Lightwave Logic, Inc. · NASDAQ:LWLG
Lightwave Logic — Q1 2026 Earnings Presentation
12 slides from Lightwave Logic's earnings presentation, May 13, 2026
Slide 1: Q1 2026 Financial Results & Business Update
Q1 2026 Financial Results & Business Update NASDAQ:LWLG May 13, 2026
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
Slide 3: AI Infrastructure Facing New Challenges
AI Infrastructure Facing New Challenges CONNECTIVITY BANDWIDTH POWER INTEGRATION
Slide 4: Addressable Markets in Long-Term Secular Growth
Addressable Markets in Long-Term Secular Growth AI Data Center (non-AI) Telecom/Scale Across Future Opportunities $37 billion TAM $10 billion TAM $7 billion TAM 3.5M units of coherent/DWDM Quantum Computing 45M units of 1.6Tb/s and 3.2Tb/s 16M units of high-speed transceivers (>800Gb/s per transceiv
Slide 5: Foundry and Customer Momentum & 2026 Outlook
Market Reception Foundry and Customer Momentum & 2026Momentum OutlookGrowing 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 4 in Prototyp
Slide 6: Silicon Photonics is Winning
Silicon Photonics is Winning 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 technology with >70% market share (39% CAGR ‘25-’30) Total Sales $39.7B $49.7B 71% $11.2B $20.2B $
Slide 7: Foundry Momentum & 2026 Outlook
Foundry FoundryEcosystem is Broadening Momentum & 2026 Outlook Foundry PDK Integration Additional Projects + One unnamed partner Polymer platform integrated in foundry ecosystem; processes and designs are ready for 400Gb/s device deployments Multiple tape outs planned throughout 2026 Foundries are k
Slide 8: Reliability Performance Exceeds Industry Standard
Reliability Performance Exceeds Industry Standard Material Reliability Challenges Addressed Device Reliability In Progress Temperature = 85 °C Humidity =85%rh Data demonstrates LWLG EO polymer is Loss of Poling very stable at high temperatures (>>100yr projected lifetime at 85°C) Chromophore Data sh
Slide 9: Strong Patent Portfolio
Strong Patent Portfolio Patent protection on new, innovative EO chromophores Materials and molecular architectures to meet application needs such as high electro-optic activity and stability 67 granted; 80+ pending U.S. and international patents as of Patented device designs to engineered approaches
Slide 10: Q1 2026 Financials
Q1 2026 Financials Q1 TOTAL REVENUE ($ thousands) NET LOSS ($ millions) NET LOSS PER SHARE ($) 2026 $29 $6.3 $0.04 +27% YoY +34% YoY Flat FINANCIAL vs. $23K prior year vs. a loss of $4.7M prior year vs. a loss of $0.04 prior year RESULTS Added a Fortune Global 500 company to Prototype Stage 3 of Des
Slide 11: Priorities for 2026
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 lane and beyo
Slide 12: Contact IR: Ryan Coleman or Nick Teves
Contact IR: Ryan Coleman or Nick Teves investor.relations@lightwavelogic.com +1 (312) 445-2870