While the company may not announce contracts or purchase orders due to customers requesting secrecy, they all may contribute more than 10% of reported revenues forcing the company to reveal their names in filings.”

Yes this lept out at me also.  So, surely, they will have to be named as soon a POs come in? Poets earnings are minimal and so any large increase will result in a need to name them.

Does this suggest poet has had to pull its pants down in order to get deals done?  If said entities don't want to be named then how could they pay poet any NRE? Since surely it would push them through that threshold.