Press Release: D-Wave Reports Fourth Quarter and Year-End 2025 Results

Dow Jones02-26 20:00

FY 2025 Revenue Increased 179% Year over Year

FY 2025 Gross Profit Increased 265% Year over Year

Ended 2025 With Highest Liquidity Position in Company's History at over $884 Million

PALO ALTO, Calif.--(BUSINESS WIRE)--February 26, 2026-- 

D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave" or the "Company"), the only dual-platform quantum computing company, providing both annealing and gate-model systems, software, and services, today announced financial results for its fiscal fourth quarter and year ended December 31, 2025.

"Our 2025 results mark one of the most successful and transformative years in D-Wave's history, with meaningful growth across every key business metric -- revenue, Bookings, technical milestones, and scientific breakthroughs," said Dr. Alan Baratz, CEO of D-Wave. "We are entering 2026 with exceptional momentum: generating over $30 million in Bookings in January alone, expanding our market leadership through the acquisition of gate-model quantum computing company Quantum Circuits, Inc., and securing an eight-figure enterprise QCaaS agreement that underscores growing customer confidence in our technology's power to transform enterprise operations. 2026 is shaping up to be a defining year for D-Wave."

Business and Technical Highlights

   --  Announced revenue of $24.6 million for the fiscal year ended December 
      31, 2025, representing an increase of $15.8 million, or 179%, from 
      revenue of $8.8 million reported for fiscal year 2024. 
 
   --  Closed Bookings of $13.4 million for the fourth quarter of fiscal 2025, 
      up 471% from the immediately preceding third quarter Bookings of $2.4 
      million. This included a Booking of EUR10 million for 50% capacity of a 
      D-Wave Advantage2$(TM)$ annealing quantum computer to support the 
      development of a state-of-the-art quantum computing and research facility 
      in Lombardy, Italy. 
 
   --  Subsequent to the close of the fourth quarter, announced a $20 million 
      system purchase by Florida Atlantic University, with deployment expected 
      by the end of 2026, and a $10 million, two-year enterprise license 
      Quantum Computing as a Service (QCaaS) agreement with a Fortune 100 
      company. As a result, as of February 25, 2026, first quarter year-to-date 
      2026 Bookings exceed $32.8 million. 
 
   --  Announced the completion of the acquisition of Quantum Circuits, a 
      leading developer of error-corrected superconducting gate-model quantum 
      computing systems. Quantum Circuits' dual-rail qubits with built-in 
      erasure detection identify 90% of errors that occur. With erasure 
      detection, this technology delivers gate fidelities that exceed 99.9%, 
      bringing trapped ion fidelities along with superconducting execution 
      speeds to today's gate-model algorithm developers. Our erasure detection, 
      and our observed erasure rate of 0.5%, allow us to deliver logical qubits 
      with an order of magnitude fewer physical qubits compared to 
      architectures without this capability. 
 
   --  Demonstrated the first scalable, on-chip cryogenic control of 
      gate-model qubits, which significantly reduces the amount of wiring 
      required to control larger numbers of qubits without degrading qubit 
      fidelity. This control technology uses multiplexed digital-to-analog 
      converters to control tens of thousands of qubits and couplers with just 
      200 control wires. With Quantum Circuits' high-fidelity, error-detecting 
      dual-rail qubits and D-Wave's robust cryogenic platforms, we believe 
      D-Wave is now uniquely positioned as the only company that has all three 
      core technologies required to deliver scaled, error-corrected 
      superconducting gate-model systems. 
 
   --  Announced a collaboration with Davidson Technologies and Anduril 
      Industries to develop quantum-classical hybrid applications for complex 
      U.S. air and missile defense planning challenges. An initial 
      proof-of-concept demonstrated that as problem complexity scaled, D-Wave's 
      Stride(TM) hybrid solver extended its performance lead over 
      classical-only approaches, delivering at least 10x faster 
      time-to-solution, a 9% to 12% improvement in threat mitigation, and the 
      ability to intercept an additional 45-60 missiles in a 500-missile attack 
      simulation. 
 
