View Financial HealthPOET Technologies 배당 및 자사주 매입배당 기준 점검 0/6POET Technologies 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률-19.5%자사주 매입 수익률총 주주 수익률-19.5%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 19hPOET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $400.00002 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $400.00002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 19,047,620 Price\Range: $21 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 19,047,620 Transaction Features: Registered Direct Offering공시 • May 15POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $400.00002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $400.00002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 19,047,620 Price\Range: $21 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 19,047,620 Transaction Features: Registered Direct OfferingSeeking Alpha • May 15POET Technologies: Why I Locked In Profits And Where I Am Re-Buying (Downgrade)Summary In my new article, I am downgrading my rating on POET to "Hold," primarily due to the stock's overvaluation. My long-term valuation of POET implies a price target of $42, but I want to wait for a potential technical correction first. Particular attention is paid to analyzing the operational, market, and financial performance of the new deal with Lumilens. POET's Lumilens deal validates its business, accelerates commercialization, and positions POET as a comprehensive AI infrastructure provider amid high market volatility. I will continue to add my new thoughts in the comments section of this article. Read the full article on Seeking Alpha속보 • May 14POET Technologies Receives US$50 Million Order for AI Photonic Integration with Potential Future UpsidePOET Technologies entered a supply agreement with Lumilens focused on wafer-level photonic integration to support next-generation AI optical networks. The partnership centers on POET’s Electrical-Optical Interposer platform, targeting scalable, high-performance optical engines for AI and data center architectures. Lumilens placed an initial purchase order valued at US$50 million, with potential cumulative purchases described as exceeding US$500 million over five years. This agreement points to a clearer commercial pathway for POET’s photonic integration technology, tied directly to AI and data center infrastructure spending. Investors may want to watch how quickly POET converts this initial order into delivered product and whether the longer-term purchase indications translate into firm orders and revenue over time.공시 • May 14POET Technologies Inc. Announces Appointment of Sandeep Kumar as Chief Operating Officer, Effective May 11, 2026POET Technologies Inc. announced the appointment of Sandeep Kumar as Chief Operating Officer reporting to the Chief Executive Officer. Dr. Kumar’s appointment was effective as of May 11, 2026. Dr. Sandeep Kumar is an experienced executive in the semiconductor industry. In his last position at Silicon Labs based in Austin, TX where he worked for over 18 years, he was Senior Vice President of Worldwide Operations. He has managed manufacturing teams, supply chain, planning, CAD, process engineering, package engineering, product and test engineering, quality assurance, failure analysis, as well as prototype production and reliability test labs. Sandeep has experience working closely with the design, marketing, sales teams, and customers addressing their geopolitical concerns. Prior to joining Silicon Labs, Sandeep was responsible for worldwide product and test engineering for the storage business at Agere Systems, Lucent Technologies and AT&T Bell Labs working closely with the internal factories in the United States and Asia. As a member of the Bell Labs technical staff, Sandeep was part of the group that designed ISDN U-interface chips, Speaker Phone Codec and Sigma-Delta A/D converters. Sandeep has a bachelor’s in electrical engineering from the Indian Institute of Technology in Bombay, India, a M.S. in Electrical Engineering from the University of Evansville in Indiana and a Ph.D. in Electrical Engineering from Lehigh University in Pennsylvania. Sandeep also attended and completed Wharton’s Leadership Development Program at the University of Pennsylvania.새로운 내러티브 • May 11POET: The Silicon Photonics Pivot, Optical Interposer Scalability, and the AI Optical Interconnect Inflection Point for 1.6T NetworksPOET Technologies Inc. (POET), a design leader in high-speed photonic integration, is navigating a transformative 2026 defined by its evolution from a research-intensive laboratory into a mission-critical architect of AI data center fabrics.공시 • Apr 29Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of POET Technologies IncRosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of the securities of POET Technologies Inc. between April 1, 2026 and 08:57 AM ET on April 27, 2026, both dates inclusive (the “Class Period”). The lawsuit seeks to recover damages for Poet Technologies investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) POET Technologies misrepresented its tax status due to it likely being deemed a passive foreign investment company (or “PFIC”) under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies’ valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies’ business agreements in a public interview, thus endangering POET Technologies’ business prospects, and (4) as a result, defendants’ statements about POET Technologies’ business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm’s attorneys are ranked and recognized by numerous independent and respected sources. Rosen Law Firm has secured hundreds of millions of dollars for investors. Attorney Advertising. Prior results do not guarantee a similar outcome.공시 • Mar 10POET Technologies Inc. Demonstrates Extraordinary Hybrid Laser and Next-Generation High-Powered Light Sources for AI ApplicationsPOET Technologies Inc. announced it plans to perform live demonstrations of its two leading external light source (ELS) products at the annual Optical Fiber Communications (OFC) Conference, which will be held at the Los Angeles Convention Center from March 16-19, 2026. POET’s executive management team and engineers will be meeting customers and industry analysts at the Company’s Booth No. 339 during the exhibition. The products to be demonstrated include: POET Blazar™: A ground-breaking ELS solution, Blazar is a highly integrated hybrid laser that exemplifies the Company’s “semiconductorization of photonics” mission. Designed to power both co-packaged optics (CPO) and high-bandwidth, chip-to-chip, light-based data communications links, Blazar has rapidly advanced since it was first showcased in private meetings at last year’s OFC Conference. POET’s high-power, multi-channel light source is proving to be a viable alternative to traditional DFB laser-based solutions. Wafer-level chip-scale technology significantly lowers the cost of the light source, provides larger scale and better reliability, and increases the effective supply of Indium Phosphide. POET plans to demonstrate the high output power and multi-wavelength capabilities of Blazar. POET Starlgiht™: The next generation of POET’s first ELS solution will be revealed alongside Blazar. The POET Starlight demo will feature a compact engine solution with eight-channel high power lasers at multiple wavelengths. Starlight will be integrated into a working optical engine to show the commercial applicability of the solution to the industry standard ELSFP module. Lightwave Award: In addition, Company representatives will attend a ceremony to accept the recently announced Elite Score award at the Lightwave Innovations Reviews reception, which is scheduled to be held on March 16. POET earned the recognition for POET Teralight™, the Company’s multiple award-winning line of 1.6Tbps transmit and receive optical engines. In February, Lightwave Innovation Reviews announced its judges had given POET Teralight a score of 4.5, one of the highest received among winning entries. The 2026 OFC Conference will feature the Company’s largest booth presence in the history of its attendance. Meetings with current and prospective clients, analysts, media, and institutional investors will take place throughout the duration of the exhibition.공시 • Jan 24POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $150.000006 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $150.000006 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,656 Price\Range: $7.25 Discount Per Security: $0.3625 Transaction Features: Registered Direct Offering공시 • Jan 22POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $150.000006 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $150.000006 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,656 Price\Range: $7.25 Discount Per Security: $0.3625 Transaction Features: Registered Direct Offering공시 • Oct 29POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $149.999999 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $149.999999 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,655 Price\Range: $7.25 Discount Per Security: $0.36 Transaction Features: Registered Direct Offering공시 • Oct 27POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $149.999999 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $149.999999 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,655 Price\Range: $7.25 Discount Per Security: $0.36 Transaction Features: Registered Direct Offering공시 • Oct 08POET Technologies Inc. announced that it has received $75.000002 million in fundingPOET Technologies Inc announced that it has completed a non-brokered private placement and entered into a purchase agreement with a single Institutional Investor pursuant to which it issued 13,636,364 common shares at a price of $5.5 and warrants for aggregate gross proceeds of $75,000,002 on October 7, 2025. The warrants have an exercise price of $7 and a maturity date of October 7, 2030.공시 • Oct 01POET Technologies and Semtech Launch 1.6T Optical Receivers for AI NetworksPOET Technologies Inc. announced with Semtech Corporation, the immediate availability for customer sampling of high-performance 1.6T Receiver Optical Engines for AI and cloud networks. The breakthrough optical engine products leverage POET's Optical Interposer™ platform to integrate Semtech’s FiberEdge 200G-per-lane receiver technologies, creating highly integrated, chip-scale receive (Rx) engines that simplify module assembly while improving performance and manufacturability. The state-of-the-art optical engines include DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity and are available immediately for customer sampling. The collaboration demonstrates how POET's Optical Interposer platform enables seamless integration of high-performance electronic and photonic components with Semtech's tested FiberEdge technology, delivering:N×200G/lane: receive path using Semtech FiberEdge transimpedance amplifiers (TIAs), integrated on POET’s Optical Interposer for compact, chip-scale assembly.Module targets: 1.6T DR8 and 2×FR4 receiver engines for AI cluster and intra-DC links. The 2xFR4 Receiver Optical Engine comes with integrated demultiplexers.Integration advantages: lower power, higher sensitivity, reduced BOM and assembly steps, and improved electrical/optical signal integrity at 200G/lane.Status: now sampling to qualified customers through POET. Evaluation units of the 1.6T DR8 and 1.6T 2×FR4 Receiver Optical Engines are available now for qualified customers.Major Estimate Revision • Sep 08Consensus revenue estimates fall by 59%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$3.48m to US$1.44m. Forecast losses increased from -US$0.26 to -US$0.32 per share. Semiconductor industry in the US expected to see average net income growth of 24% next year. Consensus price target of US$6.63 unchanged from last update. Share price was steady at US$5.28 over the past week.공시 • Sep 04POET Technologies to Showcase Breakthrough Light Source and 1.6T Optical Engines for AI and Cloud Markets at CIOE 2025POET Technologies Inc. announced that it will be showcasing live demonstrations of its latest optical products at the 2025 China International Optoelectronic Expo (CIOE), taking place September 10-12 at the Shenzhen World Exhibition and Convention Center. At CIOE 2025, POET will highlight two breakthrough demonstrations designed for AI scale-up networks and hyperscale data centers: Groundbreaking light source for Co-Packaged Optics (CPO) and high-bandwidth chip-to-chip communications, the POET BlazarTM, addressing the urgent bandwidth and latency challenges of AI scale-up networks. Blazar utilizes POET's wafer-level chip-scale packaging technology to create a high-power, multi-channel light source as an alternative to traditional DFB laser-based solutions. A line of 1.6T transmit and receive optical engines, called POET TeralightTM, that delivers performance and cost-optimized solutions for high-volume 1.6T pluggable transceivers, enabling scalable, next-generation interconnect solutions for data center and AI infrastructure. CIOE is the largest optoelectronics conference in the world, expecting more than 120,000 attendees from over 30 countries. POET will be stationed at Hall 11, Booth 11A59.공시 • Aug 28POET Technologies Inc.(TSXV:PTK) dropped from S&P/TSX Venture Composite IndexPOET Technologies Inc.