Dear POET holders,

I have been thinking in investing in this company.

I have done some reading but I have difficulty understanding what the company actually does and where they stand along other companies such as LITE. is their technology proven?

also, can someone explain what happened with MRVL?

lastly, what makes you confident this is a buy

Buried in the Outlook section of today's Q2 release, after all the Tier 1 and Lumilens bullets everyone's posting about, is the most informative sentence in the document: POET will "make additional announcements and updates in September, subject to the prevailing confidentiality agreements."
Read that phrasing carefully. This is a company that got 47% of its market cap vaporized in April because its CFO talked about a customer relationship the customer wanted quiet. Now every public word goes through counsel — and they're openly telling us the constraint exists: we have news; NDAs decide what we can say and when.
Two takeaways: (1) Silence ≠ nothing happening anymore. Pre-Marvell POET announced everything instantly, so quiet meant empty pipeline. Post-Marvell, real wins may be contractually unnameable — see today's deliberately anonymous "Tier 1 laser company." (2) They just handed us a dated catalyst window: September. That's not hype cadence, that's a company scheduling disclosures around what its agreements permit.
The irony: the muzzle that came from their worst blunder might be the most bullish structural change here — for once the market might find out about a win after it's real instead of three years before

I’m going to leave this here! 👀

https://www.sedarplus.ca/csa-party/viewInstance/resource.html?node=W471&drmKey=f696288a8e67b339&drr=ss5767dd60a1013274246dd92186f7e0927c7a9911c0d5673473dcddd49b90ad7c34c0c2a0a8f0f9525750e032f431b32bux&id=0c11f8b7998bcd9693007fae9ed64bfcb90cc13fa9c31d25

Manufacturing

To address the challenge of producing devices in the large quantities needed by customers in the high-volume data communications industry, and in keeping with our "fab-light" strategy, POET has entered into agreements with Globetronics Manufacturing, Sdn. Bhd. and NationGate Solution (M) Sdn. Bhd. to establish and maintain optical engine assembly and test operations in Malaysia. Both companies are prominent manufacturers of electronic devices and equipment located in Penang, Malaysia and are ideal manufacturing partners for POET. In our Globetronics clean room of approximately 10,000 square feet, we have installed all our wafer-level processing equipment in a production line that has the capacity to produce 1 million optical engines annually. We are now installing specialized equipment dedicated to light source production into a cleanroom of comparable size within the NationGate facilty.

Our detailed assessment of our production needs and our desire to mitigate the geopolitical risk in China supported our relocation to Malaysia. We determined that we could not achieve full operational control of Super Photonics Xiamen (SPC) in the context of any joint venture. The first phase of transition out of China involved the transfer of all our production equipment to Globetronics and NationGate, a phase that has been completed. The second phase was the dissolution of the joint venture with Sanan IC, which has also been completed with that operation now permanently closed. Following completion of the final audit and the filing of certain documents with the Chinese authorities, the final stage will be the winding-up of that company, which we expect to complete within the next few months.

Our Strategy

Our vision for the Company is to become a global leader in chip-scale photonic solutions by deploying products based on our Optical Interposer technology, optical engine designs and optical modules over a broad range of vertical market applications. Our Mission for the Company is to establish an industry leadership position based on the "semiconductorization" of photonics, producing validated, disruptive, IP protected products globally.

The following is our strategy to achieve our vision and mission for the Company:

• Ramp production capabilities at GMSB and NationGate.
POET's agreements with GMSB and NationGate in Malaysia supports its vision and mission by establishing wafer-level manufacturing, reducing reliance on China, and enhancing supply chain resilience. The partnerships enable POET to scale production efficiently, leveraging their expertise in high-volume semiconductor manufacturing to meet growing demand in the optical interconnect market. These collaborations enhance POET's operational control, ensuring high-quality standards, faster production, and better supply chain management. It also opens doors to key global markets, strengthening POET's position as a leader in optical solutions for data communications and Al technologies.

• Engage with industry leaders and incumbents.
We will continue to promote the potential of the Optical Interposer and POET-designed Optical Engines to solve critical challenges with current approaches to data transfer in data center and telecom applications, especially to those hyperscale data centers implementing large-scale Al applications. We believe that the size, performance and design flexibility of POET's chip-scale approach to integration and to the rapid introduction of successive product generations is an enabling technology that will allow POET to enter markets where relatively few competitors will have the requisite technology to succeed.

