Poet Technologies Inc (POET)

[buccaneer1961]

id feel like a khanman if I posted this:looking for morons to dump on....

Some key points related to revenue in the CC.


Going forward

Time 20:21: DL upgrade

We have got very high capital efficiency in the facility which means for small amounts of capital expenditure we can generate a large amount of revenue. The facility in Singapore is immediately capable with modest investment of earning up to $100 million of revenue which we can then scale up as we generate more demand and more growth with our technology. We are positioned for strong revenue growth margin expansion and profitability.

At around 44:00 Suresh talks about POET sensing solutions in 2017. He did not talk specifically talk about the detector which might suggest that he can’t talk specifically about the detector.

At 47:50 Suresh talks about monetization

We have multiple potential sources of revenue that we are working on. Of course immediately today we have revenue from product sales. And product sales will continue to be a good source of revenue and a primary source of revenue for us in the coming years. Through products for sensing, through products for lasing as well as transceiver chip sets for data communications and consumer applications.

We are working with customers and partnerships that can drive NRE revenue into the company over the next year(s).

NRE revenue can take multiple forms. It can come in the form of Opex(?) It can come in the form of custom development programs and it can come in the form of technology transfer licensing agreements.

And we are working on all three of those today.

In the future there are additional possible sources of revenue for the company in terms of foundry licensing or product licensing in spaces where POET does not intend to participate in. Potentially enabling second source licensing so very high volume applications. And finally chip set royalties.