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POET Technologies
POET Technologies (PTK) investor relations material
POET Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary14 May, 2026
Executive summary
Achieved significant strategic progress in AI and hyperscale data center markets through partnerships and product development initiatives.
Secured a $50 million initial purchase order from Lumilens, with potential to scale to $500+ million over five years.
Announced plans to relocate headquarters to the U.S., aligning with customer and investor requirements.
Financial highlights
Reported Q1 2026 revenue of $503,389, up from $166,760 in Q1 2025 and $341,202 in Q4 2025.
Net loss of $12.3 million, or ($0.08) per share, compared to net income of $6.3 million in Q1 2025 and net loss of $42.7 million in Q4 2025.
R&D expenses were $4.5 million, slightly higher than $4.3 million in Q1 2025.
Other income, including interest, was $4.0 million, up from $528,000 in Q1 2025.
Cash flow from operating activities was ($8.8) million, similar to ($8.9) million in Q1 2025.
Outlook and guidance
Anticipates continued demand for Optical Interposer platform and growth in AI networking infrastructure.
Expects strategic partnerships and U.S. headquarters move to support long-term growth.
Lumilens $50M PO: production ramp-up plan?
US domicile: expected benefits beyond PFIC?
Q1 2026 wages & benefits increase drivers?
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Latest events from POET Technologies
- Q1 2025 net income surged to $6.3M on higher revenue and a major non-cash gain.PTK
Q1 20257 Apr 2026 - Secured key AI design wins and raised $35.7M, supporting growth despite a wider net loss.PTKQ2 20247 Apr 2026
- Q3 2024 saw expanded AI partnerships, $25M equity raised, and a net loss of $12.7M.PTKQ3 20247 Apr 2026
- Q4 2024 featured major financing, SPX acquisition, and set the stage for 2025 revenue growth.PTKQ4 20247 Apr 2026
- Expanded production and financing drive growth plans, despite a $17.3M Q2 net loss.PTKQ2 20257 Apr 2026
- Revenue ramp begins with major orders and $250M financing, narrowing net loss.PTKQ3 20257 Apr 2026
- Q4 2025 saw a major capital raise, wider net loss, and strong momentum for optical engine orders.PTKQ4 20257 Apr 2026
- High-volume production, new products, and strong partnerships drive growth and innovation.PTKAGM 20253 Feb 2026
- All resolutions passed; focus shifts to AI hardware, new partnerships, and global manufacturing.PTKAGM 20243 Feb 2026
Next POET Technologies earnings date
Q2 202612 Aug, 2026
POET Technologies
Next POET Technologies earnings date
Q2 202612 Aug, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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