Press Release: D-Wave Reports First Quarter 2026 Results

Dow Jones05-12

Record Quarterly Bookings of $33.4 Million, Up Nearly 2,000% Year over Year

Quarter End Cash Position of $588 Million, Up 93% Year over Year

PALO ALTO, Calif.--(BUSINESS WIRE)--May 12, 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 first quarter ended March 31, 2026.

"D-Wave's first quarter performance highlights what sets this company apart: strong execution, expanding commercial adoption, and differentiated technology leadership across both annealing and gate model quantum computing," said Dr. Alan Baratz, CEO of D-Wave. "As the only quantum computing company pursuing both annealing and gate-model quantum computing systems, we believe that D-Wave is uniquely positioned to participate in the full addressable quantum computing market. Our acquisition of Quantum Circuits is expected to meaningfully accelerate our delivery of a scalable, error-corrected gate model system, while our record-setting $10 million quantum computing as a service agreement with a Fortune 100 company reinforced growing demand for our annealing systems. We believe that D-Wave's combination of commercial proof, technical breadth, and a differentiated path to gate-model error correction and scaling will be increasingly prominent as this market matures."

Recent Business and Technical Highlights

   --  Closed Bookings of $33.4 million for the first quarter of 2026, up 
      1,994% year over year from the first quarter of 2025 Bookings of $1.6 
      million, and up 149% from the immediately preceding fourth quarter of 
      2025 Bookings of $13.4 million. First quarter Bookings included a $20 
      million system purchase by Florida Atlantic University ("FAU"), and a $10 
      million, two-year enterprise Quantum Computing as a Service (QCaaS) 
      agreement with a Fortune 100 company. 
 
   --  Acquired Quantum Circuits, Inc. ("Quantum Circuits"), a leading 
      developer of error-corrected superconducting gate-model quantum computing 
      systems. Quantum Circuits' dual-rail qubits combine the rapid speed of 
      superconducting gate-model qubits with the fidelity of ion trap and 
      neutral atom qubits -- reflecting a significant industry breakthrough 
      that we believe is currently unmatched by any other quantum computing 
      company. 
 
   --  Rapidly incorporating our system scaling expertise into the high 
      performance dual-rail gate model technology pioneered by Quantum 
      Circuits. This is expected to accelerate D-Wave's availability of 
      large-scale, error-corrected gate model quantum computing systems. Key 
      expected milestones in our current roadmap include: 
 
          --  By the end of 2028, a dual-rail system with approximately 175 
             physical qubits and a design for a 1,000 physical qubit system 
 
          --  By the end of 2030, a 1,000 physical qubit dual-rail system with 
             10 logical qubits and a design for a 10,000 physical qubit system 
 
 
          --  By the end of 2032, a dual-rail qubit system that can support 
             100 logical qubits, which is considered to be a key milestone for 
             reaching initial quantum utility 
 
          --  Additional details about the roadmap will be provided at the 
             Company's upcoming Investor Day being held at the New York Stock 
             Exchange on June 1, 2026. 
 
 
 
   --  Signed a $20 million agreement for FAU to purchase and install an 
      Advantage2$(TM)$ annealing quantum computer, supporting Florida's goal to 
      become a leader in quantum computing. D-Wave has started implementing a 
      training program at FAU to enable the faculty to leverage quantum 
      resources in their research and curriculum, and system installation is 
      expected to commence before the end of 2026. 
 
   --  Collaborated with Postquant Labs on the development and launch of their 
      quantum-classical blockchain Testnet, which is now publicly available. 
      The Testnet is designed to support the development and adoption of a 
      global quantum blockchain standard, and to assess the role quantum 
      computing could play in enabling a more secure and energy-efficient 
      blockchain within a distributed computing network. The Testnet involves 
      18,500 early users and includes D-Wave's Advantage2(TM) annealing quantum 
      computer, along with other computing platforms, to perform mining 
      operations. There are currently more than 1,600 nodes on the network, one 
      of which is the Advantage2(TM) quantum processing unit ("QPU"), and the 
      rest are a mix of CPUs and GPUs. The QPU has outperformed the classical 
      nodes and won the majority of the blocks. D-Wave and Postquant Labs are 
      launching a detailed benchmarking study to further quantify the QPU 
      advantage in mining. 
 