(TSXV:PTK) dropped from S&P/TSX Venture Composite Index공시 • Jul 18POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million.POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million. Security Name: Units Security Type: Equity/Derivative Unit Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0New Risk • Jul 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change).공시 • Jul 08Poet Technologies Inc. Announces Board ChangesPOET Technologies Inc. announced the appointment of Sohail Khan as director and member of the Corporate Governance & Nominating Committee. Mr. Khan’s appointment was effective as of July 7, 2025 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed. The size of POET’s Board was reduced to five members with the retirement of Chris Tsiofas, Chair of the Audit Committee, who decided not to stand for re-election at the recent Annual and Special Meeting of the Shareholders on June 27, 2025.Mr. Khan is a seasoned business executive in high technology firms with wide ranging experience, from leading startups to running multi-billion-dollar enterprises. A strong leader with a track record of anticipating and developing new technologies Mr. Khan has extensive M&A experience, having negotiated sale/purchase of multiple companies as CEO and Head of Strategy at Agere Systems. Most recently, Mr. Khan served as Executive Vice President, Wideband Gap Electronics and President of SiC, LLC, divisions of Coherent Corp. He was a member of the Board of Directors of LightPath Technologies for 16 years, Managing Partner of K5 Innovations LLC, and President & CEO of ViXS Systems Inc., a global fabless semiconductor company, and member of the Board of Intersil Corporation. Experienced in Corporate Governance, Mr. Khan has served on the Audit, Compensation and Finance committees of several private and public company boards. Following the appointment of Mr. Khan the Board will consist of six members, being Dr. Suresh Venkatesan (Chair), Jean-Louis Malinge (Lead Independent Director), Theresa Lan Ende, Glen Riley, Robert Tirva and Sohail Khan.New Risk • May 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.0m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change).공시 • May 21POET Technologies Inc. has filed a Follow-on Equity Offering.POET Technologies Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $5 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 6,000,000Price Target Changed • May 16Price target increased by 11% to US$6.63Up from US$5.96, the current price target is provided by 1 analyst. New target price is 41% above last closing price of US$4.71. Stock is up 113% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.94 last year.New Risk • May 15New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$45m Forecast net loss in 2 years: US$5.6m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.6m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change).Reported Earnings • May 15First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.08 (up from US$0.12 loss in 1Q 2024). Net income: US$6.34m (up US$12.1m from 1Q 2024). Revenue missed analyst estimates by 58%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 95% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.공시 • Apr 28POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million.POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million. Security Name: Unit Security Type: Equity/Derivative Unit Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0공시 • Apr 24POET Technologies Inc., Annual General Meeting, Jun 20, 2025POET Technologies Inc., Annual General Meeting, Jun 20, 2025.공시 • Apr 15Poet Technologies Inc. Debuts Poet BlazarPOET Technologies Inc. announced significant new customer engagement in response to live demonstrations of the POET Teralight line of 1.6T transmit and receive optical engines that broke performance expectations at the 2025 Optical Fiber Communications Conference at the Moscone Center in San Francisco, California. POET also debuted POET Blazar, a external light source that promises to shrink costs by an order of magnitude with the potential to disrupt the AI connectivity ecosystem at a time when the industry is in need of viable new solutions. Blazar represents a new class of laser and is designed to drive AI connectivity to the next level. It can transform the economics of AI connectivity with an architecture that reduces costs and increases scale and manufacturing efficiency. With the massive amount of compute power that AI demands, the company believe that Blazar offers an economically superior solution for co-packaged optics applications and, more importantly, for chip-to-chip, light-based connectivity in AI clusters.New Risk • Mar 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$120k revenue).공시 • Jan 02POET Technologies Inc. (TSXV:PTK) acquired remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd for $6.5 million.POET Technologies Inc. (TSXV:PTK) signed a binding Memorandum of Understanding to acquire remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd. on November 25, 2024. The transaction is subject to definitive agreement, which are expected to be signed by the end of November, 2024. POET Technologies Inc. (TSXV:PTK) completed the acquisition of remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd. for $6.5 million on December 31, 2024. Sanan's 24.8% equity position in SPX to POET at closing for total consideration of $6.5 million to be paid over a period of 5 years, interest free, with the first and smallest payment due on October 31, 2025. Annual payments increase year by year over the five-year term, with the last payment due on October 31, 2029. The Company also provided to Sanan the option over the term, subject to certain conditions and notice, to convert any portion of the purchase price into common shares of the Company at a deemed issue price per Common Shares to be determined at the time of conversion, which shall be equal to the greater of (i) the prior 30-day volume weighted average trading price of the Common Shares on the NASDAQ for the period ending immediately prior to the conversion date, or (ii) the closing price of the Common Shares on the NASDAQ on the date immediately preceding the applicable conversion date. Any Common Shares of POET that may be issued pursuant to the conversion election under the Equity Transfer Agreement will be subject to a statutory hold period under applicable Canadian securities laws.Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 3 analysts covering POET Technologies expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.0m in 2027. Average annual earnings growth of 53% is required to achieve expected profit on schedule.공시 • Dec 05POET Technologies Inc. Announces Appointment of Bob Tirva as Director and Member of the Audit CommitteePOET Technologies Inc. announced the expansion of the Company’s Board of Directors to six members with the appointment of Bob Tirva as director and member of the Audit Committee. Mr. Tirva’s appointment will be effective December 5, 2024 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed. Mr. Tirva brings over 30-years of executive experience in the technology industry and several years of advisory experience as a director of companies advancing semiconductor technology. Throughout his career, Mr. Tirva held various management positions at IBM, Broadcom Corporation, Dropbox and Intermedia Cloud Communications Inc. before assuming the role of President, Chief Operating Officer and Chief Financial Officer of Sonim Technologies Inc. until it was acquired by AJP Holding Company in 2022. Mr. Tirva currently serves on the board of Skyworks Aeronautics and was recently on the boards of Costar Technologies and Resonant Inc. Following the appointment of Mr. Tirva, the Board will consist of six members, being Dr. Suresh Venkatesan (Chair), Jean-Louis Malinge (Lead Independent Director), Theresa Lan Ende, Glen Riley, Chris Tsiofas, and Bob Tirva.공시 • Dec 04POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $25.000002 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $25.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 5,555,556 Price\Range: $4.5 Discount Per Security: $0 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 2,777,778 Transaction Features: Registered Direct Offering공시 • Nov 27+ 1 more updatePOET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $25.000002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $25.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 5,555,556 Price\Range: $4.5 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 2,777,778 Transaction Features: Registered Direct OfferingPrice Target Changed • Nov 22Price target increased by 7.3% to US$5.96Up from US$5.55, the current price target is provided by 1 analyst. New target price is 49% above last closing price of US$4.01. Stock is up 199% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.51 last year.New Risk • Nov 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 16% per year over the past 5 years. Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Revenue is less than US$1m (US$120k revenue). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).Price Target Changed • Oct 09Price target decreased by 11% to US$4.94Down from US$5.55, the current price target is provided by 1 analyst. New target price is 25% above last closing price of US$3.96. Stock is up 31% over the past year. The company is forecast to post a net loss per share of US$0.41 next year compared to a net loss per share of US$0.51 last year.Breakeven Date Change • Oct 09No longer forecast to breakevenThe 2 analysts covering POET Technologies no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.66m in 2026. New consensus forecast suggests the company will make a loss of US$8.90m in 2026.공시 • Sep 26POET Technologies Inc. announced that it has received $15 million in funding from MM Asset Management IncPOET Technologies Inc. announced that it entered into a securities purchase agreement with MMCAP International Inc. SPC to issue securities consisting of an aggregate of 4,000,000 common shares, without par value and a warrant exercisable for an aggregate of up to 2,000,000 Common Shares at an exercise price of $5 per Common Share; aggregate gross proceeds of $15,000,000 on September 25, 2024. The Common Shares and the accompanying Warrant can only be purchased together in this Offering but will be issued separately. The price for each Common Share and accompanying Warrant in respect of one-half Common Share was $3.75. No placement agent is involved in this Offering. Warrant is exercisable, in whole or in part, for a period of five years from the date of issuance.New Risk • Sep 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$24m Forecast net loss in 2 years: US$331k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (61% increase in shares outstanding). Revenue is less than US$1m (US$116k revenue). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$331k net loss in 2 years).공시 • Sep 11Chengdu Insiga Semiconductor Technology Co., Ltd. and POET Technologies Inc. to Demonstrate Laser Driver and Optical Engine Combinations for 800G and 1.6T Optical Modules At CioeChengdu InSiGa Semiconductor Technologies Co., Ltd. and POET Technologies Inc. announced that they have developed and will showcase in a live demonstration the combination of POET's 200Gx4 transmit optical engine using InSiGa's 200G/lane EML driver ISG-D9616 for 800G and 1.6T modules at the 2024 China International Optoelectronic Expo (CIOE) from September 11-13 at POET booth 11B59. AI and big data have led to significant increase in bandwidth in recent times and this higher bandwidth requirement can be supported by next generation 800G/1.6T optical modules. 200Gbs/lane requirement is now required to achieve the highest bandwidth modules that can be used to support AI and emerging datacenter applications. POET and InSiGa have developed a unique solution for 200Gx4 applications based on POET’s revolutionary Silicon based optical interposer technology using InSiGa’s patented DC coupled 200G/lane EML driver. This approach provides the most compact solution and allows for optimal performance as no external components are required between the EML and the driver. This design is built upon the successful implementation of similar optical engines using 100G/lane EML driver ISG-D5616 used in 400G optical engines designed by POET. ISG-D9616 is a single channel DC coupled EML driver that can be flip-chipped or wire bonded directly to the EML. This differential input and single ended output driver does not need any bias-T or capacitor between the driver and the EML. The differential input to the driver also offers cross-talk immunity especially for 112Gbaud/s applications. The driver is very compact with a die size of 0.7x0.9mm. The driver needs no external 50ohm termination for the EML making the design very simple and eliminating RF degradation due to extra bond wire inductance between the EML and the 50ohm termination. ISG-D9616 is sampling to customers now. POET’s 800G FR4 and DR4 transmit optical engines (OE) consist of high-speed externally modulated lasers (EMLs), integrated EML drivers (ISG-D9616) and optical multiplexer (for FR4) assembled on POET’s optical interposer. The drivers and lasers are flip chip attached at wafer scale and passively aligned to waveguides and multiplexer. The OEs have been designed specifically for use in 800G FR4 & 1.6T 2xFR4 and 800G DR4 & 1.6T DR8 OSFP and QSFP-DD pluggable transceivers.Reported Earnings • Aug 16Second quarter 2024 earnings released: US$0.14 loss per share (vs US$0.11 loss in 2Q 2023)Second quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.11 loss in 2Q 2023). Net loss: US$7.98m (loss widened 82% from 2Q 2023). Revenue is forecast to grow 136% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.