There is quite a bit of bullish language in there.  I particularly find the following interesting:

"POET’s Optical Interposer has applications in a wide range of high-growth markets, primary among them being high-performance computing, networking, optical transceivers and transponders and automotive LIDAR systems. This platform technology is applicable to both Gallium Arsenide (GaAs) and Indium Phosphide (InP) based optical components. Optical engines for single mode transceiver modules represent the initial high-volume application for POET’s Optical Interposers."

Maybe GaAs isn't as dormant as we thought it was!  Dare I say.....the beginning of the beginning....?