   --  Completed the second phase of an ongoing Quantum AI project with 
      Shionogi, a major Japanese pharmaceutical company, using D-Wave's 
      Advantage2(TM) annealing quantum computer to incorporate artificial 
      intelligence in the drug discovery process. The project used D-Wave's 
      technology, shortening the process of small-molecule drug discovery by 
      providing a broader range of novel, diverse drug-like molecules for 
      target disease proteins. The second phase of the project delivered a 
      10-fold increase in the number of desirable molecules compared to results 
      generated using a classical machine learning algorithm. Given the 
      effectiveness of the results to date, Shionogi is moving forward with the 
      next phase of experimentation, accelerating toward real-world adoption. 
 
 
   --  Published new research on the arXiv  
      that outlines powerful new multi-color annealing protocols that enable 
      some gate model operations within our commercial Advantage2(TM) annealing 
      quantum computing system, and launched these features with key customers 
      to enable them to perform fundamental research in quantum simulation. 
      These protocols enable researchers to use D-Wave's annealing QPUs to 
      model quantum systems and explore fundamentally new behavior that can be 
      extremely difficult, if not impossible, to study with classical 
      techniques. 
 
   --  Introduced new hybrid solver software that supports integrated machine 
      learning models. D-Wave's Stride(TM) hybrid quantum solver now allows for 
      surrogate modeling, enabling customers to incorporate machine learning 
      models directly into optimization workflows to support a wider range of 
      use cases within domains such as predictive maintenance, surge pricing, 
      advertising campaign optimization, and employee scheduling. 
 
   --  Launched the "Quantum Matters" podcast, hosted by Murray Thom, D-Wave's 
      vice president of quantum technology evangelism. The series features 
      conversations with industry leaders, researchers, academics and 
      scientists on how quantum computing is being used today and where it is 
      headed. In just four weeks, the podcast generated thousands of views, 
      listens and downloads across YouTube, Apple and Spotify, and is the top 
      ranking quantum computing podcast, as well as among the top 30 most 
      popular technology podcasts on Apple, among thousands of shows. 
 
   --  Announced that the Company will host its first-ever Investor Day on 
      June 1, 2026 at the New York Stock Exchange in New York City and via 
      livestream. The event will provide investors with an in-depth look at the 
      Company's technology leadership, product roadmap, commercial momentum and 
      long-term growth strategy. Designed to bring greater clarity to a rapidly 
      evolving sector, the event will provide investors with D-Wave's 
      perspective on the quantum computing landscape, the Company's 
      differentiated approach and how it is translating innovation into 
      commercial opportunity. 

First Quarter 2026 Financial Highlights

   --  Revenue: Revenue for the first quarter of 2026 was $2.9 million, a 
      decrease of $12.1 million, or 81%, from revenue of $15.0 million for the 
      2025 first quarter, that included $12.6 million in revenue recognized 
      from the Company's first sale of an annealing quantum computing system. 
 
 
   --  Bookings1: Bookings for the first quarter of 2026 were $33.4 million, 
      an increase of $31.8 million, or 1,994%, from Bookings of $1.6 million 
      for the 2025 first quarter. The quarterly bookings include a $20 million 
      system sale, the revenue for which will be recognized in subsequent 
      quarters. 
 
   --  Remaining Performance Obligations2: As of March 31, 2026, the aggregate 
      amount of remaining performance obligations (RPOs) that were unsatisfied 
      or partially unsatisfied related to customer contracts totaled $42.4 
      million, an increase of $36.0 million, or 563%, from the first quarter of 
      2025 RPO balance of $6.4 million, and an increase of $29.0 million, or 
      216%, from the immediately prior fourth quarter of 2025 RPO balance of 
      $13.4 million. Approximately 54% of the $42.4 million 2026 first quarter 
      RPO balance is expected to be recognized as revenue in the next 12 months, 
      and 71% is expected to be recognized as revenue in the next two years, 
      with the remainder to be recognized thereafter. 
 
   --  Customers: During the first quarter of 2026, D-Wave recognized revenue 
      from over 100 individual customers with over 50% of such customers being 
      commercial enterprises. 
 
   --  GAAP Gross Profit: GAAP gross profit for the first quarter of 2026 was 
      $1.8 million, a decrease of $12.1 million, or 87%, from $13.9 million in 
      GAAP gross profit for the 2025 first quarter, with the decrease due 
      entirely to an annealing quantum computer system sale during the 2025 
      first quarter. 
 
