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Press releaseGlobeNewswire· May 14, 2026

POET Technologies Reports First Quarter 2026 Financial Results

View original at globenewswire.com
“The Company reported a net loss of $12.3 million, or ($0.08) per share, in the first quarter of 2026”
Verbatim excerpt from the source · GlobeNewswire · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes

    60% confidence
  • In Q1 2026, POET made significant progress expanding its strategic position within the AI and hyperscale data center ecosystem; partnerships with LITEON, Lessengers and Lumilens validate growing demand for POET's Optical Interposer platform

    60% confidence
  • POET continued to advance its product roadmap through joint development of a 1.6T transceiver platform with Lessengers, strengthened global position through LITEON collaboration, and plans US domicile as demand for AI networking infrastructure accelerates

    60% confidence
  • The largest component of Q1 2025 net income was a non-cash gain in fair value adjustment to derivative warrant liability of $15.4 million, compared to a gain of $1.6 million in Q1 2026

    60% confidence
  • The Lumilens purchase order represents the first phase of a broader supplier relationship that could scale to $500+ million in cumulative purchases over five years

    60% confidence
  • Fluctuations in R&D expense for a company of POET's size and stage of growth is expected on a period-over-period basis as the Company transitions from technology development to product development

    60% confidence
  • The Lumilens joint development agreement including the initial $50M purchase order for EOI-based optical engines represents an important commercial milestone and could become a substantial long-term supplier relationship supporting frontier AI infrastructure

    60% confidence

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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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