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IonQ sets 2026 revenue outlook at $450–460 million

IonQ raises its full-year 2026 revenue outlook to $450–460 million, reflecting the initial combined impact of the SkyWater Technology acquisition.

(High)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

IonQ, Inc. (IONQ) announced updated full-year 2026 revenue guidance, expecting revenue between $450 million and $460 million. The outlook includes contributions from SkyWater Technology from July 31, 2026, the date SkyWater was acquired by IonQ, through December 31, 2026, and reflects elimination of estimated intercompany revenues under their prior commercial agreement.

Management framed this as the first combined financial outlook for the unified company, highlighting the market traction of IonQ’s quantum platform and the manufacturing scale SkyWater provides. IonQ also hosted a joint Investor Day webcast on September 8, 2026 to discuss the combined strategy and outlook.

Positive

  • IonQ issued increased full-year 2026 revenue guidance of $450–460 million, its first combined outlook including SkyWater Technology’s contributions after the acquisition.
  • The outlook explicitly includes SkyWater revenue from July 31, 2026 through year-end and adjusts for elimination of intercompany revenues, giving investors a clearer view of the combined entity’s expected performance.

Negative

  • None.

Insights

Analyzing...

Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
2026 Revenue Guidance Low End $450 million Expected full-year 2026 revenue including SkyWater contributions from July 31, 2026
2026 Revenue Guidance High End $460 million Upper end of expected full-year 2026 revenue range
SkyWater Acquisition Date July 31, 2026 Date SkyWater Technology was acquired and from which its revenue is included in 2026 outlook
Two-qubit gate fidelity 99.99% Quantum computing performance achieved in 2025
Investor Day Webcast Time 12:30 PM Eastern Time of IonQ’s Investor Day webcast on September 8, 2026
financial guidance financial
"issued a press release announcing certain financial guidance for 2026"
Financial guidance is the information that a company provides about its expected future financial performance, such as sales, profits, or expenses. It helps investors understand what the company aims to achieve and plan their decisions accordingly, much like a forecast or a roadmap that indicates the company's future direction. This guidance influences investor confidence and decision-making, as it offers insight into the company's outlook and growth expectations.
full-stack quantum platform technical
"IonQ (NYSE: IONQ), the world’s leading full-stack quantum platform and foundry"
fault tolerant quantum computing technical
"accelerates our timeline and capabilities to achieve commercial-scale, fault tolerant quantum computing"
A design approach for quantum computers that keeps them running correctly even when individual parts make mistakes, by detecting and correcting errors and using extra redundant components. Investors care because fault tolerance is the difference between experimental prototypes and practical machines that can solve valuable problems reliably—akin to building a bridge with safety features so it can carry traffic safely—so progress toward fault tolerance affects commercial viability, timelines and capital allocation.
two-qubit gate fidelity technical
"In 2025, the company achieved 99.99% two-qubit gate fidelity"
Two-qubit gate fidelity measures how accurately a quantum computer performs a basic operation that links two quantum bits (qubits). Think of it like the success rate of a two-person handshake that must be precise for a larger task; higher fidelity means fewer errors, better chances of running useful algorithms, and lower cost to correct mistakes. Investors watch it because higher fidelity signals more reliable hardware and faster progress toward commercially valuable quantum computing.
forward-looking statements regulatory
"This press release contains forward-looking statements"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

What new 2026 revenue guidance did IonQ (IONQ) provide?

IonQ now expects full-year 2026 revenue between $450 million and $460 million. This range incorporates SkyWater Technology’s revenue from July 31, 2026 through December 31, 2026 and removes estimated intercompany revenues from their prior commercial agreement.

How does the SkyWater Technology acquisition affect IonQ’s 2026 outlook?

The 2026 outlook includes SkyWater’s contributions starting July 31, 2026, the acquisition date, through year-end and removes estimated intercompany revenues. Management describes this as the first combined guidance showing the immediate financial and operational strength of bringing the two companies together.

What type of disclosure did IonQ file for this guidance update?

IonQ used a Form 8-K with a Regulation FD disclosure to furnish its updated 2026 financial outlook. The attached press release is furnished, not filed, which limits its treatment under Section 18 of the Exchange Act.

When was SkyWater Technology acquired by IonQ (IONQ)?

IonQ states that SkyWater Technology was acquired on July 31, 2026. The updated full-year 2026 revenue guidance includes SkyWater’s contributions from that date through December 31, 2026.

Did IonQ (IONQ) hold an event to discuss the new outlook?

Yes. IonQ scheduled an Investor Day webcast at 12:30 PM Eastern on September 8, 2026. The company made the call available live via webcast on its website and plans to keep an archive available for one year.

How does IonQ describe its quantum technology performance?

IonQ notes that earlier systems delivered up to a 20x performance increase over previous quantum solutions for customers and that in 2025 it achieved 99.99% two-qubit gate fidelity, which it describes as a world record in quantum computing performance.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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false000182492000018249202026-09-082026-09-080001824920ionq:CommonStockParValue00001PerShareMember2026-09-082026-09-080001824920ionq:WarrantsEachWholeWarrantExercisableForOneShareOfCommonStockAtAnExercisePriceOf1150PerShareMember2026-09-082026-09-08

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 08, 2026

 

 

IonQ, Inc.

(Exact name of Registrant as Specified in Its Charter)

 

 

Delaware

001-39694

85-2992192

(State or Other Jurisdiction
of Incorporation)

(Commission File Number)

(IRS Employer
Identification No.)

 

 

 

 

 

4505 Campus Drive

 

College Park, Maryland

 

20740

(Address of Principal Executive Offices)

 

(Zip Code)

 

Registrant’s Telephone Number, Including Area Code: 301 298-7997

 

 

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class

 

Trading
Symbol(s)

 


Name of each exchange on which registered

Common stock, par value $0.0001 per share

 

IONQ

 

New York Stock Exchange

Warrants, each exercisable for one share of common stock for $11.50 per share

 

IONQ WS

 

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 


Item 7.01 Regulation FD Disclosure.

On September 8, 2026, IonQ, Inc. (the “Company”) issued a press release announcing certain financial guidance for 2026 following its acquisition of SkyWater Technology, Inc. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.

 

The information provided in this Current Report on Form 8-K, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any of the Company’s filings under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit
No.

Description

99.1

Press Release, dated September 8, 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

 

IonQ, Inc.

 

 

 

 

Date:

September 8, 2026

By:

/s/ Paul T. Dacier

 

 

 

Paul T. Dacier
Chief Legal Officer & Corporate Secretary

 


img107769948_0.gif

 

Exhibit 99.1

 

IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition

COLLEGE PARK, Md. – Sept. 8, 2026 – IonQ (NYSE: IONQ), the world’s leading full-stack quantum platform and foundry, today announced that, for the full year 2026, it expects revenue to be between $450 million and $460 million. This outlook includes the contributions of SkyWater Technology beginning on July 31, 2026, the date it was acquired by IonQ, through to Dec. 31, 2026. It also reflects elimination of estimated intercompany revenues under the pre-existing commercial agreement between IonQ and Skywater.

“As we prepare to host our first joint Investor Day today, our updated full-year guidance highlights both the market traction of our quantum platform and the foundational manufacturing scale provided by SkyWater,” said Niccolo de Masi, Chairman & CEO of IonQ. De Masi continued, “We are now executing on a shared roadmap that accelerates our timeline and capabilities to achieve commercial-scale, fault tolerant quantum computing."

“Releasing our first combined guidance as a unified organization is a pivotal step that demonstrates the immediate financial and operational strength of bringing IonQ and SkyWater together,” said Inder Singh, CFO & COO of IonQ.

Investor Day Conference Call

IonQ will host a webcast at 12:30 PM Eastern time today. The call will be available live via webcast on the Company’s website here, or directly here. An archive of the webcast will be available here shortly after the call and will remain available for one year.

About IonQ

IonQ, Inc. [NYSE: IONQ] is the world’s leading quantum platform and foundry - delivering integrated quantum solutions across computing, networking, sensing, and security. IonQ’s newest generation of quantum computers, the IonQ Tempo, is the latest in a line of cutting-edge systems. Earlier systems have helped customers and partners including Amazon Web Services, AstraZeneca, and NVIDIA achieve a 20x performance increase over previous quantum solutions and accelerate innovation in drug discovery, materials science, financial modeling, logistics, cybersecurity, and defense. In 2025, the company achieved 99.99% two-qubit gate fidelity, setting a world record in quantum computing performance.

Headquartered in College Park, Maryland, IonQ has operations across North America, Latin America, EMEA, and APAC. Our quantum computing services have been available through all major cloud providers since 2021, while we also meet the needs of networking and sensing


img107769948_0.gif

 

customers across land, sea, air, and space. IonQ is making quantum platforms more accessible and impactful than ever before. Learn more at IonQ.com.

Note to Investors Regarding Forward-Looking Statements

This press release contains forward-looking statements. All statements contained in this press release other than statements of historical fact are forward-looking statements, including statements regarding our guidance as to future results. In some cases, you can identify these statements by forward-looking words such as “pending,” “look forward,” “accelerate,” “anticipate,” “expect,” “suggest,” “plan,” “believe,” “intend,” “estimate,” “target,” “project,” “should,” “could,” “would,” “may,” “will,” “forecast,” “confident,” “position,” “become,” “on track,” “ensure,” “ongoing” and other similar expressions. These statements are only predictions based on our expectations and projections about future events as of the date of this press release and are subject to a number of risks, uncertainties and assumptions that may prove incorrect, any of which could cause actual results to differ materially from those expressed or implied by such statements, including, among others, those described under the heading “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission, or SEC, and in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 to be filed with the SEC. New risks emerge from time to time, and it is not possible for our management to predict all risks, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statement we make. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. Except as otherwise required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.

Contacts

IonQ Media Contact:

Cheryl Krauss

cheryl.krauss@ionq.co

Tor Constantino

tor.constantino@ionq.co

IonQ Investor Contact:

investors@ionq.co

 


Filing Exhibits & Attachments

2 documents

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