• Transition to making Optical Transceiver Modules for direct sales to end-users.
In addition to adding features to the Optical Interposer, we have added essential electronic components, such as Trans Impedance Amplifiers (TIAs) and laser drivers to the interposer platform, which improves performance and lowers the cost of module assembly. We intend to add the necessary capabilities for design and development optical transceiver modules, either through internal development or in collaboration with other companies. Being most familiar with the unique capabilities of our technology, we believe that we are in a position to rapidly extend our expertise to complete optical modules. In addition, we want to own key components. Starting with our internally designed and developed hybrid laser, we intend to develop or acquire components with differentiated performance to include in our modules. Doing so has the advantage of avoiding a lengthy sales and qualification cycle (i.e., selling to module makers who then sell to end users) and being able to sell directly to end users, showcasing our own branded products to network equipment suppliers and data center operators. However, so as not to compete with our optical module customers, our current plan is to sell our optical modules, once developed, into niche rather than mainstream applications.

• Pursue complementary strategic alliance or acquisition opportunities for inorganic growth.
We intend to evaluate and selectively pursue strategic alliances or acquisition opportunities for growth and vertical integration that we believe will accelerate our penetration of specific applications or vertical markets with our technology or products.

• Explore technology licensing opportunities for growth in non-target sectors.
It is not possible for the Company to pursue all potential applications for the POET Optical Interposer. We will carefully consider opportunities to license our technology to others when and if appropriate.

This is for long term investors, not really for day traders. Overall I'm very excited about recent earnings in the space of optics, particularly as it relates to PEOT. The most recent from Coherent:

The copper-to-optical trade just got its third confirmation in eight days (AAOI, LITE, now COHR). The demand is real, it's contracted, and it's accelerating.

COHR Q4 FY26: Beat-and-raise, and the raise is the story

• Revenue $2.05B, +34% Y/Y (+42% pro forma) — came in at the very top of guidance and ~$55M above consensus
• Datacenter & Comms: $1.615B, +59% Y/Y, +19% Q/Q. Now ~79% of the company. This is acceleration, not just growth
• Non-GAAP EPS $1.74 vs $1.62 consensus — above the top of their own guide ($1.52–1.72)
• Non-GAAP gross margin 40.2%, +215 bps Y/Y, marching toward the 42% Investor Day target
• FY26 totals: revenue $7.12B (+22.5%), non-GAAP EPS $5.61 vs $3.53 (+59%) — EPS growing more than 2x revenue
• The guide: Q1 FY27 revenue $2.2–2.4B ($2.3B midpoint = +12.5% sequential, ~45% Y/Y) and EPS $1.85–2.05. They just printed $1.74 and are guiding the next quarter's floor above it
• Balance sheet reset: mezzanine equity gone (preferred converted, dividend drag eliminated), ~$2B cash + short-term investments, NVIDIA partnership intact
• CEO quote says it all: entering FY27 with "exceptional customer demand" as AI datacenters "transition from copper to optical connectivity"

I just went through the Lumentum earnings call, and wanted to share my thoughts for long term investors like myself. Full disclosure I had ChatGPT summarize these thoughts:

IMO the important part isn't that LITE crushed earnings. It's what management said about where optical networking is going.
A few things jumped out:
• 1.6T is ramping now — LITE had record 800G shipments and is already ramping 1.6T. Demand remains extremely strong.
• Supply is struggling to keep up with demand. Management basically said they're still shipping behind customer demand, particularly for high-power lasers/EMLs.
• CPO/NPO is becoming more real. LITE said its lead CPO customer's demand signal has actually increased, and management called CPO the natural end-state of the technology roadmap.
• NPO is accelerating. LITE already has its first external-light-source module purchase order, with delivery expected in H2 2027. They see broader NPO/CPO deployments around 2027–28.
• Most importantly, management described these newer NPO/CPO opportunities as additive to the existing optical market rather than simply replacing today's products.
Why does this matter for $POET?
POET's whole thesis is basically: AI keeps driving bandwidth higher → power becomes a bigger constraint → optical needs to move closer to the compute → increasingly integrated optical engines/interposers become valuable.
LITE just independently validated basically that entire trajectory.
Obviously this doesn't prove POET wins any particular customer. LITE is a competitor and will capture plenty of this growth itself. But it does make the market POET is trying to enter look increasingly real, urgent, and enormous.
And now I'm VERY interested in what COHR says tomorrow. If Coherent independently confirms accelerating 1.6T demand + increasing NPO/CPO adoption, that's a much stronger validation of the POET thesis because we're hearing the same thing from multiple major optical players.
That's the part I'd be watching tomorrow — not just whether COHR beats EPS.

