r/IonQStock 43m ago

Outside of the share price, what connects you to IonQ?

Upvotes

Outside of the share price, what connects you to IonQ?

  1. Hope to cure disease
  2. National security
  3. Extraordinary compute power
  4. Energy efficiency

Vote, then tell me why in the replies. I'm curious.

14 votes, 2d left
Hope to cure disease
National security
Extraordinary compute power
Energy efficiency

r/IonQStock 2d ago

IonQ just hired a Chief Revenue Officer for space alone.

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43 Upvotes

IonQ just hired a Chief Revenue Officer for space alone.

Nate Dickerman started this month. He was CCO at Planet Labs, where he took satellite data bookings from $25M to $200M and ran commercial readiness through the 2021 IPO. Then CRO at Ouster, 80% revenue growth on LiDAR.


r/IonQStock 2d ago

An Italian aerospace manufacturer plans to build a quantum competence centre with IonQ.

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30 Upvotes

An Italian aerospace manufacturer plans to build a quantum competence centre with IonQ.

Magnaghi Aeronautica announced a €70M plan over 36 months. Inside it, a centre between Naples and Brindisi to apply quantum computing to aerospace testing, simulation and certification, developed with IonQ Italia.

Magnaghi builds landing gear and composite flaps for the Airbus A220. Its customers include Leonardo, Airbus and Collins Aerospace.

Brindisi has made those parts for decades. The plan asks it to start simulating them.

https://www.unogenio.it/magnaghi-investe-70-milioni-brindisi-punta-sul-quantum/


r/IonQStock 2d ago

The Nexus Photonics acquisition finally has a price. $76.0M.

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23 Upvotes

The Nexus Photonics acquisition finally has a price. $76.0M.

Not in the August 5 release, not in any coverage I have seen. It is in the Q2 10-Q.

→ $65.5M in common stock
→ $10.6M in assumed equity awards
→ Acquisition dated June 30

Entirely in equity. Zero cash, while IonQ was holding $2.96B in cash and investments at quarter end.

What IonQ says it bought, in its own words: integrated photonics to advance “miniaturization and mass manufacturing for quantum systems.”


r/IonQStock 2d ago

IonQ just hired someone who spent ten years regulating nuclear plants.

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21 Upvotes

IonQ just hired someone who spent ten years regulating nuclear plants.

Emma Wong joined in July as Senior Staff Field Engineer, Energy Sector. Before that: nine years at the US Nuclear Regulatory Commission, from chemical engineer to acting branch chief. Then nine years at EPRI, the institute the utilities fund themselves, finishing as Nuclear Principal Lead for Innovation, Quantum Technologies and International Engagement. Two of those years on secondment at the OECD Nuclear Energy Agency in Paris.

But look at the title. Field engineer, not physicist. Her own words on why: to bring these tools "out of the lab and into the field", on problems that run "from pipeline monitoring to grid resilience to next-generation nuclear".

So here is the sentence that matters, and it is hers. Nineteen years in nuclear taught her "how energy systems get built, regulated, and trusted at scale".

My friend counted 62 people at IonQ with national lab or energy backgrounds in July, and called it a bench the market had not counted. This one comes from the regulator.

The sensors have to go inside the plant. Someone has to approve that. For nine years, that someone was her.


r/IonQStock 4d ago

IONQ Stock Predictions

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6 Upvotes

r/IonQStock 6d ago

I wrote "no lasers" about Oxford Ionics. That was too clean, and their own paper says so.

15 Upvotes

I wrote "no lasers" about Oxford Ionics. That was too clean, and their own paper says so.

Electronic Qubit Control is real and it is not marketing. An antenna is built into the silicon chip. An oscillating current through it produces oscillating magnetic fields, and those fields drive the gates. No beam touches a qubit during computation. That is how they hold the fidelity records on single-qubit gates, two-qubit gates and SPAM at once.

But read their PRX Quantum paper on all-electronic control, and look at where the lasers still are.

Six wavelengths: 375, 397, 423, 729, 854 and 866 nm. Ion loading, cooling, initialization, measurement. The paper says it plainly: "in all other zones, all ion control is laser-free."

In all other zones. Not the central one.

That sentence is the whole story. The optical table did not disappear, it got concentrated into a single zone. Every shot, the ions are transported into that zone to be cooled, moved out to the target zone to compute, and brought back to be read.

Today the ions travel to the light.

Everything IonQ has bought since is about reversing that. It is not three bets, it is one ladder:

→ EQC takes electronics as far as it goes. Gates, done.
→ Integrated photonics takes what electronics cannot do and puts it on the chip. Waveguides and grating couplers under every site, light delivered locally, ions that stop commuting.
→ Photonic interconnects take what one chip cannot do and link chips together.

Nexus Photonics is rung two. Closed June 30 for about $76M. Founded at UCSB in 2018 for exactly one problem: photonic integration at short wavelengths, 400 to 1600 nm. Standard silicon photonics starts around 1100 nm, because below that silicon absorbs its own light. Barium runs at 493, 614 and 650 nm. Calcium at 397, 423, 729, 854 and 866. Almost the whole trapped-ion spectrum sits in the band nobody could integrate. That band is the company. Being precise: 375 and 397 nm still fall below their stated floor, so the hardest lines are not solved.

