Summary

• Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers.
• Powell Industries secured several large data center wins, complementing a steady stream of utility-related awards in recent periods.
• Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided.
• AppFolio has been gaining share against legacy suppliers while delivering strong margins and cash flow.