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EarningsQ2 2026 Earnings Report
ATOM Q2 2026 EPS Results
Actual EPS-$0.17
Consensus EPS-$0.13
Beat/MissMissed by -$0.04
One Year Ago EPS-$0.17
ATOM Q2 2026 Revenue Results
Actual Revenue$158.00K
Expected Revenue$100.00K
Beat/MissBeat by +$58.00K
YoY Revenue Growth―
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeAfter Close
Conference CallTuesday, August 4, 2026
ATOM Upcoming Earnings
Atomera's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
ATOM Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong technical and commercial progress across multiple strategic areas — a cleared GAA milestone, validated 4F2 DRAM value proposition, an expanded NAND opportunity, and a major GaN-on-silicon RF breakthrough that generated industry enthusiasm and new customer leads. These technical achievements materially expand the company's potential TAM and create new market entry vectors. Offsetting this optimism are weak current revenues ($158k), growing GAAP and non-GAAP losses, rising operating and outsourced engineering costs, and continued cash burn with a modest cash runway. Execution and timing risk remains for converting technical wins into licensed revenue. Overall, the positive technical momentum and believable near-term commercial pipeline development outweigh the financial and timing headwinds, but the situation requires disciplined cost control and successful customer conversions to realize the upside.Company Guidance
Gate-All-Around (GAA) Milestone Cleared
Cleared a significant GAA milestone with one of two active GAA customers (working with 2 of 4 target GAA players), demonstrating manufacturability steps and enabling progress toward in-fab customer testing and potential license negotiations.
DRAM — New 4F2 Value Proposition Validated
Established a next-generation value proposition for 4F2 DRAM using MST starting wafers; completed TCAD simulation demonstrating feasibility and accepted for presentation at an IEEE conference, with claims of fundamental device challenge resolution and significant cost savings versus current DRAM approaches.
NAND Opportunity Expands TAM
Received interest from a major NAND supplier indicating MST planar periphery benefits are applicable to NAND, potentially more than doubling the Total Addressable Market (TAM) for MST if adopted by NAND manufacturers.
GaN-on-Silicon Technical Breakthrough and RF Data
Independent RF characterization (Incize) shows MST-enabled GaN-on-silicon delivers effectively lossless RF and exceptional harmonic distortion performance; linearity ~1,000x better than GaN-on-silicon reference at benchmark drive and remains 2–3 orders of magnitude better across power, approaching RF-SOI class performance.
Commercial Traction from GaN Results
IMS presentation generated strong industry enthusiasm and led to multiple new potential customers requesting evaluations of MST GaN-on-silicon, indicating early commercial pipeline formation in a potential new high-growth RF market.
Pipeline Progress Across Multiple Segments
Large IDM customer program progressing with new device test data arriving while next experiments run; ongoing engagements in power (TrenchFET, HBT) and RF-SOI with a second JDA partner running wafers and internal work on high-throughput RF-SOI manufacturing.
Published White Paper and Third-Party Validation
White paper published describing MST improvements for GaN-on-silicon; third-party validation from Incize and independent test results strengthen technical credibility.
Cash Position and Capital Raised
Cash, cash equivalents and short-term investments of $38.4M as of 6/30/2026, including $23.6M net proceeds from a registered direct offering closed in Q1 2026, described by management as putting the company in a strong position to execute near-term opportunities.
ATOM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed