Production Ramp and Revenue Trajectory

AGM (June 26) confirmed production ramp in H2 2026, targeting 1M units/month by end 2027 with $50M capex. Over 10 customer engagements expected to generate $100M+ annual revenue. Q1 rev $0.5M (up 194% YoY) but net loss $12.3M. SilTerra wafer orders up 823% to 600/month signals scaling execution. New article highlights laser shortage as a positive catalyst, reinforcing POET's position in the supply chain. Q2 earnings due after hours today (Aug 14) – key catalyst for near-term price action. A Lumentum earnings report sparked a photonics sector rally, providing a positive macro backdrop.