If I understand this correctly and use the BFYY deal as an example, POET will stand to make $10m by selling the interposers to SPX, who will then sell $30m in optical engine purchases, over a 3 year period to BFYY.  

And as a partial owner of SPX Poet owns a part of SPX's profits too, right? That said, I dont't expect any payouts the next few years. I expect SPX has to finance growth...