   --  GAAP Gross Margin: GAAP gross margin for the first quarter of 2026 was 
      63.6%, a decrease of 29% from the 92.5% GAAP gross margin for the 2025 
      first quarter, with the decrease due entirely to a higher margin 
      annealing quantum computer system sale during the 2025 first quarter. 
 
   --  Non-GAAP Gross Profit3: Non-GAAP Gross Profit for the first quarter of 
      2026 was $2.0 million, a decrease of $12.0 million, or 86%, from the 
      Non-GAAP Gross Profit of $14.0 million for the 2025 first quarter. 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 Margin3: Non-GAAP Gross Margin for the first quarter of 
      2026 was 70.6%, a decrease of 23% from the 93.6% Non-GAAP Gross Margin 
      for the 2025 first quarter. 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 first quarter 
      of 2026 were $56.5 million, an increase of $31.3 million, or 125% from 
      GAAP operating expenses of $25.2 million for the 2025 first quarter, with 
      the increase partially driven by $9.1 million of non-recurring costs 
      related to the acquisition of Quantum Circuits and increases of $8.6 
      million in salaries and related personnel costs, 80% of which relate to 
      increases in Sales & Marketing and Research & Development personnel; $7.4 
      million in non-cash stock-based compensation and depreciation and 
      amortization expenses, $2.6 million in fabrication costs and $1.4 million 
      in marketing expenses. These increased operating expenses stem from 
      investments to support the Company's accelerated product development and 
      go-to-market initiatives, as well as Quantum Circuits expenses incurred 
      subsequent to the January acquisition closing date. 
 
   --  Non-GAAP Adjusted Operating Expenses3: Non-GAAP Adjusted Operating 
      Expenses for the first quarter of 2026 were $34.8 million, an increase of 
      $14.6 million, or 73%, from Non-GAAP Adjusted Operating Expenses of $20.2 
      million for the 2025 first quarter, with the difference between GAAP and 
      Non-GAAP Operating Expenses being primarily non-cash stock-based 
      compensation expense, non-cash 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 first quarter of 2026 was $18.4 million, or 
      $0.05 per share, an increase of $13.0 million, or $0.03 per share, 
      compared with the net loss of $5.4 million, or $0.02 per share for the 
      2025 first quarter, with the increase due primarily to higher operating 
      expenses and lower gross profit, partially offset by the increase of an 
      income tax benefit of $28.5 million that stems from the acquisition of 
      Quantum Circuits. 
 
   --  Adjusted EBITDA Loss3: Adjusted EBITDA Loss for the first quarter of 
      2026 was $32.8 million, an increase of $26.7 million from the Adjusted 
      EBITDA Loss of $6.1 million for the 2025 first quarter, with the increase 
      due primarily to higher operating expenses and lower 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)  Revenues allocated to remaining performance obligations represents the 
     transaction price of noncancellable orders for which service has not been 
     performed, which include deferred revenue and the amounts that will be 
     invoiced and recognized as revenues in future periods from open contracts 
     and excludes unexercised renewals. 
(3)  "Non-GAAP Gross Profit", "Non-GAAP Gross Margin", "Non-GAAP Adjusted 
     Operating Expenses" 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. 
 

Balance Sheet and Liquidity

As of March 31, 2026, D-Wave's consolidated cash and marketable investment securities balance totaled $588.4 million, representing a 93% increase from the 2025 first quarter consolidated cash and marketable investment securities balance of $304.3 million.

Earnings Conference Call

In conjunction with this announcement, D-Wave will host a conference call on Tuesday, May 12, 2026, at 8:00 a.m. (Eastern Time), to discuss the Company's financial results and business outlook. The live dial-in number is 1-833-890-9920 (domestic) or 1-412-564-6463 (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 6892685. 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: ir.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 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. 
 