   --  Signed a number of new and renewing customer engagements for both 
      commercial and research applications, including: LG CNS -- a major South 
      Korean IT services and systems integration company; Sharp Corporation -- 
      a multinational electronics company; and CINECA -- an interuniversity 
      consortium founded in 1969 bringing together 122 members, including two 
      Italian Ministries (the Ministry of University and Research, and the 
      Ministry of Education and Merit), 71 Italian universities, and 49 
      national public universities, that supports and drives digital 
      transformation and is one of the world's most advanced computing centers 
      for High Performance Computing (HPC). 
 
   --  Announced several advancements in annealing quantum computing 
      technologies that further D-Wave's unique dual-platform approach, 
      including: 
 
          --  New Stride(TM) hybrid solver capabilities that enable customers 
             to incorporate machine learning models directly into quantum 
             workflows; 
 
          --  Multicolor annealing, a set of processor controls that give 
             researchers new ways to shape and observe quantum behavior over 
             time, enabling exploration in quantum materials simulation, 
             molecular models for drug discovery, and advanced quantum-driven 
             applications; and 
 
          --  Fast-reverse anneal, which allows the annealing quantum computer 
             to move back and forth through the annealing process while 
             maintaining coherence, thus leading to faster time-to-solution. 
 
 

These enhancements increase the capabilities of D-Wave's Advantage2(TM) quantum computer, the same system, and the only system in the world, that has demonstrated quantum supremacy on a useful, real-world problem. That result, achieved natively on the Advantage2 quantum processing unit, has not been successfully challenged nearly two years after the paper's initial publication in March 2024.

   --  Announced the formation of a new business unit dedicated to driving the 
      adoption of D-Wave's quantum computing products and services within the 
      U.S. government. The unit is led by seasoned government and public sector 
      business executive Jack Sears Jr., who brings more than 25 years of 
      experience in developing and executing organizational growth strategies 
      for companies serving the federal government in the defense and aerospace 
      industries. 
 
   --  Hosted Qubits 2026 in Boca Raton, Florida on January 27-28, 2026. This 
      was the Company's largest Qubits event ever, with in-person attendees 
      increasing 63% year over year compared to Qubits 2025. Notable speakers 
      included Anduril, AT&T, Davidson Technologies, Lighthouse DIG, North 
      Wales Police, PolarisQB, Q-Alliance, Quantum Coast Capital, TECNALIA, 
      Unissant, Verge, and others. 
 
   --  Announced that Boca Raton, Florida has been selected as the location of 
      the Company's new corporate headquarters and a key U.S. research and 
      development facility. The transition of the headquarters from Palo Alto, 
      California is expected by the end of 2026. 

Financial Results for the Fiscal Year 2025

   --  Revenue: Revenue for the year ended December 31, 2025 was $24.6 million, 
      an increase of $15.8 million, or 179%, from revenue of $8.8 million for 
      the year ended December 31, 2024. 
 
   --  Bookings1: Bookings for the year ended December 31, 2025 were $18.7 
      million, a decrease of $5.2 million, or 22%, from Bookings of $23.9 
      million for the year ended December 31, 2024 that included an 
      eight-figure booking of the Company's first quantum computer system sale. 
      Subsequent to year-end 2025, the Company has closed over $32.8 million in 
      additional Bookings. 
 
   --  Customers: During FY 2025, D-Wave recognized revenue from over 135 
      individual customers encompassing over 70 commercial enterprises, 
      including over two dozen Forbes Global 2000 companies. 
 
   --  GAAP Gross Profit: GAAP gross profit for the year ended December 31, 
      2025 was $20.3 million, an increase of $14.7 million, or 265%, from $5.6 
      million in GAAP gross profit for the year ended December 31, 2024, with 
      the increase due primarily to a higher margin quantum computer system 
      sale during the year ended December 31, 2025. 
 
   --  GAAP Gross Margin: GAAP gross margin for the year ended December 31, 
      2025 was 82.6%, an increase of 19.6% from the 63.0% GAAP gross margin for 
      the year ended December 31, 2024, with the increase due primarily to a 
      higher margin quantum computer system sale during the year ended December 
      31, 2025. 
 
