Lightwave Logic, Inc. · NASDAQ:LWLG

Lightwave Logic — Q2 2026 Earnings Presentation

11 slides from Lightwave Logic's earnings presentation, August 2026

  1. Slide 1: Q2 2026 Financial Results & Business Update

    Q2 2026 Financial Results & Business Update Lightwave Logic, Inc. NASDAQ:LWLG August 2026 Enabling the utilization of electro-optics polymers for high speed, low power AI and Data Center applications

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements This slide presentation contains “forward-looking statements” and “forward-looking information” within the meaning of the Private Securities Litigation Reform Act of 1995. This information and these statements, which can be identified by the fact that they do not relate st

  3. Slide 3: Investment Highlights

    Investment Highlights Large and Attractive End Markets – Data Center/AI capacity growth supercycle and Telecom present $54B 1 modulator TAM, $2-4B SAM; future opportunities include Aerospace & Defense, Quantum Computing and Consumer Electronics Mission Critical Technology to AI scaling – Existing in

  4. Slide 4: Silicon Photonics is Winning

    Silicon Photonics is Winning Silicon photonics is winning the integration platform battle for hyperscale and AI networking Total Optical Transceiver Market1 (by technology) Optical transceiver market expected to grow $70.4B to $70 billion by 2030 (22% CAGR ‘25-’30) SiPho expected to be dominant tech

  5. Slide 5: Foundry Ecosystem is Broadening

    Foundry Ecosystem is Broadening Foundries are key enablers to integration and scaled production as well as IP licensing strategy 4 Foundry PDK Integrations Additional Projects + One unnamed partner Polymer platform integrated in foundry ecosystem; processes and designs are ready for 400Gb/s device d

  6. Slide 6: Market Reception & Customer Momentum Growing

    Market Reception & Customer Momentum Growing Now Five customers in Prototype Stage 3 Technology Prototype to Production Ramp to Product Design Selection Final Product High Volume Duration 3 – 6 months 3 – 6 months 12 – 18 months Total: 18 – 24 months Engagements ~20 in Early Stages of Pipeline 5 in

  7. Slide 7: Path to Commercialization & How We Scale

    Path to Commercialization & How We Scale Two Go-to-Market Channels Tailored Engagement Iterative Processes Commercial Revenue Model Chip Designers / Engagement with Chip Scalable, Asset- 1 Qualification 1 Material Sales Revenue Light Model Module Companies Designers ~20 Programs in Process Design an

  8. Slide 8: Strong Management Team

    Strong Management Team Broad Operational and Research Expertise Across Photonics Ecosystem Dr. Aref Chowdhury Yves LeMaitre Fred Graffam Dr. Robert Blum Dr. Lance Thompson Chief Technology Officer & CEO & President Chief Financial Officer SVP, Sales & Marketing VP of Engineering Head of Strategy © L

  9. Slide 9: Q2 2026 Financials

    Q2 2026 Financials Q2 TOTAL REVENUE NET LOSS NET LOSS PER SHARE ($ thousands) ($ millions) ($) 2026 $33 $6.6 $0.04 +28% YoY +33% YoY FLAT FINANCIAL vs. $26 prior year vs. a loss of $5.0M prior year vs. a loss of $0.04 prior year RESULTS Added a Fifth Fortune Global 500 company to Prototype R&D INVES

  10. Slide 10: Outlook and Priorities for 2026

    Outlook and Priorities for 2026 1 Advance Stage 3 programs toward qualification milestones and Stage 4 2 Convert technical engagements into structured commercial agreements 3 Broaden and strengthen the EO polymer-ready silicon foundry ecosystem 4 Continue performance optimization at 200G, 400G per l

  11. Slide 11: Thank you

    Thank you www.lightwavelogic.com Contact IR: Ross Collins or Nick Teves investor.relations@lightwavelogic.com +1 (312) 445-2870 © Lightwave Logic 2026. All Rights Reserved.

Lightwave Logic — Q2 2026 Earnings Presentation on 6ix