D-Wave Q4 revenue misses estimates

Reuters02-26
D-Wave Q4 revenue misses estimates

Overview

  • Quantum computing firm's Q4 revenue missed analyst expectations

  • Fiscal 2025 revenue grew 179% yr/yr, driven by higher margin quantum computer system sales

  • Company completed acquisition of Quantum Circuits, expanding technology capabilities

Outlook

  • D-Wave expects deployment of $20 mln system purchase by Florida Atlantic University by end of 2026

  • D-Wave plans to transition headquarters to Boca Raton, Florida by end of 2026

Result Drivers

  • BOOKINGS GROWTH - Q4 bookings surged 471% from the previous quarter, driven by major deals including a €10 million booking for a quantum computer in Italy

  • TECHNOLOGY ENHANCEMENT - Acquisition of Quantum Circuits expanded technological capabilities, enhancing competitive positioning

  • ANNEALING TECHNOLOGY ADVANCEMENTS - New solver capabilities and multicolor annealing strengthened dual-platform approach

Company press release: ID:nBw8MKHn7a

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Miss

$2.75 mln

$3.77 mln (14 Analysts)

Q4 Net Income

-$42.33 mln

Q4 Gross Profit

$1.78 mln

Q4 Income From Operations

-$34.84 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the it services & consulting peer group is "buy"

  • Wall Street's median 12-month price target for D-Wave Quantum Inc is $40.00, about 103.6% above its February 25 closing price of $19.65

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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