29% 至 30% 的指导。</blockquote></p><p> Applied Optoelectronics ended the quarter with $508.8 million in cash, cash equivalents, short-term investments and restricted cash.</p><p><blockquote>应用光电公司本季度末拥有 5.088 亿美元现金、现金等价物、短期投资和受限制现金。</blockquote></p><p> <h2>AI Demand Drives Data Center Growth</h2> The company continued to benefit from robust AI infrastructure spending, particularly for its 800G and 1.6-terabit optical transceivers.</p><p><blockquote><h2>人工智能需求推动数据中心增长</h2>该公司继续受益于强劲的人工智能基础设施支出，特别是其 800G 和 1.6 太比特光收发器。</blockquote></p><p> Data center revenue climbed to $107.7 million, accounting for 56% of total revenue. The segment grew 140.4% year over year and 32.3% sequentially.</p><p><blockquote>数据中心收入攀升至1.077亿美元，占总收入的56%。该部门同比增长 140.4%，环比增长 32.3%。</blockquote></p><p> Revenue from 800G products reached $12.8 million, representing 11.9% of data center sales. Sales increased more than tenfold from a year ago and more than doubled from the prior quarter.</p><p><blockquote>800G产品的收入达到1280万美元，占数据中心销售额的11.9%。销售额比一年前增长了十倍以上，比上一季度增长了一倍多。</blockquote></p><p> Revenue from 400G products totaled $48.4 million, or 45% of data center revenue. Sales increased more than fourfold year over year and 27.4% sequentially.</p><p><blockquote>400G产品的收入总计4840万美元，占数据中心收入的45%。销售额同比增长四倍多，环比增长27.4%。</blockquote></p><p> Management expects 800G revenue to increase nearly fivefold sequentially in the third quarter. However, growth remains constrained by manufacturing capacity and component availability.</p><p><blockquote>管理层预计第三季度 800G 收入将环比增长近五倍。然而，增长仍然受到制造能力和零部件可用性的限制。</blockquote></p><p> The company also expects one customer to account for more than 10% of third-quarter revenue, driven by shipments of 800G and 1.6-terabit optical products.</p><p><blockquote>该公司还预计，在 800G 和 1.6 太比特光学产品出货量的推动下，一家客户将占第三季度收入的 10% 以上。</blockquote></p><p> Management said customer demand for 800G and 1.6-terabit optical modules is expected to exceed production capacity through at least mid-2027.</p><p><blockquote>管理层表示，客户对 800G 和 1.6 太比特光模块的需求预计至少到 2027 年中期将超过产能。</blockquote></p><p> <div>  <strong> Read Also:  Applied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware </strong> </p><p><blockquote><div><strong>另请阅读：拟议禁止中国人工智能硬件后，应用光电股价上涨</strong></div></blockquote></p><p> </div> <h2>Manufacturing Expansion Underway</h2> To meet growing AI demand, Applied Optoelectronics is expanding production capacity.</p><p><blockquote><h2>制造扩张正在进行中</h2>为了满足不断增长的人工智能需求，应用光电正在扩大产能。</blockquote></p><p> Monthly manufacturing capacity is approaching 200,000 units, up from nearly 100,000 units at the end of the first quarter.</p><p><blockquote>月产能接近20万台，高于一季度末的近10万台。</blockquote></p><p> The company expects capacity to exceed 650,000 units per month by the end of 2026 and over 930,000 units per month by the end of 2027.</p><p><blockquote>该公司预计到 2026 年底产能将超过每月 65 万台，到 2027 年底产能将超过每月 93 万台。</blockquote></p><p> A new production facility will focus on 800G and 1.6-terabit transceivers, while additional facilities in Pearland and Houston are scheduled to begin operations in early 2027.</p><p><blockquote>新的生产设施将专注于 800G 和 1.6 太比特收发器，而位于 Pearland 和休斯顿的其他设施计划于 2027 年初开始运营。</blockquote></p><p> Management said the expansion is expected to make Applied Optoelectronics the largest U.S.-based manufacturer of AI-focused data center transceivers.</p><p><blockquote>管理层表示，此次扩张预计将使应用光电公司成为美国最大的人工智能数据中心收发器制造商。</blockquote></p><p> <h2>Outlook</h2> Applied Optoelectronics expects third-quarter revenue of $255 million to $290 million, compared with the analyst consensus estimate of $278.3 million. At the midpoint, the guidance implies approximately 130% year-over-year growth.</p><p><blockquote><h2>世界观</h2>应用光电预计第三季度营收为 2.55 亿美元至 2.9 亿美元，而分析师普遍预期为 2.783 亿美元。在中点，该指导意味着同比增长约 130%。</blockquote></p><p> The company forecast adjusted third-quarter earnings of 11 cents to 26 cents per share, compared with analyst estimates of 28 cents per share.</p><p><blockquote>该公司预测将第三季度每股收益调整为 11 美分至 26 美分，而分析师预期为每股 28 美分。</blockquote></p><p> Management said it expects to remain profitable on a non-GAAP basis throughout 2026 as production capacity expands.</p><p><blockquote>管理层表示，随着产能的扩大，预计 2026 年全年在非 GAAP 基础上将保持盈利。</blockquote></p><p> For the full year, Applied Optoelectronics expects revenue of about $1.1 billion, with growth constrained primarily by manufacturing expansion and component availability rather than customer demand.</p><p><blockquote>Applied Optoelectronics 预计全年收入约为 11 亿美元，增长主要受到制造扩张和组件可用性而不是客户需求的限制。</blockquote></p><p> <strong>AAOI Price Action:</strong> Applied Optoelectronics shares were up 11.43% at $138.41 during premarket trading on Friday, according to Benzinga Pro data.</p><p><blockquote><strong>AAOI价格走势：</strong>Benzinga Pro 数据显示，周五盘前交易中，应用光电股价上涨 11.43%，至 138.41 美元。