Balance Sheet And FundingAnalyst points out that ample cash reserves, no debt and a sizable capital raise provide financial flexibility to fund product development and scale operations while interest income can offset operating costs.
Manufacturing ExpansionAnalyst highlights that acquiring and ramping thin film lithium niobate fabrication capacity and other fabrication facilities should diversify revenue into laser and optical communications and improve gross margin potential.
Product CommercializationAnalyst emphasizes that shipping commercial products such as optimization software, a quantum random number generator, photonic reservoir solutions and laboratory tools provides validated customer demand and multiple revenue channels for the company.