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Analyst
Kevin Garrigan
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 3questioned at least once
- Reporting periods
- 3with 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 10 of 10 questions from 3 companies
IONQIonQ, Inc.6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
the 25% of customers that are now utilizing multiple products, what products are most frequently bundled together?
Show response
Singh cited computing plus security as the natural pairing driven by the post-quantum executive order, with networking next.
what are kind of the next steps for converting these into development contracts or system deployments?
Show response
Singh said no MOU dollars are in RPO yet; de Masi tied the MOUs to the White House executive orders and IonQ's full platform.
Calendar 2025 Q4
Can you just talk about how this company fits strategically within your portfolio and what gaps it fills?
Show response
de Masi said Seed is a classified mission-control software business relevant to programs like SHIELD; Singh cited its DevSecOps value across IonQ.
On SkyWater, can you just update us on the status of the regulatory approval process?
Show response
Singh said the process is well defined and in the national and industry interest but gave no updated timeline.
Calendar 2025 Q2
give some details on the collaboration with AIST that is focusing on real-world quantum AI applications
Show response
de Masi cited industrial-AI applications (steel defect reduction, GAN training) and the 20x drug-development speedup with NVIDIA/AWS/AstraZeneca.
any other areas of the business you can point out where you might still be missing a piece the puzzle?
Show response
de Masi said IonQ will keep pursuing acquisitions that pull roadmap milestones forward toward its quantum internet vision.
QBTSD-Wave Quantum Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
How do you think about working with modalities beyond superconducting?
Show response
Baratz said dual-rail combines superconducting speed with high fidelity, so a second qubit modality is unnecessary; D-Wave is architecturally multimodal across annealing and gate.
Calendar 2025 Q4
what metrics are customers really focused on when evaluating quantum as a solution?
Show response
Baratz said annealing is the only quantum in production today; strong first-application ROI drives expansion, citing the Fortune 100 all-you-can-eat license.
Calendar 2025 Q2
Can you give us a sense of what your retention rate is?
Show response
Markovich cited retention above 90%; Baratz distinguished do-it-yourself QCaaS renewals from larger professional-services engagements that expand across applications.
RGTIRigetti Computing, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
what are the key remaining gating items to deliver that as a customer-ready system?
Show response
Management said the 108-qubit system is on track for end-of-March deployment at 99.5% two-qubit and 99.9% single-qubit fidelity.
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 |
|---|---|---|
| IONQ IonQ, Inc. | 6 | 0%none of 6 questions |
| QBTS D-Wave Quantum Inc. | 3 | 0%none of 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 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 4 | 0%none of 4 questions | 3 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q1No questions recorded
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Innovation & R&D3
- M&A3
- Product Launch2
- Competitive Dynamics2
- Capital Allocation1
- Regulation Policy1
- Cloud & AI1
- Revenue Growth1