NYSE$QBTS

D-Wave Quantum Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

D-Wave's Q4 2023 financial results were released, with revenue and bookings up year over year, alongside expanding gross margins and declining operating expenses.

D-Wave reported a 21% increase in Q4 revenue year-over-year, reaching $2.9 million, and a 34% increase in bookings. The company also saw improvements in gross profit and margins, as well as a decrease in operating expenses, leading to a reduced net loss.

  • Q4 revenue increased by 21% year-over-year to $2.9 million.
  • Q4 bookings increased by 34% year-over-year to $3.1 million.
  • GAAP gross profit increased by 45% year-over-year to $2.0 million, with a gross margin of 67.7%.
  • Net loss decreased by 12% year-over-year to $16.0 million, or $0.10 per share.

Headline financials

Total Revenue

$2.91M

Previous: $2.4M+21.1%
EPS (adj)

-$0.10

Previous: -$0.10+0.0%
Q4 Bookings

$3M

Previous: $2.4M+25.0%
Capital Expenditures

-$454K

Previous: $174K-360.9%
Net Income

-$16M

Previous: -$10.1M-58.7%
Operating Income

-$16.5M

Previous: -$21.6M+23.3%
Gross Profit

$1.97M

Previous: $1.25M+57.4%
R&D Expense

$7.96M

No prior period
Stock-Based Comp

$4.56M

Previous: $5.47M-16.7%

Revenue & EPS history

D-Wave · Revenue · Quarterly

$2.91M

Q4 2023+21.1%vs Q4 2022
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

D-Wave anticipates that the Adjusted EBITDA Loss for fiscal year 2024 will be less than the fiscal year 2023 Adjusted EBITDA Loss of $54.3 million. First quarter bookings for fiscal year 2024 are expected to be at least $4.3 million.

Tailwinds

  • Fiscal 2024 Adjusted EBITDA Loss is expected to be less than the fiscal 2023 Adjusted EBITDA Loss of $54.3 million.
  • Fiscal 2024 first quarter bookings are expected to be at least $4.3 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 Q4 2023

Historical avgQ4 2023

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro