Quantum News Nexus

It’s that silly season again, by which I mean not Halloween nor the pre-Halloween encroachment of Christmas, but earnings season. Many public companies are reporting their latest quarterly earnings between mid-October and December, and a handful of them are relevant to the quantum sector.

The latest round of earnings reports come at an eventful time for publicly-traded quantum companies, as the recent buying boom that pushed these stocks into the stratosphere through September and early October has lost its energy, sending them into a tailspin over the last week. Many quantum companies will readily admit they are still building up toward better days, but suddenly more people are watching them than ever for signs of progress.

So, who will come out of earnings season feeling more confident–the quantum bulls or the quantum bears? Here’s a quick look at key earnings dates, companies, and what to look and listen for:

Oct. 22: IBM reports Q3 2025 earnings. IBM is of course not a “pure play” quantum technology company, but quantum could get a mention or two, especially if earnings call participants ask about quantum computing bookings and revenue, or choose to further probe recent developments like IBM’s quantum-focused partnership with AMD, and its algorithmic bond trading demonstration with HSBC.

Oct 23: Honeywell. The majority owner of Quantinuum is in the process of splitting itself in three, which ultimately may involve Quantinuum becoming more independent and moving toward an IPO. Honeywell recent announced a $600 million equity raise for its quantum business. As with IBM, quantum could rate a mention or two during the Honeywell earnings call, or more if analysts are especially eager for a Quantinuum update.

Nov. 5: IonQ, SkyWater. IonQ and its investors have gotten the full stock market rollercoaster ride, with some of the hype fueled by comments made by its CEO. Past IonQ earnings reports have included M&A announcements and other news, but many company watchers will be more concerned with the firm meeting or beating its revenue guidance of $25 million to $29 million, and how its full-year guidance for bookings and revenue continue to track.

As for SkyWater Technology, the Bloomington, Minnesota, semiconductor manufacturer has fully embraced quantum as a growing business segment. It has forged relationships with D-Wave Quantum and PsiQuantum, and we are hoping for an update on its quantum ambitions and maybe even more customer news. Speaking of SkyWater, keep an eye on QNN for an upcoming closer look at the company’s work with the quantum computing sector.

Early to mid-November: D-Wave, Rigetti Computing, and Quantum Computing, Inc. (QCi), are due to report around this time as well. None of the three has formally announced earnings dates yet, but I’ll update when they do. D-Wave’s last quarterly earnings report was Aug. 7, Rigetti’s was Aug. 12, and QCi’s was Aug. 14. (Oct. 21 update: For what it’s worth, several sites are estimating Nov. 5 for QCi, Nov. 11 for Rigetti, and Nov. 13 for D-Wave.)

(ANOTHER UPDATE, Oct. 24: D-Wave just announced it will third quarter report earnings on Nov. 6)

Nov. 19: Nvidia. This prolific partner of quantum companies is readying its Q3 FY2026 report. Another one where quantum is not the main focus, but don’t be surprised if CEO Jensen Huang makes a mention or two, and as we have seen before, Huang’s statements can quickly move markets.

Watch this space for updates as more quantum-relevant companies announce their earnings dates.

Image by DC Studios from freepik.

Quantum News Nexus is a new site from freelance writer and editor Dan O’Shea that covers quantum computing, quantum sensing, quantum networking, quantum-safe security, and more. You can find him on X @QuantumNewsGuy and doshea14@gmail.com.