01 Quantum (ONE) Q4 2025 earnings summary
Event summary combining transcript, slides, and related documents.
Q4 2025 earnings summary
20 Feb, 2026Executive summary
Achieved transition from pre-revenue to revenue generation, driven by commercial launches, partnerships, and rebranding to 01 Quantum Inc.
Advanced commercialization of quantum-resilient cybersecurity solutions across multiple product verticals, including quantum-safe remote access, digital asset, and email security.
Significant progress in post-quantum cryptography (PQC) initiatives, with new product launches and strategic alliances.
Strengthened financial position through three equity financings, supporting expanded R&D and commercialization.
Positioned at a market inflection point, with global partnerships and a multi-segment product offering.
Financial highlights
Q4 2025 revenue rose to $434,724, primarily from development fees for Hitachi and qLABS projects.
Fiscal 2025 revenue increased to $767,993 from $412,948 in fiscal 2024.
Q4 2025 IFRS loss was $352,453; adjusted Q4 loss was $130,825.
Cash and GICs at October 31, 2025 were $3,072,651, up from $139,126 a year earlier.
Market cap at CAD 76 million, with 108 million basic shares outstanding.
Outlook and guidance
Revenue expected to remain steady in Q1 and Q2, with additional contributions from Hitachi and qLABS as products launch and scale.
Commercial launches of quantum-safe digital asset token (qONE) and wallet on Hyperliquid planned for early 2026, with expansion to Ethereum and Solana by March/April.
Quantum-safe AI model wrapper targeting initial commercial availability in 2026-2027, focusing on small language models and SLM privacy.
Anticipates ongoing royalty and token revenue as partners market and sell quantum-safe solutions.
Management believes the company is well positioned to capitalize on growing demand for quantum-resilient cybersecurity.
Latest events from 01 Quantum
- Near break-even, costs down, and quantum-safe tech demand rising in AI and blockchain.ONE
Q2 20243 Feb 2026 - Near break-even with narrowed loss and leadership in quantum-safe technology.ONE
Q3 202420 Jan 2026 - Quantum breakthroughs drive urgent rollout of quantum-resistant cybersecurity solutions.ONE
Status Update10 Jan 2026 - Strengthened cash position and PQC partnerships drive growth amid rising R&D spend.ONE
Q2 202514 Nov 2025 - Rebranding and new partnerships position the company for PQC-driven growth in late 2025.ONE
Q3 202529 Sep 2025 - Losses widened and revenue fell, with extreme customer concentration risk persisting.ONE
Q1 20256 Jun 2025 - Strategic financing and PQC product launches set the stage for growth in 2025.ONE
Q4 20245 Jun 2025