2026 Q1 -tulosraportti
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenMy spontaneous interpretation is that the market will likely see this as “weak on the surface but strong under the hood”. The negative first: Revenue came in at only about 2.9 million dollars, which is a sharp drop compared to the same quarter last year. It looks dramatic and will definitely be used by the bears in the case.  At the same time, much of the decline seems to be due to Q1 2025 including a large one-time sale of a system, which makes the comparison quite skewed.  What the market instead seems to be focusing on is this: Bookings exploded to 33.4 million dollars, up almost 2000% year over year.  That is actually the most important figure in the report. This means that deals are being written now, but that revenues are booked later. For a company like D-Wave, where contracts are often large, complex, and sometimes multi-year, the order backlog becomes almost more important than the quarterly revenue itself. Two things stand out particularly: 1. The 20 million dollar system to Florida Atlantic University. 2. A two-year 10 million dollar agreement with a Fortune 100 company.  This is exactly the type of signals investors want to see from the quantum sector now. Not just research and hype, but real enterprise deals. Then they have almost 590 million dollars in cash.  This reduces the big risk that many previously worried about, namely acute capital needs and short-term dilution. Another important thing: The loss was less than expected. EPS came in better than analysts' forecasts.  So if one boils down the market's possible interpretation: • Revenue weak • Bookings extremely strong • Cash strong • Commercial traction seems to be increasing • Fortune 100 agreements provide legitimacy • Still very highly valued and speculative This strengthens the narrative that D-Wave might be starting to move from “exciting tech company” to actual commercial player within certain niches, especially optimization problems and defense-related use cases. But the stock is still very narrative-driven. This means that sentiment, future expectations, and momentum often weigh more heavily than classic key figures right now. Therefore, the stock could very well go up despite revenue looking weak. I believe the market will now focus on three things going forward: • How quickly bookings convert to revenue • If more Fortune 500/Fortune 100 customers emerge • If D-Wave can show recurring commercial use and not just pilot projects It also feels like the entire quantum sector has entered a new phase where investors are starting to demand “proof”, not just visions. And this report was actually quite good in that area.- ·7 t sittenAsked Ai for help to see what the sentiment is like ahead of today's Q1 report The sentiment around D-Wave is quite clearly “cautiously bullish”, but also nervous. The stock has performed strongly in the past month and the market seems to be positioning itself for the company to show that order inflow is actually starting to become real revenue. What many are focusing on are primarily three things: • Commercial agreements and backlog • Forward guidance • How quickly they can convert the hype into real revenue Consensus seems to be around approximately 4.1 to 4.2 million dollars in revenue and approximately minus 0.08 dollars per share. But the interesting thing is not really the EPS itself. The market seems to already accept that D-Wave is still burning cash. What will determine the reaction is rather: 1. If management can show that the January orders are actually starting to convert to revenue. 2. If Advantage2 and the enterprise agreements continue to grow. 3. How aggressive guidance they dare to give. The sentiment right now feels almost split into two camps. The bull case: Many see D-Wave as the most commercialized quantum player right now in optimization problems. There is a narrative that “annealing” is already being used practically while other quantum companies are still more research-oriented. They also point to large agreements and increasing institutional ownership. The bear case: Skeptics think the valuation has become extreme in relation to current revenues. The stock is trading at very high revenue multiples and Q1 will be a bit of a reality test. On Reddit and the retail side, there is still a lot of optimism. Many long-term owners seem to believe that this could be “the AI boom but for quantum”. At the same time, more people are starting to discuss the risk of a classic hype cycle where expectations run ahead of fundamentals. My interpretation of the sentiment right now is that the market is almost more afraid of weak guidance than of weak Q1 data. If management sounds confident about the pipeline and backlog, the stock could react very strongly upwards. But if they sound cautious, there is a risk of a rather harsh “sell the news”, as much optimism already seems to be priced in after the past month's rally.