   --  Non-GAAP Gross Profit2: Non-GAAP Gross Profit for the year ended 
      December 31, 2025 was $21.1 million, an increase of $14.7 million, or 
      229%, from the Non-GAAP Gross Profit of $6.4 million for the year ended 
      December 31, 2024. The difference between GAAP and Non-GAAP Gross Profit 
      is limited to non-cash stock-based compensation and depreciation and 
      amortization expenses that are excluded from the Non-GAAP Gross Profit. 
 
 
   --  Non-GAAP Gross Margin2: Non-GAAP Gross Margin for the year ended 
      December 31, 2025 was 86.0%, an increase of 13.2% from the 72.8% Non-GAAP 
      Gross Margin for the year ended December 31, 2024. The difference between 
      GAAP and Non-GAAP Gross Margin is limited to non-cash stock-based 
      compensation and depreciation and amortization expenses that are excluded 
      from the Non-GAAP Gross Margin. 
 
   --  GAAP Operating Expenses: GAAP operating expenses for the year ended 
      December 31, 2025 were $120.7 million, an increase of $37.9 million, or 
      46%, from GAAP operating expenses of $82.8 million for the year ended 
      December 31, 2024, with the year-over-year increase primarily driven by 
      increases of $17.0 million in salaries and related personnel costs, 74% 
      of which relates to increases in Sales & Marketing and Research & 
      Development personnel; $6.9 million in non-cash stock-based compensation, 
      $5.7 million in fabrication costs, $5.1 million in third party 
      professional services and $3.0 million in marketing expenses. The 
      increased operating expenses stem from investments to support the 
      Company's accelerated product development and go-to-market initiatives. 
 
 
   --  Non-GAAP Adjusted Operating Expenses2: Non-GAAP Adjusted Operating 
      Expenses for the year ended December 31, 2025 were $92.9 million, an 
      increase of $30.5 million, or 49%, from Non-GAAP Adjusted Operating 
      Expenses of $62.4 million for the year ended December 31, 2024, with the 
      difference between GAAP and Non-GAAP Operating Expenses being primarily 
      non-cash stock-based compensation expense, depreciation and amortization 
      expense, and non-recurring one-time expenses that are excluded from the 
      Non-GAAP Adjusted Operating Expenses. 
 
   --  Net Loss: Net loss for the year ended December 31, 2025 was $355.1 
      million, or $1.11 per share, an increase of $211.2 million, or $0.36 per 
      share, compared with the net loss of $143.9 million, or $0.75 per share 
      for the year ended December 31, 2024. The increase was primarily due to 
      $270.5 million in non-cash, non-operating charges related to the 
      remeasurement of the Company's warrant liability, as well as realized 
      losses stemming from warrant exercises, both a direct function of the 
      magnitude of the increase in the price of the Company's warrants driven 
      by the appreciation in the price of the Company's common stock. 
 
   --  Adjusted Net Loss2: Adjusted Net Loss for the year ended December 31, 
      2025 was $84.5 million, or $0.26 per share, an increase of $8.9 million, 
      and decrease of $0.13 per share, when compared with the Adjusted Net Loss 
      of $75.6 million, or $0.39 per share for the year ended December 31, 
      2024, with the difference between net loss and Adjusted Net Loss being 
      non-cash, non-operating warrant remeasurement related charges that are 
      excluded from the Adjusted Net Loss. The decrease in Adjusted Net Loss 
      per Share was due to higher issued and outstanding shares of the 
      Company's common stock in 2025 when compared to 2024. 
 
   --  Adjusted EBITDA Loss2: Adjusted EBITDA Loss for the year ended December 
      31, 2025 was $71.8 million, an increase of $15.8 million, or 28%, from 
      the Adjusted EBITDA Loss of $56.0 million for the year ended December 31, 
      2024, with the increase due primarily to higher operating expenses, 
      partly offset by higher gross profit. 
 
__________________ 
(1)    "Bookings" is an operating metric that is defined as customer orders 
       received that are expected to generate net revenues in the future. 
       Year-to-date FY 2026 Bookings includes $2.3 million in Quantum Circuits 
       bookings that were closed immediately prior to the completion of the 
       acquisition of Quantum Circuits in January 2026. We present the 
       operating metric of Bookings because it reflects customers' demand for 
       our products and services and to assist readers in analyzing our 
       potential performance in future periods. 
(2)    "Non-GAAP Gross Profit", "Non-GAAP Gross Margin", "Non-GAAP Adjusted 
       Operating Expenses", "Adjusted Net Loss", "Adjusted Net Loss per Share" 
       and "Adjusted EBITDA Loss" are non-GAAP financial measures. Please see 
       the discussion in the section "Non-GAAP Financial Measures" and the 
       reconciliations included at the end of this press release. 
 

