NYSE$QBTS

D-Wave Quantum Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

D-Wave's Q2 2023 performance reflected growing enterprise interest in quantum solutions, marked by increased bookings and deal sizes.

D-Wave Quantum Inc. reported a revenue of $1.7 million and bookings of $2.5 million for the second quarter ended June 30, 2023. The company's cash balance exceeded $50 million. They are reiterating the full year 2023 financial guidance.

  • Revenue for the second quarter of fiscal 2023 was $1.7 million, a 25% increase year-over-year.
  • Bookings for the second quarter of fiscal 2023 were $2.5 million, a 146% increase year-over-year.
  • Average deal size per booking increased by 136% compared to the second quarter of fiscal 2022.
  • Cash balance exceeded $50 million.
  • Signed new and expanded customer engagements with Forbes Global 2000 companies including Interpublic Group and VINCI Energies as well as industry leaders such as Unisys Corporation.

Headline financials

Total Revenue

$1.71M

Previous: $1.37M+24.5%
EPS (adj)

-$0.20

Previous: -$0.12-66.7%
Q4 Bookings

$2.5M

Previous: $1M+150.0%
Capital Expenditures

-$59K

Previous: -$175K+66.3%
Free Cash Flow

-$26M

Previous: -$13.4M-94.1%
Net Income

-$25.9M

Previous: -$13.2M-96.2%
Operating Income

-$20.9M

Previous: -$12M-74.4%
Gross Profit

$705K

Previous: $785K-10.2%
Cash & Equivalents

$7.51M

Previous: $10.5M-28.2%
Total Assets

$24.9M

Previous: $35.7M-30.2%
Stock-Based Comp

$4.72M

Previous: $817K+478.0%

Revenue & EPS history

D-Wave · Revenue · Quarterly

$1.71M

Q2 2023+24.5%vs Q2 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

D-Wave is reiterating the full year 2023 financial guidance set forth in their July 20, 2023, preliminary second quarter revenue and bookings press release.

Tailwinds

  • Expect fiscal 2023 revenue to be in a range of $11 million to $13 million.

Headwinds

  • Expect fiscal 2023 Adjusted EBITDA to be less than negative $58 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+7.2%

Avg return

Earnings day

+9.5%

Avg return

5 days after

+27.5%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+67.2%

Q1 2022

Best reaction

-21.6%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.8%-17.7%-3.0%
Q4 2025-0.6%-7.2%-29.3%
Q3 2025-10.2%-6.5%-13.0%
Q1 2025+51.6%+55.7%+170.2%
Q4 2024+18.7%+85.6%+24.6%
Q3 2024-7.9%-16.3%+180.9%
Q2 2024+4.0%+17.0%+8.6%
Q1 2024+7.7%+0.0%-10.8%
Q4 2023-5.2%-12.4%-31.4%
Q3 2023-16.0%-4.4%+22.4%
Q2 2023-14.2%-11.2%-46.1%
Q1 2023+67.2%+80.3%+208.2%
Q1 2022+67.2%+80.3%+208.2%
Q4 2020+21.0%+12.0%+12.0%
Q4 2022-21.6%-5.2%-36.7%
Q3 2021+9.1%+4.0%-8.3%
Q3 2022+9.1%+4.0%-8.3%
Q4 2021-8.6%-21.7%-24.6%
Q2 2021-8.6%-21.7%-24.6%
Q2 2022-3.1%-16.4%-22.2%
Q1 2021+1.7%+1.8%+1.4%

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