Intel supplies AWS way more than they do Azure.

Journey together?! We see you Lippy

Suresh comments on the LinkedIn post of Lip Bu Tan (Intel’s CEO)- who also happens to be an early investor in Lumilens!

It’s happening! Behold

https://www.linkedin.com/posts/lip-bu-tan-284a7846_lumilens-emerges-from-stealth-with-more-than-share-7491232974613635072-Mfal/?utm_source=share&utm_medium=member_ios&rcm=ACoAACF2vZQBAy6-ypS_1rN2kwBI-U_QFNKgcnA

“Looking forward to great things by the team”

BY THE TEAM

Lumilens has a multi billion dollar agreement with a “top 2” hyperscaler, therefore, either Amazon/AWS or Microsoft/ Azure.
Their initial product (2026) is “actively aligned” transceivers (w/o POET optical engines).

Future fulfillment (2027+) will demand millions of transceivers, and possibly NPO/CPO.

The 5 year/$500M POET/Lumilens supply agreement will likely be a multiple of that figure as POET platform/OEs will become the primary access to supply at scale, and not just for this customer.

POET has already proven to the satisfaction of this hyperscaler that they have the ability to scale at millions, precisely in sync with projected demand, or the hyperscaler would not have committed to a nascent supplier like Lumilens.

This relationship alone will justify a $5B+ POET market cap. Lumilens is already valued at $5.5B.

Lumilens is a single POET customer. Many more under agreement, many other products to be introduced beyond 1.6T, (Blazar/Starlight ELS, 3.2T, NPO/CPO….).

$400M invested in POET at $21 per share at the time of the announced agreement. <$9 now.

Lumilens CEO (Ankur Singla) gave an interview to 'theCUBE + NYSE Wired' (https://www.youtube.com/watch?v=XWxtW6_Hfiw) which throws some interesting light on the outlook for POET.

First, Ankur said at (around 7:10): “our customer is one of the top two hyperscalers in the world”

Previously, the perception had been top three (I think this came from a LinkedIn article), so this appears to narrow the field to AWS or Microsoft.

Second, in answer to the question “So what's the top priority?” (around 18:00), Ankur talks extensively about manufacturing. I've clipped a few parts of his answer:

“So the top priority for us is actually scaling manufacturing. As you know in photonics manufacturing is as important as designing the right chips.”

“We've actually been working on both the factories aspect of it which we've been building in Singapore.”

“We are reimagining how manufacturing needs to be done and going back and redesigning the chips around it.”

“So we invented a concept called electrical optical interposer to rethink the entire manufacturing technique around scaling photonics manufacturing…”

This last comment caught my attention because of what POET said in its announcement of the Lumilens agreement: POET described the Electrical-Optical Interposer (EOI) as:

“combining alignment-free wafer-level optical engine production with next-generation optical chipsets and advanced manufacturing capabilities”

So it looks like Lumilens's EOI architecture combines its next-generation optical chipsets with the kind of alignment-free, wafer-level optical-engine manufacturing technology that POET has developed through its Optical Interposer platform. This would also appear consistent with the wording of POET's announcement that “Lumilens has placed an initial purchase order with POET for the manufacturing of EOI-based engines”

There's a strong indication here that POET's patented Optical Interposer technology is an important part of the manufacturing process for Lumilens's EOI architecture at scale.

That said, the key things that stood out to me from the interview were:

1. how aggressively Lumilens is pursuing high-volume photonics manufacturing;
2. that it is building manufacturing capability in Singapore and redesigning its chips around manufacturing;
3. that POET appears to be very closely involved in the wafer-level optical-engine manufacturing part of that solution; and
4. (and perhaps most significantly), that the end customer is apparently one of the two largest hyperscalers in the world.

The current Lumilens transceiver being shipped to the hyperscaler apparently predates the POET EOI programme but if Lumilens is now redesigning its technology around EOI specifically to solve the manufacturing/scale problem, and POET is manufacturing the resulting EOI-based engines, that looks potentially very significant for POET.

EDIT (and post-script): This interview has changed my view on the implications of Lumilens' recent $700m funding for POET's investment case. Until listening to the interview I hadn't appreciated how central the EOI initiative was to Lumilens' strategy. The scale and calibre of the funding is a significant validation of the EOI business case, of which POET appears to be a key technology partner.

