Companies /Technology
POET Technologies
NASDAQ: POET Semiconductors
$7.42
▼ $0.30 (−3.83%) today
Markets closed · 6:27pm ET

Poet Technologies (POET) Q2 2026 Earnings

Reported Aug 13, 2026, 9:13am ET · SEC source
$-0.07
Beat +0.00%
EPS · est. $-0.07 GAAP

Includes a $5,531,784 gain on fair value adjustment to derivative warrant liability

$569,925
Miss −17.58%
Revenue · est. $691,530
−16.5%
Trailing market
POET vs S&P since report
1 quarter
Consecutive EPS beats

How Did POET Stock React to Q2 2026 Earnings?

% change · around the report
0+3%+6%Aug 13Aug 14report 9:13am ETearnings+0.2%+6.8%
0+3%+6%Aug 13Aug 14earnings+0.2%+6.8%
POET +6.8%S&P 500 +0.2%
0+3%+6%Aug 13Aug 14report 9:13am ETearnings+0.6%+6.8%
0+3%+6%Aug 13Aug 14earnings+0.6%+6.8%
POET +6.8%NASDAQ +0.6%
−12%−6%0+6%Aug 12Aug 21report 9:13am ETearnings−1.5%−11.5%
−12%−6%0+6%Aug 12Aug 21earnings−1.5%−11.5%
POET −11.5%S&P 500 −1.5%
−12%−6%0+6%Aug 12Aug 21report 9:13am ETearnings−2.7%−11.5%
−12%−6%0+6%Aug 12Aug 21earnings−2.7%−11.5%
POET −11.5%NASDAQ −2.7%
+0.45%
Day of report
+7.52%
Next session
−7.18%
One week
−19.08%
30 days

S&P 500 over the same 30 days: −2.63%.

Did POET Beat Earnings? Q2 2026 Results

Yes. Poet Technologies reported Q2 2026 earnings of $-0.07 a share on Aug 13, 2026, beating the $-0.07 consensus estimate by 0.0%. Revenue was $569,925 against a $691,530 estimate.

POET Technologies posted a mixed second quarter for fiscal 2026, matching Wall Street's loss estimate while falling short on the top line. Revenue more than doubled year over year to $569.92 thousand, a gain of 112.3% from $268.47 thousand in Q2 2025 driven by NRE services and product sales, yet came in 17.58% below the $691.53 thousand consensus. GAAP loss per share of $0.07 met the $0.07 estimate exactly; that figure includes a $5.53 million gain on fair value adjustment to the derivative warrant liability. The bigger story, however, is the balance sheet: a $400 million registered offering closed in May at $21.00 per unit pushed cash and short-term investments to roughly $796 million combined, giving the company the runway it needs to execute on an ambitious roadmap. That roadmap includes a potential $500 million five-year supply relationship with Lumilens, which drew bullish analyst commentary following a $700 million Lumilens funding round. POET plans to spend approximately $26 million through 2027 on optical engine development, with 800G production in Malaysia targeted for Q3 2027.

Key Takeaways
  • Revenue from non-recurring engineering (NRE) services and product sales more than doubled year-over-year
  • Significant capital raises totaling over $550 million strengthened balance sheet
  • Gain on fair value adjustment to derivative warrant liability of $5.5 million reduced net loss
  • Interest income increased 706% YoY to $4.3 million in Q2 2026 from investment of cash reserves
  • Finance advisory fees increased 374% to $6.2 million reflecting over $840 million in capital raised since 2024

What Is Poet Technologies's Outlook?

POET plans to spend approximately $26 million between 2026 and 2027 on module and high-speed optical engine development, with a 2026 capital budget of $14.5 million for R&D equipment, manufacturing equipment and patent registration. Key 2026 milestones include Module Development ($7 million total, development through Q2 2026, prototype Q1 2027, production Q3 2027), Light Sources for AI ($6.5 million total, prototype Q4 2026, production Q2 2027), 800G/1.6T Tx ($5.5 million total, prototypes Q4 2026, production Q2 2027), Malaysia Expansion ($7 million, through Q3 2026), and Corporate Development ($18 million, Q1-Q4 2026). The company expects to invest an additional $30 million over the next two years on 800G/1.6T optical engine chipsets and light sources, and $8 million or more on light source product development. The Lumilens supply agreement establishes a potential $500+ million cumulative purchase framework over five years. The company stated its existing financial resources are sufficient to fund operations beyond one year.

POET YoY Financials

Q2 2026 vs Q2 2025 · SEC filings Q2 2025 Q2 2026
$-12,000,000$-8,000,000$-4,000,000$0$268,465$569,925Revenue$-8,441,081$-11,338,060Net Income
$-12,000,000$-8,000,000$-4,000,000$0RevenueNet Income
POET income statement, Q2 2026 versus Q2 2025
Metric Q2 2026 Q2 2025 Year over year
Revenue $569,925 $268,465 +112.3%
Net Income −$11.3M −$8.4M +34.3%

POET Revenue by Geography

Asia$1.1M

When Does Poet Technologies Report Next?

Expected report date

Figures from SEC filings and company reports. Not investment advice.