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StocksMediumUpdated×2•Originally published 7 May 2026•Updated 8 May 2026•

1 min read

Mixed Q1 Earnings for Applied Optoelectronics and Republic Services

Key Facts

1Applied Optoelectronics reported a Q1 adjusted loss of $0.07 per share, wider than the FactSet estimate of a $0.05 loss.

2Republic Services posted Q1 adjusted EPS of $1.70 per share, surpassing the FactSet estimate of $1.64.

Applied Optoelectronics (AAOI) and Republic Services (RSG) reported diverging Q1 results, with AAOI highlighting a significant 51% year-over-year revenue growth to $151.1 million. While AAOI posted an adjusted loss of $0.07 per share, the company achieved a major milestone by completing its first volume shipments of 800G transceivers to a hyperscale customer. The company also reached a positive Adjusted EBITDA of $1.0 million and issued optimistic Q2 guidance with revenue projected up to $198 million. Meanwhile, Republic Services delivered a solid beat with an adjusted EPS of $1.70 against the $1.64 estimate. This update underscores AAOI's aggressive expansion into AI infrastructure, driven by high-capacity technology demand. Investors are now weighing the impact of these initial 800G shipments and surging sales against AAOI's current bottom-line pressures.

26 days ago

Version History

Version 226 days ago

What changed: Added the 51% year-over-year revenue growth figure and confirmed the milestone of the first 800G volume shipments to a hyperscale customer.

Version 127 days ago

What changed: Updated to include AAOI's record revenue driven by AI demand and optimistic Q2 guidance despite the previously reported earnings miss.