·8 t sittenD Wave presents its financial report today, probably around 14:00 Danish time, before the American market opens.- ·23 t sitten · MuokattuI am excited about the financial report tomorrow. We must cross our fingers for a lot of deals. On February 25, D Wave had bookings for almost $33 million for Q1 2026. Many of us hope for break-even, already in late 2026-2027, then there might be a possibility to get net profit in 2028-2029. That will beat the estimates of the more "serious analysts" who expect net profit possibly in 2030. If the large orders of $10-$20 million keep coming in, it could go faster than one expects. At the current time, it is difficult to assess how many or how much of the deals will actually turn into stable revenue in the next 1-2 years. I hope for a class financial report.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
UUTTA
Tänään
‧1 t 1 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenMy spontaneous interpretation is that the market will likely see this as “weak on the surface but strong under the hood”. The negative first: Revenue came in at only about 2.9 million dollars, which is a sharp drop compared to the same quarter last year. It looks dramatic and will definitely be used by the bears in the case.  At the same time, much of the decline seems to be due to Q1 2025 including a large one-time sale of a system, which makes the comparison quite skewed.  What the market instead seems to be focusing on is this: Bookings exploded to 33.4 million dollars, up almost 2000% year over year.  That is actually the most important figure in the report. This means that deals are being written now, but that revenues are booked later. For a company like D-Wave, where contracts are often large, complex, and sometimes multi-year, the order backlog becomes almost more important than the quarterly revenue itself. Two things stand out particularly: 1. The 20 million dollar system to Florida Atlantic University. 2. A two-year 10 million dollar agreement with a Fortune 100 company.  This is exactly the type of signals investors want to see from the quantum sector now. Not just research and hype, but real enterprise deals. Then they have almost 590 million dollars in cash.  This reduces the big risk that many previously worried about, namely acute capital needs and short-term dilution. Another important thing: The loss was less than expected. EPS came in better than analysts' forecasts.  So if one boils down the market's possible interpretation: • Revenue weak • Bookings extremely strong • Cash strong • Commercial traction seems to be increasing • Fortune 100 agreements provide legitimacy • Still very highly valued and speculative This strengthens the narrative that D-Wave might be starting to move from “exciting tech company” to actual commercial player within certain niches, especially optimization problems and defense-related use cases. But the stock is still very narrative-driven. This means that sentiment, future expectations, and momentum often weigh more heavily than classic key figures right now. Therefore, the stock could very well go up despite revenue looking weak. I believe the market will now focus on three things going forward: • How quickly bookings convert to revenue • If more Fortune 500/Fortune 100 customers emerge • If D-Wave can show recurring commercial use and not just pilot projects It also feels like the entire quantum sector has entered a new phase where investors are starting to demand “proof”, not just visions. And this report was actually quite good in that area.
- ·7 t sittenAsked Ai for help to see what the sentiment is like ahead of today's Q1 report The sentiment around D-Wave is quite clearly “cautiously bullish”, but also nervous. The stock has performed strongly in the past month and the market seems to be positioning itself for the company to show that order inflow is actually starting to become real revenue. What many are focusing on are primarily three things: • Commercial agreements and backlog • Forward guidance • How quickly they can convert the hype into real revenue Consensus seems to be around approximately 4.1 to 4.2 million dollars in revenue and approximately minus 0.08 dollars per share. But the interesting thing is not really the EPS itself. The market seems to already accept that D-Wave is still burning cash. What will determine the reaction is rather: 1. If management can show that the January orders are actually starting to convert to revenue. 2. If Advantage2 and the enterprise agreements continue to grow. 3. How aggressive guidance they dare to give. The sentiment right now feels almost split into two camps. The bull case: Many see D-Wave as the most commercialized quantum player right now in optimization problems. There is a narrative that “annealing” is already being used practically while other quantum companies are still more research-oriented. They also point to large agreements and increasing institutional ownership. The bear case: Skeptics think the valuation has become extreme in relation to current revenues. The stock is trading at very high revenue multiples and Q1 will be a bit of a reality test. On Reddit and the retail side, there is still a lot of optimism. Many long-term owners seem to believe that this could be “the AI boom but for quantum”. At the same time, more people are starting to discuss the risk of a classic hype cycle where expectations run ahead of fundamentals. My interpretation of the sentiment right now is that the market is almost more afraid of weak guidance than of weak Q1 data. If management sounds confident about the pipeline and backlog, the stock could react very strongly upwards. But if they sound cautious, there is a risk of a rather harsh “sell the news”, as much optimism already seems to be priced in after the past month's rally.
- ·8 t sittenD Wave presents its financial report today, probably around 14:00 Danish time, before the American market opens.
