Quarterly Earnings Performance
Note: POET is a micro-cap pre-revenue / early-revenue company (NASDAQ: POET). Revenue figures are in $thousands ($K), not millions. The company reports quarterly. Losses are operational — cash burn and warrant fair-value adjustments are significant items. Loss per share is used in place of non-GAAP EPS.
| Quarter | Period | Report Date | Revenue ($K) | YoY Growth | Loss per Share | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-05-14 | $167K | N/M | $0.08 net income* | — | *Non-cash warrant gain $15.4M inflated net income |
| Q2 2025 | Apr–Jun 2025 | 2025-08-13 | — | N/M | ($0.21) | — | Net loss $17.3M; op. cash burn ($8.9M) est. |
| Q3 2025 | Jul–Sep 2025 | 2025-11-12 | $298K | N/M | ($0.11) | — | Net loss $9.4M; improved vs. ($0.20) prior year |
| Q4 2025 | Oct–Dec 2025 | 2026-03-31 | $341K | N/M | ($0.32) | Revenue ramp in 2026 | Net loss $42.7M; cash $430M; prod. orders $5.6M+ |
| FY 2025 | Full Year | — | ~$806K | N/M | ~($0.56) | — | Cash-rich; initial production orders received |
*Q1 2025 reported net income driven entirely by non-cash warrant fair-value gain; operating cash outflow was ($8.9M).
Q1 2026 results have not yet been reported as of 2026-05-11. Report expected ~2026-05-20.
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q1 2026 | ~2026-05-20 | ~$350K | ($0.05) | Nasdaq consensus estimate |
POET Technologies is a photonics chip company commercializing its Optical Interposer platform for AI/data-center optical transceiver modules. Through all of 2025, revenue remained in the hundreds-of-thousands range (NRE and small product shipments), while the company sustained operating losses funded by its substantial cash balance (~$430M at year-end 2025 following a large equity raise). The Q4 2025 report marked a meaningful inflection signal: initial production orders from two key customers exceeded $5.6 million in value, with management guiding for a steady revenue ramp through 2026. Cash burn remains the key watch item (~$8–10M per quarter operating outflow), but the strong cash position (~$430M) provides multi-year runway. AI-infrastructure demand for high-speed optical interconnects is the primary tailwind.
Generated: 2026-05-11