Quantinuum

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Quantinuum

will report its Second Quarter 2026 financial results after market close on Tuesday, August 11, 2026, followed by a conference call at 5:00 PM Eastern Time.

This marks Quantinuum’s inaugural earnings report as a public company following its $1.68 billion initial public offering (IPO) on June 5, 2026.

QNT has the deepest cash balance sheet and strongest corporate backers (Honeywell/Nvidia/JPMorgan) in the quantum space.

IONQ

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{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.

Space X

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Space Exploration Technologies reported better-than-expected revenue for the second quarter in the company’s first earnings report since its record IPO in June. The stock dropped about 8% in extended trading as capital expenditures soared.

Here’s how the company did compared with analysts’ estimates, according to LSEG

  • Revenue: $7.81 billion vs. $6.93 billion expected
  • Loss per share: Loss of 9 cents vs. loss of 26 cents expected

Revenue jumped 92% from $4.1 billion a year earlier, SpaceX said in a statement on Tuesday, while the company’s net loss narrowed to $541 million from $1 billion.

SpaceX lost $4.9 billion last year, largely due to hefty investments in AI infrastructure.

AMD

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Advanced Micro Devices, Inc. – Common reported second-quarter earnings on Tuesday that beat expectations, but the stock slumped in extended trading after rising during regular trading hours.

Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended June 27:

  • EPS: $1.66, adjusted, versus $1.62 expected
  • Revenue: $11.54 billion versus $11.28 billion expected

Overall, AMD revenue climbed 50% from $7.69 billion a year ago, a sign of the company’s central position in the market for artificial intelligence chips.

AMD’s Data Center unit is what is driving the company’s growth. Data Center sales were $6.7 billion, up 107% on an annual basis, which the company attributed to central processing unit and graphics processing unit sales.

The chipmaker sees $1.4 trillion of that coming from AI accelerators, or GPUs, up from a previous estimate of $500 billion by 2028.