No News Release prior, I am baffled at title of the talk then when they have announced no significant revenue yet.

Sorry I can't see why people are struggling with the title "Making Money in the Global Photonics Industry"?? There is no reason they can't outline how they believe you go about making money in photonics, without having done so already?  I don't need to have made IC's to describe how it's done.

There is a wealth of data to draw from. It's a well trodden path. A pathway they are a long way down and there's nothing wrong with them extrapolating a little. Don't forget our senior management have done it all before.