Quantinuum's First Report Card as a Public Company: $8 Million Quarter, $2.1 Billion War Chest and an Oracle Cloud Deal
Two months after the largest quantum IPO on record, the Honeywell-backed company delivered 279% revenue growth, steep losses and a Helios deployment inside Oracle Cloud Infrastructure in its maiden earnings release.
Quantum Earnings Season Delivers a Split Verdict: IonQ Surges Past $80 Million as Rigetti and D-Wave Stay Small
SoundHound AI Notches Record $61.9 Million Quarter and Lifts Full-Year Outlook as Voice AI Lands Bigger Deals
Quantum Goes Vertical: IonQ's $1.8 Billion SkyWater Deal Puts a U.S. Chip Foundry Inside a Quantum Company
Latest coverage
Quantum Earnings Season Delivers a Split Verdict: IonQ Surges Past $80 Million as Rigetti and D-Wave Stay Small
A pivotal reporting week left the three most-watched pure-play quantum stocks telling very different revenue stories, even as all three continue to burn cash on the road to fault tolerance.
SoundHound AI Notches Record $61.9 Million Quarter and Lifts Full-Year Outlook as Voice AI Lands Bigger Deals
The voice-AI company's 45% revenue growth, improving margins and a raft of seven-figure enterprise wins sent shares sharply higher in one of the strongest small-cap AI prints of the season.
Quantum Goes Vertical: IonQ's $1.8 Billion SkyWater Deal Puts a U.S. Chip Foundry Inside a Quantum Company
The completed acquisition of the largest exclusively U.S.-based semiconductor foundry marks a new phase in which quantum players are buying — or building — their own hardware supply chains.
After the Reset: Retail Conviction Meets Wall Street Caution in Quantum and AI Small Caps
A brutal mid-summer drawdown, fresh bullish analyst initiations and stubbornly loyal retail traders have left the frontier-tech trade at a crossroads heading into the fall.
Quantum Computing Inc.'s Chip Bet Comes Into Focus: $5.6 Million in Photonics Revenue, Sold at a Loss
QUBT's second-quarter report showed a 91-fold revenue jump built on photonic chips and three semiconductor acquisitions — and a negative gross margin that shows how expensive it is to become a quantum chipmaker.
BigBear.ai Beats on Revenue as Defense AI Contracts Stack Up, With a $410 Million Cash Pile Pointed at M&A
The defense-focused AI company posted 13% growth, a nearly eight-point margin expansion and more than 20 new contract wins — and told investors it is now hunting for acquisitions.
DARPA Reopens the Door: Quantum Benchmarking Initiative Solicits New Entrants as 11 Companies Race Through Stage B
With proposals due September 30, the Pentagon's flagship quantum vetting program is expanding its 20-company field — a government stamp that has become one of the sector's most-watched investment signals.
Inside D-Wave's $550 Million Bet: Quantum Circuits Deal Brings a Claimed 10x Error-Correction Advantage — and a Second Business Model
Seven months after closing its acquisition of the Yale-spinout, D-Wave is detailing the dual-rail qubit technology it bought — and a roadmap that runs from a 49-qubit system in 2027 to 100 logical qubits by 2032.
Quantum Stocks
Quantum Earnings Season Delivers a Split Verdict: IonQ Surges Past $80 Million as Rigetti and D-Wave Stay Small
A pivotal reporting week left the three most-watched pure-play quantum stocks telling very different revenue stories, even as all three continue to burn cash on the road to fault tolerance.
Quantinuum's First Report Card as a Public Company: $8 Million Quarter, $2.1 Billion War Chest and an Oracle Cloud Deal
Two months after the largest quantum IPO on record, the Honeywell-backed company delivered 279% revenue growth, steep losses and a Helios deployment inside Oracle Cloud Infrastructure in its maiden earnings release.
AI Small Caps
SoundHound AI Notches Record $61.9 Million Quarter and Lifts Full-Year Outlook as Voice AI Lands Bigger Deals
The voice-AI company's 45% revenue growth, improving margins and a raft of seven-figure enterprise wins sent shares sharply higher in one of the strongest small-cap AI prints of the season.
BigBear.ai Beats on Revenue as Defense AI Contracts Stack Up, With a $410 Million Cash Pile Pointed at M&A
The defense-focused AI company posted 13% growth, a nearly eight-point margin expansion and more than 20 new contract wins — and told investors it is now hunting for acquisitions.
Chips & Hardware
Quantum Goes Vertical: IonQ's $1.8 Billion SkyWater Deal Puts a U.S. Chip Foundry Inside a Quantum Company
The completed acquisition of the largest exclusively U.S.-based semiconductor foundry marks a new phase in which quantum players are buying — or building — their own hardware supply chains.
Quantum Computing Inc.'s Chip Bet Comes Into Focus: $5.6 Million in Photonics Revenue, Sold at a Loss
QUBT's second-quarter report showed a 91-fold revenue jump built on photonic chips and three semiconductor acquisitions — and a negative gross margin that shows how expensive it is to become a quantum chipmaker.
Funding & Deals
DARPA Reopens the Door: Quantum Benchmarking Initiative Solicits New Entrants as 11 Companies Race Through Stage B
With proposals due September 30, the Pentagon's flagship quantum vetting program is expanding its 20-company field — a government stamp that has become one of the sector's most-watched investment signals.
Inside D-Wave's $550 Million Bet: Quantum Circuits Deal Brings a Claimed 10x Error-Correction Advantage — and a Second Business Model
Seven months after closing its acquisition of the Yale-spinout, D-Wave is detailing the dual-rail qubit technology it bought — and a roadmap that runs from a 49-qubit system in 2027 to 100 logical qubits by 2032.