Fourth Quarter Fiscal 2025 Financial Highlights

   --  Revenue: Revenue for the fourth quarter of fiscal 2025 was $2.8 million, 
      an increase of $0.5 million, or 19%, from the fiscal 2024 fourth quarter 
      revenue of $2.3 million. 
 
   --  Bookings1: Bookings for the fourth quarter of fiscal 2025 were $13.4 
      million, a decrease of $4.9 million, or 27%, from the fiscal 2024 fourth 
      quarter Bookings of $18.3 million that included an eight-figure booking 
      of the Company's first quantum computer system sale, and an increase of 
      $11.0 million, or 471%, from the immediately preceding fiscal 2025 third 
      quarter Bookings of $2.4 million. 
 
   --  GAAP Gross Profit: GAAP gross profit for the fourth quarter of fiscal 
      2025 was $1.8 million, an increase of $0.3 million, or 21%, from the 
      fiscal 2024 fourth quarter GAAP gross profit of $1.5 million, with the 
      increase due primarily to the growth in revenue. 
 
   --  GAAP Gross Margin: GAAP gross margin for the fourth quarter of fiscal 
      2025 was 64.8%, an increase of 1.0% from the fiscal 2024 fourth quarter 
      GAAP gross margin of 63.8%. 
 
   --  Non-GAAP Gross Profit2: Non-GAAP Gross Profit for the fourth quarter of 
      fiscal 2025 was $2.0 million, an increase of $0.3 million, or 17%, from 
      the fiscal 2024 fourth quarter Non-GAAP Gross Profit of $1.7 million. The 
      difference between GAAP and Non-GAAP Gross Profit is limited to non-cash 
      stock-based compensation, and depreciation and amortization expenses that 
      are excluded from the Non-GAAP Gross Profit. 
 
   --  Non-GAAP Gross Margin2: Non-GAAP Gross Margin for the fourth quarter of 
      fiscal 2025 was 71.8%, a decrease of 1.2% from the fiscal 2024 fourth 
      quarter Non-GAAP Gross Margin of 73.0%. The difference between GAAP and 
      Non-GAAP Gross Margin is limited to non-cash stock-based compensation and 
      depreciation and amortization expenses that are excluded from the 
      Non-GAAP Gross Margin. 
 
   --  GAAP Operating Expenses: GAAP operating expenses for the fourth quarter 
      of fiscal 2025 were $36.6 million, an increase of $14.9 million, or 69%, 
      from the fiscal 2024 fourth quarter GAAP operating expenses of $21.7 
      million with the increase driven primarily by increases of $6.2 million 
      in personnel costs, $4.0 million in third party professional services, 
      $1.6 million in non-cash stock-based compensation and $1.1 million in 
      marketing expenses. The increased operating expenses stem from 
      investments to support the Company's accelerated product development and 
      go-to-market initiatives. 
 
   --  Non-GAAP Adjusted Operating Expenses2: Non-GAAP Adjusted Operating 
      Expenses for the fourth quarter of fiscal 2025 were $27.0 million, an 
      increase of $10.0 million, or 59% from the fiscal 2024 fourth quarter 
      Non-GAAP Adjusted Operating Expenses of $17.0 million, with the 
      difference between GAAP and Non-GAAP Adjusted Operating Expenses being 
      primarily non-cash stock-based compensation expense, depreciation and 
      amortization, and non-recurring one-time expenses that are excluded from 
      the Non-GAAP Adjusted Operating Expenses. 
 
   --  Net Loss: Net loss for the fourth quarter of fiscal 2025 was $42.3 
      million, or $0.12 per share, a decrease of $43.8 million, or $0.25 per 
      share, from the fiscal 2024 fourth quarter net loss of $86.1 million, or 
      $0.37 per share. The decrease was primarily due to a $57.7 million 
      decrease in the amount of non-cash, non-operating charges related to the 
      remeasurement of the Company's warrant liability, that is a direct 
      function of the magnitude of the increase in the price of the Company's 
      warrants driven by the appreciation in the price of the Company's common 
      stock, partially offset by higher operating expenses. 
 
