From the article:

"As of November 2021, POET has sent Alpha samples of products to dozens of customers, and expects to sign multiple contracts for production or test-cycle products in the coming months. With the industry desire to move forward to 400G and fifth-generation (5G) devices, the search for innovation that can bring new efficiencies to existing processes in data and telecommunications is intense. The POET solution is among the most compelling advances to enter the marketplace."

These "multiple contracts" are probably what's giving mgmt the confidence of being able to hit the Nasdaq without significant RS in Q1.