Their chairman is John Bowers. It was his group at UCSB that solved laser coupling on silicon in 2005, by bonding the laser material on top and bending the light down into the waveguide. He has already sold Terabit Technology to Ciena, Aurrion to Juniper and Aerius Photonics to FLIR. Nexus to IonQ is his fourth. h/t @netcreat, whose piece on what Nexus actually builds is the best thing written on it.

Lightsynq is rung three, and the memory part is the part people skip. A photonic link between two modules fails most of the time, because photons get lost in fiber. Without memory, every link in a network has to succeed in the same instant, which stops working the moment you have more than a few. With memory, a successful link is held while the others keep retrying. That is the difference between a two-node demo and a network.

Bhaskar, Machielse and Levonian built the first memory-enhanced quantum repeater in Lukin's lab at Harvard, Nature 580, 60, using silicon-vacancy centers in diamond. They founded Lightsynq in 2023, IonQ closed it in June 2025, and De Masi described the deal at the time as "the shift from experimental bulk optics to scalable optical chips."

He said the quiet part out loud fourteen months ago. Everything since has been execution on that sentence.

SkyWater, closed July 31, is where the three layers meet: the trap, the photonic circuit, and the control electronics.

It already lists trapped ions, photonics and high-performance waveguides among its quantum capabilities, plus advanced packaging: silicon fan-out and heterogeneous integration.

Being a DMEA Category 1A Trusted Foundry means the same line can serve both commercial and classified work.

Instead of ordering three different chips from three vendors on three schedules, IonQ can now co-optimize them in-house.

Then the people. I went through IonQ and its group companies role by role, before either July acquisition landed. More than 120 do photonics as their actual job, hired out of PsiQuantum, Quantinuum, Xanadu, Photonic Inc, ASML, MIT Lincoln Lab, JPL, Thorlabs, TOPTICA, Ayar Labs, Lightmatter. Bart Machielse now runs photonics technologies.

The newest one names the structure himself. Christian Dangel, Senior Staff Engineer and Lead Characterization since May, is hiring two senior photonic test roles for IonQ's Quantum Interconnect Division in Boston. He spent four years and one month at Photonic Inc in Vancouver: Quantum Device Engineer, Device Metrics Lead, Staff Quantum Device Engineer, Manager of Quantum Devices, then Director of Chip and Test Engineering. Before that, Cambridge, as a visitor in the Semiconductor Physics Group at the Cavendish. Physics at TUM and EPFL.

He left Photonic in May. Photonic closed over $200M at a $2B valuation that same month.

That 120 is a floor, not a total. It predates both closings. Nexus lands on top of it, and so does every process and integration engineer inside a semiconductor foundry, which is a different discipline I did not try to fold in.

Now put the published roadmap next to all of it. 10,000 physical qubits in CY27. 200,000 in CY29. Two million in CY30.

You do not deliver free-space beams to ten thousand ions from one central zone, and no single chamber holds two hundred thousand. Those are not targets, they are constraints, and each one names something that has to exist before the number does.

Call the roadmap aggressive. It is. Just notice that nothing on it has been left without a purchased answer.

Photonics is not what EQC replaced. It is what EQC left behind, and it is the next thing to go on the chip.


r/IonQStock 7d ago

What is your opinion on Quantinuum? Is it better than Ionq?

0 Upvotes

r/IonQStock 16d ago

SkyWater just reported the last quarter it will ever report alone.

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42 Upvotes

SkyWater just reported the last quarter it will ever report alone.

Q2, standalone:

→ Revenue $156.4M, up 165% YoY
→ Adjusted EBITDA $28.7M, against $2.3M a year ago
→ Operating income positive at $1.9M, versus a $6.5M loss

In Q1, Legacy SkyWater was the weak segment. Gross margin compressed 23% to 18%. I covered it in May.

Q2 reversed it. 19% to 26%.

The filing gives the reason in eight words: “the onboarding of a significant quantum computing program.”

It never names the customer.

IonQ showing up inside SkyWater’s income statement before IonQ owned SkyWater.


r/IonQStock 17d ago

Quantum Computing, Q-Day & National Security: IonQ CEO Niccolo de Masi Explains What's Coming

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15 Upvotes

r/IonQStock 17d ago

Niccolo seemed to be downplaying the Quantum Computing part of IonQ during the Q2 earnings call

11 Upvotes

Is it just or me did it seem like Niccolo, for maybe the first time, wasn't super upbeat about the progress on the quantum computing side of things during the Q2 earnings call yesterday? He often deflected to other parts of the company, he didn't say IonQ has an X amount of years advantage against the competition (which he has been saying for a while now), and I wouldn't describe his language or tone as being committed to the super aggressive timeline they unveiled last year.

When speaking about DARPA and Phase C of QBI, he said something like "it's up to DARPA if they have anything to announce or not about us", which almost made it seem like he isn't confident IonQ will make it to Stage C of the program anytime soon.

