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Applied Optoelectronics, Inc. (AAOI) Q1 2026 Earnings Cal...
2026-05-09 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of -$0.07 misses by $0.02

 | 

Revenue of

$151.14M

(51.36% Y/Y)

misses by $3.67M

Applied Optoelectronics, Inc. (AAOI) Q1 2026 Earnings Call May 7, 2026 4:30 PM EDT

Company Participants

Lindsay Savarese - Investor Relations
Chih-Hsiang Lin - Founder, Chairman, President & CEO
Stefan Murry - CFO & Chief Strategy Officer

Conference Call Participants

Simon Leopold - Raymond James & Associates, Inc., Research Division
Michael Genovese - Rosenblatt Securities Inc., Research Division
Ryan Koontz - Needham & Company, LLC, Research Division
Timothy Savageaux - Northland Capital Markets, Research Division

Presentation

Operator

Good afternoon. I will be your conference operator. At this time, I would like to welcome everyone to Applied Optoelectronics First Quarter 2026 Earnings Conference Call. [Operator Instructions]. Please note that this call is being recorded. I will now turn the call over to Lindsay Savarese, Investor Relations for AOI. Ms. Savarese, you may begin.

Lindsay Savarese
Investor Relations

Thank you. I'm Lindsay Savarese, Investor Relations for Applied Optoelectronics. I'm pleased to welcome you to AOI's First Quarter 2026 Financial Results Conference Call. After the market closed today, AOI issued a press release announcing its first quarter 2026 financial results and provided its outlook for the second quarter of 2026. The release is also available on the company's website at ao-inc.com.

This call is being recorded and webcast live. A link to the recording can be found on the Investor Relations section of the AOI website and will be archived for 1 year.

Joining us on today's call is Dr. Thompson Lin, AOI's Founder, Chairman and CEO; and Dr. Stefan Murry, AOI's Chief Financial Officer and Chief Strategy Officer. Thompson will give an overview of AOI's Q1 results, and Stefan will provide financial details and the outlook for the second quarter of 2026. A question-and-answer session will follow our prepared remarks.

Before we begin, I would like to remind you to review AOI's safe harbor statement. On today's