Arqit Quantum Inc. (ARQQ)
NASDAQ:ARQQ
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Earnings Data
Report Date
Dec 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.92Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents meaningful commercial momentum: rapid percentage revenue growth, multiple new contracts, product rollout wins (encryption intelligence), and expanding strategic partnerships and customer deployments (Sparkle, COLT, Equinix presence). Liquidity improved with cash on hand and in-the-money warrants, giving management confidence in runway. However, the company remains in an early revenue phase with modest absolute sales, large and growing operating losses driven by higher administrative costs and a substantial increase in share-based compensation. Adoption in key markets (government/defense/telco) involves long sales cycles, and near-term funding partly depends on warrant exercises. Overall the positives around product-market fit and partnerships are balanced by significant near-term financial burdens and execution/timing risks.Company Guidance
Strong Revenue Growth (YoY)
Revenue for H1 FY2026 was $623k versus $67k in the comparable period last year, an increase of approximately 830%, representing the second consecutive reporting period of growth and multiple new contract wins.
Commercial Traction — Contracts and Renewals
Executed 11 contracts in the period (up from 6 in the prior comparable period). Of these, 3 were telecom and 8 were government/defense/enterprise; 2 contracts are expected to renew and be upsized imminently. Notable customer engagements include Sparkle (NetworkSecure license), COLT Technology for ANK Travel Group, and defense-related implementations.
Product Rollout and First Wins for Encryption Intelligence
Encryption intelligence product acquired in 2025, commercially rolled out in January 2026; first encryption intelligence contract executed on May 18 and first partnership for the product signed on May 19. Management reports favorable feedback and a marketing campaign targeting ~450 organizations with strong engagement.
Expanding Partner Ecosystem
Added multiple strategic partnerships to drive go-to-market: 6WIND, RAD, a European cybersecurity provider (for encryption intelligence), and selected as a Tomorrow Street portfolio scale-up (Vodafone/T echnoport). These partnerships are expected to generate revenue opportunities and scale distribution.
Commercial Availability & Scale Customer Deployments
Sparkle announced commercial availability of a Quantum Safe Interconnect secured by Arqit across 20 Equinix IBX data centers (Europe, Americas, Asia). Sparkle expects further expansion across the Equinix ecosystem, validating real-world applicability in multicloud/cross-site VPN scenarios and financial services use cases.
Improved Liquidity and Runway
Cash and cash equivalents were $28.9M as of March 31, 2026 and $35.9M as of May 20, 2026. Management states this provides more than 14 months of runway. Additionally, in-the-money warrants expected to generate approximately $13.5M (5.4M shares) if exercised, with other warrants outstanding that expire through 2028.
Market Timing and Increasing Urgency
Management highlighted accelerating market urgency for post-quantum cryptography (PQC) driven by public statements from Google, Cloudflare, IonQ and others pulling PQC migration timelines forward (notably to ~2029), strengthening the company's go-to-market narrative and demand drivers such as 'harvest now, decrypt later' risk.
Notable Contract Upsize
A partner in the aerospace & defense vertical renewed and upsized its contract with Arqit by almost 90% (announced May 1), indicating growing traction and potential for higher contract values.
ARQQ 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
ARQQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $13.09 | $16.45 | +25.67% |
Dec 09, 2025 | $29.63 | $29.63 | 0.00% |
May 22, 2025 | $25.89 | $24.76 | -4.36% |
Dec 05, 2024 | $24.20 | $22.39 | -7.48% |
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 16, 2026, Before Open (Confirmed).
What is Arqit Quantum Inc. (ARQQ) earnings time?
Arqit Quantum Inc. (ARQQ) earnings time is at Dec 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ARQQ EPS forecast?
Currently, no data Available