AAOI earnings revealed supply bottlenecks for DSP and TIA components, benefiting MXL, SMTC
AAOI earnings revealed supply bottlenecks for DSP and TIA components, benefiting MXL, SMTC, and MTSI. The company expects Q4 revenue over $500M, up from ~$255M-$290M in Q3 and $191.9M in Q2, targeting a $1.41B quarterly run-rate by mid-2027.
“Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI. - For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth. For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate Always impressed by the revenue ramp from some of these optical players.”Original post：X / @aleabitoreddit ↗