Quantum-Si Incorporated (QSI)
NASDAQ:QSI
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.16Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized materially de-risking technical progress for the Proteus platform (successful integrated sequencing, increased amino acid detection, doubled read lengths, PTM strategy) and showed strong early customer engagement and a solid cash runway (~$190M) that supports development through launch. However, near-term revenue remains very small ($258k Q1; ~ $1M outlook for 2026), and the company faces significant R&D/commercialization spend and execution required to scale manufacturing and convert interest into sales. On balance, the advances on Proteus and financial runway are compelling positives, while near-term commercial and burn risks merit monitoring.Company Guidance
Successful Proteus Sequencing Milestone
Completed sequencing on fully integrated Proteus instruments, demonstrating end-to-end automation (reagent prep to data analysis); this milestone materially de-risks the new platform and confirms fundamental technology performance ahead of commercial launch.
Increased Amino Acid Detection
Internal developmental sequencing kit detection increased from 15 amino acids in Dec 2025 to 17 amino acids in Apr/May 2026 (+2 amino acids, ~13.3% increase), with confidence to reach 18 at launch and demonstrate all 20 during 2026.
Substantially Improved Read Length and Throughput vs Platinum
Customer prototype comparisons showed Proteus delivering roughly double the average peptide read length (~+100%) and a much higher number of reads (higher chip feature density), translating into more sequence-level information per protein.
Progress on PTM Detection Strategy
Significant progress toward post‑translational modification (PTM) capabilities using kinetic signatures and AI-driven analysis, offering a universal sequencing chemistry approach that could expand applications beyond affinity‑based and mass spec methods.
Commercial Preparation and Early Market Interest
Launched Proteus roadshow program (April) with strong early engagement (example event: 35 attendees vs 25 registered), three customer manuscripts (preprint/peer review), five posters, and a customer podium presentation so far in 2026 — building awareness across academic, clinical, biopharma, and government segments.
Solid Cash Position and Extended Runway
Cash, cash equivalents, and marketable securities of $190.4M as of 03/31/2026; company reiterates cash runway into 2028 and guidance for 2026: revenue ~ $1M, adjusted operating expenses ≤ $98M, and total cash usage ≤ $93M, supporting development and launch activities.
Operating Expense Discipline
GAAP total operating expenses decreased to $24.1M from $25.6M year-over-year (≈ -5.9%), and adjusted operating expenses decreased to $21.4M from $22.9M (≈ -6.6%), reflecting prioritization of R&D for Proteus while trimming SG&A.
Insider and Board Confidence Signals
Insider activity noted as routine tax-related Form 4 mechanics; two board members purchased 600,000 shares in the quarter in open market, signaling board-level conviction.
QSI Earnings History
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
QSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $0.98 | $0.91 | -7.55% |
Mar 03, 2026 | $0.95 | $0.91 | -4.01% |
Nov 05, 2025 | $1.80 | $1.65 | -8.33% |
Aug 05, 2025 | $1.44 | $1.37 | -4.86% |
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 Quantum-Si Incorporated (QSI) report earnings?
Quantum-Si Incorporated (QSI) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Quantum-Si Incorporated (QSI) earnings time?
Quantum-Si Incorporated (QSI) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is QSI EPS forecast?
QSI EPS forecast for the fiscal quarter 2026 (Q2) is -0.11.