Financial Performance - Aeluma reported revenue of $1.4 million for Q1 2026, a significant increase from $481 thousand in Q1 2024 and $1.3 million in Q4 2025[6] - GAAP net loss for the quarter was $1.5 million, or ($0.09) per share, compared to a net loss of $730 thousand, or ($0.06) per share, in the same period last year[6] - Adjusted EBITDA loss was $450 thousand, slightly improved from a loss of $457 thousand in Q1 2024[6] - Net loss for the three months ended September 30, 2025, was $1,493,000, compared to a net loss of $730,000 in the same period of 2024[22] - Stock-based compensation expense increased to $1,056,000 from $167,000 year-over-year[22] - Net cash used in operating activities decreased to $815,000 from $931,000 year-over-year[22] - Net cash used in investing activities was $210,000, up from $2,000 in the previous year[22] - Cash and cash equivalents at the end of the period totaled $38,147,000, compared to $3,503,000 at the end of the previous year[22] - The company reported a net change in cash and cash equivalents of $22,407,000 during the period[22] Cash Position - The company closed Q1 2026 with $38 million in cash and no long-term debt, compared to $15.7 million as of June 30, 2025[6] - Proceeds from public offering, net of offering costs, amounted to $23,385,000[22] - Right of use asset obtained in exchange for lease liability was valued at $274,000[22] Business Development and R&D - Aeluma expects full fiscal year 2026 revenue to be in the range of $4.0 million to $6.0 million[7] - The company initiated a new R&D contract with NASA to develop low size, weight, and power quantum systems for space applications[6] - Aeluma increased outsourced wafer fabrication activities nearly five-fold to enhance manufacturing readiness[6] - The company filed two nonprovisional patent applications, bringing the total issued and pending patents to 34[6] - Aeluma plans to expand its business development and go-to-market team, focusing on defense, aerospace, and AI infrastructure[10] - The company aims to secure three to seven new development contracts to support R&D investments and partnership growth[10]

Core Insights - Aeluma, Inc. reported strong execution on strategic priorities, including a capital raise, talent acquisition, and advancements in manufacturing readiness, positioning the company for future growth in the semiconductor industry driven by AI demand [2][5]. Financial Performance - For Q1 fiscal 2026, Aeluma generated revenue of $1.4 million, a significant increase from $481 thousand in Q1 2024 and $1.3 million in Q4 2025, primarily from R&D contracts [5]. - The GAAP net loss for the quarter was $1.5 million, or ($0.09) per share, compared to a net loss of $730 thousand, or ($0.06) per share, in the same period last year [5][18]. - Cash and cash equivalents totaled $38.1 million at the end of Q1 2026, up from $15.7 million as of June 30, 2025 [5]. Strategic Initiatives - Aeluma's strategic priorities for fiscal 2026 include maintaining a strong financial position with $38 million in cash and no long-term debt, executing a new R&D contract with NASA, and increasing manufacturing readiness through expanded outsourced wafer fabrication activities [5][11]. - The company has filed two new patent applications, bringing the total to 34 issued and pending patents, focusing on scalable wafer manufacturing and large-format imaging sensors [5]. Market Opportunities - The rapid acceleration of AI is creating unprecedented demand for optical component technologies, aligning with Aeluma's product roadmap and go-to-market strategy [2][11]. - Aeluma is focusing on defense, aerospace, and photonics for AI infrastructure as immediate target markets [11].

Core Insights - Aeluma, Inc. has been awarded the 2025 LEAP Award from Design World for its Wafer-Scale SWIR Photodetector Platform, recognizing its innovative semiconductor technology [1][2] Company Overview - Aeluma, Inc. is a semiconductor company focused on high-performance, scalable technologies applicable in various sectors including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum computing [1][3] - The company combines compound semiconductors with scalable manufacturing processes to enable mass-market microelectronics and large-scale integration [3] Technology and Market Position - The Wafer-Scale SWIR Photodetector Platform offers significant performance advantages over competing technologies, particularly in shortwave infrared (SWIR) sensing, which is gaining traction in large-volume markets [2] - Aeluma's technology is positioned to facilitate mass-market adoption due to its combination of best-in-class SWIR sensing materials and scalable manufacturing capabilities [2]

Core Viewpoint - Aeluma, Inc. is set to release its financial results for the first quarter of fiscal 2026 on November 12, 2025, after market close, highlighting its ongoing commitment to transparency and investor engagement [1]. Company Overview - Aeluma, Inc. (NASDAQ: ALMU) is a semiconductor company focused on high-performance, scalable technologies applicable in various sectors including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum computing [4]. - The company utilizes a proprietary platform that integrates compound semiconductors with scalable manufacturing processes, enabling mass production and large-scale integration of microelectronics [4]. - Aeluma is headquartered in Goleta, California, and boasts advanced R&D and manufacturing capabilities for semiconductor wafer production, quick-turn chip fabrication, rapid prototyping, and testing [4]. Financial Communication - Aeluma will host a conference call on the same day as the financial results announcement at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results and business outlook [2]. - Participants can join the call via specific domestic and international phone numbers, ensuring accessibility for a wide audience [2]. - A live webcast of the call will be available on Aeluma's website, with a replay accessible shortly after the call concludes [3].

