NYSE$IONQ

IONQ Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

IonQ reported record bookings and increased full year revenue and bookings outlook.

IonQ announced strong second quarter results with revenue of $5.5 million, exceeding the high end of the previous range, and record bookings of $28.0 million. The company raised its full year revenue outlook to $18.9 million to $19.3 million and bookings outlook to $49 million to $56 million.

  • Achieved revenue of $5.5 million, above the high end of the previously provided range.
  • Secured $28.0 million in new bookings, bringing the year-to-date total to $32.2 million.
  • Increased full year 2023 revenue outlook to $18.9 million to $19.3 million.
  • Increased full year 2023 bookings expectation range to $49 million to $56 million.

Headline financials

Total Revenue

$5.52M

Previous: $1.07B-99.5%
EPS (adj)

-$0.22

Previous: -$0.01-2100.0%
Adjusted EBITDA

-$19.4M

Previous: -$11.6M-67.2%
Capital Expenditures

-$2.41M

Previous: -$7.02M+65.7%
Free Cash Flow

-$46.1M

Previous: -$8.68M-431.7%
Net Income

-$43.7M

Previous: -$1.65M-2543.2%
Operating Income

-$33.1M

Previous: -$18.9M-74.8%
Gross Profit

-$33.1M

Previous: $1.05B-103.2%
Cash & Equivalents

$14M

Previous: $44M-68.2%
Total Assets

$577M

Previous: $617M-6.5%
Stock-Based Comp

$11.3M

Previous: $5.88M+92.1%

Revenue & EPS history

Ionq · Revenue · Quarterly

$5.52M

Q2 2023-99.5%vs Q2 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

IonQ increased its revenue outlook range to $18.9 million to $19.3 million for the full year 2023. The company is expecting revenue of between $4.8 million and $5.2 million for the third quarter of 2023. For the full year 2023, IonQ is increasing its bookings expectation range again to between $49 million to $56 million.

Tailwinds

  • Increased revenue outlook range for full year 2023 to $18.9 million to $19.3 million.
  • Expecting revenue of between $4.8 million and $5.2 million for Q3 2023.
  • Increased bookings expectation range for full year 2023 to between $49 million to $56 million.
  • Projecting more than 100% growth in bookings year-over-year at the midpoint.
  • Seeing increased demand for its systems and hopes to sell a number of systems over the next 18 months.

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 Q2 2023

Historical avgQ2 2023

+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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