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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for IonQ, Inc. (IONQ) is 9/10.
IonQ opened 2026 with record first-quarter revenue of $64.7 million, up 755% year-over-year and more than 30% above guidance, its fourth consecutive record quarter, and raised full-year 2026 revenue guidance to $260 million to $270 million while targeting roughly 100% organic growth. The company presold its first chip-based 256-qubit system, published a detailed walking cat fault-tolerant architecture blueprint, and reported early ion-trap samples back from its SkyWater fabrication partner. Remaining performance obligations grew 554% to $470 million, underscoring backlog visibility. GAAP net income was a positive $805.4 million on an approximately $1.1 billion non-cash warrant gain, while the adjusted EBITDA loss was $96.8 million and R&D rose 215% to $125.7 million; cash stood at $3.1 billion.
Scored from IonQ, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $12M | +91.8% | $-0.93 | -365.0% | -661.9% | -1725.0% | $-44M |
| FY2025 Q1 | $8M | -0.2% | $-0.14 | +26.3% | -1000.3% | -426.3% | $-36M |
| FY2025 Q2 | $21M | +81.8% | $-0.70 | -288.9% | -707.9% | -854.5% | $-55M |
| FY2025 Q3 | $40M | +221.5% | $-3.58 | -1391.7% | -423.5% | -2646.3% | $-127M |
| FY2025 Q4 | $62M | +428.5% | $1.93 | +307.5% | -392.2% | 1136.7% | $-83M |
| FY2026 Q1 | $65M | +754.7% | $2.07 | +1578.6% | -419.8% | 1245.4% | $-159M |
| FY2026 Q2 | $80M | +286.8% | $-5.08 | -625.7% | -421.3% | -2333.2% | $-114M |