SUGAR LAND, Texas, April  02, 2026  (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ:AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it has received a new

AAOI

AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer

AAOI Secures $71 Million Order, Boosting Backlog Significantly

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>SUGAR LAND, Texas, April  02, 2026  (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ:AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it has received a new</p>
  </section>

  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>Applied Optoelectronics Inc. has secured a substantial $71 million order for its 800G single-mode data center transceivers, bringing total orders to $124 million since mid-March. This significant demand from a major customer could boost AAOI&#039;s backlog and drive revenue growth, as deliveries are expected to start in Q3 2026.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>AAOI received a $71 million order for 800G transceivers.</li><li>Total orders from this customer now reach $124 million since mid-March.</li><li>The order will significantly increase AAOI&#039;s backlog.</li><li>Delivery of the initial order is expected by Q3 2026.</li><li>Increasing demand for 800G optics signals market growth.</li></ul>
  </section>

  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>Applied Optoelectronics, Inc. (AAOI)</strong>: Major order reflects confidence in AAOI&#039;s technology.</li></ul>
  </section>

  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>This announcement fits within corporate developments, highlighting order growth which is crucial for revenue forecasting and market positioning.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>Increasing order volume indicates heightened demand for AAOI&#039;s products.</li><li>Expanded backlog sets the stage for revenue growth in upcoming quarters.</li><li>Successful delivery of orders could enhance AAOI&#039;s market reputation.</li><li>Market competition for 800G optics could impact pricing and margins.</li></ul>
  </section>

  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>AAOI secured a $71 million order for 800G transceivers.</li><li>Total orders from this major customer reached $124 million.</li><li>Backlog from this customer has more than doubled.</li><li>Initial order delivery expected to start in Q2 2026.</li><li>Completion of deliveries expected by the end of 2026.</li></ul>
  </section>

  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Buy AAOI on strong order growth and backlog expansion; target short-term gains.</p>
  </section>
</section>


