Replay available

Applied Optoelectronics, Inc. (AAOI) Q2 2026 Earnings Call

Applied Optoelectronics, Inc. (NASDAQ: AAOI) Q2 2026 earnings conference call, held 2026-08-06. Replay captured from the company's public earnings webcast.

Thu, August 6, 2026 at 4:30 PMendedReplay
Applied Optoelectronics, Inc. (AAOI) Q2 2026 Earnings Call

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Featured presenters

Lindsay Savarese

Investor Relations, Applied Optoelectronics

Dr. Thompson Lin

Founder, Chairman and CEO, Applied Optoelectronics

Dr. Stefan Murry

Chief Financial Officer and Chief Strategy Officer, Applied Optoelectronics

George Nodder

Analyst, Wolf Research

Simon Leopold

Analyst, Raymond James

Ryan Kuntz

Analyst, Needham & Company

Michael Genovese

Analyst, Rosenblatt

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Replay transcript excerpt

WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0415f-964e-7be2-9022-92c707d30f43 Created: 2026-08-27T03:59:41.127Z Duration: 3401.796 Channels: 1 00:00:00.000 -- 00:00:02.560 Good afternoon. I will be your conference operator. 00:00:02.560 -- 00:00:03.840 And at this time, I would like to 00:00:03.840 -- 00:00:06.160 welcome everyone to Applied Optoelectronics 00:00:06.160 -- 00:00:09.120 Second Quarter twenty twenty six Earnings Conference Call. 00:00:09.120 -- 00:00:10.880 All lines have been placed on mute to 00:00:10.880 -- 00:00:12.400 prevent any background noise. 00:00:12.639 -- 00:00:14.400 After the speakers' remarks, there will be a 00:00:14.400 -- 00:00:15.440 question and answer session. 00:00:20.935 -- 00:00:22.855 And then also please note that this call 00:00:22.855 -- 00:00:24.055 is being recorded. 00:00:24.375 -- 00:00:26.055 I would now like to turn the conference 00:00:26.055 -- 00:00:28.935 over to Lindsay Savarice, Investor Relations for AOI. 00:00:29.800 -- 00:00:31.880 Ms. Savarice, you may begin. 00:00:33.720 -- 00:00:36.440 Thank you. I'm Lindsey Savarice, Investor Relations for 00:00:36.440 -- 00:00:38.120 Applied Optoelectronics. 00:00:38.360 -- 00:00:40.680 I'm pleased to welcome you to AOI's second 00:00:40.680 -- 00:00:44.120 quarter twenty twenty six financial results conference call. 00:00:44.745 -- 00:00:47.545 After the market closed today, AOI issued a 00:00:47.545 -- 00:00:50.665 press release announcing its second quarter twenty twenty 00:00:50.665 -- 00:00:52.265 six financial results 00:00:52.345 -- 00:00:54.585 and provided its outlook for the third quarter 00:00:54.585 -- 00:00:55.864 of twenty twenty six. 00:00:56.345 -- 00:00:58.745 The release is also available on the company's 00:00:58.745 -- 00:00:59.305 w...