   --  Adjusted Net Loss2: Adjusted Net Loss for the fourth quarter of fiscal 
      2025 was $31.8 million, or $0.09 per share, an increase of $14.0 million, 
      or $0.01 per share, from the fiscal 2024 fourth quarter Adjusted Net Loss 
      of $17.8 million, or $0.08 per share, with the difference between Net 
      Loss and Adjusted Net Loss being non-cash, non-operating warrant 
      remeasurement related charges that are excluded from the Adjusted Net 
      Loss. 
 
   --  Adjusted EBITDA Loss2: Adjusted EBITDA Loss for the fourth quarter of 
      fiscal 2025 was $25.0 million, an increase of $9.7 million, or 63%, from 
      the fiscal 2024 fourth quarter Adjusted EBITDA Loss of $15.3 million with 
      the increase due primarily to higher operating expenses, partly offset by 
      higher gross profit. 

Balance Sheet and Liquidity

As of December 31, 2025, D-Wave's consolidated cash and marketable investment securities balance totaled a record $884.5 million, representing a 397% increase from the fiscal 2024 fourth quarter consolidated cash balance of $178.0 million, and a 6% increase from the immediately prior fiscal 2025 third quarter consolidated cash balance of $836.2 million.

During the fourth quarter of fiscal 2025, the Company raised $63.7 million in cash proceeds from the exercise of warrants.

Earnings Conference Call

In conjunction with this announcement, D-Wave will host a conference call on Thursday, February 26, 2026, at 8:00 a.m. (Eastern Time), to discuss the Company's financial results and business outlook. The live dial-in number is 1-844-826-3035 (domestic) or 1-412-317-5195 (international). Participants can use those dial-in numbers or can click this link for instant telephone access to the event. The link will be made active 15 minutes prior to the call's scheduled start time, and the passcode is 3836181. An on-demand webcast will be available and a transcript of the conference call will be posted on the D-Wave Investor Relations website after the call. Participating in the call will be Chief Executive Officer Dr. Alan Baratz and Chief Financial Officer John Markovich.

About D-Wave Quantum Inc.

D-Wave is a leader in the development and delivery of quantum computing systems, software, and services. It is the world's first commercial supplier of quantum computers, and the first and only to offer dual-platform quantum computing products and services, spanning both annealing and gate-model quantum computing technologies. D-Wave's mission is to help customers realize the value of quantum today through enterprise-grade systems available on-premises and via its Leap(TM) quantum cloud service, which offers 99.9% availability and uptime. More than 100 organizations across commercial, government and research sectors trust D-Wave to address complex computational challenges using quantum computing. Learn more about realizing the value of quantum computing today and how D-Wave is shaping the quantum-driven industrial and societal advancements of tomorrow: www.dwavequantum.com.

Non-GAAP Financial Measures

To supplement the financial information presented in accordance with GAAP, we use non-GAAP measures of certain components of financial performance. Each of Non-GAAP Gross Profit, Non-GAAP Gross Margin, Adjusted EBITDA Loss, Adjusted Net Loss, Adjusted Net Loss per Share and Non-GAAP Adjusted Operating Expenses is a financial measure that is not required by or presented in accordance with GAAP. Management believes that each measure provides investors an additional meaningful method to evaluate certain aspects of such results period over period. The Company defines each of its non-GAAP financial measures as follows:

   --  Non-GAAP Gross Profit is defined as GAAP gross profit less depreciation 
      and amortization expense and non-cash stock-based compensation expense. 
      We use Non-GAAP Gross Profit to measure, understand and evaluate our core 
      operating performance and trends and to develop short-term and long-term 
      operating plans. 
 
   --  Non-GAAP Gross Margin is defined as GAAP gross margin adjusted to 
      exclude depreciation and amortization expense and non-cash stock-based 
      compensation expense. We use Non-GAAP Gross Margin to measure, understand 
      and evaluate our core business performance. 
 
