The earnings call presented a mix of significant positive developments including increased wafer activity, strategic collaborations, and promising engagements with transformative customers. However, these were somewhat offset by the delay in STMicro's initiative and an increased net loss. The positive aspects indicate strong future potential, but immediate financial challenges temper the outlook.

Company Guidance

During Atomera's Second Quarter 2025 Update Call, the company discussed various metrics and guidance for the current fiscal year. Atomera reported a GAAP net loss for Q2 2025 of $5 million, translating to $0.17 per share, compared to a loss of $4.4 million or $0.16 per share in the same quarter of the previous year. Operating expenses increased to $5.2 million, driven by higher R&D and G&A costs, partly offset by reduced sales and marketing expenses due to lower headcount. The company's non-GAAP net loss was $4 million, up from $3.6 million in Q2 2024. Atomera's cash balance stood at $22 million as of June 30, 2025, with cash used in operating activities totaling $3.5 million for the quarter. The company anticipates recognizing a small amount of NRE revenue in Q3 from wafer shipments, and it maintains its non-GAAP OpEx guidance for 2025 between $17.25 million and $17.75 million. Despite delays in STMicro's rollout plans, Atomera remains optimistic about future revenue potential and continues to engage with multiple customers on MST applications, with ongoing efforts to expand its engineering and sales teams to support increased customer activity.

Increased Wafer Activity

Atomera reports high levels of wafer activity, indicating strong business momentum and numerous ongoing projects with licensees and potential customers.

New High in Customer Wafer Runs

The company has reached a new high watermark on customer wafer runs, showcasing increased engagement and interest in MST technology.

Strategic Collaborations

Atomera announced a strategic collaboration with Incize for GaN devices, expanding focus to include GaN for RF, and joined the National Semiconductor Technology Center to contribute to and benefit from semiconductor advancements.

Innovative Solutions and Patent Milestone

Atomera has surpassed 400 issued and pending patents, demonstrating its innovative capabilities, and has proposed solutions for LNAs that have generated significant market interest.

Positive Developments with Transformative Customers

Two transformative customers are engaged in large-scale demo plans and multiple wafer runs, indicating potential significant future revenue.

Atomera (ATOM) 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 >

ATOM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.14 / -	-0.17	―	―	―
Aug 05, 2025	2025 (Q2)	-0.14 / -0.17	-0.16	-6.25% (-0.01)
May 06, 2025	2025 (Q1)	-0.14 / -0.17	-0.19	10.53% (+0.02)
Feb 11, 2025	2024 (Q4)	-0.14 / -0.16	-0.18	11.11% (+0.02)
Oct 29, 2024	2024 (Q3)	-0.15 / -0.17	-0.2	15.00% (+0.03)
Jul 30, 2024	2024 (Q2)	-0.15 / -0.16	-0.21	23.81% (+0.05)
Apr 25, 2024	2024 (Q1)	-0.15 / -0.19	-0.21	9.52% (+0.02)
Feb 13, 2024	2023 (Q4)	-0.11 / -0.18	-0.18	0.00% (0.00)
Nov 01, 2023	2023 (Q3)	-0.16 / -0.20	-0.2	0.00% (0.00)
Aug 02, 2023	2023 (Q2)	-0.16 / -0.21	-0.2	-5.00% (>-0.01)

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

ATOM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$4.66	$3.60	-22.75%
May 06, 2025	$5.07	$6.01	+18.54%
Feb 11, 2025	$8.65	$5.32	-38.50%
Oct 29, 2024	$3.33	$4.27	+28.23%

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 Atomera (ATOM) report earnings?

Atomera (ATOM) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is Atomera (ATOM) earnings time?

Atomera (ATOM) earnings time is at Oct 29, 2025, TBA (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 ATOM EPS forecast?

ATOM EPS forecast for the fiscal quarter 2025 (Q3) is -0.14.

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