01 Quantum (ONE) Investor presentation summary

Market opportunity and positioning

• Quantum cybersecurity market expected to grow from $0.4B in 2025 to $2.8B by 2030, a 46% CAGR, driven by the urgent need to address quantum threats like Q-Day and HNDL attacks.

• Company is positioned as a first mover with quantum-safe solutions for AI, remote access, digital assets, and email security.

• Go-to-market strategy leverages development fees and revenue sharing, with revenue generation starting in 2025.

• Partners include global leaders such as Hitachi, CGI, Thales, and PwC, providing access to large customer bases.

• Proprietary, patent-protected technologies are aligned with NIST PQC FIPS standards.

Product portfolio and technology

• Core offerings include quantum-safe remote access, digital asset protection, and email security, all leveraging post-quantum cryptography.

• IronCAP technologies provide long-term resilience against quantum-enabled attacks and are integrated into mainstream products.

• Quantum-safe remote access solution launched with Hitachi in Japan, with commercial availability from January 2026 and ongoing royalty revenue.

• Quantum-safe digital asset solution introduces qONE, a utility token for quantum-locking existing cryptocurrencies, launching end of January 2026.

• Email security product offers end-to-end quantum-safe encryption and signatures, targeting a $2.6B annual recurring revenue opportunity.

AI security and future roadmap

• Quantum AI Wrapper (QAW) uses full homomorphic encryption to protect both user data and AI models, targeting finance, government, and health sectors.

• QAW business model includes open-source, professional, and managed services, with a marketplace commission structure.

• Roadmap includes dedicated deployments, SaaS, and hybrid FHE solutions, with marketplace and premium offerings planned through Q1 2028.

• Initial addressable market for FHE is $850M through 2028, with QAW target segments representing $650M.