The earnings call reflects a mixed sentiment. While there are significant strategic wins in telecom and defense, key partnerships, and disciplined cost management, these positives are countered by a decline in revenue, increased operating losses, and delayed revenue recognition. The company's shift to a subscription model and partnerships suggest potential for future growth, but current financials show challenges.

Company Guidance -

Q4 2025

In the fiscal year 2025 earnings call held on May 22, Arqit Quantum Inc. reported a revenue of $67,000 for the first half of the fiscal year, a decrease from $119,000 in the same period in 2024. The revenue was impacted by delays in customer activity under a multiyear contract in the EMEA region. The company's administrative expenses increased to $18 million from $16.8 million, despite a reduction in headcount from 125 to 72 employees. The operating loss for the period was $17.8 million, compared to $16.6 million in the previous year. Arqit Quantum Inc.'s cash and cash equivalents stood at $24.8 million as of March 31, 2025. The company highlighted significant progress in product development and market penetration, including a three-year contract with a tier-one telecom operator and a contract with the US Department of Defense. The transition from enterprise sales to a SaaS model is largely complete, and future revenue recognition is expected to improve. The company remains focused on cost control and expects the monthly cash burn to remain stable around $2.2 to $2.4 million.

Strategic Contract Wins

Arqit Quantum Inc. signed a three-year contract with a tier-one telecom network operator and secured a contract with the US Department of Defense, marking significant milestones in the telecom and defense sectors.

Key Partnerships and Collaborations

Collaboration with Intel on confidential computing, integrating Arqit Network Secure with Intel TDX, enhances data security during processing and presents new market opportunities.

Cost Management and Efficiency

The company's headcount decreased from 125 to 72 employees, reflecting disciplined cost control and efficient operations, while maintaining a focus on customer fulfillment.

Shift to Subscription Licensing Model

Transition from enterprise sales to subscription-based licensing aligns with customer interests and supports scalable growth, particularly in telecom.

Arqit Quantum (ARQQ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARQQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 11, 2025	2025 (Q4)	-1.39 / -	-1.98	―	―	―
May 22, 2025	2025 (Q2)	-0.85 / -1.35	-2.5	45.88% (+1.15)	―
Dec 05, 2024	2024 (Q4)	-2.10 / -1.98	-9.705	79.60% (+7.72)	―
May 20, 2024	2024 (Q2)	-2.25 / -2.50	-4.352	42.56% (+1.85)	―
Nov 21, 2023	2023 (Q4)	-3.50 / -9.71	1.75	-654.57% (-11.46)	―
May 17, 2023	2023 (Q2)	-1.00 / -4.35	12	-136.27% (-16.35)	―	―
Dec 14, 2022	2022 (Q4)	-0.25 / 1.75	-60.345	102.90% (+62.09)	―	―
May 12, 2022	2022 (Q2)	-0.50 / 12.00	5.001	139.95% (+7.00)	―	―
Dec 16, 2021	2021 (Q4)	- / -60.34	―	―	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARQQ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 22, 2025	$25.89	$24.76	-4.36%
Dec 05, 2024	$24.20	$22.39	-7.48%
May 20, 2024	$10.92	$10.03	-8.15%
Nov 21, 2023	$14.50	$13.50	-6.90%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arqit Quantum Inc. (ARQQ) report earnings?

Arqit Quantum Inc. (ARQQ) is schdueled to report earning on Dec 11, 2025, Before Open (Confirmed).

What is Arqit Quantum Inc. (ARQQ) earnings time?

Arqit Quantum Inc. (ARQQ) earnings time is at Dec 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARQQ EPS forecast?

ARQQ EPS forecast for the fiscal quarter 2025 (Q4) is -1.39.

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