공시 • Jul 20+ 1 more updatePOET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $10.000002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $10.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 3,333,334 Price\Range: $3 Security Name: Warrants Security Type: Equity Warrant Securities Offered: 3,333,334 Transaction Features: Registered Direct OfferingBreakeven Date Change • Jun 11Forecast to breakeven in 2026The 2 analysts covering POET Technologies expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.0m in 2026. Average annual earnings growth of 81% is required to achieve expected profit on schedule.Seeking Alpha • Jun 04POET: Strengthened Capital Base And A Big Deal Win (Rating Upgrade)Summary POET Technologies has experienced a positive change in perception, leading to increased interest and trading volume for the stock. It has raised significant cash through private placements, mitigating its initially increased financing risk. The company has achieved an important design win with Foxconn Interconnect Technology, validating its technology and gaining a strong partner for commercialization. I am upgrading my rating for POET amid better visibility, lower risk, and increasing commercial traction. The company is now a STRONG BUY. Read the full article on Seeking AlphaNew Risk • May 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 16% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Revenue is less than US$1m (US$294k revenue).Reported Earnings • May 17First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.12 loss per share. Net loss: US$5.72m (loss widened 8.4% from 1Q 2023). Revenue missed analyst estimates by 99%. Earnings per share (EPS) also missed analyst estimates by 9.1%.공시 • May 12POET Technologies Inc. announced that it has received CAD 19.999997 million in fundingOn May 10, 2024, POET Technologies Inc closed the transaction. The company issued 3,448,275 units at issue price CAD 2.90 per unit for gross proceeds CAD 9,999,997.5 in its final tranche.공시 • Apr 30POET Technologies Inc. announced that it expects to receive CAD 19.999997 million in fundingPOET Technologies Inc. announced a non-brokered private placement of up to 3,258,390 units at a price of CAD 3.069 per unit for the gross proceeds of CAD 9,999,999 on April 29, 2024. Each unit will consist of one common share in the capital of the company and one common share purchase warrant. Each Warrant will entitle the holder thereof to purchase one common share of the company for a period of 60 months following the closing date of the offering at an exercise price of CAD 4.26 per warrant share. No brokers or finders were engaged in this transaction. On the same day, the company announced that the company will issue additional 3,448,275 units at a price of CAD 2.90 per unit for the gross proceeds of CAD 9,999,997.5. Each unit will consist of one common share in the capital of the company and one common share purchase warrant. Each warrant will entitle the holder thereof to purchase one common share of the company for a period of 60 months following the closing date of the PP offering at an exercise price of CAD 4.26 per warrant share. The common shares forming a part of the units, the warrants, and the warrant shares are each subject to a 4-month holding period. The PP offering is scheduled to close on or about May 10, 2024 and completion of the PP offering is subject to certain conditions including the receipt of all necessary approvals, including the approval of the TSX Venture Exchange. The closing of the PP Offering is not conditional upon the closing of the LIFE Offering announced earlier today.공시 • Apr 18POET Technologies Inc. Announces Change in Role of Vivek RajgarhiaPOET Technologies Inc. announced a change in the role of Vivek Rajgarhia, who has served as the Company’s President & General Manager since November 2019. Mr. Rajgarhia will remain an employee of POET but will transition from executive officer to the role of Corporate Development Advisor to the CEO, effective immediately. This scope change, initiated by Mr. Rajgarhia, will provide him with the time that he has requested to attend to certain personal matters, but will also allow him to continue his important role in providing both strategic advice to the CEO and management team.공시 • Apr 13POET Technologies Inc., Annual General Meeting, Jun 21, 2024POET Technologies Inc., Annual General Meeting, Jun 21, 2024.공시 • Mar 27POET Technologies Inc. Enters Optical Module Market with 800G Transceiver for Artificial Intelligence NetworksPOET Technologies Inc. announced its first entry into the optical module market for artificial intelligence and cloud data center markets with an 800G pluggable transceiver. The Wavelight is an 800G 2xFR4 OSFP module that incorporates the Company's POET Optical Interposer technology and related optical engine products. Wavelight is the Company's first POET-branded module and its initial entry into the pluggable optical module market, representing a key milestone in its commercialization roadmap. POET debuts in the module market at the leading edge of module designs at a speed and performance that is highly sought after by AI network operators such as Google, Meta, Nvidia and AWS. The Company will showcase Wavelight modules at the OFC 2024 conference in San Diego from March 26-28 (Booth #5001) and customer sampling will begin in third quarter 2024. Wavelight has 8 lanes of electrical input and output channels operating at 106.25Gbps per channel. The Wavelight product line is complementary to POET's optical engine sales. POET is committed to continue its optical engine sales both directly and through its joint venture, Super Photonics Xiamen (SPX), and serve pluggable transceiver customers for 100Gbps to 800Gbps speeds.공시 • Mar 23POET to Demo AI Hardware Products for 800G and Beyond at OFC 2024POET Technologies Inc. announced it will expand on its leadership role in deploying next-generation silicon photonics products when it features live demonstrations of new modules and optical engines during the 2024 Optical Fiber Communications (OFC) Conference Exhibition to be held in San Diego, California from March 26 – 28, 2024. The products that POET is scheduled to demonstrate include: 800G Optical Engines: An 800G 2xFR4 OSFP Module with integrated POET Optical Engines will be demonstrated to showcase the superior error free performance after transmission over 2km of single mode fiber. The module consists of two 400G silicon photonics transmitters and one integrated 800G receiver, operating on four ITU-defined CWDM wavelengths. POET Starlight™: An 8-channel packaged light source for C-Band and O-Band wavelengths for chip-to-chip AI applications and co-packaged optics for the data center market. Starlight can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics. It is ready for scalable manufacturing using individually mounted lasers rather than expensive laser arrays, driving lower cost and expandability to 64 channels and above. 200G/lane Optical Engines: OFC attendees will get a first look at POET’s groundbreaking 200G/lane transmitter and receiver engines, fundamental building blocks for enabling pluggable transceivers at 1.6T and 3.2T data rates. EML-based 100G/lane Transmit Optical Engine with integrated driver: The latest version of POET’s Infinity chiplet incorporates externally modulated lasers (EMLs) and EML drivers that offer a highly integrated transmit solution with superior performance and at a lower cost for 400G and 800G FR4 applications. Pluggable transceivers from module partners: POET will showcase pluggable transceivers from module partners like Luxshare-TECH, ZKTel and Fibertop from 100G to 800G speeds that use POET’s Optical Interposer and Optical Engine technology. The 2024 OFC Conference takes place at the San Diego Convention Center from March 26-28. Visit POET at Booth #5001 to see demonstrations.Reported Earnings • Mar 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: US$0.51 loss per share (improved from US$0.57 loss in FY 2022). Net loss: US$20.3m (loss narrowed 3.7% from FY 2022). Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.공시 • Mar 18POET Technologies Inc. Announces Changes to its BoardPOET Technologies Inc. announced that effective March 14, 2024, Peter Charbonneau, lead independent director and chairman of the Corporate Governance and Nominating Committee is stepping down from the Board of Directors for personal reasons. Jean-Louis Malinge has been appointed as lead director and chairman of the Corporate Governance and Nominating Committee effective March 15, 2024 and Michal Lipson has been appointed to the vacancy in the Audit Committee left by Mr. Charbonneau.공시 • Jan 26POET Technologies Inc. to Report Fiscal Year 2023 Results on Mar 30, 2024POET Technologies Inc. announced that they will report fiscal year 2023 results at 4:00 PM, US Eastern Standard Time on Mar 30, 2024공시 • Dec 12POET Technologies Inc. announced that it expects to receive CAD 4.999999 million in fundingPOET Technologies Inc. announced a non-brokered private placement of 4,098,360 units at a price of CAD 1.22 for the gross proceeds of CAD 4,999,999 on December 11, 2023. Each Unit will be comprised of one common share and one common share purchase warrant. Each warrant entitling the holder thereof to purchase one common share at a price of CAD 1.52 per common share. The company may conduct multiple closings at its discretion with the final closing of the Offering is expected to take place on or around January 15, 2024. Closing of the Offering is subject to the satisfaction or waiver of a number of customary closing conditions, including the approval of the TSX Venture Exchange. The securities issued pursuant to the offering will be subject to applicable hold periods, including the statutory four month hold period from the date of closing of the Offering. As a part of the transaction, the company may pay cash fees to certain finders in respect of subscriptions received from certain investors in connection with the offering, subject to entering into customary arrangements with such finders and subject to the approval of the TSXV.공시 • Dec 01POET Technologies Inc. has completed a Follow-on Equity Offering.POET Technologies Inc. has completed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 1,600,000 Price\Range: $0.9 Security Name: Warrants Security Type: Equity Warrant Securities Offered: 1,600,000Price Target Changed • Nov 28Price target decreased by 40% to US$6.55Down from US$10.87, the current price target is provided by 1 analyst. New target price is 455% above last closing price of US$1.18. Stock is down 60% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$0.57 last year.Reported Earnings • Nov 17Third quarter 2023 earnings released: US$0.13 loss per share (vs US$0.11 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.11 loss in 3Q 2022). Net loss: US$5.14m (loss widened 27% from 3Q 2022). Revenue is forecast to grow 206% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.공시 • Nov 07POET Technologies Inc. to Report Q3, 2023 Results on Nov 15, 2023POET Technologies Inc. announced that they will report Q3, 2023 results on Nov 15, 2023공시 • Nov 03POET Technologies Inc. has filed a Follow-on Equity Offering.POET Technologies Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Security Name: Warrants Security Type: Equity WarrantNew Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Revenue is less than US$1m (US$791k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$19m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Revenue is less than US$1m (US$791k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$19m net loss next year). Shareholders have been diluted in the past year (11% increase in shares outstanding).