Core Viewpoint - POET Technologies Inc. will proceed with the voluntary delisting of its common shares from the TSX Venture Exchange, while maintaining its listing on the Nasdaq Capital Market under the symbol "POET" [1][2][3] Group 1: Delisting Details - The delisting from the TSX Venture Exchange is expected to be effective as of the close of trading on or about August 27, 2025 [2] - The company has received the necessary approval for the delisting and believes this will centralize trading on Nasdaq, improving long-term liquidity and enhancing shareholder value [2][3] Group 2: Trading and Accessibility - Following the delisting, shareholders can trade their shares through brokers on Nasdaq, ensuring continued accessibility [4] - Shareholders with POET shares in Canadian brokerage accounts are advised to contact their brokers for trading instructions on Nasdaq [4] Group 3: Company Overview - POET Technologies specializes in high-speed optical modules, optical engines, and light source products for artificial intelligence systems and hyperscale data centers [5] - The company's products utilize the POET Optical Interposer™, which integrates electronic and photonic devices into a single chip, offering lower costs, reduced power consumption, and scalability [5] - POET's solutions address challenges in 5G networks, machine-to-machine communication, edge computing, and sensing applications like LIDAR for autonomous vehicles [5]

Company Overview - POET Technologies Inc. is a Canadian company specializing in the production of optical chips and engines that utilize light for data transmission, targeting applications in AI systems and large server farms [1]. Market Focus - The company primarily focuses on small- to mid-cap companies, which are often overlooked by investors, while occasionally analyzing large-cap companies to provide a comprehensive view of the equity markets [1].

Group 1 - POET Technologies Inc. is expected to generate its first meaningful revenue this year, indicating a positive outlook for the company [1] - The company's shares have shown bullish trends since the last coverage, reflecting growing investor interest [1] - The analysis is based on thorough research and experience in financial markets, focusing on identifying undervalued companies [1]

Exhibit 99.1 CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS For the Three and Six Months Ended June 30, 2025 (Unaudited and Expressed in US Dollars) POET TECHNOLOGIES INC. The accompanying notes are an integral part of these condensed interim consolidated financial statements. Page 1 POET TECHNOLOGIES INC. CONDENSED INTERIM CONSOLIDATED STATEMENTS OF FINANCIAL POSITION (Expressed in US Dollars) (Unaudited) | | | June 30, | | December 31, | | --- | --- | --- | --- | --- | | | | 2025 | | 2024 | | Assets ...

Core Viewpoint - POET Technologies Inc. reported significant advancements in its operations and financial results for Q2 2025, highlighting progress in manufacturing capabilities and customer engagements, alongside a notable increase in revenue from non-recurring engineering services [1][3][5]. Financial Performance - The company reported non-recurring engineering and product revenue of $268,469 in Q2 2025, compared to nil in Q2 2024 and $166,760 in Q1 2025 [5]. - A net loss of $17.3 million, or $0.21 per share, was recorded in Q2 2025, an increase from a net loss of $8.0 million, or $0.14 per share, in Q2 2024, and a net income of $6.3 million, or $0.08 per share, in Q1 2025 [6]. - The largest component of the loss was a non-cash loss of $7.5 million related to the fair value adjustment of derivative warrant liability [7]. - Cash flow from operating activities was ($7.7) million in Q2 2025, compared to ($4.5) million in Q2 2024 and ($8.9) million in Q1 2025 [10]. Business Developments - The company has engaged with NationGate Solutions in Malaysia to expand manufacturing capabilities for light source products [2]. - A new customer, Lessengers from Korea, has committed to developing a module using POET's 800G optical engines [3]. - The company successfully completed a $30 million private placement, marking the largest single financing in its history [3]. - POET was awarded the "AI Hardware Innovation Award" at the 8th annual AI Breakthrough Awards, marking the sixth notable award in the past year [8]. Operational Highlights - All equipment for volume production of optical engines at Globetronics is now installed and operational [2]. - The company reported fluctuations in research and development costs, with $3.2 million in Q2 2025 compared to $2.1 million in Q2 2024 and $4.4 million in Q1 2025 [6]. - Non-cash expenses included stock-based compensation of $1.2 million and depreciation and amortization of $0.8 million in Q2 2025 [8]. Summary of Financial Performance - A summary of operations over the five quarters ending June 30, 2025, shows a consistent increase in revenue and variations in net loss, with Q2 2025 reflecting a significant loss compared to previous quarters [11][13].

Core Viewpoint - POET Technologies Inc. has made significant progress in preparing for volume production of optical engines and expanding manufacturing capabilities, while also achieving notable financial milestones in the second quarter of 2025 [2][3]. Financial Performance - The company reported non-recurring engineering (NRE) and product revenue of $268,469 in Q2 2025, a substantial increase from nil in Q2 2024 and $166,760 in Q1 2025 [5]. - A net loss of $17.3 million, or $0.21 per share, was recorded in Q2 2025, compared to a net loss of $8.0 million, or $0.14 per share, in Q2 2024, and a net income of $6.3 million, or $0.08 per share, in Q1 2025 [6]. - The largest component of the loss was a non-cash loss of $7.5 million related to the fair value adjustment of derivative warrant liability in Q2 2025, compared to a loss of $1.4 million in Q2 2024 [7]. - Cash flow from operating activities was ($7.7) million in Q2 2025, worsening from ($4.5) million in Q2 2024 [10]. Business Developments - The company has engaged with NationGate Solutions in Malaysia to enhance manufacturing capabilities for light source products [2]. - A new customer, Lessengers from Korea, has committed to developing a module using POET's 800G optical engines [3]. - POET successfully completed a $30 million private placement, marking the largest single financing in its history [3]. - The company was awarded the "AI Hardware Innovation Award" at the 8th annual AI Breakthrough Awards, adding to its recognition in the industry [8]. Summary of Financial Operations - A summary of operations over the five quarters ending June 30, 2025, shows a consistent increase in revenue and fluctuations in research and development costs, reflecting the company's transition from technology to product development [11][12].

Core Insights - POET Technologies Inc. has seen a stock price increase of 49.29% from an entry price of $4.20 per share to $6.27 per share [1] Company Overview - The company is positioned as a GARP-themed investment, focusing on aggressive growth prospects with the potential for high profitability within 1-2 years [1] - The investment philosophy of the associated analyst emphasizes long-term discipline and consistent alpha generation, while also acknowledging the presence of risk [1] Analyst's Position - The analyst has a beneficial long position in POET shares, indicating confidence in the company's future performance [1]

Core Viewpoint - POET Technologies Inc. has successfully completed a non-brokered public offering of 5,000,000 units at a price of US$5.00 per unit, raising a total of US$25,000,000 for working capital and general corporate purposes [1][2]. Group 1: Offering Details - The offering consists of units, each comprising one common share and one common share purchase warrant, with the warrant exercisable at C$8.16 for five years [1]. - The offering was fully subscribed by accredited institutional investors and was completed under a prospectus supplement filed with Canadian and U.S. regulatory authorities [3]. Group 2: Company Overview - POET Technologies specializes in high-speed optical engines and light source products for artificial intelligence systems and hyperscale data centers, utilizing its patented POET Optical Interposer™ technology [5]. - The company's products are designed to be lower cost, consume less power, and are scalable for high production volumes, addressing bandwidth and latency challenges in AI systems [5].

Core Viewpoint - POET Technologies Inc. (NASDAQ: POET) is positioned to start generating significant revenues due to its advancing technology, which presents a strong investment opportunity [1]. Company Analysis - The company has been initiated with a strong buy rating, indicating confidence in its future performance and revenue generation capabilities [1]. - The analyst's background in financial markets and institutions supports a thorough analysis of POET Technologies, focusing on financial statements and market trends [1]. Industry Context - The technology sector, particularly in mid and small-cap companies, is highlighted as a space where undervalued investment opportunities can be found [1].

Core Viewpoint - POET Technologies Inc. plans to conduct a non-brokered public offering of 5,000,000 units at a price of US$5.00 per unit, aiming for total gross proceeds of US$25 million, to be used for working capital and general corporate purposes [1][2]. Offering Details - Each unit consists of one common share and one common share purchase warrant, with the warrant exercisable at C$8.16 for five years [1]. - The issue price reflects a discount of approximately 12.0% from the closing price on July 4, 2025 [2]. - The offering will be made via a prospectus supplement to the existing short form base shelf prospectus, and is expected to be fully subscribed by a single accredited institutional investor in Canada [3]. Regulatory and Closing Conditions - The offering is subject to regulatory approvals, including from the TSX Venture Exchange, and other customary closing conditions [4]. - No commissions or finder's fees will be paid in connection with the offering [4]. Company Background - POET Technologies specializes in high-speed optical engines and light source products for artificial intelligence systems and hyperscale data centers, utilizing its patented POET Optical Interposer™ technology [6]. - The company's products are designed to be lower cost, consume less power, and are scalable for high production volumes, addressing bandwidth and latency issues in AI systems [6].