IonQ (IONQ) Investor presentation summary

Market opportunity and adoption

• Quantum technologies are accelerating adoption in life sciences, energy, logistics, finance, and cybersecurity, with global quantum computing economic value projected at $1–3 trillion by 2035 and revenues reaching $3–4 billion by 2028.

• Over $55 billion in public funding has been announced globally for quantum initiatives.

Integrated quantum platform and technology leadership

• Offers a full-stack quantum platform spanning computing, networking, cybersecurity, sensing, and in-space solutions, with a merchant supplier model and global reach.

• Fifth-generation 100-qubit system is in the market, with a 256-qubit sixth-generation system expected next year and a roadmap to multi-million qubit systems by 2030.

• Quantum networking solutions are deployed in multiple countries, supporting secure communications and national infrastructure.

• Quantum cybersecurity solutions address the imminent Q-Day threat, with hardware and software offerings and a focus on post-quantum cryptography.

• Quantum sensing products deliver ultrahigh precision for navigation, timing, and geophysical monitoring.

Commercial momentum and financial performance

• Employs approximately 1,500 experts, holds over 1,200 patents, and operates in 25+ offices across 10 countries.

• First pure-play public quantum business to surpass $100 million in GAAP revenue, with $3.1 billion in cash and investments as of March 2026.

• Annual R&D spend exceeds $300 million, growing over 120% year-over-year.

• Revenue has grown from $2.1 million in 2021 to $43.1 million in 2024, with 2026 guidance of $260–270 million and a 150% CAGR.