Core Insights - Aeluma, Inc. has acquired significant capital equipment assets to enhance its prototyping and wafer-scale test capabilities, supporting its go-to-market strategy [1][2] - The acquisition includes advanced automated and semi-automated wafer probers, backend packaging and prototyping equipment, and test and validation instruments, which are essential for accelerating the company's manufacturing processes [2] Company Overview - Aeluma, Inc. specializes in high-performance photonic and electronic technologies, focusing on scalable manufacturing for mass market microelectronics [3] - The company's technology serves various applications, including mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum computing [3] - Aeluma operates state-of-the-art R&D and manufacturing facilities for semiconductor wafer production and rapid prototyping [3]

Core Insights - Aeluma, Inc. announced the acceptance of a technical paper on its scalable photonics platform for quantum computing at SPIE Photonics West, scheduled for January 17-22, 2026 [1][2] - The company will showcase its innovations at Booth 133 during the exhibition, focusing on advancements in sensing, communication, and AI infrastructure [1][2] Company Overview - Aeluma, Inc. is a semiconductor company specializing in high-performance photonic and electronic technologies, with applications in mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum computing [4] - The company combines compound semiconductors with scalable manufacturing for mass market microelectronics, enabling volume production and large-scale integration [4] - Aeluma is headquartered in Goleta, California, and operates advanced R&D and manufacturing capabilities for semiconductor wafer production, chip fabrication, rapid prototyping, and testing [4]

Market Overview - U.S. stock futures are lower, with Dow futures dropping over 200 points on Friday [1] Company-Specific Movements - Bitfarms Ltd (NASDAQ:BITF) shares fell 9.5% to $4.78 in pre-market trading after announcing the pricing of upsized $500 million convertible senior notes [1] - American Battery Technology Co (NASDAQ:ABAT) shares tumbled 19.8% to $4.55 in pre-market trading, following a 37% decline on Thursday due to the termination of a Department of Energy grant [3] - HIVE Digital Technologies Ltd (NASDAQ:HIVE) shares dipped 18.2% to $4.78 in pre-market trading after a 14% decline on Thursday [3] - Standard Lithium Ltd (NYSE:SLI) shares declined 17.3% to $4.45 in pre-market trading after pricing a $130 million underwritten public offering [3] - Almonty Industries Inc (NASDAQ:ALM) slipped 16.4% to $7.11 in pre-market trading after a 12% dip on Thursday [3] - Mesoblast Ltd (NASDAQ:MESO) declined 13.7% to $15.63 in pre-market trading [3] - Jumia Technologies AG – ADR (NYSE:JMIA) shares fell 13.2% to $10.31 in pre-market trading [3] - Terawulf Inc (NASDAQ:WULF) shares fell 13.1% to $12.05 after reporting the pricing of $3.2 billion of senior secured notes [3] - Diginex Ltd (NASDAQ:DGNX) shares slipped 13.1% to $14.45 after an 18% decline on Thursday [3] - Aeluma Inc (NASDAQ:ALMU) shares fell 12.1% to $16.46 in pre-market trading [3] - Compass Diversified Holdings (NYSE:CODI) declined 11.7% to $6.60 in pre-market trading after an 8% gain on Thursday [3] - Integra Resources Corp (NYSE:ITRG) fell 11.3% to $2.89 in pre-market trading [3] - Forward Industries Inc (NASDAQ:FORD) fell 10.8% to $22.00 in pre-market trading [3] - Bruker Corp (NASDAQ:BRKR) declined 10.3% to $34.25 in pre-market trading [3] - Inter & Co Inc (NASDAQ:INTR) fell 10% to $8.04 in pre-market trading [3] - Hut 8 Corp (NASDAQ:HUT) fell 8.5% to $44.59 in pre-market trading after a 10% dip on Thursday [3] - Bitdeer Technologies Group (NASDAQ:BTDR) fell 8.2% to $23.75 in pre-market trading [3] - CleanSpark Inc (NASDAQ:CLSK) fell 7.5% to $18.49 in pre-market trading [3] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) fell 5.3% to $83.96 in pre-market trading [3]