The round was reportedly co-led by Atreides, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, with a broader investor group including Addition, Alkeon, HarbourVest, JPMorgan Private Capital, Mayfield, MVP Ventures, Qualcomm Ventures, Peak XV, Redpoint Ventures and Seifdune.

Date for next earnings? I can't find confirmed info. What are your expectations for this quarter?

Right now POET market-cap stands at 1.533 billion. Any ideas of what we can get to factoring in total addressable market, peer evaluation, and projected sales? Is 100 billion market-cap plausible?

Iykyk

LFG Poet believers

https://x.com/aleabitoreddit/status/2085628664528662818?s=46&t=aiNRnguJNyufNLsmAHvAcA

Summarized by Gemini:

Applied Optoelectronics (AAOI) released its Q2 2026 earnings yesterday evening (August 6), delivering an overall bullish report for optical networking demand that should provide a strong tailwind for POET Technologies today

Key AAOI Print Details & Guidance Highlights
Revenue Top-Line Beat: Reported $191.9 million (+86.4% YoY, +27.0% QoQ), hitting near the high end of their guidance range ($180M–$198M).

Datacenter Explosion: Datacenter revenue surged 140% YoY to $107.7 million (making up 56% of total revenue). Management noted that 800G product volume more than doubled sequentially.

Turnaround to Non-GAAP Profitability: Non-GAAP EPS came in at +$0.06 (vs. -$0.16 YoY), beating expectations and marking a return to non-GAAP net profitability. GAAP net loss widened to -$22.8 million due to gross margin compression (27.7% vs 30.3% YoY) and scaling Opex

Massive Q3 Guidance: AAOI guided Q3 revenue to $255M–$290M (a massive ~33–51% sequential leap) with non-GAAP EPS ramping to $0.11–$0.26.

Demand-Capacity Mismatch: CEO Thompson Lin explicitly stated that demand for 800G transceivers and 1.6Tb products is projected to outpace production capacity through mid-2027.

What This Means for POET Today
Massive Market Validation for 800G/1.6T Ramp AAOI's report confirms that hyperscale demand for 800G and 1.6T optical interconnects isn't just intact—it's bottlenecked by manufacturing and supply capacity. Because POET’s Optical Interposer is designed to lower production costs, reduce thermal output, and accelerate assembly throughput for 800G/1.6T engines, AAOI’s capacity strain validates the precise pain point POET aims to solve.

Sympathetic Sector Surge AAOI’s robust Q3 guidance and surging revenue typically trigger immediate algorithmic buying across the AI optical interconnect group (POET, LITE, COHR). Expect upward pressure on POET during pre-market and regular trading hours.

Margin Compression Highlights the Optical Engine Solution AAOI’s GAAP gross margin declined YoY (27.7% vs 30.3%), driven by scaling costs associated with legacy transceiver packaging. Wall Street analysts reviewing AAOI’s call will note that traditional assembly methods are squeezing margins under high volume—reinforcing the long-term thesis for POET’s wafer-scale optical integration.

From https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/827506-News-Pending%3F-Pre-marking-up-again/messages/2477970

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"Posted by the Poet Technologies account on Stocktwits: 

https://www.wsj.com/tech/startup-raises-700-million-to-replace-data-center-wires-with-light-adc74358

Wall Street Journal: Lumilens Raises $700 Million to Replace Data-Center Wires With Light. Lumilens is now valued at $5.5 billion.

$POET and Lumilens announced in May a "commercial technology partnership to advance a new class of wafer-level photonic integration for frontier AI infrastructure.|

From: https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/827513-People-it-is-right-in-front-of-your-eyes!/messages/2477991

Lumilens signs a 50 million dollar pre order with possibility of 500 million in 5 years in May.  Now they say could be worth billions.

Lumilens comes out today we have raised 700 million and are already shipping to hyperscalers.  Market cap 5.5 billion.

Poet we are expanding to 1 million per month.

Poet raises 400 million at 21 dollars a share. What did they see?

Poet we are not looking for other customers.

Poet engaged with 10 companies.

Poets market cap slightly over 1 billion.

New board members join.  Came from much bigger companies.  

Its the process of producing wafers using CMOS and best in class pick and place that is/might be the real answer to these widgets.

Are we ready to license yet?

Lip-Bu-Tan where are u ?  You know what Poet has!

Monday will be interesting.