{IONQ}
Upcoming Earnings Event: Q2 2026
Reporting Date: Wednesday, August 5, 2026 (After market close at 4:30 PM ET)*.
- Revenue Guidance: Management guided Q2 revenue in the range of $65.0 Million to $68.0 Million.
- Consensus Estimates:
* Revenue Consensus: ~$66.4 Million (+220% YoY).
Fundamental Highlights & Balance Sheet
- Liquidity: IonQ holds a massive liquidity cushion of ~$3.1 Billion in cash, cash equivalents, and marketable investments.
- Commercialization: ~60% of revenue stems from commercial (enterprise) contracts rather than pure government grants, with 35% coming from international markets.
- Vertical Integration: The ongoing acquisition and integration of semiconductor foundry SkyWater Technology ($1.8B deal) aims to onshore and scale chip manufacturing for IonQ’s next-gen systems.
