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Dec 31, 2024

D-Wave Q4 2024 Earnings Report

D-Wave reported a substantial increase in bookings but faced a revenue decline and widening losses in Q4 2024.

Key Takeaways

D-Wave's Q4 2024 revenue declined by 21% to $2.3 million, primarily due to lower professional services revenue. However, bookings surged 502% year-over-year to a record $18.3 million. Despite a 25% drop in gross profit, the company maintained a 63.8% gross margin. Net loss widened to $86.1 million due to a non-cash remeasurement charge related to warrant liabilities.

Revenue decreased by 21% to $2.3 million.

Bookings surged 502% to $18.3 million.

Net loss increased to $86.1 million from $16.0 million last year.

Gross profit declined by 25% to $1.5 million.

Total Revenue
$2.31M
Previous year: $2.91M
-20.5%
EPS
-$0.08
Previous year: -$0.1
-20.0%
Total Bookings
$18.3M
Previous year: $3M
+510.0%
Gross Profit
$1.47M
Previous year: $1.97M
-25.1%
Cash and Equivalents
$178M
Previous year: $41.3M
+330.9%
Total Assets
$200M
Previous year: $59.4M
+236.7%

D-Wave

D-Wave

Forward Guidance

D-Wave anticipates revenue exceeding $10 million in Q1 2025, largely driven by the sale of an Advantage annealing quantum computer.

Positive Outlook

  • Expected revenue surpassing $10 million in Q1 2025.
  • Advantage annealing quantum computer sale to contribute significantly to revenue.
  • Ongoing partnerships expanding market presence.
  • Continued investment in quantum research and development.
  • Strengthened cash position exceeding $300 million.

Challenges Ahead

  • Declining revenue trend in Q4 raises concerns.
  • Increased operating expenses impacting profitability.
  • Significant net loss due to non-cash remeasurement charges.
  • Lower gross profit and margin compression.
  • Higher investments required to maintain growth momentum.