</blockquote></p><p> <em>Photo via Shutterstock </em></p><p><blockquote><em>照片来自 Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","XITK":"SPDR FactSet Innovative Technology ETF","AIPO":"Defiance AI and Power Infrastructure ETF","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","QTOC":"Innovator Growth Accelerated Plus ETF - October","AAOI":"Applied Optoelectronics Inc.","ARTY":"ISHARES FUTURE AI & TECH ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4020":"通信设备","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LAZR":"Tema Photonics & Optical ETF","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","AAOX":"Tradr 2x Long Aaoi Daily Etf","AGIX":"通用人工智能 ETF-AGIX","VTHR":"Vanguard Russell 3000 ETF"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/08/61036703/applied-optoelectronics-says-it-could-sell-more-if-it-could-make-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657645246","content_text":"Applied Optoelectronics Inc. (NASDAQ:AAOI) shares surged in premarket trading Friday after the company reported second-quarter results that topped Wall Street estimates, issued strong third-quarter guidance and said demand for its AI networking products is expected to outpace production capacity through mid-2027.\nDuring the earnings call, management said Applied Optoelectronics could generate even more revenue if it had enough manufacturing capacity to meet customer demand. \nExecutives said demand for AI networking products remains so strong that near-term sales are “bounded almost entirely by production capacity and key component availability,” adding that forecast demand is expected to exceed production capacity through mid-2027. \nThe company also reiterated that its projected 2026 revenue of about $1.1 billion is constrained by supply and manufacturing capacity, not by market demand.\nEarnings Snapshot\nApplied Optoelectronics reported second-quarter revenue of $191.9 million, topping the analyst consensus estimate of $190.5 million, according to Benzinga Pro.\nRevenue increased 86% year over year and 27% from the previous quarter. The result exceeded expectations and fell within the company’s guidance range of $180 million to $198 million.\nThe company posted its fifth consecutive quarter of record revenue, driven by continued strength in its data center and CATV businesses.\nAdjusted earnings came in at 6 cents per share, beating analyst estimates of 1 cent per share.\nAdjusted gross margin was 29.8%, compared with 30.4% a year earlier, in line with the company’s guidance of 29% to 30%.\nApplied Optoelectronics ended the quarter with $508.8 million in cash, cash equivalents, short-term investments and restricted cash.\nAI Demand Drives Data Center Growth\nThe company continued to benefit from robust AI infrastructure spending, particularly for its 800G and 1.6-terabit optical transceivers.\nData center revenue climbed to $107.7 million, accounting for 56% of total revenue. The segment grew 140.4% year over year and 32.3% sequentially.\nRevenue from 800G products reached $12.8 million, representing 11.9% of data center sales. Sales increased more than tenfold from a year ago and more than doubled from the prior quarter.\nRevenue from 400G products totaled $48.4 million, or 45% of data center revenue. Sales increased more than fourfold year over year and 27.4% sequentially.\nManagement expects 800G revenue to increase nearly fivefold sequentially in the third quarter. However, growth remains constrained by manufacturing capacity and component availability.\nThe company also expects one customer to account for more than 10% of third-quarter revenue, driven by shipments of 800G and 1.6-terabit optical products.\nManagement said customer demand for 800G and 1.6-terabit optical modules is expected to exceed production capacity through at least mid-2027.\n\n\n\nRead Also:\n\nApplied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware\n\n\n\nManufacturing Expansion Underway\nTo meet growing AI demand, Applied Optoelectronics is expanding production capacity.\nMonthly manufacturing capacity is approaching 200,000 units, up from nearly 100,000 units at the end of the first quarter.\nThe company expects capacity to exceed 650,000 units per month by the end of 2026 and over 930,000 units per month by the end of 2027.\nA new production facility will focus on 800G and 1.6-terabit transceivers, while additional facilities in Pearland and Houston are scheduled to begin operations in early 2027.\nManagement said the expansion is expected to make Applied Optoelectronics the largest U.S.-based manufacturer of AI-focused data center transceivers.\nOutlook\nApplied Optoelectronics expects third-quarter revenue of $255 million to $290 million, compared with the analyst consensus estimate of $278.3 million. At the midpoint, the guidance implies approximately 130% year-over-year growth.\nThe company forecast adjusted third-quarter earnings of 11 cents to 26 cents per share, compared with analyst estimates of 28 cents per share.\nManagement said it expects to remain profitable on a non-GAAP basis throughout 2026 as production capacity expands.\nFor the full year, Applied Optoelectronics expects revenue of about $1.1 billion, with growth constrained primarily by manufacturing expansion and component availability rather than customer demand.\nAAOI Price Action: Applied Optoelectronics shares were up 11.43% at $138.41 during premarket trading on Friday, according to Benzinga Pro data.\nPhoto via Shutterstock","news_type":1,"symbols_score_info":{"AAOI":1.5,"AGIX":0.75,"ARTY":0.75,"AIPO":0.85,"CHAT":0.75,"LAZR":0.6,"QTOC":0.75,"AAOX":0.6,"XITK":0.6,"VTHR":0.75}},"isVote":1,"tweetType":1,"viewCount":256,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":45,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}