Back to top

Image: Bigstock

Will IonQ's Quantum Networking Bets Shine in Q2 Earnings?

Read MoreHide Full Article

Key Takeaways

  • {\"0\":\"IONQ to report Q2 results on Aug. 6, with focus on its quantum networking expansion.\",\"1\":\"Recent buys of Lightsynq and Capella strengthen IONQ\'s terrestrial and space-based network plans.\",\"2\":\"Deployments in Asia and a U.S. milestone with EPB mark IONQ\'s growing global quantum presence.\"}

IonQ, Inc. (IONQ - Free Report) , a leader in trapped-ion quantum computing, is slated to report second-quarter 2025 results on Aug. 6, after the closing bell. While investors will eye revenue and EPS metrics, the spotlight of this quarter is expected to fall on IonQ’s aggressive expansion into quantum networking and its long-term vision for building a quantum-safe internet.

Click here to know how the company’s overall second-quarter performance is expected to be.

IonQ’s recent strategic moves—including the acquisitions of Lightsynq and Capella—have positioned the company at the forefront of quantum communications. Lightsynq’s quantum memory technology and repeater innovation are critical to scaling quantum networks beyond current distance limits, while Capella brings defense-grade expertise in satellite-based communications. These additions not only strengthen IonQ’s technical roadmap but also reinforce its commercial positioning in both terrestrial and space-based quantum ecosystems.

Further, IonQ’s first-quarter announcements of deployments in Asia, including MOUs with Toyota Tsusho and Intellian, underscore its international ambitions. Its collaboration with EPB of Chattanooga has also resulted in the first-ever commercial customer to deploy both a quantum computer and a quantum network. This achievement exemplifies the practical utility of IonQ’s platform.

IonQ, Inc. Price and EPS Surprise

IonQ, Inc. Price and EPS Surprise

IonQ, Inc. price-eps-surprise | IonQ, Inc. Quote

Overall Q2 Earnings & Revenue Expectations of IONQ Stock

The Zacks Consensus Estimate for the second-quarter revenues is pegged at $17.02 million, the midpoint of IonQ’s guided range of $16–18 million for the quarter. The company is expected to report a loss of 13 cents per share. While financials remain in the red, investors may look past near-term losses if IonQ can demonstrate traction with its commercial and government partners, especially in quantum networking, cloud access, and distributed compute.

With over $697.1 million in cash and equivalents as of the first-quarter end, IonQ maintains a solid balance sheet to fund its long-term ambitions. Given IonQ’s expanding ecosystem and differentiated architecture, the company’s second quarter may reaffirm its leadership in quantum networking and its readiness to monetize those bets over time.

IonQ currently carries a Zacks Rank #3 (Hold), reflecting a balanced risk-reward profile as it transitions from R&D milestones to broader commercial execution.  You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Stocks That Warrant a Look

Quantum Computing Inc. (QUBT - Free Report) : The Zacks Consensus Estimate for second-quarter revenues is currently pegged at 0.10 million, projecting a 44.4% decline year over year. The consensus mark for the bottom line is currently pegged at a loss of 6 cents per share, unchanged over the past 30 days. In the year-ago quarter, too, QUBT incurred a loss of 6 cents per share.

D Wave Quantum (QBTS - Free Report) : The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $2.52 million, indicating an increase of 15.7% year over year. The consensus mark for the bottom line is currently pegged at a loss of 7 cents per share, unchanged over the past 60 days. QBTS incurred a loss of 10 cents per share in the year-ago quarter. QBTS earnings exceeded the Zacks Consensus Estimate in one of the trailing four quarters, missed twice and matched once, the negative average earnings surprise being 65.28%.

Rigetti Computing (RGTI - Free Report) : The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $1.91 million, indicating a decrease of 38.2% year over year. The consensus mark for the bottom line is currently pegged at a loss of 6 cents per share, unchanged over the past 60 days. Rigetti incurred a loss of 7 cents per share in the year-ago quarter. Rigetti's earnings exceeded the Zacks Consensus Estimate in one of the trailing four quarters, missed once and matched twice, the negative average earnings surprise being 7.5%.

Published in