NYSE$IONQ

IONQ Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

IonQ's Q1 2024 revenue exceeded guidance, demonstrating strong year-over-year growth, while expanding sales pipeline and raising full-year bookings guidance.

IonQ reported a strong first quarter with revenue of $7.6 million, a 77% increase year-over-year, exceeding the high end of their guidance. The company's sales pipeline is expanding, leading to an increased bookings guidance range for the year. They also announced new collaborations and appointments to strengthen their technological and legal expertise.

  • Revenue for Q1 2024 was $7.6 million, exceeding the high end of the guidance range and representing a 77% year-over-year growth.
  • New bookings for Q1 2024 reached $0.3 million.
  • Cash, cash equivalents, and investments totaled $434.4 million as of March 31, 2024.
  • The full year 2024 bookings guidance was raised to between $75 million and $95 million.

Headline financials

Total Revenue

$7.58M

Previous: $4.29M+76.9%
EPS (adj)

-$0.19

Previous: -$0.14-35.7%
Capital Expenditures

-$3.14M

Previous: -$1.19M-165.0%
Free Cash Flow

-$42.7M

Previous: -$28.5M-49.8%
Net Income

-$39.6M

Previous: -$27.3M-44.8%
Operating Income

-$52.9M

Previous: -$28M-88.7%
Gross Profit

-$52.9M

Previous: -$28M-88.7%
R&D Expense

$32.4M

No prior period
Stock-Based Comp

$22.1M

Previous: $10.3M+114.9%

Revenue & EPS history

Ionq · Revenue · Quarterly

$7.58M

Q1 2024+76.9%vs Q1 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

For the full year 2024, IonQ expects revenue to be between $37 million and $41 million, with between $7.6 million and $9.2 million for the second quarter. For the full year 2024, IonQ is increasing its bookings expectation range to between $75 million and $95 million.

Tailwinds

  • Full year revenue is expected to be between $37 million and $41 million.
  • Second quarter revenue is projected to be between $7.6 million and $9.2 million.
  • Full year bookings expectation range is increased to between $75 million and $95 million.
  • Sales pipeline is expanding significantly in deal size and volume.
  • Sales pipeline is increasing in timing visibility.

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 Q1 2024

Historical avgQ1 2024

+4.5%

Avg return

Earnings day

+6.6%

Avg return

5 days after

+1.6%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+34.9%

Q2 2022

Best reaction

-16.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.3%+6.2%+8.4%
Q4 2025+13.3%+10.3%-18.1%
Q3 2025-1.3%-1.8%-4.9%
Q1 2025+9.6%+14.0%+33.9%
Q4 2024-16.8%-25.3%-23.7%
Q3 2024+6.4%+21.0%+71.7%
Q2 2024-1.4%-6.8%-5.7%
Q1 2024+6.6%+1.6%-8.9%
Q4 2023-10.5%-12.8%-13.7%
Q3 2023-2.1%+0.7%+19.4%
Q2 2023-1.0%-14.6%+19.0%
Q1 2023+25.8%+39.8%+56.5%
Q4 2022+19.9%+37.8%+7.4%
Q3 2022-12.5%+10.6%-12.3%
Q2 2022+34.9%+6.6%-6.8%
Q1 2022+9.8%+8.3%-3.8%
Q2 2021-6.0%-1.4%-37.8%
Q4 2021-6.0%-1.4%-37.8%
Q3 2021+30.9%+39.0%-11.5%
Q4 2020+0.0%-0.2%-0.3%
Q2 2020
Q1 2020

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