"I'm sorry, but the narrative change I'd really appreciate is short term revenue guidance."

We unfortunately only have partial information on slide 17 (only JV SPX revenues from 100-400G Optical Engines, no other future production capabilities, no other verticals):

Introduction to POET Technologies (poet-technologies.com)

Question: What year are we in? POET reported the official registration of SPX in March, so I think we are in year one - minimal revenue.

This is another reason why investors do not rush in - this is what Poet forecasts and there is plenty of time if nothing else comes around...