<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css"></link><p align="left">SUGAR LAND, Texas, April  02, 2026  (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/AAOI">AAOI</a>), a leading provider of advanced optical and HFC networking products that power AI, today announced it has received a new $71 Million order for 800G single-mode data center transceivers from one of its major hyperscale customers. This marks $124 Million in orders from this customer since mid-March, which will more than double the existing backlog from this customer.</p>  <p>"This increased order for our 800G transceivers reflects both the customer's confidence in AOI and the growing demand for 800G optics," said Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. "Following product qualification, we expect to begin delivering both the initial order—totaling more than $53 million—and this additional order in the second quarter. We anticipate completing delivery of the initial order in the third quarter, with this new order by end of this year. We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale datacenter customer."<br></br><br></br><strong>Additional Resources:</strong></p>  <ul type="disc"><li><a href="https://ao-inc.com/products/optical-transceivers/" rel="nofollow" target="_blank">AOI Optical Transceivers</a></li><li style="margin-top:5pt; margin-bottom:5pt;"><a href="https://newsroom.ao-inc.com/" rel="nofollow" target="_blank">AOI Newsroom</a></li></ul>  <p><strong>Forward-Looking Information</strong><br></br>This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as &#34;believe,&#34; &#34;may,&#34; &#34;estimate,&#34; &#34;continue,&#34; &#34;anticipate,&#34; &#34;intend,&#34; &#34;should,&#34; &#34;could,&#34; &#34;would,&#34; &#34;target,&#34; &#34;seek,&#34; &#34;aim,&#34; &#34;predicts,&#34; &#34;think,&#34; &#34;objectives,&#34; &#34;optimistic,&#34; &#34;new,&#34; &#34;goal,&#34; &#34;strategy,&#34; &#34;potential,&#34; &#34;is likely,&#34; &#34;will,&#34; &#34;expect,&#34; &#34;plan&#34; &#34;project,&#34; &#34;permit&#34; or by other similar expressions that convey uncertainty of future events or outcomes. These statements include management's expectations related to our outlook for 2026, including statements related to the timing of deliveries of orders and size of such orders. Such forward-looking statements reflect the views of management at the time such statements are made. These forward-looking statements involve risks and uncertainties, as well as assumptions and current expectations, which could cause the company&#39;s actual results to differ materially from those anticipated in such forward-looking statements. These risks and uncertainties include but are not limited to: reduction in the size or quantity of customer orders; change in demand for the company&#39;s products due to industry conditions; changes in manufacturing operations; volatility in manufacturing costs; delays in shipments of products; disruptions in the supply chain; change in the rate of design wins or the rate of customer acceptance of new products; the company&#39;s reliance on a small number of customers for a substantial portion of its revenues; potential pricing pressure; a decline in demand for our customers&#39; products or their rate of deployment of their products; general conditions in the internet datacenter, cable television (CATV) broadband, telecom, or fiber-to-the-home (FTTH) markets; changes in the world economy (particularly in the United States and China); changes in the regulation and taxation of international trade, including the imposition of tariffs; changes in currency exchange rates; the negative effects of seasonality; and other risks and uncertainties described more fully in the company&#39;s documents filed with or furnished to the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2025. More information about these and other risks that may impact the company&#39;s business is set forth in the &#34;Risk Factors&#34; section of the company&#39;s quarterly and annual reports on file with the Securities and Exchange Commission. You should not rely on forward-looking statements as predictions of future events. All forward-looking statements in this press release are based upon information available to us as of the date hereof and qualified in their entirety by this cautionary statement. Except as required by law, we assume no obligation to update forward-looking statements for any reason after the date of this press release to conform these statements to actual results or to changes in the company&#39;s expectations.</p>  <p><strong>About AOI</strong>  <br></br>Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&amp;D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit <a href="https://www.globenewswire.com/Tracker?data=YSJFP7hx175sueqaPnyEeRpT85GxBF7h0UiMLvnugEmfwi0YbsvFtNUPP6AsDBtTOVKw442ku5SJTcEeiHBPSQ==" rel="nofollow" target="_blank">www.ao-inc.com</a>.  <br></br><br></br><strong>Media contact:</strong><br></br>Sara Cicero <br></br><a href="https://www.globenewswire.com/Tracker?data=7Dx-K2k1q42ivfO66b70ft-QxLWmlph4Xc5nP2YY2BQLJhfKRI0oRViJ90LJXle-PkTE-wgWhuRiUJCQ5updzvmxUjjKfsjAtqD-vEFUSE4=" rel="nofollow" target="_blank">sara_cicero@ao-inc.com</a> <br></br>770-331-0269</p> <img alt="" class="__GNW8366DE3E__IMG" src="https://www.globenewswire.com/newsroom/ti?nf=OTY4MzcxMSM3NTE4MzU3IzIwMDQzOTM="></img> <br></br><img alt="" src="https://ml.globenewswire.com/media/ZjI2MjdiMGEtNzNkNC00MjRmLWEwZDctOTg1MGE1ZmUzMjdkLTEwMTU5NjYtMjAyNi0wNC0wMi1lbg==/tiny/Applied-Optoelectronics-Inc-.png" referrerpolicy="no-referrer-when-downgrade"></img><p><a href="https://www.globenewswire.com/NewsRoom/AttachmentNg/9101d51d-df7d-4036-a344-db6bda4f45c0"><img src="https://ml.globenewswire.com/media/9101d51d-df7d-4036-a344-db6bda4f45c0/small/aoi-corp-full-color-rgb-900px-w-72ppi-jpg.jpg" border="0" width="150" height="72" alt="Primary Logo"></img></a></p>

Applied Optoelectronics Inc. has secured a substantial $71 million order for its 800G single-mode data center transceivers, bringing total orders to $124 million since mid-March. This significant demand from a major customer could boost AAOI's backlog and drive revenue growth, as deliveries are expected to start in Q3 2026.

AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Corporate Developments

Related News