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Lightwave Logic
Lightwave Logic (LWLG) investor relations material
Lightwave Logic 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary16 Jan, 2026
Technology overview and innovation
Developed ultra-fast electro-optic polymer modulators, branded as Perkinamine, enabling light modulation at speeds exceeding 100 billion times per second for fiber optic networks.
Technology enables high-speed, low-power, and cost-effective data transmission, crucial for AI networking and data center connectivity.
Polymers are integrated with silicon photonics, offering compatibility with existing foundry processes and supporting scale-up, scale-out, and scale-across data center architectures.
Achieved a major reliability milestone in 2025 by passing GR-468 damp heat testing, validating commercial viability.
Strong IP portfolio with over 80 patents covering materials, integration, device structure, and packaging.
Business model and market opportunity
Transitioned from research to commercialization, focusing on AI networking hardware as the primary market.
Addressable market for optical transceivers and co-packaged optics projected to reach $30 billion by 2028, with the modulator segment estimated at $1–2.5 billion.
Business model combines material sales with process design kit (PDK) IP and reference designs, targeting gross margins above 60%.
Early revenue stage, with commercial revenues expected to begin in 2027 as customer design cycles complete.
Exploring future opportunities in quantum computing, aerospace, defense, and consumer electronics, with initial quantum partnerships already established.
Customer traction and operational progress
Secured three major customers at advanced design stages, including two Fortune Global 500 companies—one focused on transceivers and another on co-packaged optics (CPO).
Expanded foundry partnerships to support diverse customer preferences and accelerate design win cycles.
Customer engagement cycle typically spans 18–24 months, with ongoing reporting on customer traction and foundry progress.
Enhanced leadership team with industry veterans in engineering, semiconductors, and strategy.
Maintains a strong cash position with over $70 million and no debt, supporting multi-year operational runway.
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Next Lightwave Logic earnings date
Q4 202527 Feb, 2026
Lightwave Logic
Next Lightwave Logic earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Lightwave Logic Inc. is a technology company specializing in the development of advanced photonic devices and electro-optic materials. The company focuses on designing and producing high-performance modulators, which are key components in fiber-optic communications systems. These modulators are based on proprietary electro-optic polymers that enable faster and more efficient data transmission over optical networks. Lightwave Logic's products are utilized in sectors that require high-speed data processing, including telecommunications, data centers, and internet infrastructure. The company is headquartered in Englewood, Colorado, and its shares are listed on the NASDAQ.
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