AOI delivers its fifth consecutive quarter of record revenue — and returns to non-GAAP profitability. 📈 Q2 2026 highlights: • Total revenue reached $191.9M, up 86% YoY and 27% Q-Q • Data center revenue surged to $107.7M, increasing 140% YoY • CATV revenue grew to a record $80.6M, up 44% YoY and 21% Q-Q • 800G revenue more than doubled sequentially and grew more than 10x year-over-year These results reflect accelerating demand across our business and strong momentum heading into Q3, where we expect revenue of $255–$290M — approximately 130% growth year-over-year at the midpoint. Read the full earnings news here (aoinc.co/4c4DUaq) #AOI #Earnings #DataCenter #CATV #Growth #TechIndustry #QuarterlyResults

AOI has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity to increase production of its 800G and 1.6T optical transceivers. $AAOI aoinc.co/4bK0QeT

From Fierce Network: AOI's Todd McCrum makes the case for network intelligence, telemetry, pattern recognition, and predictive maintenance as the real transformation underway in HFC. See the full take: aoinc.co/44iEJYS $AAOI

From Fierce Network: Charter has selected AOI's QuantumLink software to remotely manage thousands of AOI amplifiers deployed across its DOCSIS 4.0 HFC network, cutting truck rolls and opex at scale. Fierce Network spoke with Sahil Yadav on how it works: aoinc.co/44dHV8a $AAOI

Spectrum is deploying AOI's QuantumLink™ software across its connected 1.8GHz amplifier footprint, enabling centralized visibility, remote management, automation, and network resiliency. Read the news: aoinc.co/4e9mMk4 #Broadband #DOCSIS4 #NetworkAutomation #Telecom #AOI

As AI infrastructure grows, optical transceivers face new demands for speed, consistency, and reliability.  AOI's Simon Ximen explains why vertical integration is becoming a critical advantage for 800G and 1.6T deployments.  Read more: aoinc.co/3PSq57n $AAOI

The SCTE Gateway Chapter Vendor Day 2026 in Chesterfield, MO did not disappoint! From meaningful conversations to great connections, it's clear why this community is so special. Thank you to all who stopped by, and see you again next year!

800G is now the working assumption for AI infrastructure builds. The real question is how to time the move to 1.6T. AOI's Simon Ximen on supply chain risk, OSFP form factor consolidation, and why optical qualification needs to run parallel to GPU procurement, not after it. aoinc.co/3RNAv8U $AAOI

400G. 800G. 1.6T. The AI networking stack isn't slowing down. AOI's latest breaks down the optical technologies reshaping data center infrastructure: CPO, XPO, LPO/LRO, OCI fabrics, and 6.4T On-Board Optics. aoinc.co/4dT1Hdy $AAOI

Cut truck rolls. Reduce OpEx. Go remote-first. AOI's free eBook on smart amplifier remote management shows you how. Download it here: aoinc.co/4d4CJrr

Planning your DOCSIS 4.0 upgrade? AOI's free guide has you covered. Download it here: aoinc.co/4cXTQe9

DOCSIS 4.0 is good for your network and your sustainability goals. Lower power, fewer truck rolls, smarter plant. Read the blog: aoinc.co/4d2Hemg