This blog is a good read. Lots of information packed here. I especially like this phrase at the bottom. Someone mentioned this earlier about the prior engagement with our NA Tier 1 customer that was on hold so to speak. This could be referencing them or other large customers. Either way the door is now open. Great job Poet!

Will POET work on other products with ADVA’s team?

The two companies have a good working relationship and discussions regarding additional products are on-going. POET also recently announced that it will be using highly regarded directly modulated lasers (DMLs) from Lumentum and CW lasers from Broadcom, which makes Optical Interposer-based products even more attractive to North American and European industry leaders. POET is engaged in conversations with multiple customers and is actively sending out samples for review and testing. It is expected that such activity will lead to more customer contracts in the near term. Thus far, POET has three customers who have been announced publicly: ADVA, Celestial AI, and FiberTop Technology. A small number of modules has also been shipped to a fourth customer who has yet to be announced and a growing number of other customers have committed to working with POET or are actively engaged in discussions to do so.