Key Takeaways AAOI reports Q1 2026 earnings on May 7, guiding $150M$165M revenue and non-GAAP loss to breakeven.AAOI expects sequential growth from robust CATV and 400G data center demand.AAOI cites 800G delays, supply limits, and stiff competition as key headwinds.Applied Optoelectronics (AAOI) is set to report first-quarter 2026 results on May 7.For the first quarter of 2026, Applied Optoelectronics guided revenues between $150 million and $165 million. Non-GAAP net loss is expected between a loss of 9 ce ...