NYSE$IONQ

IONQ Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

IonQ exceeded revenue guidance and secured major partnerships.

IonQ reported strong Q4 2024 results, surpassing revenue expectations with $11.7 million in revenue. The company posted a net loss of $202.0 million, with an adjusted EBITDA loss of $32.8 million. Cash, cash equivalents, and investments totaled $363.8 million. IonQ also secured a major partnership with the Air Force Research Lab and announced its acquisition of a majority stake in ID Quantique.

  • Revenue of $11.7 million, exceeding the high end of guidance.
  • Net loss of $202.0 million and adjusted EBITDA loss of $32.8 million.
  • Cash, cash equivalents, and investments of $363.8 million.
  • Announced acquisition of a majority stake in ID Quantique to strengthen quantum networking leadership.

Headline financials

Total Revenue

$11.7M

Previous: $6.11M+91.6%
EPS (adj)

-$0.93

Previous: -$0.20-365.0%
Adjusted EBITDA

-$31.3M

No prior period
Adjusted EPS

-$0.15

No prior period
Net Income

-$202M

Previous: -$41.9M-382.1%
Operating Income

-$77.5M

Previous: -$54.4M-42.3%

Revenue & EPS history

Ionq · Revenue · Quarterly

$11.7M

Q4 2024+91.6%vs Q4 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

IonQ expects revenue between $7 million and $8 million in Q1 2025 and full-year revenue between $75 million and $95 million. Adjusted EBITDA loss is projected to be around $120 million for the full year.

Tailwinds

  • Projected revenue growth between $75M and $95M in FY 2025.
  • Strong cash position of $363.8 million for future investments.
  • Strategic acquisition of ID Quantique to enhance quantum networking leadership.
  • Major contracts secured, including a $21.1M deal with the Air Force Research Lab.
  • Expansion into global markets with partnerships in South Korea and the UAE.

Headwinds

  • Projected adjusted EBITDA loss of $120 million for FY 2025.
  • Ongoing high R&D costs impacting profitability.
  • Revenue guidance for Q1 2025 set lower at $7M to $8M.
  • Stock-based compensation expenses remain a significant cost driver.
  • Macroeconomic uncertainties could impact customer spending on quantum computing.

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 2024

Historical avgQ4 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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