공시 • Aug 17POET Technologies Inc. Creates Platform for 1.6T Transceivers Using 200G Per Lane TechnologyPOET Technologies Inc. announced its development of an optical interposer platform for 1.6T transceivers and beyond using 200G per lane technology for next generation data center and AI networks. Migrating from 100G per lane to 200G per lane doubles the bandwidth with the same face plate density as 100G per lane, lowers the overall system power consumption and reduces the solution cost. Cloud and other service providers can continue to reap the benefits of pluggable transceivers in their networks and deploy pluggable solutions at bandwidths of 1.6T (and beyond) with 200G per lane technology utilizing POET’s enhanced interposer-powered optical engines. Enhancements to the Optical Interposer now support 200Gbps per lane speed for both the transmitter and the receiver. The transmit optical engine has been modified for externally modulated lasers (EML), EML drivers and monolithically integrated multiplexers for single mode fiber applications for up to 10km reach. The receive optical engine can now incorporate the next generation higher speed photodiodes, trans-impedance amplifiers and monolithically integrated low-loss polarization-insensitive demultiplexers for 1.6T transceivers and beyond. The newly-designed Optical Interposer architecture enables seamless wafer-scale passive assembly of externally modulated lasers from multiple suppliers, providing maximum flexibility for customer requirements. Among the new features of the Optical Interposer, the most important include: Novel transmission line designs to supply low-loss, high-speed electrical interconnects with bandwidth greater than 75GHz, a requirement of next generation of high-speed lasers and drivers. Adaptations to support the integration of conventional surface mount device (SMD) components, which improve RF performance that is crucial at such high speeds. New, proprietary demux architectures and assembly techniques to allow passive, wafer-level assembly of the next generation of high-speed photodiodes. Through-Silicon-Vias (TSVs) on the Optical Interposer platform for integration of high-speed electrical and optical components while eliminating wire bonds – one of the primary sources of signal noise and interference in transceivers. The overall effect of these improvements to the Optical Interposer platform is to achieve superior performance in a power-optimized solution at 200G per lane that can be included in 1.6T pluggable transceivers. The small form factor of POET Optical Engines makes the solution scalable to 3.2T pluggable transceivers in current industry standard form factors. POET expects to complete the design of 1.6T Transmit and Receive optical engines with 200Gbps per lane technology based on the new generation of Optical Interposer designs by early 2024. It plans to demonstrate these products at major tradeshows and start customer sampling by first half of 2024.Price Target Changed • Aug 07Price target increased by 23% to US$11.00Up from US$8.94, the current price target is provided by 1 analyst. New target price is 176% above last closing price of US$3.98. Stock is down 8.0% over the past year. The company is forecast to post a net loss per share of US$0.53 next year compared to a net loss per share of US$0.57 last year.공시 • Jul 27POET Technologies Announces Sample Availability of 100G LR4 Optical Engines and Testing with Three Lead CustomersPOET Technologies Inc. announced sample readiness of 100G LR4 Transmit and 100G LR4 Receive optical engines that are part of “POET Legacy™” product family. Three lead customers have received samples and started product evaluation and two others have requested samples. The POET 100G LR4 Transmit and Receive optical engines are designed using POET’s Optical Interposer technology and known good optical components, including high-speed DML lasers and photodiodes. The engines meet the IEEE 100GBASE-LR4 standard for transmission up to 10km and are suitable for use in QSFP28, CFP, CFP2 and other high density form factors. 100G LR4 transceivers are a mainstay of the telecom industry, providing key links from data centers to trunk lines. The chip-on-board, non-hermetic architecture of POET’s optical engines eliminates the costly TOSA (Transmit Optical Subassembly) and ROSA (Receive Optical Subassembly) that are prevalent in most 100G LR4 transceivers today. The engines are assembled using standard pick and place attach process without any need for micro-optic lenses and isolators. No active alignment enables wafer-scale assembly and testing of the engines. The small size 100G LR4 Transmit optical engine is about 9mm by 4mm and incorporates four DML lasers operating at the LAN-WDM wavelengths as defined by the IEEE 802.3ba standards. The Optical Multiplexer, monitor photodiodes and an FAU (Fiber Array Unit) are included on the engine. The Receive optical engine is 7.5mm by 4.5mm and includes high-speed photodiodes, a demultiplexer and FAU. POET expects to complete the qualification of 100G LR4 Transmit and Receive optical engines and start volume production at its joint venture partner, Super Photonics, by First Quarter 2024. The ethernet transceiver market for 100G LR4 is projected by LightCounting to sustain a steady run rate with estimated cumulative sales of $1.6 billion over the 2024-2028 period.공시 • Jun 15POET Technologies Inc. Announces Sample Availability of “POET Infinity” and Testing with Two Lead CustomersPOET Technologies Inc. announced alpha sample readiness of “POET Infinity™”, a chiplet-based transmitter platform for 400G, 800G and 1.6T pluggable transceivers and co-packaged optics solutions. Two lead customers have agreed to partner with POET to test the alpha version of the Infinity chiplet. The POET Infinity chiplet complements the POET 800G 2xFR4 Receiver optical engine that the Company announced in February 2023, and completes the 800G chipset for 2xFR4 QSFP-DD or OSFP applications with two Infinity chiplets and one Receiver optical engine. Both customers intend to develop 800G 2xFR4 QSFP-DD and OSFP transceiver solutions using the POET Optical Engine chipsets. The Infinity chiplet is the industry’s first implementation of directly modulated lasers (DMLs) for 100G/lane applications. DMLs are power efficient, cost effective and become a highly scalable solution when paired with the POET Optical Interposer™ platform. The chiplet incorporates 100G PAM4 DMLs, DML Drivers and an integrated optical multiplexer for a complete 400GBASE-FR4 transmitter solution on a chip. The small size of the chiplet and a daisy-chain architecture enables side-by-side placement of multiple instances to achieve 800G and 1.6T speeds. The POET Infinity product line carries forward the POET differentiation of all passive alignments and monolithically integrated waveguides, multiplexers and demultiplexers, which translates to lower cost, lower power consumption and ease-of-assembly benefits for customers. The development of a production version of the POET Infinity chiplet is on track and POET expects to deliver beta samples by Fourth Quarter of 2023 and start production by the first half of 2024. The ethernet transceiver market for 400G and above data rates is projected by Lightcounting to exceed $6 billion by 2028.공시 • Feb 16POET Technologies to Demonstrate 800G Optical Engines and Light Source Products at OFC 2023POET Technologies Inc. announced that it will be hosting live demonstrations of its advanced optical engine and light source products at the 2023 Optical Fiber Communication Conference and Exhibition (OFC). POET's executive leadership will be at OFC, March 7 March 9, to showcase the Company's latest technology in Booth #5311. Customers and attendees can view mechanical samples and live demonstrations of the following products: 800G 2xFR4 receive optical engines with integrated DMUX, photodiodes and trans-impedance amplifier; 100G LR4 transmit and receive optical engines for 10km transmission applications; O-Band LightBarTM products with high-power CW lasers for co-packaged optics and artificial intelligence/machine learning (AI-ML) GPUs; Mechanical demo of 800G 2xFR4 QSFP-DD transceiver showcasing the simplicity of a transceiver design utilizing POET's optical engines.공시 • Feb 03POET Technologies Inc. Partners with Luxsharetech and Announces Availability of 400G and 800G Receive Optical EnginesPOET Technologies Inc. announced that it has started sampling 400G FR4 and 800G 2xFR4 receive optical engines (RXOEs). POET will partner with Luxshare Technology Co. Ltd. (LuxshareTech). The POET 400G FR4 RXOE, produced by Super Photonics Xiamen, the company’s JV, integrates a quad trans-impedance amplifier (TIA), four high-speed photodiodes and an optical demultiplexer integrated in a single chiplet measuring 12x5mm. The 800G 2xFR4 RXOE consists of an integrated octal trans-impedance amplifier (TIA), eight high-speed photodiodes and two optical demultiplexers in a single chiplet measuring 15x5mm. Customers of POET’s RXOEs have the option to procure the engines with integrated fiber array unit (FAU), which provides an even more complete solution for next-generation data center interconnects. The 400G and 800G RXOEs achieve superior performance through better integration of photodiodes and TIA and exceed the industry standard specifications for 400GBASE-FR4 interfaces. POET expects to complete design verification testing and reliability qualification of the RXOEs in the first half of 2023 and start production in the second half of 2023.공시 • Jan 11POET Technologies Inc. Announces Production Release of Optical Engines for 100G, 200G and 400G for Telecom and Data Center MarketPOET Technologies Inc. announced that it has released to production four optical engines, an achievement that advances the Company’s commercialization goals. The small form factor optical engines with integrated directly modulated lasers (DMLs), optical multiplexer, high-speed photodiodes and optical demultiplexer enable low power, cost-efficient and highly scalable 100G CWDM4, 200G FR4 and 400G FR4 pluggable transceivers for telecom and data center markets. POET reached its production release milestones while working with Super Photonics, the joint venture company formed with Sanan IC of Xiamen, China. POET and Super Photonics have jointly completed design verification testing and reliability testing of the optical engines per relevant industry standards. The next step in the commercialization process is for POET’s customers to qualify the products internally with their clients. Purchase orders are expected to follow. The 100G CWDM4 transmit optical engine consists of four high-speed DMLs, monitor photodiodes and an optical multiplexer. The receive optical engines for 100G CWDM4, 200G FR4 and 400G FR4 have four high-speed photodiodes and an optical demultiplexer integrated in a compact form factor. Customers of POET’s optical engines have the option to procure the engines with an integrated fiber array unit (FAU), which provides an even more complete solution for next generation data center interconnects. Super Photonics has received an order from a customer for transceiver prototype builds for end customer qualification. POET and Super Photonics are actively working with at least four other customers to complete transceiver level design and qualification of the optical engines and expect to ramp to high volume in the second half of 2023. POET expects to release more products to production in the first half of the year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 POET 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: POET 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장POET Technologies 배당 수익률 vs 시장POET의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (POET)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.3%업계 평균 (Semiconductor)0.3%분석가 예측 (POET) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 POET 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 POET 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 POET 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: POET 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 01:58종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스POET Technologies Inc.는 6명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael WillemseCIBC Capital MarketsCarolina VargasClarus Securities Inc.Richard ShannonCraig-Hallum Capital Group LLC3명의 분석가 더 보기
공시 • 19hPOET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $400.00002 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $400.00002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 19,047,620 Price\Range: $21 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 19,047,620 Transaction Features: Registered Direct Offering
공시 • May 15POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $400.00002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $400.00002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 19,047,620 Price\Range: $21 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 19,047,620 Transaction Features: Registered Direct Offering
Seeking Alpha • May 15POET Technologies: Why I Locked In Profits And Where I Am Re-Buying (Downgrade)Summary In my new article, I am downgrading my rating on POET to "Hold," primarily due to the stock's overvaluation. My long-term valuation of POET implies a price target of $42, but I want to wait for a potential technical correction first. Particular attention is paid to analyzing the operational, market, and financial performance of the new deal with Lumilens. POET's Lumilens deal validates its business, accelerates commercialization, and positions POET as a comprehensive AI infrastructure provider amid high market volatility. I will continue to add my new thoughts in the comments section of this article. Read the full article on Seeking Alpha
속보 • May 14POET Technologies Receives US$50 Million Order for AI Photonic Integration with Potential Future UpsidePOET Technologies entered a supply agreement with Lumilens focused on wafer-level photonic integration to support next-generation AI optical networks. The partnership centers on POET’s Electrical-Optical Interposer platform, targeting scalable, high-performance optical engines for AI and data center architectures. Lumilens placed an initial purchase order valued at US$50 million, with potential cumulative purchases described as exceeding US$500 million over five years. This agreement points to a clearer commercial pathway for POET’s photonic integration technology, tied directly to AI and data center infrastructure spending. Investors may want to watch how quickly POET converts this initial order into delivered product and whether the longer-term purchase indications translate into firm orders and revenue over time.
