Applied Optoelectronics (AAOI) is set to release its second-quarter 2026 financial results on August 6, with preliminary revenue guidance ranging between $180 million and $198 million. The company anticipates a non-GAAP net loss of 3 cents per share to non-GAAP earnings of 3 cents per share for the quarter. The Zacks Consensus Estimate for revenues stands at $191.13 million, indicating a notable increase of 85.66% compared to the same period last year. The consensus for earnings has been maintained at 3 cents per share, a significant recovery from the 16-cent loss reported in the previous year. In recent quarters, AAOI has beaten projections in two of the last four quarters while falling short in two, with an average earnings surprise of negative 9.58%. Demand for optical transceivers has surged, driven by AI-centered data centers, with AAOI predicting a significant increase in 400G product sales and a substantial ramp-up in shipments for its 800G transceivers. The company forecasts CATV revenue to range from $75 million to $80 million, bolstered by strong demand for 1.8-GHz amplifiers and new multiple-system operator customers. AAOI plans to increase monthly output of 800G and 1.6T units from approximately 100,000 at the end of the first quarter to around 150,000. The company has guided for a non-GAAP gross margin of 29-