Market Overview - U.S. stock futures are lower, with Dow futures dropping over 200 points on Friday [1] Company-Specific Movements - Bitfarms Ltd (NASDAQ:BITF) shares fell 9.5% to $4.78 in pre-market trading after announcing the pricing of upsized $500 million convertible senior notes [1] - American Battery Technology Co (NASDAQ:ABAT) shares tumbled 19.8% to $4.55 in pre-market trading, following a 37% decline on Thursday due to the termination of a Department of Energy grant [3] - HIVE Digital Technologies Ltd (NASDAQ:HIVE) shares dipped 18.2% to $4.78 in pre-market trading after a 14% decline on Thursday [3] - Standard Lithium Ltd (NYSE:SLI) shares declined 17.3% to $4.45 in pre-market trading after pricing a $130 million underwritten public offering [3] - Almonty Industries Inc (NASDAQ:ALM) slipped 16.4% to $7.11 in pre-market trading after a 12% dip on Thursday [3] - Mesoblast Ltd (NASDAQ:MESO) declined 13.7% to $15.63 in pre-market trading [3] - Jumia Technologies AG – ADR (NYSE:JMIA) shares fell 13.2% to $10.31 in pre-market trading [3] - Terawulf Inc (NASDAQ:WULF) shares fell 13.1% to $12.05 after reporting the pricing of $3.2 billion of senior secured notes [3] - Diginex Ltd (NASDAQ:DGNX) shares slipped 13.1% to $14.45 after an 18% decline on Thursday [3] - Aeluma Inc (NASDAQ:ALMU) shares fell 12.1% to $16.46 in pre-market trading [3] - Compass Diversified Holdings (NYSE:CODI) declined 11.7% to $6.60 in pre-market trading after an 8% gain on Thursday [3] - Integra Resources Corp (NYSE:ITRG) fell 11.3% to $2.89 in pre-market trading [3] - Forward Industries Inc (NASDAQ:FORD) fell 10.8% to $22.00 in pre-market trading [3] - Bruker Corp (NASDAQ:BRKR) declined 10.3% to $34.25 in pre-market trading [3] - Inter & Co Inc (NASDAQ:INTR) fell 10% to $8.04 in pre-market trading [3] - Hut 8 Corp (NASDAQ:HUT) fell 8.5% to $44.59 after a 10% dip on Thursday [3] - Bitdeer Technologies Group (NASDAQ:BTDR) fell 8.2% to $23.75 in pre-market trading [3] - CleanSpark Inc (NASDAQ:CLSK) fell 7.5% to $18.49 in pre-market trading [3] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) fell 5.3% to $83.96 in pre-market trading [3]

Core Viewpoint - Aeluma, Inc. successfully completed a public offering, raising approximately $25.4 million, which strengthens its financial position and supports its strategic initiatives towards commercialization [1][2]. Financial Highlights - The public offering consisted of 1,955,000 shares at a price of $13.00 per share, including 255,000 shares from underwriters' option [1]. - The gross proceeds from the offering were approximately $25.4 million before expenses [1]. - Following the offering, Aeluma's cash balance is projected to be $39.2 million as of June 30, 2025 [2]. Strategic Initiatives - The net proceeds from the offering will be utilized for expanding business development, advancing manufacturing processes, and general working capital [3]. - Aeluma's CEO highlighted the commercial potential across target markets, indicating that interest in their technology is at an all-time high [2]. Company Overview - Aeluma specializes in high-performance photonic and electronic technologies, focusing on scalable manufacturing for mass market microelectronics [5]. - The company's technology has applications in various sectors, including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum [5]. - Aeluma operates advanced R&D and manufacturing capabilities for semiconductor wafer production and rapid prototyping [5].

Core Viewpoint - Aeluma, Inc. has announced a public offering of 1,700,000 shares at a price of $13.00 per share, expecting gross proceeds of approximately $22.1 million before expenses [1][2]. Group 1: Offering Details - The offering includes a 30-day option for underwriters to purchase an additional 255,000 shares at the public offering price [1]. - Craig-Hallum is the sole book-running manager, with The Benchmark Company, LLC acting as co-manager for the offering [2]. - The offering is made under a shelf registration statement filed with the SEC, which was declared effective on August 8, 2025 [3]. Group 2: Use of Proceeds - Aeluma plans to use the net proceeds for expanding business development efforts, advancing manufacturing processes, and for working capital and general business purposes [2]. Group 3: Company Overview - Aeluma specializes in high-performance photonic and electronic technologies, combining compound semiconductors with scalable manufacturing for mass market microelectronics [5]. - The company's technology has applications in various sectors including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum [5]. - Aeluma operates advanced R&D and manufacturing capabilities for semiconductor wafer production and quick-turn chip fabrication [5].