ZACKS·2025-12-15 21:00Core Insights - The focus is shifting from pure-play quantum computing startups to companies enabling quantum technology through classical infrastructure and secure IT environments [1][9] - The quantum computing market is projected to grow significantly, with a CAGR of 20.5% from $1.4 billion in 2024 to over $4.2 billion by 2030, while the post-quantum cryptography market is expected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, at a CAGR of 46% [4] Company Summaries - Advanced Micro Devices (AMD): Partnering with IBM to develop quantum-centric supercomputing architectures that integrate quantum and classical computing technologies. Expected earnings growth of 26.8% and revenue growth of 57.8% in 2026 [5][6] - Teradyne (TER): Acquiring Quantifi Photonics to enhance testing capabilities for photonic integrated circuits, crucial for next-generation quantum systems. Expected earnings growth of 44.6% and revenue growth of 22% in 2026 [7][8] - Broadcom (AVGO): Launched Brocade Gen 8 Fibre Channel networking platforms with quantum-safe encryption, indicating a move towards monetizing quantum-resilient security capabilities. Expected earnings growth of 34.9% and revenue growth of 34.1% in fiscal 2026 [10][11] - Applied Materials (AMAT): Collaborating with Xanadu and Qolab to advance quantum hardware fabrication processes, emphasizing its role in materials engineering for quantum devices. Expected earnings growth of 1.3% and revenue growth of 2% in fiscal 2026 [12][13] - Oracle (ORCL): Engaging in partnerships to provide advanced quantum-safe security solutions and launching the Oracle Defense Ecosystem to foster innovation in defense technologies. Expected earnings growth of 15.4% and revenue growth of 16.6% in fiscal 2026 [14]