The earnings call highlighted Oklo's strategic partnerships and government support, positioning it well for future growth. However, financial losses and regulatory challenges pose significant hurdles. The company is navigating a complex landscape with promising government backing, but faces operational and strategic uncertainties.

Company Guidance -

Q2 2025

The call provided extensive guidance on Oklo's strategic focus and progress, highlighting numerous metrics and developments. Oklo aims to deploy its Aurora powerhouses, targeting a commercial start between late 2027 and early 2028. The company plans to leverage a build, own, and operate model, with a customer pipeline exceeding 14 gigawatts across sectors like data centers and defense. Financially, Oklo reported a first-quarter operating loss of $17.9 million, with a cash burn on track to meet the full-year guidance of $65 million to $80 million. Cash and marketable securities totaled $260.7 million at the end of the quarter. On the regulatory front, Oklo is in the pre-application readiness phase for its Aurora INL powerhouse and has made substantial progress in licensing, including advancing its Oklo Fuel Foundry licensing project plan. The company is also exploring strategic partnerships and has recently been selected as a qualified vendor for the Department of Defense's Advanced Nuclear Power for Installations program. Additionally, Oklo's acquisition of Atomic Alchemy is expected to drive near-term revenue in the radioisotope market, with the VIPR facility projected to operate by 2028.

Strategic Government Support for Nuclear

The current administration has emphasized nuclear energy as a strategic priority, with several executive orders aimed at regulatory reform and fast-tracking nuclear projects.

Partnership with Department of Defense

Oklo has been selected as a qualified vendor for the Department of Defense's Advanced Nuclear Power for Installations program, reinforcing its credibility and opening new deployment opportunities.

Fuel Supply and Recycling Strategy

Oklo is the only advanced nuclear company with secured HALEU for its first commercial plant and has signed an MOU with Centrus for a reliable future supply, positioning itself strongly in the market.

Acquisition of Atomic Alchemy

The acquisition expands Oklo's reach into the high-growth radioisotope market, providing a capital-light opportunity for near-term revenue and long-term market leadership.

Financial Stability

Oklo reported a cash and marketable securities balance of $260.7 million, aligning with its guidance for cash used in operations for 2025.

Successful Milestone Completion

Completion of a comprehensive drilling campaign at Idaho National Laboratory, supporting licensing efforts for the Aurora powerhouse.

Oklo Inc (OKLO) 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 >

OKLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2025	2025 (Q2)	-0.11 / -	-5.17	―	―	―
May 13, 2025	2025 (Q1)	-0.10 / -0.07	-4.79	98.54% (+4.72)
Mar 24, 2025	2024 (Q4)	-0.07 / -0.09	0.055	-263.64% (-0.14)
Nov 14, 2024	2024 (Q3)	-0.08 / -0.08	0.038	-310.53% (-0.12)
Aug 13, 2024	2024 (Q2)	-0.06 / -5.17	0.059	-8862.71% (-5.23)

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

OKLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2025	$32.03	$37.01	+15.55%
Mar 24, 2025	$30.91	$28.93	-6.41%
Nov 14, 2024	$23.88	$18.00	-24.62%
Aug 13, 2024	$7.42	$7.61	+2.56%

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 Oklo Inc (OKLO) report earnings?

Oklo Inc (OKLO) is schdueled to report earning on Aug 11, 2025, After Close (Confirmed).

What is Oklo Inc (OKLO) earnings time?

Oklo Inc (OKLO) earnings time is at Aug 11, 2025, After Close (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 OKLO EPS forecast?

OKLO EPS forecast for the fiscal quarter 2025 (Q2) is -0.11.

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