- ·23 t sitten · MuokattuI am excited about the financial report tomorrow. We must cross our fingers for a lot of deals. On February 25, D Wave had bookings for almost $33 million for Q1 2026. Many of us hope for break-even, already in late 2026-2027, then there might be a possibility to get net profit in 2028-2029. That will beat the estimates of the more "serious analysts" who expect net profit possibly in 2030. If the large orders of $10-$20 million keep coming in, it could go faster than one expects. At the current time, it is difficult to assess how many or how much of the deals will actually turn into stable revenue in the next 1-2 years. I hope for a class financial report.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
UUTTA
Tänään
‧1 t 1 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenMy spontaneous interpretation is that the market will likely see this as “weak on the surface but strong under the hood”. The negative first: Revenue came in at only about 2.9 million dollars, which is a sharp drop compared to the same quarter last year. It looks dramatic and will definitely be used by the bears in the case.  At the same time, much of the decline seems to be due to Q1 2025 including a large one-time sale of a system, which makes the comparison quite skewed.  What the market instead seems to be focusing on is this: Bookings exploded to 33.4 million dollars, up almost 2000% year over year.  That is actually the most important figure in the report. This means that deals are being written now, but that revenues are booked later. For a company like D-Wave, where contracts are often large, complex, and sometimes multi-year, the order backlog becomes almost more important than the quarterly revenue itself. Two things stand out particularly: 1. The 20 million dollar system to Florida Atlantic University. 2. A two-year 10 million dollar agreement with a Fortune 100 company.  This is exactly the type of signals investors want to see from the quantum sector now. Not just research and hype, but real enterprise deals. Then they have almost 590 million dollars in cash.  This reduces the big risk that many previously worried about, namely acute capital needs and short-term dilution. Another important thing: The loss was less than expected. EPS came in better than analysts' forecasts.  So if one boils down the market's possible interpretation: • Revenue weak • Bookings extremely strong • Cash strong • Commercial traction seems to be increasing • Fortune 100 agreements provide legitimacy • Still very highly valued and speculative This strengthens the narrative that D-Wave might be starting to move from “exciting tech company” to actual commercial player within certain niches, especially optimization problems and defense-related use cases. But the stock is still very narrative-driven. This means that sentiment, future expectations, and momentum often weigh more heavily than classic key figures right now. Therefore, the stock could very well go up despite revenue looking weak. I believe the market will now focus on three things going forward: • How quickly bookings convert to revenue • If more Fortune 500/Fortune 100 customers emerge • If D-Wave can show recurring commercial use and not just pilot projects It also feels like the entire quantum sector has entered a new phase where investors are starting to demand “proof”, not just visions. And this report was actually quite good in that area.
- ·7 t sittenAsked Ai for help to see what the sentiment is like ahead of today's Q1 report The sentiment around D-Wave is quite clearly “cautiously bullish”, but also nervous. The stock has performed strongly in the past month and the market seems to be positioning itself for the company to show that order inflow is actually starting to become real revenue. What many are focusing on are primarily three things: • Commercial agreements and backlog • Forward guidance • How quickly they can convert the hype into real revenue Consensus seems to be around approximately 4.1 to 4.2 million dollars in revenue and approximately minus 0.08 dollars per share. But the interesting thing is not really the EPS itself. The market seems to already accept that D-Wave is still burning cash. What will determine the reaction is rather: 1. If management can show that the January orders are actually starting to convert to revenue. 2. If Advantage2 and the enterprise agreements continue to grow. 3. How aggressive guidance they dare to give. The sentiment right now feels almost split into two camps. The bull case: Many see D-Wave as the most commercialized quantum player right now in optimization problems. There is a narrative that “annealing” is already being used practically while other quantum companies are still more research-oriented. They also point to large agreements and increasing institutional ownership. The bear case: Skeptics think the valuation has become extreme in relation to current revenues. The stock is trading at very high revenue multiples and Q1 will be a bit of a reality test. On Reddit and the retail side, there is still a lot of optimism. Many long-term owners seem to believe that this could be “the AI boom but for quantum”. At the same time, more people are starting to discuss the risk of a classic hype cycle where expectations run ahead of fundamentals. My interpretation of the sentiment right now is that the market is almost more afraid of weak guidance than of weak Q1 data. If management sounds confident about the pipeline and backlog, the stock could react very strongly upwards. But if they sound cautious, there is a risk of a rather harsh “sell the news”, as much optimism already seems to be priced in after the past month's rally.
- ·8 t sittenD Wave presents its financial report today, probably around 14:00 Danish time, before the American market opens.
- ·23 t sitten · MuokattuI am excited about the financial report tomorrow. We must cross our fingers for a lot of deals. On February 25, D Wave had bookings for almost $33 million for Q1 2026. Many of us hope for break-even, already in late 2026-2027, then there might be a possibility to get net profit in 2028-2029. That will beat the estimates of the more "serious analysts" who expect net profit possibly in 2030. If the large orders of $10-$20 million keep coming in, it could go faster than one expects. At the current time, it is difficult to assess how many or how much of the deals will actually turn into stable revenue in the next 1-2 years. I hope for a class financial report.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt