So, in the Investor Deck from last November was the following written about 2024 under the title "POET Planned Revenue Drivers and Timing":

• Beta samples of light sources and 800G optical engines ship to POET customers
• Initial production shipments for SPX customers to begin in Q1’24
• Planned Introduction of 800G module at CIOE 2024

Source: Page 16 in https://poet-technologies.com/docs/presentations/POET%20Investor%20Deck%2011-06-23.pdf

So, they pre-delivered the 800G module and presented it already at the OFC! (Source: https://www.globenewswire.com/en/news-release/2024/03/26/2852235/0/en/POET-Enters-Optical-Module-Market-with-800G-Transceiver-for-Artificial-Intelligence-Networks.html - Bravo!

So now, we need to hear about the initial production shipments for SPX customers in Q1 and - let's hope - maybe some money (e.g. NREs) attached to the beta samples that get shipped to POET customers.