공시 • May 14POET Technologies Inc. Announces Appointment of Sandeep Kumar as Chief Operating Officer, Effective May 11, 2026POET Technologies Inc. announced the appointment of Sandeep Kumar as Chief Operating Officer reporting to the Chief Executive Officer. Dr. Kumar’s appointment was effective as of May 11, 2026. Dr. Sandeep Kumar is an experienced executive in the semiconductor industry. In his last position at Silicon Labs based in Austin, TX where he worked for over 18 years, he was Senior Vice President of Worldwide Operations. He has managed manufacturing teams, supply chain, planning, CAD, process engineering, package engineering, product and test engineering, quality assurance, failure analysis, as well as prototype production and reliability test labs. Sandeep has experience working closely with the design, marketing, sales teams, and customers addressing their geopolitical concerns. Prior to joining Silicon Labs, Sandeep was responsible for worldwide product and test engineering for the storage business at Agere Systems, Lucent Technologies and AT&T Bell Labs working closely with the internal factories in the United States and Asia. As a member of the Bell Labs technical staff, Sandeep was part of the group that designed ISDN U-interface chips, Speaker Phone Codec and Sigma-Delta A/D converters. Sandeep has a bachelor’s in electrical engineering from the Indian Institute of Technology in Bombay, India, a M.S. in Electrical Engineering from the University of Evansville in Indiana and a Ph.D. in Electrical Engineering from Lehigh University in Pennsylvania. Sandeep also attended and completed Wharton’s Leadership Development Program at the University of Pennsylvania.
새로운 내러티브 • May 11POET: The Silicon Photonics Pivot, Optical Interposer Scalability, and the AI Optical Interconnect Inflection Point for 1.6T NetworksPOET Technologies Inc. (POET), a design leader in high-speed photonic integration, is navigating a transformative 2026 defined by its evolution from a research-intensive laboratory into a mission-critical architect of AI data center fabrics.
공시 • Apr 29Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of POET Technologies IncRosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of the securities of POET Technologies Inc. between April 1, 2026 and 08:57 AM ET on April 27, 2026, both dates inclusive (the “Class Period”). The lawsuit seeks to recover damages for Poet Technologies investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) POET Technologies misrepresented its tax status due to it likely being deemed a passive foreign investment company (or “PFIC”) under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies’ valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies’ business agreements in a public interview, thus endangering POET Technologies’ business prospects, and (4) as a result, defendants’ statements about POET Technologies’ business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm’s attorneys are ranked and recognized by numerous independent and respected sources. Rosen Law Firm has secured hundreds of millions of dollars for investors. Attorney Advertising. Prior results do not guarantee a similar outcome.
공시 • Mar 10POET Technologies Inc. Demonstrates Extraordinary Hybrid Laser and Next-Generation High-Powered Light Sources for AI ApplicationsPOET Technologies Inc. announced it plans to perform live demonstrations of its two leading external light source (ELS) products at the annual Optical Fiber Communications (OFC) Conference, which will be held at the Los Angeles Convention Center from March 16-19, 2026. POET’s executive management team and engineers will be meeting customers and industry analysts at the Company’s Booth No. 339 during the exhibition. The products to be demonstrated include: POET Blazar™: A ground-breaking ELS solution, Blazar is a highly integrated hybrid laser that exemplifies the Company’s “semiconductorization of photonics” mission. Designed to power both co-packaged optics (CPO) and high-bandwidth, chip-to-chip, light-based data communications links, Blazar has rapidly advanced since it was first showcased in private meetings at last year’s OFC Conference. POET’s high-power, multi-channel light source is proving to be a viable alternative to traditional DFB laser-based solutions. Wafer-level chip-scale technology significantly lowers the cost of the light source, provides larger scale and better reliability, and increases the effective supply of Indium Phosphide. POET plans to demonstrate the high output power and multi-wavelength capabilities of Blazar. POET Starlgiht™: The next generation of POET’s first ELS solution will be revealed alongside Blazar. The POET Starlight demo will feature a compact engine solution with eight-channel high power lasers at multiple wavelengths. Starlight will be integrated into a working optical engine to show the commercial applicability of the solution to the industry standard ELSFP module. Lightwave Award: In addition, Company representatives will attend a ceremony to accept the recently announced Elite Score award at the Lightwave Innovations Reviews reception, which is scheduled to be held on March 16. POET earned the recognition for POET Teralight™, the Company’s multiple award-winning line of 1.6Tbps transmit and receive optical engines. In February, Lightwave Innovation Reviews announced its judges had given POET Teralight a score of 4.5, one of the highest received among winning entries. The 2026 OFC Conference will feature the Company’s largest booth presence in the history of its attendance. Meetings with current and prospective clients, analysts, media, and institutional investors will take place throughout the duration of the exhibition.
공시 • Jan 24POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $150.000006 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $150.000006 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,656 Price\Range: $7.25 Discount Per Security: $0.3625 Transaction Features: Registered Direct Offering
공시 • Jan 22POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $150.000006 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $150.000006 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,656 Price\Range: $7.25 Discount Per Security: $0.3625 Transaction Features: Registered Direct Offering
공시 • Oct 29POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $149.999999 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $149.999999 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,655 Price\Range: $7.25 Discount Per Security: $0.36 Transaction Features: Registered Direct Offering
공시 • Oct 27POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $149.999999 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $149.999999 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 20,689,655 Price\Range: $7.25 Discount Per Security: $0.36 Transaction Features: Registered Direct Offering
공시 • Oct 08POET Technologies Inc. announced that it has received $75.000002 million in fundingPOET Technologies Inc announced that it has completed a non-brokered private placement and entered into a purchase agreement with a single Institutional Investor pursuant to which it issued 13,636,364 common shares at a price of $5.5 and warrants for aggregate gross proceeds of $75,000,002 on October 7, 2025. The warrants have an exercise price of $7 and a maturity date of October 7, 2030.
공시 • Oct 01POET Technologies and Semtech Launch 1.6T Optical Receivers for AI NetworksPOET Technologies Inc. announced with Semtech Corporation, the immediate availability for customer sampling of high-performance 1.6T Receiver Optical Engines for AI and cloud networks. The breakthrough optical engine products leverage POET's Optical Interposer™ platform to integrate Semtech’s FiberEdge 200G-per-lane receiver technologies, creating highly integrated, chip-scale receive (Rx) engines that simplify module assembly while improving performance and manufacturability. The state-of-the-art optical engines include DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity and are available immediately for customer sampling. The collaboration demonstrates how POET's Optical Interposer platform enables seamless integration of high-performance electronic and photonic components with Semtech's tested FiberEdge technology, delivering:N×200G/lane: receive path using Semtech FiberEdge transimpedance amplifiers (TIAs), integrated on POET’s Optical Interposer for compact, chip-scale assembly.Module targets: 1.6T DR8 and 2×FR4 receiver engines for AI cluster and intra-DC links. The 2xFR4 Receiver Optical Engine comes with integrated demultiplexers.Integration advantages: lower power, higher sensitivity, reduced BOM and assembly steps, and improved electrical/optical signal integrity at 200G/lane.Status: now sampling to qualified customers through POET. Evaluation units of the 1.6T DR8 and 1.6T 2×FR4 Receiver Optical Engines are available now for qualified customers.
Major Estimate Revision • Sep 08Consensus revenue estimates fall by 59%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$3.48m to US$1.44m. Forecast losses increased from -US$0.26 to -US$0.32 per share. Semiconductor industry in the US expected to see average net income growth of 24% next year. Consensus price target of US$6.63 unchanged from last update. Share price was steady at US$5.28 over the past week.
공시 • Sep 04POET Technologies to Showcase Breakthrough Light Source and 1.6T Optical Engines for AI and Cloud Markets at CIOE 2025POET Technologies Inc. announced that it will be showcasing live demonstrations of its latest optical products at the 2025 China International Optoelectronic Expo (CIOE), taking place September 10-12 at the Shenzhen World Exhibition and Convention Center. At CIOE 2025, POET will highlight two breakthrough demonstrations designed for AI scale-up networks and hyperscale data centers: Groundbreaking light source for Co-Packaged Optics (CPO) and high-bandwidth chip-to-chip communications, the POET BlazarTM, addressing the urgent bandwidth and latency challenges of AI scale-up networks. Blazar utilizes POET's wafer-level chip-scale packaging technology to create a high-power, multi-channel light source as an alternative to traditional DFB laser-based solutions. A line of 1.6T transmit and receive optical engines, called POET TeralightTM, that delivers performance and cost-optimized solutions for high-volume 1.6T pluggable transceivers, enabling scalable, next-generation interconnect solutions for data center and AI infrastructure. CIOE is the largest optoelectronics conference in the world, expecting more than 120,000 attendees from over 30 countries. POET will be stationed at Hall 11, Booth 11A59.
공시 • Aug 28POET Technologies Inc.(TSXV:PTK) dropped from S&P/TSX Venture Composite IndexPOET Technologies Inc.(TSXV:PTK) dropped from S&P/TSX Venture Composite Index
공시 • Jul 18POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million.POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million. Security Name: Units Security Type: Equity/Derivative Unit Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0
New Risk • Jul 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change).
공시 • Jul 08Poet Technologies Inc. Announces Board ChangesPOET Technologies Inc. announced the appointment of Sohail Khan as director and member of the Corporate Governance & Nominating Committee. Mr. Khan’s appointment was effective as of July 7, 2025 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed. The size of POET’s Board was reduced to five members with the retirement of Chris Tsiofas, Chair of the Audit Committee, who decided not to stand for re-election at the recent Annual and Special Meeting of the Shareholders on June 27, 2025.Mr. Khan is a seasoned business executive in high technology firms with wide ranging experience, from leading startups to running multi-billion-dollar enterprises. A strong leader with a track record of anticipating and developing new technologies Mr. Khan has extensive M&A experience, having negotiated sale/purchase of multiple companies as CEO and Head of Strategy at Agere Systems. Most recently, Mr. Khan served as Executive Vice President, Wideband Gap Electronics and President of SiC, LLC, divisions of Coherent Corp. He was a member of the Board of Directors of LightPath Technologies for 16 years, Managing Partner of K5 Innovations LLC, and President & CEO of ViXS Systems Inc., a global fabless semiconductor company, and member of the Board of Intersil Corporation. Experienced in Corporate Governance, Mr. Khan has served on the Audit, Compensation and Finance committees of several private and public company boards. Following the appointment of Mr. Khan the Board will consist of six members, being Dr. Suresh Venkatesan (Chair), Jean-Louis Malinge (Lead Independent Director), Theresa Lan Ende, Glen Riley, Robert Tirva and Sohail Khan.
New Risk • May 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.0m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change).
공시 • May 21POET Technologies Inc. has filed a Follow-on Equity Offering.POET Technologies Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $5 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 6,000,000
Price Target Changed • May 16Price target increased by 11% to US$6.63Up from US$5.96, the current price target is provided by 1 analyst. New target price is 41% above last closing price of US$4.71. Stock is up 113% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.94 last year.
New Risk • May 15New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$45m Forecast net loss in 2 years: US$5.6m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m (US$199k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.6m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change).
Reported Earnings • May 15First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.08 (up from US$0.12 loss in 1Q 2024). Net income: US$6.34m (up US$12.1m from 1Q 2024). Revenue missed analyst estimates by 58%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 95% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.
공시 • Apr 28POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million.POET Technologies Inc. has completed a Composite Units Offering in the amount of $25 million. Security Name: Unit Security Type: Equity/Derivative Unit Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0
공시 • Apr 24POET Technologies Inc., Annual General Meeting, Jun 20, 2025POET Technologies Inc., Annual General Meeting, Jun 20, 2025.
공시 • Apr 15Poet Technologies Inc. Debuts Poet BlazarPOET Technologies Inc. announced significant new customer engagement in response to live demonstrations of the POET Teralight line of 1.6T transmit and receive optical engines that broke performance expectations at the 2025 Optical Fiber Communications Conference at the Moscone Center in San Francisco, California. POET also debuted POET Blazar, a external light source that promises to shrink costs by an order of magnitude with the potential to disrupt the AI connectivity ecosystem at a time when the industry is in need of viable new solutions. Blazar represents a new class of laser and is designed to drive AI connectivity to the next level. It can transform the economics of AI connectivity with an architecture that reduces costs and increases scale and manufacturing efficiency. With the massive amount of compute power that AI demands, the company believe that Blazar offers an economically superior solution for co-packaged optics applications and, more importantly, for chip-to-chip, light-based connectivity in AI clusters.
New Risk • Mar 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$120k revenue).
공시 • Jan 02POET Technologies Inc. (TSXV:PTK) acquired remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd for $6.5 million.POET Technologies Inc. (TSXV:PTK) signed a binding Memorandum of Understanding to acquire remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd. on November 25, 2024. The transaction is subject to definitive agreement, which are expected to be signed by the end of November, 2024. POET Technologies Inc. (TSXV:PTK) completed the acquisition of remaining 24.80% stake in Super Photonics Xiamen from Quanzhou Sanan Optical Communication Technology Co., Ltd. for $6.5 million on December 31, 2024. Sanan's 24.8% equity position in SPX to POET at closing for total consideration of $6.5 million to be paid over a period of 5 years, interest free, with the first and smallest payment due on October 31, 2025. Annual payments increase year by year over the five-year term, with the last payment due on October 31, 2029. The Company also provided to Sanan the option over the term, subject to certain conditions and notice, to convert any portion of the purchase price into common shares of the Company at a deemed issue price per Common Shares to be determined at the time of conversion, which shall be equal to the greater of (i) the prior 30-day volume weighted average trading price of the Common Shares on the NASDAQ for the period ending immediately prior to the conversion date, or (ii) the closing price of the Common Shares on the NASDAQ on the date immediately preceding the applicable conversion date. Any Common Shares of POET that may be issued pursuant to the conversion election under the Equity Transfer Agreement will be subject to a statutory hold period under applicable Canadian securities laws.
Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 3 analysts covering POET Technologies expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.0m in 2027. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
공시 • Dec 05POET Technologies Inc. Announces Appointment of Bob Tirva as Director and Member of the Audit CommitteePOET Technologies Inc. announced the expansion of the Company’s Board of Directors to six members with the appointment of Bob Tirva as director and member of the Audit Committee. Mr. Tirva’s appointment will be effective December 5, 2024 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed. Mr. Tirva brings over 30-years of executive experience in the technology industry and several years of advisory experience as a director of companies advancing semiconductor technology. Throughout his career, Mr. Tirva held various management positions at IBM, Broadcom Corporation, Dropbox and Intermedia Cloud Communications Inc. before assuming the role of President, Chief Operating Officer and Chief Financial Officer of Sonim Technologies Inc. until it was acquired by AJP Holding Company in 2022. Mr. Tirva currently serves on the board of Skyworks Aeronautics and was recently on the boards of Costar Technologies and Resonant Inc. Following the appointment of Mr. Tirva, the Board will consist of six members, being Dr. Suresh Venkatesan (Chair), Jean-Louis Malinge (Lead Independent Director), Theresa Lan Ende, Glen Riley, Chris Tsiofas, and Bob Tirva.
공시 • Dec 04POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $25.000002 million.POET Technologies Inc. has completed a Follow-on Equity Offering in the amount of $25.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 5,555,556 Price\Range: $4.5 Discount Per Security: $0 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 2,777,778 Transaction Features: Registered Direct Offering
공시 • Nov 27+ 1 more updatePOET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $25.000002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $25.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 5,555,556 Price\Range: $4.5 Security Name: Warrant Security Type: Equity Warrant Securities Offered: 2,777,778 Transaction Features: Registered Direct Offering
Price Target Changed • Nov 22Price target increased by 7.3% to US$5.96Up from US$5.55, the current price target is provided by 1 analyst. New target price is 49% above last closing price of US$4.01. Stock is up 199% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.51 last year.
New Risk • Nov 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 16% per year over the past 5 years. Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Revenue is less than US$1m (US$120k revenue). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).
Price Target Changed • Oct 09Price target decreased by 11% to US$4.94Down from US$5.55, the current price target is provided by 1 analyst. New target price is 25% above last closing price of US$3.96. Stock is up 31% over the past year. The company is forecast to post a net loss per share of US$0.41 next year compared to a net loss per share of US$0.51 last year.
Breakeven Date Change • Oct 09No longer forecast to breakevenThe 2 analysts covering POET Technologies no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.66m in 2026. New consensus forecast suggests the company will make a loss of US$8.90m in 2026.
공시 • Sep 26POET Technologies Inc. announced that it has received $15 million in funding from MM Asset Management IncPOET Technologies Inc. announced that it entered into a securities purchase agreement with MMCAP International Inc. SPC to issue securities consisting of an aggregate of 4,000,000 common shares, without par value and a warrant exercisable for an aggregate of up to 2,000,000 Common Shares at an exercise price of $5 per Common Share; aggregate gross proceeds of $15,000,000 on September 25, 2024. The Common Shares and the accompanying Warrant can only be purchased together in this Offering but will be issued separately. The price for each Common Share and accompanying Warrant in respect of one-half Common Share was $3.75. No placement agent is involved in this Offering. Warrant is exercisable, in whole or in part, for a period of five years from the date of issuance.
New Risk • Sep 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$24m Forecast net loss in 2 years: US$331k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (61% increase in shares outstanding). Revenue is less than US$1m (US$116k revenue). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$331k net loss in 2 years).
공시 • Sep 11Chengdu Insiga Semiconductor Technology Co., Ltd. and POET Technologies Inc. to Demonstrate Laser Driver and Optical Engine Combinations for 800G and 1.6T Optical Modules At CioeChengdu InSiGa Semiconductor Technologies Co., Ltd. and POET Technologies Inc. announced that they have developed and will showcase in a live demonstration the combination of POET's 200Gx4 transmit optical engine using InSiGa's 200G/lane EML driver ISG-D9616 for 800G and 1.6T modules at the 2024 China International Optoelectronic Expo (CIOE) from September 11-13 at POET booth 11B59. AI and big data have led to significant increase in bandwidth in recent times and this higher bandwidth requirement can be supported by next generation 800G/1.6T optical modules. 200Gbs/lane requirement is now required to achieve the highest bandwidth modules that can be used to support AI and emerging datacenter applications. POET and InSiGa have developed a unique solution for 200Gx4 applications based on POET’s revolutionary Silicon based optical interposer technology using InSiGa’s patented DC coupled 200G/lane EML driver. This approach provides the most compact solution and allows for optimal performance as no external components are required between the EML and the driver. This design is built upon the successful implementation of similar optical engines using 100G/lane EML driver ISG-D5616 used in 400G optical engines designed by POET. ISG-D9616 is a single channel DC coupled EML driver that can be flip-chipped or wire bonded directly to the EML. This differential input and single ended output driver does not need any bias-T or capacitor between the driver and the EML. The differential input to the driver also offers cross-talk immunity especially for 112Gbaud/s applications. The driver is very compact with a die size of 0.7x0.9mm. The driver needs no external 50ohm termination for the EML making the design very simple and eliminating RF degradation due to extra bond wire inductance between the EML and the 50ohm termination. ISG-D9616 is sampling to customers now. POET’s 800G FR4 and DR4 transmit optical engines (OE) consist of high-speed externally modulated lasers (EMLs), integrated EML drivers (ISG-D9616) and optical multiplexer (for FR4) assembled on POET’s optical interposer. The drivers and lasers are flip chip attached at wafer scale and passively aligned to waveguides and multiplexer. The OEs have been designed specifically for use in 800G FR4 & 1.6T 2xFR4 and 800G DR4 & 1.6T DR8 OSFP and QSFP-DD pluggable transceivers.