   --  Adjusted EBITDA Loss is defined as net loss before interest expense, 
      depreciation and amortization expense, stock-based compensation, 
      remeasurements of liability-classified warrants, and other non-operating 
      or non-recurring income and expenses. We use Adjusted EBITDA Loss to 
      measure the operating performance of our business, excluding specifically 
      identified items that we do not believe directly reflect our core 
      operations and may not be indicative of our recurring operations. 
 
   --  Adjusted Net Loss and Adjusted Net Loss per Share are defined as net 
      loss and net loss per share, respectively, excluding the impact of the 
      non-cash, non-operating charges associated with the remeasurement of the 
      Company's warrant liability. 
 
   --  Non-GAAP Adjusted Operating Expenses is defined as operating expenses 
      before depreciation and amortization expense, non-operating or 
      non-recurring expenses and non-cash stock-based compensation expense. We 
      use Non-GAAP Adjusted Operating Expenses to measure our operating 
      expenses, excluding items we do not believe directly reflect our core 
      operations. 

The presentation of non-GAAP financial measures is not meant to be considered in isolation or as a substitute for the financial results prepared in accordance with GAAP, and our presentation of non-GAAP measures may be different from non-GAAP measures used by other companies. For a reconciliation of each of Non-GAAP Gross Profit, Non-GAAP Gross Margin, Adjusted EBITDA Loss, Adjusted Net Loss, Adjusted Net Loss per Share and Non-GAAP Adjusted Operating Expenses to its most directly comparable GAAP measure, please refer to the reconciliations below.

Forward Looking Statements

Certain statements in this press release are forward-looking, as defined in the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by the following words: "believe," "may," "will," "could," "would," "should," "expect," "intend, " "plan," "anticipate," "trend," "believe," "estimate," "predict," "project," "potential," "seem," "seek," "future," "outlook," "forecast," "projection," "continue," "ongoing," or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. These statements involve risks, uncertainties, and other factors that may cause actual results to differ materially from the information expressed or implied by these forward-looking statements and may not be indicative of future results. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, various factors beyond management's control, including the risks set forth under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. Undue reliance should not be placed on the forward-looking statements in this press release in making an investment decision, which are based on information available to us on the date hereof. We undertake no duty to update this information unless required by law.

 
                           D-Wave Quantum Inc. 
                        Consolidated Balance Sheets 
                                (Unaudited) 
 
                                           December 31,     December 31, 
(In thousands, except share and per 
share data)                                     2025            2024 
                                              ---------       --------- 
Assets 
Current assets: 
  Cash and cash equivalents                $    635,347    $    177,980 
  Marketable investment securities              249,134              -- 
  Trade accounts receivable, net of 
   allowance for credit losses of $1 and 
   $176                                           1,587           1,420 
  Inventories                                     2,776           1,686 
  Prepaid expenses and other current 
   assets                                         7,388           3,954 
                                              ---------       --------- 
    Total current assets                        896,232         185,040 
                                              ---------       --------- 
Property and equipment, net                       7,841           4,133 
Operating lease right-of-use assets               6,518           7,261 
Intangible assets, net                              915             490 
Other non-current assets, net                     4,307           2,929 
                                              ---------       --------- 
  Total assets                             $    915,813    $    199,853 
                                              =========       ========= 
 
Liabilities and stockholders' equity 
Current liabilities: 
  Trade accounts payable                   $        950    $        815 
  Accrued expenses and other current 
   liabilities                                   15,838           8,784 
  Current portion of operating lease 
   liabilities                                    1,448           1,512 
  Loans payable, net, current                       134             348 
  Deferred revenue, current                       2,778          18,686 
                                              ---------       --------- 
    Total current liabilities                    21,148          30,145 
                                              ---------       --------- 
Warrant liabilities                                  --          69,875 
Operating lease liabilities, net of 
 current portion                                  6,050           6,389 
Loans payable, net, non-current                  35,825          30,128 
Deferred revenue, non-current                       560             670 
                                              ---------       --------- 
  Total liabilities                        $     63,583    $    137,207 
                                              ---------       --------- 
 
