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POET Technologies
(NASDAQ:POET)
POET Technologies (POET) vs. SPDR S&P 500 ETF (SPY)
POET Technologies Business Overview & Revenue Model
POET Technologies Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 762.70K | 41.43K | 465.78K | 552.75K | 209.10K | 3.89M |
| Gross Profit | -130.01K | 41.43K | 465.78K | 552.75K | 209.10K | 2.41M |
| EBITDA | -47.54M | -54.57M | -18.28M | -19.69M | -14.20M | -14.65M |
| Net Income | -50.55M | -56.70M | -20.27M | -21.04M | -15.67M | -19.15M |
Balance Sheet | ||||||
| Total Assets | 107.83M | 69.65M | 8.78M | 15.39M | 27.15M | 11.64M |
| Cash, Cash Equivalents and Short-Term Investments | 92.74M | 53.82M | 3.02M | 9.23M | 21.31M | 6.87M |
| Total Debt | 7.28M | 7.24M | 542.28K | 308.78K | 391.01K | 4.09M |
| Total Liabilities | 41.40M | 48.96M | 3.85M | 3.95M | 2.18M | 5.82M |
| Stockholders Equity | 66.44M | 20.69M | 4.93M | 11.45M | 24.97M | 5.81M |
Cash Flow | ||||||
| Free Cash Flow | -35.20M | -30.27M | -16.65M | -15.40M | -12.16M | -11.01M |
| Operating Cash Flow | -28.17M | -23.29M | -15.41M | -12.33M | -11.23M | -9.44M |
| Investing Cash Flow | -85.71M | -23.66M | -1.25M | 3.29M | -7.30M | 13.93M |
| Financing Cash Flow | 87.34M | 81.90M | 10.20M | 3.44M | 26.55M | 1.16M |
POET Technologies Technical Analysis
POET Technologies Risk Analysis
POET Technologies Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
56 Neutral | C$232.64M | -33.35 | -2.18% | ― | -4.34% | 31.52% | |
54 Neutral | C$239.74M | -12.17 | -8.77% | 2.26% | -11.70% | -199.55% | |
51 Neutral | C$709.12M | -76.69 | -58.71% | ― | ― | -124.61% | |
41 Neutral | ― | ― | ― | ― | -76.27% | 17.99% | |
41 Neutral | $637.77M | ― | -104.17% | ― | 535.87% | -6.99% | |
27 Underperform | C$24.28M | -4.76 | ― | ― | ― | -542.11% |
POET Technologies Corporate Events
On November 11, 2025, POET Technologies announced a strategic collaboration with Quantum Computing Inc. to co-develop 3.2Tbps optical engines using 400G/Lane thin-film lithium niobate modulators. This innovation aims to enhance AI connectivity and meet the growing demand for high-speed data transfer in AI systems and datacenter hyperscalers. The collaboration is expected to keep POET at the forefront of AI connectivity development, with the 400G/Lane modulator doubling the speeds of the fastest networking devices currently available. The global market for these technologies is projected to reach USD $12 billion by 2030, indicating significant potential impact on the industry and stakeholders.
On October 26, 2025, POET Technologies Inc. entered into securities purchase agreements with institutional investors to sell 20,689,655 common shares at US$7.25 per share, raising nearly US$150 million. The offering, which closed on October 28, 2025, will fund corporate development, including acquisitions, R&D scaling, and expansion of their light source business, positioning the company for growth and operational enhancement.
On October 28, 2025, POET Technologies announced the successful closing of a US$150 million oversubscribed registered direct offering of common shares. This capital infusion, subscribed by two new fundamental investment managers, boosts the company’s pro-forma cash position to over US$300 million. The funds will be used for corporate development, including acquisitions, R&D scaling, and expansion of the light source business. This strategic move positions POET Technologies to enhance its operations and strengthen its market presence in the data center and AI sectors.
On October 26, 2025, POET Technologies announced the pricing of a US$150 million oversubscribed registered direct offering of common shares, fully subscribed by two new fundamental investment managers. The company expects its pro-forma cash position to exceed US$300 million following the closing of the offering, which is anticipated around October 28, 2025. The proceeds will be used for corporate development, including acquisitions, R&D scaling, and expanding operations. This investment strengthens POET’s ability to deliver advanced photonic solutions and pursue revenue opportunities, enhancing long-term shareholder value.
