Applied Optoelectronics: FY26 Q2 earnings call, Aug 6, 2026
On its Aug 6, 2026 earnings call (FY26 Q2), Applied Optoelectronics said 10 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 10 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| CPO / Co-Packaged Optics | Yes | 15 | 19 | ✓ | 60%transcripts from the transcript model | – |
| Tariff | Yes | 4 | 4 | ✓ | 86%transcripts from the transcript model | – |
| Qualification | Yes | 3 | 4 | ✓ | 93%transcripts from the transcript model | – |
| China / Chinese | Yes | 3 | 9 | ✓ | 77%transcripts from the transcript model | – |
| Indium Phosphide | Yes | 2 | 3 | ✓ | 59%transcripts from the transcript model | – |
| Pearland | Yes | 2 | 2 | ✓ | 39%transcripts from the transcript model | – |
| Mediacom | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Quantum | Yes | 1 | 1 | ✓ | 40%transcripts from the transcript model | – |
| Refund | Yes | 1 | 1 | ✓ | 33%transcripts from the transcript model | – |
| DOCSIS 4.0 / DOCSIS 4 | Yes | 1 | 1 | ✓ | 27%transcripts from the transcript model | – |
| Firmware | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| FCC / Federal Communications Commission | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Innolight | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…our manufacturing capacity for our external light source or ELSFP. That's for co-packaged optics or CPO. This utilizes the ultra-narrow linewidth, high-power laser that we…
…edge in ensuring reliable supply of production equipment. During the quarter, direct tariffs had a $1.9 million impact on our income statement. With the overturn…
…transceivers. We began delivering these 800G orders in Q2. We expect full qualification of our first 1.6Tb product by this customer within the next couple…
…equipment, everything. I think it's, yes, there'll be some new supply in China. We are not surprised because that's what market needs. Most of them,…
…of 800G and 1.6T transceivers. While this will not directly increase our indium phosphide wafer capacity, we plan to move the existing transceiver production from…
…for 800G and 1.6T transceivers. We began construction on these facilities in Pearland recently, and we're proud to have received strong local support to meet…
…software across our potential customer base. During the quarter, we announced that Mediacom selected AOI as the primary vendor to accelerate its DOCSIS 4.0 network…
Agents: this page as TSV at /api/v1/appearances/applied-optoelectronics:2026-08-06:earnings_call · words: /api/v1/brief?appearance=applied-optoelectronics:2026-08-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP