Thanks Ole Missisip,

Correct me if I'm wrong but it seems like the prevailing  talk is that the next news release will be during  the first quarter of 2023.  I thought we were to hear about four supply agreements (albeit small ones) and four product announcements by the end if this quarter ????

Here are a couple of pieces from Zacks most recent report.

SPX customers are still in the design-in phase. We believe one of the module makers ordered a small number of optical engines from SPX to be put into a module and sent to its customers for qualification. It is expected that by the end of Q1 or early Q2 SPX should start getting some additional purchase orders from their customers.

and

POET now considers its 100G, 200G, and 400G solutions legacy products that are mostly being handled by its joint venture and it is now only getting involved if certain custom work is needed. It has set its sights on higher-end technology and faster speeds of 800G, 1.6T, and 3.2T

I think part of the NRs will be orders placed by these customers. However the news Suresh alluded to will be regarding the 800G  and other exciting items. Who knows partnerships or other awesome updates. 

Just my take