Quantum Computing (QUBT) investor relations material

Market opportunity and positioning

• Positioned as a leader in nonlinear quantum optics and integrated photonics, pioneering commercial nonlinear nanophotonics products.

• Global photonic integrated circuit market projected to reach $86.44B by 2034, with a 20.8% CAGR from 2026-2034.

• Only U.S. company capable of making nonlinear optical circuits on chip, enabling rapid iteration and scalable manufacturing.

• Strong balance sheet with ~$1.4B in cash and investments to support growth.

• Two complementary revenue streams: product sales and foundry services.

Technology and product innovation

• Proprietary nonlinear nanophotonics enable efficient, room-temperature quantum computing and high-speed quantum communication.

• Core platforms include quantum optimization machines, reservoir computers, quantum sensing, and secure communications hardware.

• Thin film lithium niobate (TFLN) chips produced in-house for photonic interconnects and quantum devices.

• First-to-market with reservoir computing hardware for edge AI, offering 80-95% lower power consumption than traditional computers.

• Quantum Secure Network Solution enables quantum key distribution and robust cybersecurity.

Operational milestones and growth strategy

• Raised $1.64B since Nov. 2024, with significant institutional investor backing.

• Acquisitions of Luminar Semiconductor and NuCrypt expanded capabilities in quantum communications and vertical integration.

• Ramping up small-batch manufacturing at Quantum Photonic Chip Foundry; Fab 2 in planning for higher-volume production.

• Deepening commercial and government relationships, including deployment of Dirac-3 on Quantum Corridor's network.

• Next steps include scaling the team, advancing R&D, expanding cloud availability, and converting pipeline into recurring revenue.