Applied Optoelectronics: FY26 Q1 earnings call, May 7, 2026
No Kalshi or Polymarket word markets were listed for Applied Optoelectronics’s May 7, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “Qualification”; 5 quoted, at least 25 words apart.
…orders from this customer for our 800G single mode transceivers. Following product qualification, we expect to begin delivering these 800G orders in Q2, the 1.6T…
…our footprint while aligning with our strong and growing customer demand and qualification progress across both 800G and 1.6T products. As a reminder, our 800G…
…of the year as new production capacity comes online and additional customer qualifications are completed and orders begin to ship. We believe that this is…
…when you got equipment, you need several months to hire people of qualification. That means based on the order in hand or minimal commitment from…
…Thank you. Can you give us more granularity on when you expect qualification for 800G with this hyperscaler that sounds like will be your third…
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