IonQ - FY2026 Q3 Earnings $IONQ $27.19 [+2.8% AH] ✅ Revenue: $173.8M (Est: $145.3M) [+336% YoY] ✅ EPS: -$0.29 (Est: -$0.34), adjusted, GAAP $1.35 Additional Metrics: Gross Margin (excl. D&A): 21.9% Operating Loss: -$433.1M (year-ago loss of $168.8M) Adjusted EBITDA: -$133.6M (year-ago loss of $48.9M) Net Income: $564.0M, includes $857.2M non-cash warrant gain Remaining Performance Obligations: $1.2B Operating Cash Flow (YTD): -$570.3M Free Cash Flow (YTD): -$605.2M Capex (YTD): $34.9M Cash and Investments: $1.7B ($3.7B pro forma for $2.0B offering) Segment Revenue: IonQ Platform: $90.3M [+127% YoY] SkyWater Foundry Services: $83.5M FY2026 Guidance: Revenue: $505-515M (Prior: $280-290M)

- IonQ $IONQ announced that its Superion 256 will be deployed at the NVIDIA $NVDA Accelerated Quantum Research Center, or NVAQC, becoming the center's first on-premise QPU deployment. - Superion 256 will be directly connected to an NVIDIA ($NVDA) GB200 NVL72 system through NVQLink, while hybrid quantum-GPU workloads will be orchestrated using CUDA-Q. - The joint research program will focus on hybrid quantum-classical software, large-scale system prototyping, and AI-QPU co-design, with plans to generate open research results and guidance for future system architectures. - Target research areas include portfolio optimization and risk modeling in financial services, materials science, and computational chemistry for drug discovery. - $IONQ introduced Superion on September 8, 2026. Superion 256 is currently available to order, with first customer deliveries expected in 2027, and the NVAQC installation is also scheduled for 2027. - $IONQ says its roadmap extends toward 10,000 qubits and full fault tolerance, supported in part by vertical integration involving its SkyWater CMOS foundry capabilities. - The companies had previously conducted CUDA-Q-based research with Oak Ridge National Laboratory and the University of Tennessee combining generative AI with distributed quantum algorithms. > The important point is not simply that NVIDIA will "use an IonQ QPU." The Superion 256 is intended to physically sit alongside GB200 NVL72 and connect through NVQLink and CUDA-Q as part of a heterogeneous computing system. > NVIDIA's quantum architecture direction is becoming clearer. Rather than treating GPUs and QPUs as isolated computers, it is pushing toward tightly coupled accelerated computing similar in principle to CPU-GPU integration, and $IONQ will become the first QPU provider to test that model inside NVAQC. > For $IONQ, placing Superion 256 inside NVIDIA's research infrastructure ahead of expected 2027 customer deliveries is a meaningful reference deployment. However, this remains primarily a research and large-scale prototyping program, so it is better viewed as strategic validation for quantum-GPU integration rather than evidence yet of large commercial revenue or exclusive NVIDIA adoption.

- IonQ announced Tuesday a quantum error decoder running on single CPU in real-time, eliminating previous bottleneck of error correction delays. - Stock surged 11-15% Wednesday following the milestone, marking best day since August 7. - Decoder successfully validated across hundreds of logical qubits and millions of operations, enabling practical fault-tolerant quantum computing path. > IonQ's real-time error correction on commodity hardware represents a practical step toward fault-tolerant quantum systems, though near-term revenue generation from this advance remains uncertain given quantum computing's nascent commercial phase. IonQ shares rally after company says it made a major quantum computing breakthrough