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Lightwave Logic (LWLG) investor relations material
Lightwave Logic Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary25 Nov, 2025
Strategic and operational progress
Achieved critical technical milestones, including reliability and semiconductor compatibility of Perkinamine material.
Repositioned as a specialty materials and licensing company, broadening the customer base and business model potential.
Strengthened foundation by hiring technical talent and reinforcing executive leadership.
Planning for expanded polymer production and increased engineering resources in 2026 to meet growing customer and project demand.
Secured trust of two Fortune Global 500 companies, reflecting strong customer traction.
Financial highlights
Q3 2025 revenue was $29,000, with operating expenses of $5.2 million.
Net loss for Q3 was $5.1 million, or $0.04 per share; net cash used in operations for nine months was $10.4 million.
Cash balance as of September 30, 2025, was $34.9 million, up $12.8 million from June, with $69.7 million remaining under a $100 million shelf registration.
CFO Jim Marcelli retiring at year-end; recruitment for a new CFO is underway.
Commercialization and customer engagement
One Fortune Global 500 customer reached stage three of the design win cycle, initiating a formal product and engineering program for silicon photonics chips in data centers and AI networking.
Launched a technical program with a second Fortune Global 500 company targeting 400G CPO for scale-up and scale-out networks.
Developing a custom Perkinamine variant for co-packaging silicon photonics with electrical ICs, with provisional stage three status pending technical milestones.
Expanding foundry relationships, including a new unnamed silicon photonics foundry and ongoing collaboration with Advanced Micro Foundry (now part of Global Foundries).
400G CPO customer: key technical hurdles
2026/2027 revenue sources and expectations
Perkinamine's role in silicon photonics integration
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Next Lightwave Logic earnings date
Q4 202527 Feb, 2026
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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