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Analyst
Antoine Legault
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 3 companies
QBTSD-Wave Quantum Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
do you expect to see more entrants, whether it's from other established gate-based players pivoting towards hybrid approaches or others moving into the space?
Show response
Baratz said small annealing entrants and gate-model firms running annealing protocols are appearing but pose no real threat to D-Wave's annealing lead.
Calendar 2025 Q4
Can you tell us a bit more about the magnitude of the opportunity ahead and how that might benefit you, particularly given your new government business unit?
Show response
Transcript labeled the analyst Antoine Leblond; canonical Wedbush analyst is Antoine Legault. Baratz said the focus is solving government problems today, with the Davidson-Anduril demo driving inbound interest.
IONQIonQ, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
are you seeing a shortening of the sales cycles within enterprise customers?
Show response
Singh said security conversations have become more prevalent as customers accept the accelerated Q-Day timeline.
RGTIRigetti Computing, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
How durable is that as you scale beyond 108 qubits to a few hundreds, eventually over 1,000 qubits.
Show response
Management said it sees no coupler concerns scaling via chiplets on a square-grid tunable-coupler architecture.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| QBTS D-Wave Quantum Inc. | 2 | —Rate withheld: fewer than 3 questions |
| IONQ IonQ, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| RGTI Rigetti Computing, Inc. | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Competitive Dynamics1
- Innovation & R&D1
- Regulation Policy1