Commitments and contingencies 
 
Stockholders' equity: 
  Common stock, par value $0.0001 per 
   share; 675,000,000 shares authorized 
   at both December 31, 2025 and 
   December 31, 2024; 358,741,605 shares 
   and 266,595,867 shares issued and 
   outstanding as of December 31, 2025 
   and December 31, 2024, respectively.              35              27 
  Additional paid-in capital                  1,843,218         700,069 
  Accumulated deficit                          (982,002)       (626,940) 
  Accumulated other comprehensive loss           (9,021)        (10,510) 
                                              ---------       --------- 
    Total stockholders' equity                  852,230          62,646 
                                              ---------       --------- 
      Total liabilities and 
       stockholders' equity                $    915,813    $    199,853 
                                              =========       ========= 
 
 
                                D-Wave Quantum Inc. 
            Consolidated Statements of Operations and Comprehensive Loss 
                                    (Unaudited) 
 
                       Three Months Ended December 
                                   31,                  Year Ended December 31, 
                       ----------------------------  ------------------------------ 
(In thousands, except 
share and per share 
data)                      2025           2024           2025           2024 
                        -----------    -----------    -----------    ----------- 
Revenue                $      2,752   $      2,309   $     24,587   $      8,827 
Cost of revenue                 968            836          4,281          3,264 
                        -----------    -----------    -----------    ----------- 
  Total gross profit          1,784          1,473         20,306          5,563 
Operating expenses: 
  Research and 
   development               13,677          9,752         50,734         35,300 
  General and 
   administrative            14,695          8,126         41,186         32,422 
  Sales and marketing         8,251          3,827         28,754         15,064 
                        -----------    -----------    -----------    ----------- 
    Total operating 
     expenses                36,623         21,705        120,674         82,786 
                        -----------    -----------    -----------    ----------- 
Loss from operations        (34,839)       (20,232)      (100,368)       (77,223) 
Other income 
(expense), net: 
  Interest income             8,124            584         24,115          1,738 
  Interest expense           (3,380)          (417)        (4,013)        (3,897) 
  Change in fair 
   value of Term 
   Loan                          --            (10)            --           (645) 
  Gain (loss) on 
   investment in 
   marketable 
   securities, net           (1,009)            --           (159)         1,495 
  Change in fair 
   value of warrant 
   liabilities              (10,576)       (68,264)      (270,540)       (68,245) 
  Other income 
   (expense), net              (646)         2,262         (4,097)         2,898 
                        -----------    -----------    -----------    ----------- 
    Total other 
     income 
     (expense), net          (7,487)       (65,845)      (254,694)       (66,656) 
                        -----------    -----------    -----------    ----------- 
Net loss               $    (42,326)  $    (86,077)  $   (355,062)  $   (143,879) 
                        ===========    ===========    ===========    =========== 
Net loss per share, 
 basic and diluted     $      (0.12)  $      (0.37)  $      (1.11)  $      (0.75) 
                        ===========    ===========    ===========    =========== 
Weighted-average 
 shares used in 
 computing net loss 
 per share, basic and 
 diluted                352,932,400    232,997,043    321,202,025    192,129,049 
                        ===========    ===========    ===========    =========== 
 
Comprehensive loss: 
Net loss               $    (42,326)  $    (86,077)  $   (355,062)  $   (143,879) 
Other comprehensive 
income (loss), net of 
tax: 
  Foreign currency 
   translation 
   adjustment                   (49)            89          1,335              7 
  Unrealized gains on 
   available-for-sale 
   securities                   154             --            154             -- 
                        -----------    -----------    -----------    ----------- 
    Total other 
     comprehensive 
     income (loss), 
     net of tax                 105             89          1,489              7 
                        -----------    -----------    -----------    ----------- 
Net comprehensive 
 loss                  $    (42,221)  $    (85,988)  $   (353,573)  $   (143,872) 
                        ===========    ===========    ===========    =========== 
 
 
                          D-Wave Quantum Inc. 
                  Consolidated Statements of Cash Flows 
                               (Unaudited) 
 
