Financial Data and Key Metrics Changes - The company's first quarter operating loss was $17.9 million, including non-cash stock-based compensation of $2.3 million [34] - Loss before income taxes was $14.2 million, reflecting an operating loss adjusted for net interest income of $3.6 million [34] - Cash used in operating activities was $12.2 million, with a full-year guidance of $65 million to $80 million for total cash used in operations [34] - At the end of the quarter, cash and marketable securities totaled $260.7 million [35] Business Line Data and Key Metrics Changes - The company is advancing steadily toward commercial deployment, having completed a major milestone in preparing the INL site for the Aurora Powerhouse [15] - The customer pipeline totaled over 14 gigawatts, spanning sectors like data centers and defense, indicating strong and growing demand [35] Market Data and Key Metrics Changes - The current administration has made nuclear energy a strategic priority, with executive orders supporting regulatory reform and streamlined permitting for nuclear projects [4][5] - The administration is considering new executive orders to quadruple the size of the U.S. nuclear fleet by 2050, which aligns with the company's mission [7] Company Strategy and Development Direction - The company’s competitive advantage is based on a build-own-operate business model, small-scale modern design, and proven technology [9][10] - The company aims to bring its first commercial unit online in late 2027 to early 2028, focusing on delivering a commercial powerhouse rather than a demonstration plant [12] - The company is also pursuing partnerships to support technology development and deployment of POWERHOUSE and radioisotope assets [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the alignment of federal support for nuclear energy with the company's mission, highlighting the administration's commitment to advanced nuclear technologies [8] - The company is optimistic about its regulatory strategy and the potential for faster licensing pathways, which will support its commercialization goals [22] Other Important Information - The company acquired Atomic Alchemy to expand its reach into the high-growth radioisotope market, which is expected to drive near-term revenue and long-term market leadership [25] - The company is actively developing a fuel recycling program, which is expected to provide a significant cost and commercialization advantage [23] Q&A Session Summary Question: Can you talk about the regulatory authority for nuclear power that the DoD has today? - The DoD has the authority to regulate nuclear plants for their use cases, and there is potential for them to accelerate reactor deployments through programs like ANPI [40] Question: Can you give us an update on other parts of the supply chain and your confidence in commencing construction? - The company is leveraging existing supply chains and is focused on fuel as the main challenge, but is optimistic about breaking ground soon [44][46] Question: When might you start taking delivery of fuel from the fuel MOU with Centrus? - The first fuel for the initial plant is allocated from government reserves, while commercial procurement will happen for subsequent plants [53][57] Question: Will additional capital be needed given the larger reactor size and growth needed for Atomic Alchemy? - The balance sheet has adequate capital for the deployment of INL, but the company will raise capital strategically if needed [66][67] Question: What does the NRC process look like for the Viper facility? - The licensing process for the Viper facility is simpler and more straightforward than for power reactors, benefiting from a two-step process [70] Question: Is the company more confident about the licensing process as it approaches the submission of the COLA? - The company has had extensive engagement with the NRC and is optimistic about the efficiency and effectiveness of the licensing process [86][88]

Oklo (OKLO) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is JL, and I will be your conference operator today. At this time, I would like to welcome everyone to the Oklo First Quarter twenty twenty five Financial Results and Business Update Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Sam Doane, Director of Investo ...

Company Update 1Q 2025 1 1 Forward-looking statements ABOUT THIS PRESENTATION This presentation is provided by Oklo Inc. ("Oklo") for informational purposes only. The information contained herein does not purport to be all inclusive and no representations or warranties, express or implied, are given in, or in respect of, this presentation. To the fullest extent permitted by law, in no circumstances will Oklo or any of its subsidiaries, interest holders, affiliates, representatives, partners, directors, offi ...

Oklo, Inc. (OKLO) is slated to report first-quarter 2025 results on May 13, after market close. The Zacks Consensus Estimate for the first-quarter bottom line is pegged at a loss of 11 cents per share, suggesting a strong improvement from a loss of $4.79 reported in the prior-year quarter. The bottom-line estimate, however, has deteriorated from nine cents in the past 60 days. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Image Source: Zacks Investment ResearchOKLO’s earnings miss ...

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Core Insights - Oklo Inc. (NYSE: OKLO) has experienced a correction of approximately 20% in the past month, yet it remains up by 80% over the past year, indicating significant volatility and potential investment interest [1]. Company Performance - The stock's recent performance suggests a potential for further volatility as an earnings session approaches, which could impact investor sentiment and stock price [1]. Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, specializing in equity valuation and market trends [1].

Amid the evolving landscape of the global clean energy industry, nuclear energy stocks like OKLO Inc. (OKLO) and BWX Technologies (BWXT) have been gaining popularity of late. This is because nuclear energy generates nearly zero carbon emissions during operation, like other green energy sources. With increasing government support and investments in small modular and microreactor technologies, these two companies are well-positioned to play a pivotal role in the future energy mix. While Oklo focuses on compac ...

Among risky nuclear power stocks, one stock is less risky than most.Nuclear power stocks opened the post-holiday week broadly lower on Monday, with shares of Oklo (OKLO -7.83%) falling 6.3% through 10:45 a.m. ET, Constellation Energy (CEG -8.05%) down 6.5%, and Nano Nuclear Energy (NNE -9.62%) faring worst of all -- down 10.8%. Hydrogen power stocks are also suffering, with Plug Power (PLUG -14.71%) down 11.8%, one notable loser.And why? To learn the answer to that, you need to look back to the other side o ...

Strong demand for power-hungry data centers, particularly in view of Project Stargate, saw Sam Altman-backed nuclear stock OKLO (NYSE: OKLO) rally by 153% from January 1 to a February 7 all-time high (ATH) of $55.49. Despite several tailwinds early in the year, such as Department of Defense partnerships and multiple memoranda signed with potential business partners, Oklo stock remains a risky bet — even at its present valuation. As enticing as the company's technological developments are, its losses are wid ...

Shares of Oklo (OKLO -8.64%) are tumbling on Tuesday. The nuclear energy start-up's stock lost 7.4% as of 1:45 p.m. ET and was down as much as 10.7% earlier in the day. The drop comes as the S&P 500 (^GSPC -0.05%) and the Nasdaq Composite (^IXIC 0.20%) were mostly flat.The company is working to create small nuclear reactors, and released its year-end financial results that revealed widening losses.Oklo's losses doubled in 2024Oklo reported a loss of $73.62 million in 2024, more than double the $32.17 millio ...