"The data center will go through at least two product cycles over the next five years. The first will ramp this year and will be based on 25G serdes, primarily using Broadcom’s Tomahawk chips. This will drive the data center away from 40G deployments and toward 100G.

The second cycle will start in 2019. It will be based on 50G serdes, enabling 32 ports of 400G per one-rack unit"

Maybe based on the message delivered in that article, it makes sense that Poet is targeting "the second cycle", in 2019. Hence indicating our first commercial revenue coming in later 2018.