Reported Earnings • Aug 16Second quarter 2024 earnings released: US$0.14 loss per share (vs US$0.11 loss in 2Q 2023)Second quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.11 loss in 2Q 2023). Net loss: US$7.98m (loss widened 82% from 2Q 2023). Revenue is forecast to grow 136% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
공시 • Jul 20+ 1 more updatePOET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $10.000002 million.POET Technologies Inc. has filed a Follow-on Equity Offering in the amount of $10.000002 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 3,333,334 Price\Range: $3 Security Name: Warrants Security Type: Equity Warrant Securities Offered: 3,333,334 Transaction Features: Registered Direct Offering
Breakeven Date Change • Jun 11Forecast to breakeven in 2026The 2 analysts covering POET Technologies expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.0m in 2026. Average annual earnings growth of 81% is required to achieve expected profit on schedule.
Seeking Alpha • Jun 04POET: Strengthened Capital Base And A Big Deal Win (Rating Upgrade)Summary POET Technologies has experienced a positive change in perception, leading to increased interest and trading volume for the stock. It has raised significant cash through private placements, mitigating its initially increased financing risk. The company has achieved an important design win with Foxconn Interconnect Technology, validating its technology and gaining a strong partner for commercialization. I am upgrading my rating for POET amid better visibility, lower risk, and increasing commercial traction. The company is now a STRONG BUY. Read the full article on Seeking Alpha
New Risk • May 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 16% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Revenue is less than US$1m (US$294k revenue).
Reported Earnings • May 17First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.12 loss per share. Net loss: US$5.72m (loss widened 8.4% from 1Q 2023). Revenue missed analyst estimates by 99%. Earnings per share (EPS) also missed analyst estimates by 9.1%.
공시 • May 12POET Technologies Inc. announced that it has received CAD 19.999997 million in fundingOn May 10, 2024, POET Technologies Inc closed the transaction. The company issued 3,448,275 units at issue price CAD 2.90 per unit for gross proceeds CAD 9,999,997.5 in its final tranche.
공시 • Apr 30POET Technologies Inc. announced that it expects to receive CAD 19.999997 million in fundingPOET Technologies Inc. announced a non-brokered private placement of up to 3,258,390 units at a price of CAD 3.069 per unit for the gross proceeds of CAD 9,999,999 on April 29, 2024. Each unit will consist of one common share in the capital of the company and one common share purchase warrant. Each Warrant will entitle the holder thereof to purchase one common share of the company for a period of 60 months following the closing date of the offering at an exercise price of CAD 4.26 per warrant share. No brokers or finders were engaged in this transaction. On the same day, the company announced that the company will issue additional 3,448,275 units at a price of CAD 2.90 per unit for the gross proceeds of CAD 9,999,997.5. Each unit will consist of one common share in the capital of the company and one common share purchase warrant. Each warrant will entitle the holder thereof to purchase one common share of the company for a period of 60 months following the closing date of the PP offering at an exercise price of CAD 4.26 per warrant share. The common shares forming a part of the units, the warrants, and the warrant shares are each subject to a 4-month holding period. The PP offering is scheduled to close on or about May 10, 2024 and completion of the PP offering is subject to certain conditions including the receipt of all necessary approvals, including the approval of the TSX Venture Exchange. The closing of the PP Offering is not conditional upon the closing of the LIFE Offering announced earlier today.
공시 • Apr 18POET Technologies Inc. Announces Change in Role of Vivek RajgarhiaPOET Technologies Inc. announced a change in the role of Vivek Rajgarhia, who has served as the Company’s President & General Manager since November 2019. Mr. Rajgarhia will remain an employee of POET but will transition from executive officer to the role of Corporate Development Advisor to the CEO, effective immediately. This scope change, initiated by Mr. Rajgarhia, will provide him with the time that he has requested to attend to certain personal matters, but will also allow him to continue his important role in providing both strategic advice to the CEO and management team.
공시 • Apr 13POET Technologies Inc., Annual General Meeting, Jun 21, 2024POET Technologies Inc., Annual General Meeting, Jun 21, 2024.
공시 • Mar 27POET Technologies Inc. Enters Optical Module Market with 800G Transceiver for Artificial Intelligence NetworksPOET Technologies Inc. announced its first entry into the optical module market for artificial intelligence and cloud data center markets with an 800G pluggable transceiver. The Wavelight is an 800G 2xFR4 OSFP module that incorporates the Company's POET Optical Interposer technology and related optical engine products. Wavelight is the Company's first POET-branded module and its initial entry into the pluggable optical module market, representing a key milestone in its commercialization roadmap. POET debuts in the module market at the leading edge of module designs at a speed and performance that is highly sought after by AI network operators such as Google, Meta, Nvidia and AWS. The Company will showcase Wavelight modules at the OFC 2024 conference in San Diego from March 26-28 (Booth #5001) and customer sampling will begin in third quarter 2024. Wavelight has 8 lanes of electrical input and output channels operating at 106.25Gbps per channel. The Wavelight product line is complementary to POET's optical engine sales. POET is committed to continue its optical engine sales both directly and through its joint venture, Super Photonics Xiamen (SPX), and serve pluggable transceiver customers for 100Gbps to 800Gbps speeds.
공시 • Mar 23POET to Demo AI Hardware Products for 800G and Beyond at OFC 2024POET Technologies Inc. announced it will expand on its leadership role in deploying next-generation silicon photonics products when it features live demonstrations of new modules and optical engines during the 2024 Optical Fiber Communications (OFC) Conference Exhibition to be held in San Diego, California from March 26 – 28, 2024. The products that POET is scheduled to demonstrate include: 800G Optical Engines: An 800G 2xFR4 OSFP Module with integrated POET Optical Engines will be demonstrated to showcase the superior error free performance after transmission over 2km of single mode fiber. The module consists of two 400G silicon photonics transmitters and one integrated 800G receiver, operating on four ITU-defined CWDM wavelengths. POET Starlight™: An 8-channel packaged light source for C-Band and O-Band wavelengths for chip-to-chip AI applications and co-packaged optics for the data center market. Starlight can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics. It is ready for scalable manufacturing using individually mounted lasers rather than expensive laser arrays, driving lower cost and expandability to 64 channels and above. 200G/lane Optical Engines: OFC attendees will get a first look at POET’s groundbreaking 200G/lane transmitter and receiver engines, fundamental building blocks for enabling pluggable transceivers at 1.6T and 3.2T data rates. EML-based 100G/lane Transmit Optical Engine with integrated driver: The latest version of POET’s Infinity chiplet incorporates externally modulated lasers (EMLs) and EML drivers that offer a highly integrated transmit solution with superior performance and at a lower cost for 400G and 800G FR4 applications. Pluggable transceivers from module partners: POET will showcase pluggable transceivers from module partners like Luxshare-TECH, ZKTel and Fibertop from 100G to 800G speeds that use POET’s Optical Interposer and Optical Engine technology. The 2024 OFC Conference takes place at the San Diego Convention Center from March 26-28. Visit POET at Booth #5001 to see demonstrations.
Reported Earnings • Mar 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: US$0.51 loss per share (improved from US$0.57 loss in FY 2022). Net loss: US$20.3m (loss narrowed 3.7% from FY 2022). Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.
공시 • Mar 18POET Technologies Inc. Announces Changes to its BoardPOET Technologies Inc. announced that effective March 14, 2024, Peter Charbonneau, lead independent director and chairman of the Corporate Governance and Nominating Committee is stepping down from the Board of Directors for personal reasons. Jean-Louis Malinge has been appointed as lead director and chairman of the Corporate Governance and Nominating Committee effective March 15, 2024 and Michal Lipson has been appointed to the vacancy in the Audit Committee left by Mr. Charbonneau.
공시 • Jan 26POET Technologies Inc. to Report Fiscal Year 2023 Results on Mar 30, 2024POET Technologies Inc. announced that they will report fiscal year 2023 results at 4:00 PM, US Eastern Standard Time on Mar 30, 2024
공시 • Dec 12POET Technologies Inc. announced that it expects to receive CAD 4.999999 million in fundingPOET Technologies Inc. announced a non-brokered private placement of 4,098,360 units at a price of CAD 1.22 for the gross proceeds of CAD 4,999,999 on December 11, 2023. Each Unit will be comprised of one common share and one common share purchase warrant. Each warrant entitling the holder thereof to purchase one common share at a price of CAD 1.52 per common share. The company may conduct multiple closings at its discretion with the final closing of the Offering is expected to take place on or around January 15, 2024. Closing of the Offering is subject to the satisfaction or waiver of a number of customary closing conditions, including the approval of the TSX Venture Exchange. The securities issued pursuant to the offering will be subject to applicable hold periods, including the statutory four month hold period from the date of closing of the Offering. As a part of the transaction, the company may pay cash fees to certain finders in respect of subscriptions received from certain investors in connection with the offering, subject to entering into customary arrangements with such finders and subject to the approval of the TSXV.
공시 • Dec 01POET Technologies Inc. has completed a Follow-on Equity Offering.POET Technologies Inc. has completed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 1,600,000 Price\Range: $0.9 Security Name: Warrants Security Type: Equity Warrant Securities Offered: 1,600,000
Price Target Changed • Nov 28Price target decreased by 40% to US$6.55Down from US$10.87, the current price target is provided by 1 analyst. New target price is 455% above last closing price of US$1.18. Stock is down 60% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$0.57 last year.
