NYSE$QBTS

D-Wave Quantum Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

D-Wave's financial performance decreased compared to the previous year, with a decline in revenue and gross profit, but QCaaS revenue increased.

D-Wave reported a decrease in overall revenue for Q3 2024, with total revenue at $1.9 million, a 27% decrease year-over-year. However, QCaaS revenue increased by 41%. The company's net loss increased to $22.7 million, and GAAP gross profit decreased by 32%.

  • Q3 revenue was $1.9 million, a decrease of 27% year-over-year.
  • QCaaS revenue increased by 41% year-over-year, reaching $1.6 million.
  • GAAP gross profit decreased by 32% year-over-year, totaling $1.0 million.
  • Net loss increased by 41% year-over-year, amounting to $22.7 million.

Headline financials

Total Revenue

$1.87M

Previous: $2.56M-27.0%
EPS

-$0.11

Previous: -$0.12+8.3%
Q4 Bookings

$2.3M

Previous: $2.9M-20.7%
Non-GAAP Gross Margin

67.2%

No prior period
GAAP Gross Margin

55.8%

No prior period
Adjusted EBITDA Loss

$13.8M

No prior period
Capital Expenditures

-$1.16M

Previous: -$141K-719.9%
Free Cash Flow

-$23.9M

Previous: -$16M-49.5%
Net Income

-$22.7M

Previous: -$15.8M-43.5%
Operating Income

-$20.6M

Previous: -$18.4M-12.1%
Gross Profit

$1.04M

Previous: $1.53M-31.8%
Cash & Equivalents

$29.3M

Previous: $53.3M-45.1%
Total Assets

$49.6M

Previous: $70.2M-29.4%
R&D Expense

$8.67M

Previous: $9.46M-8.4%
Stock-Based Comp

$4.05M

Previous: $5.89M-31.1%

Revenue & EPS history

D-Wave · Revenue · Quarterly

$1.87M

Q3 2024-27%vs Q3 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

D-Wave expects the fourth quarter revenue and bookings to improve over the third quarter revenue and bookings. The company reiterates the full year 2024 Adjusted EBITDA Loss financial guidance.

Tailwinds

  • Expects Q4 revenue to improve over Q3 revenue.
  • Expects Q4 bookings to improve over Q3 bookings.
  • Reiterating full year 2024 Adjusted EBITDA Loss financial guidance.
  • Fiscal 2024 Adjusted EBITDA Loss is expected to be less than the fiscal 2023 Adjusted EBITDA loss of $54.3 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 Q3 2024

Historical avgQ3 2024

+7.2%

Avg return

Earnings day

+9.5%

Avg return

5 days after

+29.1%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+67.2%

Q1 2023

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%
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 2022+67.2%+80.3%+208.2%
Q1 2023+67.2%+80.3%+208.2%
Q4 2020+21.0%+12.0%+12.0%
Q4 2022-21.6%-5.2%-36.7%
Q3 2022+9.1%+4.0%-8.3%
Q3 2021+9.1%+4.0%-8.3%
Q2 2021-8.6%-21.7%-24.6%
Q4 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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