)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Applied Optoelectronics
Applied Optoelectronics (AAOI) investor relations material
Applied Optoelectronics 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary3 Mar, 2026
Company overview and market focus
Operates primarily in the data center and cable TV markets, with data center products accounting for about two-thirds of business.
Manufactures optical equipment, specifically fiber optic adapters, to interconnect switches and servers in data centers.
Major customers include large hyperscale data center operators and cable operators like Charter.
Growth areas are data center and cable, with legacy business in fiber to the home and telecommunications.
Data center technology evolution and industry trends
Pioneered purpose-built data center transceivers in 2012, shifting from copper to optical solutions as data centers grew.
AI and large language models are driving demand for higher-speed interconnections, with 800G and above for compute infrastructure and 400G for front-end applications.
Industry is supply-constrained, especially in laser diode manufacturing, leading to long-term agreements with hyperscale customers.
Transitioning to silicon photonics for future products, requiring high-power, narrow linewidth lasers.
Capacity expansion and supply chain strategy
Plans to ramp 800G and 1.6T production capacity from 100,000 units to 200,000 by mid-2026 and 500,000 by mid-2027.
Automated manufacturing enables rapid scaling and flexibility in production location, with increasing focus on U.S.-based production.
U.S. production is only 10-15% more expensive than Asia, but is valued for supply chain security by customers.
Most new capacity will shift from Taiwan to the U.S. by 2027, especially for 800G and 1.6T products.
Laser fab capacity: AOI's strategic advantage?
Automated production: U.S. capacity benefits?
Cable TV: Explain smart amplifier software value
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Applied Optoelectronics earnings date
Status update17 Mar, 2026
Applied Optoelectronics
Next Applied Optoelectronics earnings date
Status update17 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Applied Optoelectronics, Inc is engaged in the design, manufacturing and sells various fiber-optic networking products. The company's fiber-optic networking products incorporate its vertical-cavity surface emitting lasers, laser drivers, laser diodes, modulators and photodetectors into optical subsystems. Its fiber-optic networking products are used in various applications spanning: areas including telecommunications network infrastructure; cable television headends; data centers; content delivery networks and high performance computing.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage