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Jun 30
Oklo Q2 2025 Earnings Report
Oklo reported Q2 2025 results with no revenue, a wider operating loss, negative EPS, and a strong liquidity position from recent financing.
Key Takeaways
In Q2 2025, Oklo posted zero revenue, an operating loss of 28,015,000, and a net loss of 24,685,000 (EPS of -0.18). The company ended the quarter with 226,771,000 in cash and cash equivalents and reported a 14 GW customer pipeline alongside progress on regulatory and project milestones.
EPS was -0.18 with a net loss of 24,685,000 for the quarter.
Operating loss totaled 28,015,000 due to continued investment in R&D and G&A.
Cash and cash equivalents were 226,771,000; cash plus marketable securities totaled ~683,000,000.
Advanced licensing and project milestones progressed, including NRC readiness and partnerships.
Oklo
Oklo
Forward Guidance
Management highlighted execution toward first deployments, continued licensing progress, and strong liquidity to fund development; no quantitative revenue or EPS guidance was provided.
Positive Outlook
- Strong cash and marketable securities support development runway
- Regulatory progress including NRC readiness assessment
- Partnerships with KHNP, Vertiv, and Liberty Energy
- Selection as intended awardee for a U.S. military installation
- Constructor selected for Aurora-INL project
Challenges Ahead
- No current revenue generation
- Operating losses expected to continue in the near term
- Timing risk around licensing and permitting
- Execution risk on first-of-a-kind deployments
- Dependence on fuel supply chain and regulatory timelines