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POET Technologies (PTK) investor relations material
POET Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved significant progress toward commercialization of optical engine and light source products, with two initial production orders exceeding $5.6 million, setting the stage for a revenue ramp in 2026.
Launched 1.6T optical receiver with Semtech, expanded partnerships with Sivers Semiconductors and NTT Innovative Devices, and entered the mobile AI telecom market.
Closed $250 million in equity financing from three institutional investors to support development, manufacturing expansion, and potential acquisitions.
Financial highlights
Reported Q3 2025 revenue of $298,434, up from $3,685 in Q3 2024 and $268,469 in Q2 2025.
Net loss for Q3 2025 was $9.4 million ($0.11 per share), compared to $12.7 million ($0.20 per share) in Q3 2024 and $17.3 million ($0.21 per share) in Q2 2025.
R&D expenses increased to $3.7 million in Q3 2025 from $1.8 million in Q3 2024 and $3.1 million in Q2 2025.
Non-cash loss on derivative warrant liability was $2.4 million in Q3 2025, down from $6.2 million in Q3 2024 and $7.5 million in Q2 2025.
Cash flow from operating activities improved to ($2.8) million in Q3 2025 from ($5.5) million in Q3 2024 and ($7.7) million in Q2 2025.
Outlook and guidance
Expects revenue ramp to accelerate through 2026, driven by new product introductions and customer adoption in high-volume AI networking solutions.
- TimeTickerHeadlineOpen
- 7 FebGICRE
Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus.
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