POET Q3 2025 Earnings
Reported Nov 13, 2025 at 9:41 PM ET · SEC Source
Q3 25 EPS
$-0.10
MISS 25.00%
Est. $-0.08
Q3 25 Revenue
$298,434
MISS 46.06%
Est. $553,300
vs S&P Since Q3 25
+138.1%
BEATING MARKET
POET +147.2% vs S&P +9.2%
Market Reaction
Did POET Beat Earnings? Q3 2025 Results
POET Technologies delivered a disappointing third quarter, missing Wall Street expectations on both the top and bottom lines as the early-stage photonics company continues to scale its commercial operations. The company posted a loss of $0.10 per sha… Read more POET Technologies delivered a disappointing third quarter, missing Wall Street expectations on both the top and bottom lines as the early-stage photonics company continues to scale its commercial operations. The company posted a loss of $0.10 per share against a consensus estimate of $0.08, a 25% miss, while revenue of $298,434 fell short of the $553,300 analyst target by 46.06%, though the figure represented a staggering 7,998.6% increase from just $3,685 a year ago, reflecting initial NRE services and product sales tied to its Optical Interposer platform. The wider-than-expected loss was driven in large part by a 112% surge in R&D spending to $3.74 million as the company established two new manufacturing facilities in Malaysia. Shares fell sharply following the report, with investors weighing near-term losses against longer-term potential; management pointed to a production order valued at over $5 million received after quarter-end as evidence of commercial momentum, with revenue expected to ramp through 2026 as POET targets hyperscale data centers deploying AI infrastructure.
Key Takeaways
- • Revenue increased from $3,685 to $298,434 YoY driven by NRE services and product sales
- • Reduced net loss from $12.7M to $9.4M YoY due to lower derivative warrant liability adjustment and higher interest income
- • Unrealized foreign exchange gain of $1.6M in Q3 2025 vs nil in Q3 2024
- • Interest income grew 357% to $989,007 due to higher cash reserves
POET YoY Financials
Q3 2025 vs Q3 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% |