Re: POET Technologies Announces Sampling of 200G FR4 Transmit and Receive Optical Engines for QSFP56 Transceivers for Cloud Data Centers and 5G Connectivi
posted on
Jul 07, 2022 09:11AM
Foxy, POET is going to ship millions of engines at full production.
One engine is $100 average per one of the Zacks report. That's hundreds of millions of revenue on average.
Gross margin is expected to be around 50% like other semiconductor peers. (Mika told me he expects so, ofc not forward looking statement as margins are functions of input costs and yields). So gross profits would be in the hundreds of millions in maybe 2024-2025.
Discounted cashflow and you're looking at a $1B+ business today. That's the meaning of those PRs.