NASDAQ$POET

POET Technologies Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close

Briefing

POET Technologies narrows loss as product revenue ramps and $250M raised

POET Technologies reported Q3 2025 revenue of $298,434 from NRE and product sales, up sharply from $3,685 a year earlier, reflecting early commercial traction for its photonic integrated circuit products. Net loss was $9.4 million, or $0.11 per share, improved from a $12.7 million loss in Q3 2024. R&D spending rose to $3.7 million. The company secured over $5.6 million in initial production orders and closed $250 million in equity financing to fund manufacturing expansion and potential acquisitions.

  • Q3 revenue was $298,434 versus $3,685 in Q3 2024 as optical engine orders began converting to product revenue.
  • Net loss narrowed to $9.4M ($0.11/share) from $12.7M ($0.20/share) in the prior-year quarter.
  • R&D expense increased to $3.7M from $1.8M as the company invested in 1.6T receivers and light-source products.
  • Two successive initial production orders from key customers totaled over $5.6M, including an $5.0M 800G engine order.
  • Company closed $250M in equity financing from three institutional investors at $5.00–$7.25 per share.

Headline financials

Total Revenue

$298K

No prior period
EPS (adj)

-$0.11

No prior period
Initial production orders (Q3)

$5.6M

No prior period
Equity financing closed

$250M

No prior period
Net Income

-$9.37M

No prior period

Revenue & EPS history

POET Technologies Inc · Revenue · Quarterly

$298K

Q3 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Revenue by segment

POET Technologies Inc · $268K total across 1 segment · Q2 2025

  • Non-recurring engineering and product revenue
    $268K

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-8.5%

Avg return

Earnings day

-11.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

0%

0 / 5 earnings

Positive

+0.0%

Q4 2024

Best reaction

-22.5%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-22.5%-28.5%-39.2%
Q4 2025-5.7%+2.4%+23.1%
Q3 2025-6.4%-9.6%+38.3%
Q2 2025-7.6%-8.7%-3.4%
Q4 2024+0.0%-14.0%-15.5%

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