                                              Year Ended December 31, 
                                           ----------------------------- 
(in thousands)                                   2025         2024 
                                               ---------    --------- 
Cash flows from operating activities: 
  Net loss                                  $   (355,062)  $ (143,879) 
  Adjustments to reconcile net loss to 
  cash used in operating activities: 
    Depreciation and amortization                  1,563        1,109 
    Stock-based compensation                      22,657       15,661 
    Amortization of operating 
     right-of-use assets                             743          823 
    Provision for excess and obsolete 
     inventory                                         9          134 
    Non-cash interest income                      (3,947)          -- 
    Non-cash interest expense                      3,921       (1,441) 
    Change in fair value of warrant 
     liabilities                                 270,540       68,245 
    Change in fair value of Term Loan                 --          645 
    Loss (gain) on marketable equity 
     securities                                      159       (1,495) 
    Unrealized foreign exchange loss 
     (gain)                                        1,836       (3,307) 
    Other noncash items                              267           -- 
    Change in operating assets and 
    liabilities: 
      Trade accounts receivable                     (204)         137 
      Inventories                                 (2,398)        (215) 
      Prepaid expenses and other current 
       assets                                       (585)      (1,580) 
      Trade accounts payable                         268         (570) 
      Accrued expenses and other current 
       liabilities                                 6,940        5,520 
      Deferred revenue                           (16,018)      16,608 
      Operating lease liability                     (745)         293 
      Other non-current assets, net               (1,926)         669 
                                               ---------    --------- 
Net cash used in operating activities            (71,982)     (42,643) 
                                               ---------    --------- 
Cash flows from investing activities: 
  Purchase of property and equipment              (3,862)      (2,106) 
  Purchases of marketable debt securities       (247,787)          -- 
  Purchase of convertible note                        --       (1,000) 
  Proceeds from recovery of previously 
  written-off convertible note                       959           -- 
  Sales of marketable securities                      --          254 
  Expenditures for internal-use software            (445)        (289) 
                                               ---------    --------- 
Net cash used in investing activities           (251,135)      (3,141) 
                                               ---------    --------- 
Cash flows from financing activities: 
  Proceeds from the issuance of common 
   stock pursuant to the Lincoln Park 
   Purchase Agreement                             37,787       44,285 
  Proceeds from the issuance of common 
   stock in at-the-market offerings, net 
   of issuance costs                             536,741      169,906 
  Proceeds from issuance of common stock 
  upon exercise of warrants                      202,923           -- 
  Proceeds from the issuance of common 
   stock upon exercise of stock options           11,432        1,347 
  Proceeds from common stock issued under 
   the Employee Stock Purchase Plan                  769          424 
  Payment of tax withheld pursuant to 
   stock-based compensation settlements          (10,259)      (3,142) 
  Debt payment for Term Loan                          --      (30,000) 
  Repayments on TPC loan                            (365)        (370) 
  Proceeds from equipment financing                  412           -- 
  Payments for debt issuance costs                  (248)          -- 
  Repayment of the equipment financing               (43)          -- 
                                               ---------    --------- 
Net cash provided by financing activities        779,149      182,450 
                                               ---------    --------- 
Effect of exchange rate changes on cash 
 and cash equivalents                              1,335            7 
                                               ---------    --------- 
Net increase in cash and cash equivalents        457,367      136,673 
Cash and cash equivalents at beginning of 
 period                                          177,980       41,307 
                                               ---------    --------- 
Cash and cash equivalents at end of 
 period                                     $    635,347   $  177,980 
                                               =========    ========= 
 
 
                       D-Wave Quantum Inc. 
     Reconciliation of Gross Profit to Non-GAAP Gross Profit 
                           (Unaudited) 
 
                   Three Months Ended 
                      December 31,        Year Ended December 31, 
                 -----------------------  ----------------------- 
(in thousands 
of U.S. 
dollars)          2025        2024          2025        2024 
---------------   -----       -----  ---   ------       ----- 
Gross Profit     $1,784      $1,473       $20,306      $5,563 
Gross Margin       64.8%       63.8%         82.6%       63.0% 
Excluding: 
  Depreciation 
   and 
   Amortization 
   (1)               14          54            71         218 
  Stock-based 
   compensation 
   (2)              179         159           772         647 
                  -----       -----  ---   ------       ----- 
Non-GAAP Gross 

(MORE TO FOLLOW) Dow Jones Newswires

February 26, 2026 07:00 ET (12:00 GMT)

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