The earnings call highlighted significant strategic wins and progress in product development and market positioning. However, these positive developments were offset by a decline in revenue, increased operating losses, and delays in revenue recognition. While the company is making strides in key markets and controlling costs, the financial performance for the first half was impacted by external delays and a transition in revenue recognition models.

Company Guidance

During the call, Arqit Quantum Inc. provided guidance on several key metrics and strategic initiatives for the first half of fiscal year 2025. The company reported a revenue of $67,000, a decrease from $119,000 in the comparable period of 2024, attributed to delays in revenue recognition from a multiyear contract in the EMEA region. Despite this, Arqit highlighted significant developments, including a three-year contract with a tier-one telecom network operator and a contract with the U.S. Department of Defense, marking their first DoD win. The company is transitioning from enterprise sales to a SaaS model, focusing on cost control, with administrative expenses reported at $18 million, an increase from $16.8 million in 2024. Headcount was reduced to 72 employees from 125, reflecting a shift towards customer fulfillment. Arqit emphasized its collaborations, notably with Intel, on confidential computing, positioning itself to address the quantum threat. The company forecasts continued growth and expects operating costs to remain stable, with a monthly cash burn rate between $2.2 and $2.4 million.

Strategic Contract Wins

Arqit Quantum Inc. signed a three-year contract with a tier-one telecom network operator for its NetworkSecure product and a one-year contract with the US Department of Defense, marking significant progress in key vertical markets.

Market Positioning and Product Development

The company is well-positioned to address the quantum threat with its symmetric key cryptography software. Notable collaborations include a partnership with Intel for confidential computing, enhancing data security in the cloud.

Cost Control and Operational Efficiency

The company reduced its headcount from 125 to 72 employees, resulting in cost savings despite unfavorable foreign exchange impacts. Administrative expenses were $18 million compared to $16.8 million in the previous period.

Sales Pipeline Growth

Arqit Quantum Inc. reported substantial sales leads and inquiries from the RSA cybersecurity conference, indicating growing market awareness and interest in their products.

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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