NASDAQ$QUBT

Quantum Computing Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

Quantum Computing Inc Q4 2025 Earnings Report was released, showing significant revenue growth and a strengthened balance sheet.

Quantum Computing Inc. (QCi) reported a 219% increase in Q4 revenue driven by its new Fab 1 facility. While operating expenses rose significantly due to scaling and M&A, the net loss narrowed substantially to $1.6 million, aided by non-cash derivative gains and interest income. The company ended the year with a massive cash position of $737.9 million following a $750 million private placement.

  • Revenue increased 219% year-over-year to $198,000, driven by hardware sales and services from the new Fab 1 facility.
  • Net loss improved to $1.6 million ($0.01 per share) from $51.2 million in the prior year, largely due to a $7.0 million derivative gain and $13.6 million in interest income.
  • The company successfully raised $750 million in an oversubscribed private placement, bringing total assets to $1.6 billion.
  • Subsequent to quarter-end, QCi completed the $110 million acquisition of Luminar Semiconductor to accelerate its technology roadmap.

Headline financials

Total Revenue

$198K

No prior period
EPS (adj)

-$0.01

No prior period
Operating Expenses

$22.1M

No prior period
Private Placement Proceeds

$750M

No prior period
R&D Expenses

$7M

No prior period
Net Income

-$1.56M

No prior period
Operating Income

-$22.2M

No prior period
Gross Profit

-$98K

No prior period

Revenue & EPS history

Quantum Computing Inc · Revenue · Quarterly

$198K

Q4 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

QCi is focusing on scaling manufacturing through its newly acquired Luminar Semiconductor capabilities and the planning of a larger 'Fab 2' facility.

Tailwinds

  • Integration of Luminar Semiconductor adds established customer base and manufacturing depth.
  • Planning for 'Fab 2' facility to support higher-volume production.
  • Strategic collaboration with POET Technologies for 3.2Tbps engines.
  • Strong liquidity with over $1.5 billion raised in 2025 to support technology roadmap.
  • Early customer engagement and revenue contribution from foundry services.

Headwinds

  • Operating expenses expected to remain high due to continued investment in talent and R&D.
  • Net income remains sensitive to volatile non-cash derivative liability valuations.
  • Increased personnel costs across engineering and manufacturing.
  • Integration risks associated with the $110 million Luminar Semiconductor acquisition.
  • Current revenue levels remain small relative to the company's operating scale.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+2.6%

Avg return

Earnings day

+8.2%

Avg return

5 days after

+57.9%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+40.6%

Q2 2020

Best reaction

-31.8%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+28.6%+9.4%
Q4 2025-10.0%-11.5%-20.0%
Q3 2025+0.0%-3.1%+2.9%
Q1 2025+3.5%+28.9%+86.8%
Q3 2024-6.9%+21.6%+583.6%
Q1 2024+2.5%+11.8%+75.5%
Q2 2024+2.5%+11.8%+75.5%
Q3 2023+8.7%+3.9%+13.7%
Q2 2023+0.0%-3.3%+6.7%
Q1 2023-0.8%+11.8%+19.7%
Q3 2022+0.5%-2.3%-22.8%
Q2 2022+1.0%-18.8%-30.5%
Q1 2022+4.7%+38.0%+51.3%
Q4 2020-4.4%+2.8%-9.9%
Q2 2020+40.6%+69.9%+54.0%
Q1 2020+11.2%+7.5%+166.4%
Q3 2019+0.0%-7.7%-7.7%
Q2 2019-31.8%-15.0%-17.0%
Q1 2019+0.0%+0.0%+15.0%

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