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POET grows non-recurring engineering revenue in Q1
What happened
POET Technologies reported Q1 2025 NRE and product revenue of $166,760, a significant sequential increase from $29,032. The revenue growth is attributed to development agreements for its optical interposer technology targeting AI and data center markets. Neutral: The reported revenue is minimal and non-recurring, indicating no immediate impact on component supply, demand, or pricing for traders.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
Optical InterposerPhotonic Integrated Circuits (PICs)
POET Technologies Inc.
earningsnre-revenueai-hardware
Source and time
Source: Semiconductor Today · 5/19/2025 · View original source
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