   --  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 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, including statements relating to the expected benefits of the Quantum Circuits acquisition, our development and commercialization plans, dual-platform roadmap, and plans to accelerate the projected time to a scaled, error-corrected gate-model quantum computer, among others. In some cases, you can identify forward-looking statements by the following words: "believe," "may," "will," "could," "would," "should," "expect," "intend, " "plan," "anticipate," "trend," "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 Securities and Exchange Commission. 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. 
                Condensed Consolidated Balance Sheets 
                             (Unaudited) 
 
                                         March 31,      December 31, 
 (In thousands, except share and per 
             share data)                    2026            2025 
                                        ------------  ---------------- 
Assets 
Current assets: 
    Cash and cash equivalents           $   338,197    $    635,347 
    Marketable investment securities        250,198         249,134 
    Trade accounts receivable, net of 
     allowance for credit losses of $1 
     and $176                                 8,911           1,587 
    Inventories                               2,915           2,776 
    Prepaid expenses and other current 
     assets                                   6,888           7,388 
                                         ----------       --------- 
        Total current assets                607,109         896,232 
                                         ----------       --------- 
Property and equipment, net                  15,066           7,841 
Operating lease right-of-use assets          10,331           6,518 
Intangible assets, net                      215,279             915 
Goodwill                                    342,588              -- 
Other non-current assets, net                 9,442           4,307 
                                         ----------       --------- 
    Total assets                        $ 1,199,815    $    915,813 
                                         ==========       ========= 
 
Liabilities and stockholders' equity 
Current liabilities: 
    Trade accounts payable              $     1,707    $        950 
    Accrued expenses and other current 
     liabilities                             15,460          15,838 
    Current portion of operating lease 
     liabilities                              1,554           1,448 
    Loans payable, net, current                 140             134 
    Deferred revenue, current                 9,495           2,778 
                                         ----------       --------- 
        Total current liabilities            28,356          21,148 
Operating lease liabilities, net of 
 current portion                              9,703           6,050 
Loans payable, net, non-current              35,423          35,825 
Deferred revenue, non-current                 2,081             560 
                                         ----------       --------- 
    Total liabilities                   $    75,563    $     63,583 
                                         ----------       --------- 
 
Commitments and contingencies 
 
Stockholders' equity: 
    Common stock, par value $0.0001 
     per share; 675,000,000 shares 
     authorized at both March 31, 2026 
     and December 31, 2025; 
     370,038,436 shares and 
     358,741,605 shares issued and 
     outstanding as of March 31, 2026 
     and December 31, 2025, 
     respectively.                               37              35 
    Additional paid-in capital            2,133,730       1,843,218 
    Accumulated deficit                  (1,000,359)       (982,002) 
    Accumulated other comprehensive 
     loss                                    (9,156)         (9,021) 
                                         ----------       --------- 
        Total stockholders' equity        1,124,252         852,230 
                                         ----------       --------- 
            Total liabilities and 
             stockholders' equity       $ 1,199,815    $    915,813 
                                         ==========       ========= 
 
 
 
                         D-Wave Quantum Inc. 
Condensed Consolidated Statements of Operations and Comprehensive Loss 
                             (Unaudited) 
 
                                       Three Months Ended March 31, 
                                    ---------------------------------- 
(In thousands, except share and 
per share data)                           2026              2025 
                                    -----------------  --------------- 
Revenue                              $         2,858   $     15,001 
Cost of revenue                                1,040          1,124 
                                        ------------    ----------- 
    Total gross profit                         1,818         13,877 
Operating expenses: 
    Research and development                  25,793         10,288 
    General and administrative                20,275          7,957 
    Sales and marketing                       10,477          6,923 
                                        ------------    ----------- 
        Total operating expenses              56,545         25,168 
                                        ------------    ----------- 
Loss from operations                         (54,727)       (11,291) 
Other income (expense), net: 
    Interest income                            5,785          3,099 
    Interest expense                            (259)          (226) 
    Gain on investment in 
    marketable securities, net                 1,880             -- 
    Change in fair value of 
     warrant liabilities                          --          3,943 
    Other income (expense), net                  512           (946) 
                                        ------------    ----------- 
        Total other income, net                7,918          5,870 
                                        ------------    ----------- 
Loss before income taxes                     (46,809)        (5,421) 
    Income tax benefit, net                   28,452             -- 
                                        ------------    ----------- 
Net loss                             $       (18,357)  $     (5,421) 
                                        ============    =========== 
Net loss per share, basic and 
 diluted                             $         (0.05)  $      (0.02) 
                                        ============    =========== 
Weighted-average shares used in 
 computing net loss per share, 
 basic and diluted                       367,473,219    286,420,374 
                                        ============    =========== 
 
