AAOI Q2 Revenue Hits $191.9M Record, 800G Sales Surge Over 10x YoY

AAOI posts record Q2 revenue of $191.9M with 800G sales up >10x YoY. Q3 guidance implies ~42% QoQ growth. 1.6T shipments begin late Q3, driving long-term optical interconnect expansion.

Woofun AI data shows AAOI reported Q2 revenue of $191.9 million, an 86.4% year-on-year increase and 27.0% quarter-on-quarter rise, marking the fifth consecutive quarter of record highs. Data center revenue reached $107.7 million, up 140.4% year-on-year, while CATV revenue totaled $80.58 million. The company projects Q3 revenue between $255 million and $290 million, with non-GAAP gross margins of 29% to 30.5%.

800G revenue in Q2 was $12.8 million, growing more than 10 times year-on-year and accounting for 11.9% of data center sales. Management expects 800G revenue to reach $60 million to $64 million in Q3. The first 1.6T product is expected to complete final certification in the next 2 to 3 weeks, with initial shipments starting at the end of Q3. Current orders exceed $200 million, with most deliveries scheduled for Q4 and a portion extending into the first quarter of 2027. CPO mass production is targeted for after the third quarter of 2027.