AAOI reported Q2 data-center revenue of $107.7 million, up 140.4% year over year, on total revenue of $191.9 million. GAAP gross margin was 27.7%, down from 30.3% a year earlier, and the company reported a $22.8 million GAAP net loss. Its filing showed that, during the six months ended June 30, operating cash use, PP&E purchases and separate equipment prepayments totaled approximately $698.7 million, alongside $1.028 billion in net common-stock proceeds.
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By zachariah· 2,606 words
what are your thoughts on AAOI as a stock?
AAOI announces first volume 1.6T order
[4]AAOI announced an initial order exceeding $200 million from a longstanding hyperscale customer. It was an order, not recognized revenue; the stated shipment schedule was conditional on product qualification.
A substantial customer commitment strengthened the demand case, while leaving execution and revenue recognition to be demonstrated.
Same customer places initial 800G order
[5][4]AAOI announced an initial 800G order exceeding $53 million and said it came from the same customer as the 1.6T order.
800G order total rises; another customer receives units
[6]AAOI said announced 800G orders from the first customer totaled approximately $124 million, including a new $71 million order. It also reported shipping the first 10,000 800G units on an order for another hyperscale customer.
Q2 results show rapid growth but continuing GAAP losses
[2][1]AAOI reported Q2 data-center revenue of $107.7 million, up 140.4% year over year, on total revenue of $191.9 million. GAAP gross margin was 27.7%, down from 30.3% a year earlier, and the company reported a $22.8 million GAAP net loss. Its filing showed that, during the six months ended June 30, operating cash use, PP&E purchases and separate equipment prepayments totaled approximately $698.7 million, alongside $1.028 billion in net common-stock proceeds.
Dated AAOI price observation reaches $114.72
[3]Fiscal.ai’s daily observation put AAOI at $114.72 per share. The official closing-auction price was not independently established.
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