Comprehensive loss: 
Net loss                             $       (18,357)  $     (5,421) 
Other comprehensive income 
(loss), net of tax: 
    Foreign currency translation 
     adjustment                                   18            498 
    Unrealized losses on 
     available-for-sale 
     securities                                 (153)            -- 
                                        ------------    ----------- 
        Total other comprehensive 
         income (loss), net of 
         tax                                    (135)           498 
                                        ------------    ----------- 
Net comprehensive loss               $       (18,492)  $     (4,923) 
                                        ============    =========== 
 
 
 
                          D-Wave Quantum Inc. 
            Condensed Consolidated Statements of Cash Flows 
                              (Unaudited) 
 
                                        Three Months Ended March 31, 
                                    ------------------------------------ 
(in thousands)                              2026               2025 
                                    --------------------  -------------- 
Cash flows from operating 
activities: 
   Net loss                          $       (18,357)     $    (5,421) 
   Adjustments to reconcile net 
   loss to cash used in operating 
   activities: 
      Depreciation and 
       amortization                            3,803              376 
      Deferred income taxes                  (28,365)              -- 
      Stock-based compensation                 8,019            3,993 
      Amortization of operating 
       right-of-use assets                       347              177 
      Provision for excess and 
       obsolete inventory                        (30)              24 
      Non-cash interest income                (1,217)              -- 
      Non-cash interest expense                  234              188 
      Change in fair value of 
       warrant liabilities                        --           (3,943) 
      Loss (gain) on marketable 
       equity securities                      (1,880)              -- 
      Unrealized foreign exchange 
       loss (gain)                              (774)              95 
      Other noncash items                         --              267 
      Change in operating assets 
      and liabilities: 
         Trade accounts receivable            (7,320)             360 
         Inventories                          (1,476)             (40) 
         Prepaid expenses and 
          other current assets                 1,347              172 
         Trade accounts payable               (1,000)             229 
         Accrued expenses and 
          other current 
          liabilities                         (2,999)          (2,285) 
         Deferred revenue                      8,238          (13,107) 
         Operating lease liability              (272)            (173) 
         Other non-current assets, 
          net                                 (3,258)            (191) 
                                        ------------       ---------- 
Net cash used in operating 
 activities                                  (44,960)         (19,279) 
                                        ------------       ---------- 
Cash flows from investing 
activities: 
   Acquisition of business, net of 
    cash acquired                           (250,821)              -- 
   Purchase of property and 
    equipment                                 (1,081)            (438) 
   Expenditures for internal-use 
    software                                    (163)             (60) 
                                        ------------       ---------- 
Net cash used in investing 
 activities                                 (252,065)            (498) 
                                        ------------       ---------- 
Cash flows from financing 
activities: 
   Proceeds from the issuance of 
    common stock in at-the-market 
    offerings, net of issuance 
    costs                                         --          146,108 
   Proceeds from issuance of 
    common stock upon exercise of 
    warrants                                      --                6 
   Proceeds from the issuance of 
    common stock upon exercise of 
    stock options                                 94               23 
   Payment of tax withheld 
    pursuant to stock-based 
    compensation settlements                      --             (517) 
   Repayment of the Equipment 
    Financing Term Loan                          (34)              -- 
   Payments of equity issuance 
    costs                                       (203)              -- 
                                        ------------       ---------- 
Net cash provided by (used in) 
 financing activities                           (143)         145,620 
                                        ------------       ---------- 
Effect of exchange rate changes on 
 cash and cash equivalents                        18              498 
                                        ------------       ---------- 
Net increase (decrease) in cash 
 and cash equivalents                       (297,150)         126,341 
Cash and cash equivalents at 
 beginning of period                         635,347          177,980 
                                        ------------       ---------- 
Cash and cash equivalents at end 
 of period                           $       338,197      $   304,321 
                                        ============       ========== 
 
 
 
                          D-Wave Quantum Inc. 
        Reconciliation of Gross Profit to Non-GAAP Gross Profit 
                              (Unaudited) 
 
                                        Three Months Ended March 31, 
                                    ------------------------------------ 
(in thousands of U.S. dollars)             2026               2025 
---------------------------------   -------------------  --------------- 
Gross Profit                         $      1,818        $   13,877 
Gross Margin                                 63.6%             92.5% 
Excluding: 
    Depreciation and Amortization 
     (1)                                       14                28 
    Stock-based compensation (2)              185               142 
                                        ---------  ----   ---------  --- 
Non-GAAP Gross Profit                $      2,017        $   14,047 
Non-GAAP Gross Margin                        70.6%             93.6% 
 
 
(1)    Depreciation and Amortization reflects the Depreciation and 
       Amortization recorded in Cost of Revenue only, which differs from the 
       total Depreciation and Amortization set forth in the Condensed 
       Consolidated Statement of Cash Flows that also includes Depreciation 
       and Amortization recorded in Operating Expenses. 
(2)    Stock-based compensation reflects the stock-based compensation recorded 
       in Cost of Revenue only, which differs from the total stock-based 
       compensation set forth in the Condensed Consolidated Statement of Cash 
       Flows that also includes stock-based compensation recorded in Operating 
       Expenses. 
 