Reported Earnings • Nov 17Third quarter 2023 earnings released: US$0.13 loss per share (vs US$0.11 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.11 loss in 3Q 2022). Net loss: US$5.14m (loss widened 27% from 3Q 2022). Revenue is forecast to grow 206% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
공시 • Nov 07POET Technologies Inc. to Report Q3, 2023 Results on Nov 15, 2023POET Technologies Inc. announced that they will report Q3, 2023 results on Nov 15, 2023
공시 • Nov 03POET Technologies Inc. has filed a Follow-on Equity Offering.POET Technologies Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Security Name: Warrants Security Type: Equity Warrant
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Revenue is less than US$1m (US$791k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$19m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).
New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Revenue is less than US$1m (US$791k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$19m net loss next year). Shareholders have been diluted in the past year (11% increase in shares outstanding).
공시 • Aug 17POET Technologies Inc. Creates Platform for 1.6T Transceivers Using 200G Per Lane TechnologyPOET Technologies Inc. announced its development of an optical interposer platform for 1.6T transceivers and beyond using 200G per lane technology for next generation data center and AI networks. Migrating from 100G per lane to 200G per lane doubles the bandwidth with the same face plate density as 100G per lane, lowers the overall system power consumption and reduces the solution cost. Cloud and other service providers can continue to reap the benefits of pluggable transceivers in their networks and deploy pluggable solutions at bandwidths of 1.6T (and beyond) with 200G per lane technology utilizing POET’s enhanced interposer-powered optical engines. Enhancements to the Optical Interposer now support 200Gbps per lane speed for both the transmitter and the receiver. The transmit optical engine has been modified for externally modulated lasers (EML), EML drivers and monolithically integrated multiplexers for single mode fiber applications for up to 10km reach. The receive optical engine can now incorporate the next generation higher speed photodiodes, trans-impedance amplifiers and monolithically integrated low-loss polarization-insensitive demultiplexers for 1.6T transceivers and beyond. The newly-designed Optical Interposer architecture enables seamless wafer-scale passive assembly of externally modulated lasers from multiple suppliers, providing maximum flexibility for customer requirements. Among the new features of the Optical Interposer, the most important include: Novel transmission line designs to supply low-loss, high-speed electrical interconnects with bandwidth greater than 75GHz, a requirement of next generation of high-speed lasers and drivers. Adaptations to support the integration of conventional surface mount device (SMD) components, which improve RF performance that is crucial at such high speeds. New, proprietary demux architectures and assembly techniques to allow passive, wafer-level assembly of the next generation of high-speed photodiodes. Through-Silicon-Vias (TSVs) on the Optical Interposer platform for integration of high-speed electrical and optical components while eliminating wire bonds – one of the primary sources of signal noise and interference in transceivers. The overall effect of these improvements to the Optical Interposer platform is to achieve superior performance in a power-optimized solution at 200G per lane that can be included in 1.6T pluggable transceivers. The small form factor of POET Optical Engines makes the solution scalable to 3.2T pluggable transceivers in current industry standard form factors. POET expects to complete the design of 1.6T Transmit and Receive optical engines with 200Gbps per lane technology based on the new generation of Optical Interposer designs by early 2024. It plans to demonstrate these products at major tradeshows and start customer sampling by first half of 2024.
Price Target Changed • Aug 07Price target increased by 23% to US$11.00Up from US$8.94, the current price target is provided by 1 analyst. New target price is 176% above last closing price of US$3.98. Stock is down 8.0% over the past year. The company is forecast to post a net loss per share of US$0.53 next year compared to a net loss per share of US$0.57 last year.
공시 • Jul 27POET Technologies Announces Sample Availability of 100G LR4 Optical Engines and Testing with Three Lead CustomersPOET Technologies Inc. announced sample readiness of 100G LR4 Transmit and 100G LR4 Receive optical engines that are part of “POET Legacy™” product family. Three lead customers have received samples and started product evaluation and two others have requested samples. The POET 100G LR4 Transmit and Receive optical engines are designed using POET’s Optical Interposer technology and known good optical components, including high-speed DML lasers and photodiodes. The engines meet the IEEE 100GBASE-LR4 standard for transmission up to 10km and are suitable for use in QSFP28, CFP, CFP2 and other high density form factors. 100G LR4 transceivers are a mainstay of the telecom industry, providing key links from data centers to trunk lines. The chip-on-board, non-hermetic architecture of POET’s optical engines eliminates the costly TOSA (Transmit Optical Subassembly) and ROSA (Receive Optical Subassembly) that are prevalent in most 100G LR4 transceivers today. The engines are assembled using standard pick and place attach process without any need for micro-optic lenses and isolators. No active alignment enables wafer-scale assembly and testing of the engines. The small size 100G LR4 Transmit optical engine is about 9mm by 4mm and incorporates four DML lasers operating at the LAN-WDM wavelengths as defined by the IEEE 802.3ba standards. The Optical Multiplexer, monitor photodiodes and an FAU (Fiber Array Unit) are included on the engine. The Receive optical engine is 7.5mm by 4.5mm and includes high-speed photodiodes, a demultiplexer and FAU. POET expects to complete the qualification of 100G LR4 Transmit and Receive optical engines and start volume production at its joint venture partner, Super Photonics, by First Quarter 2024. The ethernet transceiver market for 100G LR4 is projected by LightCounting to sustain a steady run rate with estimated cumulative sales of $1.6 billion over the 2024-2028 period.
공시 • Jun 15POET Technologies Inc. Announces Sample Availability of “POET Infinity” and Testing with Two Lead CustomersPOET Technologies Inc. announced alpha sample readiness of “POET Infinity™”, a chiplet-based transmitter platform for 400G, 800G and 1.6T pluggable transceivers and co-packaged optics solutions. Two lead customers have agreed to partner with POET to test the alpha version of the Infinity chiplet. The POET Infinity chiplet complements the POET 800G 2xFR4 Receiver optical engine that the Company announced in February 2023, and completes the 800G chipset for 2xFR4 QSFP-DD or OSFP applications with two Infinity chiplets and one Receiver optical engine. Both customers intend to develop 800G 2xFR4 QSFP-DD and OSFP transceiver solutions using the POET Optical Engine chipsets. The Infinity chiplet is the industry’s first implementation of directly modulated lasers (DMLs) for 100G/lane applications. DMLs are power efficient, cost effective and become a highly scalable solution when paired with the POET Optical Interposer™ platform. The chiplet incorporates 100G PAM4 DMLs, DML Drivers and an integrated optical multiplexer for a complete 400GBASE-FR4 transmitter solution on a chip. The small size of the chiplet and a daisy-chain architecture enables side-by-side placement of multiple instances to achieve 800G and 1.6T speeds. The POET Infinity product line carries forward the POET differentiation of all passive alignments and monolithically integrated waveguides, multiplexers and demultiplexers, which translates to lower cost, lower power consumption and ease-of-assembly benefits for customers. The development of a production version of the POET Infinity chiplet is on track and POET expects to deliver beta samples by Fourth Quarter of 2023 and start production by the first half of 2024. The ethernet transceiver market for 400G and above data rates is projected by Lightcounting to exceed $6 billion by 2028.
공시 • Feb 16POET Technologies to Demonstrate 800G Optical Engines and Light Source Products at OFC 2023POET Technologies Inc. announced that it will be hosting live demonstrations of its advanced optical engine and light source products at the 2023 Optical Fiber Communication Conference and Exhibition (OFC). POET's executive leadership will be at OFC, March 7 March 9, to showcase the Company's latest technology in Booth #5311. Customers and attendees can view mechanical samples and live demonstrations of the following products: 800G 2xFR4 receive optical engines with integrated DMUX, photodiodes and trans-impedance amplifier; 100G LR4 transmit and receive optical engines for 10km transmission applications; O-Band LightBarTM products with high-power CW lasers for co-packaged optics and artificial intelligence/machine learning (AI-ML) GPUs; Mechanical demo of 800G 2xFR4 QSFP-DD transceiver showcasing the simplicity of a transceiver design utilizing POET's optical engines.
공시 • Feb 03POET Technologies Inc. Partners with Luxsharetech and Announces Availability of 400G and 800G Receive Optical EnginesPOET Technologies Inc. announced that it has started sampling 400G FR4 and 800G 2xFR4 receive optical engines (RXOEs). POET will partner with Luxshare Technology Co. Ltd. (LuxshareTech). The POET 400G FR4 RXOE, produced by Super Photonics Xiamen, the company’s JV, integrates a quad trans-impedance amplifier (TIA), four high-speed photodiodes and an optical demultiplexer integrated in a single chiplet measuring 12x5mm. The 800G 2xFR4 RXOE consists of an integrated octal trans-impedance amplifier (TIA), eight high-speed photodiodes and two optical demultiplexers in a single chiplet measuring 15x5mm. Customers of POET’s RXOEs have the option to procure the engines with integrated fiber array unit (FAU), which provides an even more complete solution for next-generation data center interconnects. The 400G and 800G RXOEs achieve superior performance through better integration of photodiodes and TIA and exceed the industry standard specifications for 400GBASE-FR4 interfaces. POET expects to complete design verification testing and reliability qualification of the RXOEs in the first half of 2023 and start production in the second half of 2023.
공시 • Jan 11POET Technologies Inc. Announces Production Release of Optical Engines for 100G, 200G and 400G for Telecom and Data Center MarketPOET Technologies Inc. announced that it has released to production four optical engines, an achievement that advances the Company’s commercialization goals. The small form factor optical engines with integrated directly modulated lasers (DMLs), optical multiplexer, high-speed photodiodes and optical demultiplexer enable low power, cost-efficient and highly scalable 100G CWDM4, 200G FR4 and 400G FR4 pluggable transceivers for telecom and data center markets. POET reached its production release milestones while working with Super Photonics, the joint venture company formed with Sanan IC of Xiamen, China. POET and Super Photonics have jointly completed design verification testing and reliability testing of the optical engines per relevant industry standards. The next step in the commercialization process is for POET’s customers to qualify the products internally with their clients. Purchase orders are expected to follow. The 100G CWDM4 transmit optical engine consists of four high-speed DMLs, monitor photodiodes and an optical multiplexer. The receive optical engines for 100G CWDM4, 200G FR4 and 400G FR4 have four high-speed photodiodes and an optical demultiplexer integrated in a compact form factor. Customers of POET’s optical engines have the option to procure the engines with an integrated fiber array unit (FAU), which provides an even more complete solution for next generation data center interconnects. Super Photonics has received an order from a customer for transceiver prototype builds for end customer qualification. POET and Super Photonics are actively working with at least four other customers to complete transceiver level design and qualification of the optical engines and expect to ramp to high volume in the second half of 2023. POET expects to release more products to production in the first half of the year.
