I've been reading the 3/31/2024 financial statement from POET again this morning.  I'm not an accountant or financial analyst, so maybe I'm just missing something, but I can't find anywhere that POET identifies the percentage of revenue they earn from SPX sales.  There is information on the percentage ownership of the JV, but nothing that defines the terms for revenue sharing.  

I remember a post from about a year ago when this was discussed.  I seem to remember that (someone) said there is no revenue up to a certain point, after which point there was a revenue split at ?? %, but I haven't seen anything from POET.

If they are booking revenue it would have to be identified in the financial statements.

Does anyone have insight into this?  If SPX is shipping product and booking revenue, and forecasting significant revenue in 2024, this should be reported in terms of dollar value to POET.