Applied Optoelectronics Q3: Timing Miss yet Q4 Signals Inflection Point

Applied Optoelectronics missed revenue by $1.2M for revenue of $118.6M expected compared to $119.9M reported. The miss was due to a timing issue with management stating data center revenue was “a touch below our expectations, largely due to the timing of certain shipments at quarter-end. In particular, we had approximately $6.6 million in shipments of 400G transceivers to a large hyperscale customer, which was not able to be turned into revenue during the quarter due to various shipping and receiving delays and which we have booked in Q4.”

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