On October 22, 2025, POET Technologies announced a significant production order valued at over $5 million for its POET Infinity optical engines, intended for AI data servers. This order, placed by a leading systems integrator, underscores the commercial viability of POET’s technology and its role in meeting the demands of hyperscale datacenters. The optical engines, which will be shipped in the second half of 2026, highlight POET’s capability to provide scalable solutions for AI data communications, further solidifying its position in the market.
On October 7, 2025, POET Technologies announced the closing of a US$75 million investment from a single institutional investor, marking the largest investment in the company’s history. The funds will be used for corporate development, including acquisitions, R&D scaling, and expanding operations, particularly in the AI connectivity solutions sector. This investment positions POET to capitalize on the growing AI infrastructure market, enhancing its technological lead and revenue opportunities in light sources and ultra high-speed transceivers.
On September 30, 2025, POET Technologies announced the launch of high-performance 1.6T Receiver Optical Engines for AI and cloud networks in collaboration with Semtech Corporation. These optical engines, which leverage POET’s Optical Interposer platform and Semtech’s FiberEdge technology, offer significant improvements in performance and manufacturability, targeting AI cluster and intra-datacenter connectivity. This collaboration enhances POET’s presence in the high-speed optical transceiver ecosystem, providing customers with advanced solutions for their transceiver offerings.
On September 30, 2025, POET Technologies announced that it won the ‘Most Innovative Chip-scale Packaging/Optical Sub Assembly Product’ award at the ECOC 2025 in Copenhagen, Denmark. This recognition, the seventh notable award for the company in 15 months, highlights POET’s cutting-edge applications in optical communications, particularly its POET Optical Interposer platform. The award underscores the company’s growing influence in the AI and data communications industry, potentially increasing interest in its commercial-ready products.
On September 29, 2025, POET Technologies announced a strategic collaboration with Sivers Semiconductors to develop high-performance External Light Source modules for Co-Packaged Optics and next-generation AI infrastructure. This partnership aims to address the growing demands of AI clusters and hyperscale data centers by combining Sivers’ DFB laser technology with POET’s Optical Interposer platform. The collaboration is expected to significantly impact the AI Optical connectivity market, estimated at over $50 billion, with a focus on a $1 billion annual opportunity in the ELS market. Early prototypes are anticipated by the first half of 2026, with production readiness by the end of that year.
On September 23, 2025, POET Technologies announced its participation in the 2025 ECOC Exhibition in Copenhagen, Denmark, where it will present its optical engine technologies and compete for an innovation award. The company also revealed it received an initial production order exceeding US$500,000 from a key customer for its optical engines, with shipments scheduled for early 2026. This development signifies POET’s transition into volume production and highlights its growing influence in the optical technology market.
POET Technologies Inc. filed a material change report with the Canadian Securities Regulatory Authorities on September 4, 2025. This report, which includes a press release issued on August 25, 2025, was also filed with the U.S. Securities and Exchange Commission on August 26, 2025, indicating significant developments within the company.
On September 4, 2025, POET Technologies announced its participation in the China International Optoelectronic Expo (CIOE) 2025, where it will showcase its latest optical products, including the POET Blazar and POET Teralight, designed for AI scale-up networks and hyperscale data centers. The company’s demonstrations and executive presence at the event highlight its innovation in photonic integration and its strategic focus on addressing the growing demands of AI and cloud-scale connectivity, potentially strengthening its market position and stakeholder interest.
On August 29, 2025, POET Technologies announced a partnership with NTT Innovative Devices to develop advanced optical engines for next-generation mobile networks, supporting AI applications. This collaboration aims to create a 100G Bidirectional Optical Engine, offering four times more bandwidth efficiency than current devices, potentially disrupting the mobile network industry. The partnership highlights POET’s strategic move into new markets, leveraging its Optical Interposer platform to meet the growing demand for high-performance, scalable solutions in AI-driven mobile networking. The development work is set to begin this year, with prototypes expected in 2026 and high-volume production anticipated by 2027.