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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.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.
- TimeTickerHeadlineOpen
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Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
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