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Source document· January 22, 2026

D-Wave (QBTS) Q2 2025 Earnings Call Transcript

View original at finance.yahoo.com
D-Wave (QBTS) Q2 2025 Earnings Call Transcript Image source: The Motley Fool. DATE Thursday, August 7, 2025 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Alan E…
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  • Peer-reviewed research shows annealing quantum computers outperform and will continue to outperform gate model on optimization problems

    80% confidence

  • Gate model quantum computers cannot universally solve all problems better than classical computers

    80% confidence

  • M&A is now a strategic priority with goal to announce acquisitions in 2025

    80% confidence

  • D-Wave was the first to achieve quantum supremacy on a useful real-world problem

    80% confidence

  • DARPA made a huge mistake by excluding annealing from the QBI program

    80% confidence

  • D-Wave has the opportunity to be the first independent publicly held quantum computing company to achieve sustained profitability

    80% confidence

  • Quarterly non-GAAP OpEx will be approximately 15% higher than Q2 actual for remainder of 2025

    80% confidence

  • Characterizing annealing quantum computing as niche is misleading and ill-informed

    80% confidence

Data points we hold from this source

D-Wave Quantum Inc. · gross profit non gaap1.6 million_USD
D-Wave Quantum Inc. · retention rate90 percent
D-Wave Quantum Inc. · revenue2.2 million_USD
D-Wave Quantum Inc. · gross profit gaap2.0 million_USD
D-Wave Quantum Inc. · analyst coverage10 analysts
What we know · the intelligence behind this page
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What we're seeing
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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