NASDAQ$QSI

Quantum-Si Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Quantum-Si reported Q4 2025 financial results for its next-gen protein sequencing platform.

Quantum-Si reported fourth-quarter and full-year 2025 results for its single-molecule protein sequencing technology, including collaboration revenue, operating expenses, and commercialization milestones.

  • Protein sequencing platform commercialization.
  • Collaboration and grant revenue streams.
  • R&D and instrument placement progress.
  • Cash runway and burn rate.
  • Life-science tools TAM expansion story.

Headline financials

Total Revenue

$451K

Previous: $1.2M-62.4%
EPS (adj)

-$0.08

Previous: -$0.23+65.2%
Adjusted EBITDA

-$17M

No prior period
Total Operating Expenses

$21.2M

No prior period
Gross Margin

27.0%

No prior period
Adjusted Operating Expenses

$18.3M

No prior period
Research and Development

$10.9M

No prior period
SG&A

$10.3M

No prior period
Net Income

-$17.6M

Previous: -$33.1M+46.8%
Operating Income

-$21.1M

Previous: -$30.7M+31.2%
Gross Profit

$122K

Previous: $610K-80.0%

Revenue & EPS history

Quantum-Si · Revenue · Quarterly

$451K

Q4 2025-62.4%vs Q4 2024
Beat estimate in 2 of 12 quarters(17%)
ActualEstimate

Forward guidance

2026 milestones focus on instrument placements and partnership revenue.

Tailwinds

  • First-mover in accessible protein sequencing.
  • Partnerships with pharma and academia.
  • Large addressable market in proteomics.

Headwinds

  • Early commercial stage with limited revenue.
  • Technology adoption risk.
  • High cash burn until scale.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-4.1%

Avg return

Earnings day

-4.3%

Avg return

5 days after

+1.5%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+14.5%

Q3 2023

Best reaction

-39.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.5%-8.3%+1.0%
Q4 2025-4.3%-2.3%-21.1%
Q3 2025-8.5%-12.2%-20.0%
Q1 2025+0.0%-0.3%+12.2%
Q4 2024+6.2%-0.8%-10.8%
Q3 2024-20.8%-26.6%+81.0%
Q2 2024-2.8%-4.8%+4.5%
Q1 2024-5.6%+1.7%-17.8%
Q4 2023+6.3%-7.5%+13.2%
Q3 2023+14.5%+29.0%+26.6%
Q2 2023-39.5%-34.8%-31.9%
Q1 2023-13.5%-15.3%-1.8%
Q4 2022-12.5%-26.4%-27.8%
Q3 2022+3.2%+26.8%-7.6%
Q2 2022-6.0%+9.7%-14.4%
Q1 2022-14.9%-9.1%+3.0%
Q4 2019+6.2%-3.8%+12.5%
Q4 2021+6.8%-9.5%+13.1%
Q3 2021+1.2%+1.4%-21.5%
Q2 2021+1.9%+4.4%+14.2%
Q2 2020+1.9%+4.4%+14.2%
Q1 2021-7.6%-18.7%+28.5%
Q4 2020-1.1%+5.0%-13.8%
Q3 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro