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Why Shares of D-Wave Quantum Are Skyrocketing This Week
The Motley Fool· 2025-05-22 17:34
Since last Friday, shares of D-Wave Quantum (QBTS 24.22%) have rocketed nearly 52%, as of 12:17 p.m. ET Thursday. Earlier this week, the company announced general availability of its sixth-generation Advantage2 quantum computing system.High praise for D-Wave's latest systemSeveral companies have been working to bring quantum computing to the masses. Quantum computing, or super computers, use quantum mechanics to solve complex equations and problems much faster than a typical computer, and even surpass the s ...
Arqit Quantum (ARQQ) - 2025 H1 - Earnings Call Transcript
2025-05-22 16:02
Arqit Quantum (ARQQ) H1 2025 Earnings Call May 22, 2025 11:00 AM ET Company Participants Andy Leaver - CEONick Pointon - CFO Conference Call Participants Scott Buck - Managing Director & Senior Technology Analyst Operator Thank you for standing by. On today's call, we will be referring to the press release issued this morning that details the company's first half fiscal year twenty twenty five results, which can be downloaded from the company's website at arket.uk. At the end of the company's prepared remar ...
Arqit Quantum Inc. Announces Financial Results for First Half of Fiscal Year 2025
Globenewswire· 2025-05-22 12:11
Core Insights - Arqit Quantum Inc. reported a revenue of $67,000 for the first half of fiscal year 2025, a decrease from $119,000 in the same period of 2024, primarily due to delays in revenue generation from a multi-year contract in the EMEA region [3][19] - The company is focusing on the telecom networking sector and has engaged with 10 telecom network operators, indicating a strategic emphasis on this vertical market [3][10] - Arqit has signed significant contracts, including a multi-year enterprise license with the U.S. Department of Defense and a three-year contract with a Tier 1 telecom operator, showcasing its growth in key markets [3][10][14] Financial Performance - Revenue for the first half of fiscal year 2025 was generated from 6 contracts, with $52,400 from Arqit SKA-Platform and $14,500 from professional services [19] - Administrative expenses increased to $18 million from $16.8 million in the previous year, attributed to lower headcount and foreign exchange changes [19] - The operating loss for the period was $17.8 million, compared to a loss of $16.6 million in the first half of fiscal year 2024, reflecting lower revenue and increased administrative expenses [19] Market Developments - The company is experiencing heightened interest in its Arqit SKA-Platform, with significant inquiries noted at the RSA 2025 Conference [9][10] - Arqit is actively pursuing opportunities in various verticals, including telecom, defense, and government sectors, with visibility on additional contract opportunities [10][11] - The collaboration with Intel on quantum-safe solutions for confidential computing and mobile communications highlights Arqit's leadership in the cybersecurity space [4][5][14] Strategic Focus - Arqit is prioritizing actionable revenue opportunities, particularly in telecom and defense markets, and is realigning its personnel to enhance customer fulfillment and support [6][12] - The company aims to convert demonstration and test engagements into multi-year contracts, indicating a proactive approach to business development [10] - Arqit is committed to maintaining disciplined cost control while driving revenue growth through its innovative technology offerings [12][15]
ZenaTech's National Drone as a Service (DaaS) Grows Through Closing a Fifth Acquisition, Adding Powerline Inspection Capabilities
GlobeNewswire News Room· 2025-05-22 12:00
VANCOUVER, British Columbia, May 22, 2025 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) ("ZenaTech"), a technology company specializing in AI (Artificial Intelligence) drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, today announces the closing of its fifth US acquisition as part of its national DaaS rollout. The acquisition of Laventure & Associates, Inc. boosts in-house expertise to service the fast-growing powerline inspection market. The For ...
D-Wave Quantum: I Expect The Rally To Fade, Caution Is Advised
Seeking Alpha· 2025-05-21 19:46
D-Wave Quantum Inc. (NYSE: QBTS ) has been making headlines recently, once again on the back of better-than-expected Q1 results , which showed a significant sales growth in its system revenues. I’m going to go through what’sMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to ...