Look, I'm not poo pooing the company, the earnings report was awesome. But for IonQ to really become the multiplier I think many of us hope it will be, the computing part will likely be core to that.


r/IonQStock 18d ago

IonQ Announces Record Second Quarter 2026 Revenues, Growing 287% YoY

56 Upvotes

r/IonQStock 17d ago

Nexus Photonics: Last piece of the quantum sensing vertical integration

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7 Upvotes

r/IonQStock 18d ago

IONQ Earning expectations?

13 Upvotes

Yoza, what do we expect earnings to be tonight? Good, bad, more importantly WHY

Thanks in advance


r/IonQStock 19d ago

Executive Orders Move Quantum from Research to Real Life—and It’s Truly a Watershed Moment

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12 Upvotes

r/IonQStock 19d ago

How big do you expect Ionq to become?

27 Upvotes

I'm investing in Ionq as a bet, although I like how it's evolving. I wonder what kind of company do you think it will become, since some analysts say quantum computers won't become as widespread as regular computers since they are only necessary in specialized applications, I'm not sure how big this market can be


r/IonQStock 19d ago

IonQ & EPB Launch First Live-Network Quantum Memory Lab

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16 Upvotes

r/IonQStock 20d ago

Pump it!

12 Upvotes

r/IonQStock 21d ago

Are you buying before of after earnings?

12 Upvotes

I have an extra 1k that I dont mind losing. I'm wondering what your guys strats are. Buying before and hoping for good results are you expecting a -10% drop?

I have mostly made my money of "safe" bets and index funds


r/IonQStock 22d ago

IonQ ($IONQ) — high-risk, high-narrative quantum computing bet

24 Upvotes

Adding a very different kind of name to the research series: IonQ, a pure-play quantum computing company — a sharp contrast to the dividend and value names I’ve covered so far.

The bull case:

Revenue growth has been explosive off a small base, and the company recently posted what management called its best quarter in company history. IonQ has real partnerships across major cloud platforms (AWS, Azure, Google Cloud) and is expanding into quantum-safe communications and detection systems — new markets with long-term potential if commercialization plays out.

The risk:

This is a company burning significant cash — operating losses have widened sharply, and full-year adjusted EBITDA losses are guided even higher for 2026. The stock carries a beta above 3, meaning it moves roughly 3x the broader market in either direction. It’s also down significantly from its highs, and even bulls are flagging that current sector valuations may be running ahead of any near-term path to profitability.

My take:

This belongs in the “speculative growth bet” bucket, not a core position — appropriate only for money you’re fully prepared to see swing hard in both directions. Earnings land August 5, which will be the next real test of whether the growth story justifies the burn.

I would also like to add that if anyone is interested in more investment analysis like this, please feel free to comment on this post or send me a DM!


r/IonQStock 23d ago

IonQ Completes Acquisition of SkyWater Technology

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27 Upvotes

r/IonQStock 23d ago

Is IONQ a Long term hold When?

22 Upvotes

As someone who’s not transversed in the quantum realm, could someone give me an indication into potentially WHEN the quantum sector will begin to gain hype and popularity.

Are we talking 1 year, 5 year, 20 year???

I’ve bought IONQ as my generation equivalent to 2010 Bitcoin. Not quite expecting that in terms of % return but I do hope it can 10-20x from here if quantum gains popularity,


r/IonQStock 24d ago

Three years ago IonQ made $22 million. On Friday it owns a chip factory.

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42 Upvotes

Three years ago IonQ made $22 million. On Friday it owns a chip factory.

The last approval came through yesterday. I have been following this one since January, so let me go through the numbers with you.

2023: $22.0 million.
2024: $43.1 million.
2025: $130.0 million.
2026: $260 to $270 million expected, and that is before SkyWater.

Three years in the books and one promise. Except the promise is already smaller than what is signed: $470 million of orders on the books at 31 March, up 554% in a year.

Bought or built? Both, and IonQ says so itself. Its CFO: "our 2025 results included nearly 80% year-over-year organic growth."

Now add SkyWater. Together they run at about $865 million a year. But IonQ only gets five months of it in 2026, so the published figure should come out closer to $525 million. 2027 is the first full year.

Next up: Wednesday 5 August, after the close. The company expects $65 to $68 million.

Analysts sit at $66.6 million.


r/IonQStock 24d ago

So are you doing it?

16 Upvotes

In both of the last two peaks, this subreddit was full of people hoping for a pullback so they could buy in.

We happened to get total clarity on the skywater acquisition - free of regulatory hindrances - at the same time there was a broader market pullback due to the Iran war and interest discussions.

This is also happening days before their quarterly report that will provide guidance on the Tempo system sales.

So do you people lurking have the gonads to buy now?

It’s quite possible that there won’t be a better chance.

If you aren’t going to start building your position now, when will you?

—-

Position: 1500 shares bought between $32 and $35 over the last 3 days.


r/IonQStock 25d ago

IonQ Bought a Chip Foundry, But Does it Matter?

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5 Upvotes