Weebit Nano
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Weebit Nano (WBT) investor relations material

Weebit Nano Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary30 Jan, 2026

Executive summary

  • Licensed ReRAM technology to Texas Instruments, marking the largest customer agreement to date and a major commercial milestone.

  • Achieved technology qualification at DB HiTek based on JEDEC standards, supporting readiness for high-volume manufacturing.

  • Signed a new agreement with a US-based product customer and established a US subsidiary to support North American sales.

  • Appointed Gideon Intrater as VP of Systems and AI to advance AI offerings, with initial solutions expected later this year.

  • Presented at major industry events, increasing market awareness and engagement.

Financial highlights

  • Q2 FY26 customer cash receipts totaled A$8.5 million, reflecting strong licensing and milestone payments.

  • R&D expenses for Q2 FY26 were A$11.4 million, including A$8.1 million paid to CEA-Leti for milestone achievements.

  • Cash and cash equivalents at 31 December 2025 were A$82.7 million, supporting ongoing growth and R&D.

  • FY26 revenue guidance set at a minimum of A$10 million, more than doubling FY25 revenue of A$4.4 million.

Outlook and guidance

  • FY26 revenue expected to exceed A$10 million, driven by new licensing, design agreements, and milestone payments.

  • Additional foundry and IDM agreements are progressing, with further deals anticipated in 2026.

  • Industry shift to ReRAM is accelerating, positioning the company for significant growth opportunities.

Detail TI ReRAM integration phases
Outlook for 2026 fab licensing agreements?
Q3 FY26 R&D expense outlook?
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Frequently asked questions

Weebit Nano Limited is a technology company specializing in the development of next-generation semiconductor memory technology, particularly Resistive RAM (ReRAM). This non-volatile memory technology aims to deliver faster performance, lower power consumption, and greater endurance compared to traditional memory solutions, making it suitable for a range of applications including IoT devices, automotive systems, and artificial intelligence. Weebit Nano collaborates with semiconductor foundries and technology companies to integrate ReRAM into a variety of electronics and embedded systems. The company is headquartered in Hod Hasharon, Israel, and its shares are listed on the ASX.

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