 
                          D-Wave Quantum Inc. 
  Reconciliation of Operating Expenses to Non-GAAP Adjusted Operating 
                                Expenses 
                              (Unaudited) 
 
                                        Three Months Ended March 31, 
                                    ------------------------------------ 
(in thousands of U.S. dollars)              2026               2025 
---------------------------------   ---------------------  ------------- 
Operating expenses                     $       56,545      $   25,168 
Excluding: 
    Depreciation and Amortization 
     (1)                                       (3,789)           (349) 
    Stock-based compensation (2)               (7,834)         (3,851) 
    Other non-operating or 
     non-recurring expenses (3)               (10,093)           (810) 
                                    ----  -----------       --------- 
Non-GAAP Adjusted Operating 
 Expenses                              $       34,829      $   20,158 
                                    ----  -----------       --------- 
 
 
(1)    Depreciation and Amortization reflects the Depreciation and 
       Amortization recorded in the Operating Expenses only, which differs 
       from the total Depreciation and Amortization set forth in the Condensed 
       Consolidated Statement of Cash Flows that also includes Depreciation 
       and Amortization recorded in Cost of Revenue. 
(2)    Stock-based compensation reflects the stock-based compensation recorded 
       in Operating Expenses only, which differs from the total stock-based 
       compensation set forth in the Condensed Consolidated Statement of Cash 
       Flows that also includes stock-based compensation recorded in Cost of 
       Revenue. 
(3)    Includes non-recurring costs related to the Quantum Circuits 
       acquisition for the three months ended March 31, 2026, as well as 
       legal, consulting, and accounting fees associated with capital markets 
       activities unrelated to the Company's core operations, and other 
       non-recurring professional fees and credit loss expenses and 
       recoveries. 
 
 
                           D-Wave Quantum Inc. 
            Reconciliation of Net Loss to Adjusted EBITDA Loss 
                               (Unaudited) 
 
                                         Three Months Ended March 31, 
                                    -------------------------------------- 
(in thousands of U.S. dollars)              2026                2025 
---------------------------------   --------------------  ---------------- 
Net loss                             $       (18,357)      $     (5,421) 
Excluding: 
    Depreciation and Amortization              3,803                376 
    Income tax benefit, net                  (28,452)                -- 
    Stock-based compensation                   8,019              3,993 
    Interest income                           (5,785)                -- 
    Interest expense (1)                         259                226 
    Change in fair value of 
     warrant liabilities                          --             (3,943) 
    Loss (gain) on marketable 
     equity securities                        (1,880)                -- 
    Other (income) expense, net 
     (2)                                        (512)            (2,153) 
    Other non-operating or 
     non-recurring items (3)                  10,093                810 
                                        ------------          --------- 
Adjusted EBITDA Loss                 $       (32,812)      $     (6,112) 
                                        ------------          --------- 
 
 
(1)    Interest expense primarily reflects the interest associated with the 
       Equipment Financing Agreement entered into on August 1, 2025, and 
       interest and adjustments to accrued interest on the SIF Loan. 
(2)    Other income (expense), net consists primarily of foreign exchange 
       gains and losses and interest income earned from cash and cash 
       equivalents for the three months ended March 31, 2025. 
(3)    Includes non-recurring costs related to the Quantum Circuits 
       acquisition for the three months ended March 31, 2026, as well as 
       legal, consulting, and accounting fees associated with capital markets 
       activities unrelated to the Company's core operations, and other 
       non-recurring professional fees and credit loss expenses and 
       recoveries. 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260512684377/en/

 
    CONTACT:    Investor Contact: 

ir@dwavesys.com

Media Contact:

media@dwavesys.com

 
 

(END) Dow Jones Newswires

May 12, 2026 07:00 ET (11:00 GMT)

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