Lightwave Logic (LWLG) Conference Transcript
2025-05-21 18:45
Summary of Lightwave Logic (LWLG) Conference Call - May 21, 2025 Company Overview - **Company**: Lightwave Logic (LWLG) - **Industry**: AI Hardware and Electro-Optic Polymers - **Market Size**: AI market valued at over $20 billion, projected to reach $30 billion by 2028 [2][3] Core Technology and Business Model - **Unique Material**: Lightwave Logic has developed electro-optic polymers with unique properties that enhance connectivity and bandwidth in AI data centers [2][3] - **Revenue Streams**: The company generates revenue through material sales and licensing/royalty fees, targeting gross margins exceeding 60% at scale [5][39] - **Modulator Functionality**: The electro-optic polymer acts as a modulator, enabling data transmission over fiber optics at speeds exceeding 100 billion times per second [7][8] Market Challenges and Opportunities - **AI Data Centers**: The need for high-speed interconnections in AI factories creates a demand for advanced optical solutions, with a projected market for optical transceivers exceeding $25 billion by 2028 [13][14] - **Competitive Landscape**: Traditional technologies are reaching their limits, creating an opportunity for Lightwave Logic's unique materials to fill the gap [35][36] - **Total Addressable Market**: The company estimates a serviceable market of $1 to $2.5 billion for its modulators within the broader optical communication market [14][39] Customer Engagement and Development Timeline - **Customer Traction**: The company is targeting multiple design wins by 2028, with a focus on major silicon photonics design houses [15][16] - **Development Cycle**: The typical cycle from customer engagement to revenue generation takes 18 to 24 months, with current progress indicating potential for three to five customers in prototype stage by the end of 2025 [21][22] Financial Position and Capitalization - **Financial Health**: Lightwave Logic has a solid balance sheet with no debt, having invested over $100 million in technology and production capabilities [3][41] - **Operational Expenses**: The company has been burning approximately $20 million annually, with adequate financing in place for the next couple of years [42][43] Investor Considerations - **Market Positioning**: The company is positioned to address a significant industry challenge with a unique material, which is rare in the market [48][49] - **Transparency and Credibility**: The CEO emphasizes the importance of transparency regarding customer traction and progress to rebuild investor confidence [45][49] Conclusion - **Value Proposition**: Lightwave Logic presents a compelling investment opportunity due to its innovative technology, strong market demand, and strategic positioning within the rapidly growing AI infrastructure sector [48][49]
IonQ Stock Jumps 21% Following Q1 Earnings Results: Still a Buy?
ZACKS· 2025-05-21 18:16
Core Viewpoint - IonQ, Inc. has experienced a significant 21.2% increase in stock price following its Q1 2025 earnings release, indicating renewed investor enthusiasm for its expansion into commercial quantum systems and secure communication infrastructure, although concerns about sustainability remain [1][20]. Financial Performance - IonQ reported Q1 2025 revenues of $7.57 million, which was flat year-over-year but slightly above estimates. The net loss narrowed to $32.3 million from $39.6 million the previous year, aided by a non-cash gain of $38.5 million from warrant liabilities [5][6]. - The adjusted EBITDA loss widened to $35.8 million from $27 million year-over-year, driven by increased R&D and acquisition-related expenses. Operating expenses surged 38% to $83.2 million, reflecting IonQ's aggressive expansion strategy [6][12]. - The company ended Q1 2025 with nearly $700 million in cash and equivalents, providing a strong financial cushion for ongoing investments without the need for dilution or debt [12][22]. Strategic Developments - A key highlight was the $22 million sale of the Forte Enterprise system to EPB in Tennessee, marking the first deployment of both a quantum computer and a quantum network by a commercial customer, validating IonQ's dual-platform model [7][21]. - IonQ has expanded its global presence through new partnerships in Japan and South Korea and has made three acquisitions—Lightsynq, Capella, and ID Quantique—to enhance its capabilities in quantum internet infrastructure and secure communications [9][10]. - The company is focused on building an end-to-end quantum ecosystem, with innovations including cloud availability through AWS and advancements in quantum machine learning applications [10][11]. Market Position and Competition - IonQ's forward 12-month price/sales ratio is 75.86, significantly higher than the industry average of 3.34, indicating high expectations from investors [14]. - The company faces intense competition from major players like IBM, Google, and Microsoft, as well as emerging companies such as Baidu and Rigetti Computing, all of which are investing heavily in quantum technology [19]. Future Outlook - Analysts have shown optimism, with the Zacks Consensus Estimate for 2025 loss per share narrowing over the past 30 days, indicating a much narrower loss compared to the previous year [13]. - Despite high R&D expenses and integration risks, IonQ's strong cash position allows for aggressive innovation while maintaining a long-term vision [22][23].
5月21日电,美股量子计算概念股盘前冲高,D-Wave Quantum再涨近13%,隔夜飙涨近26%;Arqit Quantum涨超5%,SEALSQ CORP涨近5%。
news flash· 2025-05-21 08:58
智通财经5月21日电,美股量子计算概念股盘前冲高,D-Wave Quantum再涨近13%,隔夜飙涨近26%; Arqit Quantum涨超5%,SEALSQ CORP涨近5%。 ...
D-Wave Quantum shares soar 20% as company releases latest computing system
CNBC· 2025-05-20 12:39
The quantum computer, known as Advantage2, marks the sixth iteration from the company and its most advance system, D-Wave said. D-Wave Quantum's latest quantum computing system has hit the market, the company said Tuesday. Shares popped more than 18%. This is breaking news. Please refresh for updates. "It's an engineering marvel, with substantial technical advancements that highlight D-Wave's progress in scaling quantum technology to meet industry demands for growing computational processing power while mai ...
How Does D-Wave Stack Up Against Quantum Competitors?
MarketBeat· 2025-05-20 12:03
D-Wave Quantum TodayQBTSD-Wave Quantum$13.17 +0.92 (+7.51%) 52-Week Range$0.75▼$15.07Price Target$10.17Add to WatchlistD-Wave Quantum Inc. NYSE: QBTS has emerged as one of the most talked-about stocks in the quantum computing industry, a space investors are watching closely with anticipation. There are arguments to be made on both sides as to whether D-Wave is as revolutionary as some investors suspect; more bearish investors are likely to take the side of short sellers like Kerrisdale Capital. One thing t ...