@fitz_keith The rebate effectively reduces the COGS, so they did the sales at top line regardless… it just made those sales more profitable, and that should continue as inventory is valued with less tariff impact going forward (as long as they maintain pricing).
@xyzdkfe@InvestorDenis Like $IONQ having a record 99.99% (4 nines vs QNT’s 3 nines) fidelity on 2 qubit gates? Like, the best in the world at the industry standard for computing power? Probably garbage 🤣🤡
@learyk33@InvestorDenis They call out FY26 100% organic growth in the Q2 earnings deck, so there’s that. These purposeful acquisitions, will be accretive over time. This is how to accelerate the company’s growth. Why does it matter how they get there as long as the price is worth the long term return?
@KantiqueTech I think it’s a PR difference more than anything for Quantinuum. $IONQ and Infleqtion seem to be elevating awareness and visibility more, with $IONQ really leveraging it to their advantage. Looking forward to earnings this week to hear more about their progress and roadmap.
@joe31162606@NiccoloDeMasi I think the first tranche is $99.88 and is worth about $3.6B, and the second tranche is $155, worth approx $6.6B, bringing just over $10B in capital to the business. It will give them so much runway to support whatever they need to do from there!
@jrouldz@genejchan@iewney LOL, I can hear it now… “but, but, it’s not really organic revenue!” The reality is, if you left SkyWater out, $400m should be a slam dunk even without it in 2027 given all the irons in fires they have right now. I would love to see that gremlin with a cue ball head though 🤣
@Beddy00446626@StockSavvyShay Looks like the average came down to the lower end of the range upon closing, but the good news is you are now an $IONQ shareholder! Welcome to the club!
@imspeculating Everyone has to do what’s right for them based on their circumstances. The fact that you are in already and building a position is a great start!