POET Q2 2025 Earnings
Reported Aug 11, 2025 at 8:22 PM ET · SEC Source
Q2 25 EPS
$-0.21
MISS 110.00%
Est. $-0.10
Q2 25 Revenue
$268,469
MISS 30.48%
Est. $386,180
vs S&P Since Q2 25
+88.3%
BEATING MARKET
POET +102.5% vs S&P +14.1%
Market Reaction
Did POET Beat Earnings? Q2 2025 Results
POET Technologies delivered a sharply disappointing second quarter, with losses widening well beyond expectations as the AI connectivity semiconductor developer remains in its pre-commercial phase. The company posted a loss per share of $0.21, missin… Read more POET Technologies delivered a sharply disappointing second quarter, with losses widening well beyond expectations as the AI connectivity semiconductor developer remains in its pre-commercial phase. The company posted a loss per share of $0.21, missing the consensus estimate of $0.10 by 110.00%, while revenue of $268,470 fell 30.48% short of the $386,180 analysts had expected. The headline loss was amplified by a $7.56 million non-cash fair-value adjustment on derivative warrant liabilities, nearly five times the $1.38 million charge recorded in Q2 2024, pushing the net loss to $17.26 million compared to $7.98 million a year ago. On the operational side, POET shipped final design samples of its 400G and 800G POET Infinity transmit products to three major technology customers and completed its manufacturing transition from China to Malaysia, where annual capacity for one million optical engines is now in place. With $73.05 million in cash following recent equity raises, management expects its capital to fund operations beyond one year, supported by a roughly $20 million investment roadmap through 2026 targeting 800G production readiness as early as Q1 2026.
Key Takeaways
- • Non-recurring engineering services and product sales revenue of $268,469 in Q2 2025 vs nil in Q2 2024
- • Non-cash derivative warrant liability adjustment loss of $7.56 million widened Q2 net loss
- • SPX winding-down costs contributed to elevated R&D expenses
- • Unrealized foreign exchange loss of $1.45 million due to US dollar volatility
- • Interest income increased 205% to $533,308 on larger cash reserves
POET YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
POET Earnings Trends
POET vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
POET EPS Trend
Earnings per share: estimate vs actual
POET Revenue Trend
Quarterly revenue: estimate vs actual
POET Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.04 | $-0.08 | -100.00% | $503,389 | +44.66% |
| Q4 25 MISS | $-0.06 | $-0.32 | -433.33% | $341,202 | -51.27% |
| Q3 25 MISS | $-0.08 | $-0.10 | -25.00% | $298,434 | -46.06% |
| Q2 25 MISS | $-0.10 | $-0.21 | -110.00% | $268,469 | -30.48% |