NYSE$IONQ

IONQ Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

IonQ exceeded revenue guidance and secured significant bookings, advancing its position in quantum computing and networking.

IonQ reported a strong third quarter, exceeding the high end of its revenue guidance with $12.4 million, representing a 102% year-over-year growth. The company secured $63.5 million in new bookings, including a $54.5 million contract with the United States Air Force Research Lab. IonQ also announced a definitive agreement to acquire Qubitekk and a partnership with AstraZeneca.

  • IonQ's third-quarter revenue reached $12.4 million, surpassing the high end of guidance and marking a 102% year-over-year increase.
  • The company secured $63.5 million in new bookings during the third quarter, including a major contract with the United States Air Force Research Lab worth $54.5 million.
  • IonQ is set to acquire Qubitekk, enhancing its leadership in quantum networking.
  • A partnership with AstraZeneca was announced to develop quantum applications for drug discovery.

Headline financials

Total Revenue

$12.4M

Previous: $6.14M+102.1%
EPS

-$0.24

Previous: -$0.22-9.1%
Adjusted EBITDA

-$23.7M

Previous: -$22.4M-5.6%
Capital Expenditures

-$14.4M

Previous: -$6.54M-120.0%
Free Cash Flow

-$66.9M

Previous: -$51.4M-30.3%
Net Income

-$52.5M

Previous: -$44.8M-17.1%
Operating Income

-$53.1M

Previous: -$42.2M-25.9%
Gross Profit

-$53.1M

Previous: -$42.2M-25.9%
R&D Expense

$33.2M

Previous: $24.6M+34.9%
Stock-Based Comp

$24.6M

Previous: $17M+44.7%

Revenue & EPS history

Ionq · Revenue · Quarterly

$12.4M

Q3 2024+102.1%vs Q3 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

IonQ raised its full year 2024 revenue expectations to between $38.5 million and $42.5 million and reiterating its previously stated bookings range of between $75 million and $95 million.

Tailwinds

  • Raising full year revenue expectations to between $38.5 million and $42.5 million.
  • Reiterating previously stated bookings range of between $75 million and $95 million.

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 Q3 2024

Historical avgQ3 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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