AOI Cable Revenues Projected to Reach $320 Million in 2026 Driven by Charter Communications Partnership
Applied Optoelectronics Inc. anticipates a growth in cable revenues to $320 million for 2026, up from $300 million. This growth is fueled by ongoing demand for 1.8GHz amplifiers linked to DOCSIS 4.0 upgrades among operators.
Theia Market Signal Identification - AI AssistedApplied Optoelectronics Inc. (AOI) reported a 4% year-over-year increase in cable TV revenues, totaling $66.8 million in Q1 2026. The company projects cable revenues will rise to $75 million to $80 million in Q2 2026, contributing to an anticipated $320 million for the full year.
AOI's cable sales are primarily driven by hardware, with an increasing share expected from software. The company is also expanding into the cable node market, competing with major suppliers after launching a strategy to sell directly to operators.
In Q1, AOI's total revenues reached $151.1 million, with 54% derived from data center products. Increased demand for 1.8GHz amplifiers indicates a shift in network upgrades among operators, enhancing strategic positioning for AOI. The company also noted a $1.4 million impact from tariffs but is set to receive a refund of at least $5.7 million due to tariff changes.
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