01 Communique Laboratory Inc. (DFK0) Q3 2026 Earnings Report
DE:DFK0 Q3 2026 EPS Results
- Actual EPS
- EUR 0.00
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- EUR 0.00
DE:DFK0 Q3 2026 Revenue Results
- Actual Revenue
- EUR 40.00K
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- -55.26%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 09/10/2026
- Time
- Before Open
- Conference Call
- Thursday, September 10, 2026
DE:DFK0 Upcoming Earnings
01 Communique Laboratory Inc.'s next earnings date is estimated for January 28, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly optimistic, driven by the company's expanding quantum-safe product portfolio, major technology partners, successful project deliveries, emerging royalty revenue, AI privacy-preserving roadmap, and cash position of approximately CAD 2.5 million with zero debt. The principal negatives were that Q3 revenue no longer included prior one-time engineering fees, recurring revenue remains gradual, the Hitachi DoMobile opportunity is limited to Japan, and IronCAP X-Mail still requires additional marketing resources.
Company Guidance
Management said it is “very optimistic about the business for the next two, three years,” expects recurring revenue to continue building “slowly but surely,” and expects PQC revenue, “especially the AI side related business,” to “grow exponentially” before the end of 2029; by Q1 of next year, it expects to deliver a hybrid mechanism allowing an LLM to achieve privacy, expects to announce co-marketing projects with “one or more” partners next year, and expects the AI marketplace to be available “around Q2 of 2027,” while additional one-time engineering fees could occur if it secures more projects, with such fees described as “CAD 1 million or so.”
- Expanded Technology and Go-to-Market CapabilitiesManagement said the new capital received last year advanced the company's technologies and go-to-market capabilities to a whole new level, and expressed optimism about the business over the next two to three years.
- Growing Quantum-Safe Computing OpportunityManagement described quantum computing as having the potential to drive breakthroughs in AI, drug discovery, materials science, and other computationally intensive fields. Major technology companies and governments are preparing for quantum threats, with vendors predicting Q-Day in 2029 and a U.S. executive order mandating agencies become quantum-safe by 2030.
- Immediate Harvest-Now-Decrypt-Later ThreatThe company highlighted the Harvest Now, Decrypt Later threat, whereby hackers collect encrypted data today and wait for quantum computing capabilities to decrypt it later. Management said this is driving governments, enterprises, and technology providers to begin quantum-safe migration now.
- Commercial Product and Partner-Led Strategy01 Quantum said it focuses on deploying practical commercial products rather than only conducting post-quantum research or providing cryptographic algorithms. Its core areas are quantum-safe AI, remote access, digital assets, and email security, supported by a partner-led model that provides access to large customers without building a global direct-sales organization.
- Global Partner NetworkThe company highlighted relationships with Hitachi, CGI, Thales, PwC, and other partners, with another major partner announcement expected soon. Management said these partners provide customer relationships and distribution while 01 Quantum supplies post-quantum technology and subject-matter expertise.
- Quantum AI Wrappers Address AI Data PrivacyThe company's patent-protected Quantum AI Wrappers technology, built since 2024, uses Fully Homomorphic Encryption to encrypt both user data and the AI model before inference. Management said this enables end-to-end encrypted AI operations in which the model operator cannot see the user's confidential data or the response, while also protecting the model owner's intellectual property.
- QAW Demonstrated and Independently EvaluatedQuantum AI Wrappers were publicly demonstrated at the Toronto Machine Learning Summit. Carleton University evaluated the technology's efficiency and, according to management, vetted that encrypted AI inference could be performed while retaining reasonable and acceptable efficiency.
- AI Privacy-Preserving Commercial ApplicationsManagement said QAW supports compliance and national-security-related use cases, as well as dedicated on-premises deployments and managed services. Co-marketing campaigns are being developed with CGI, including a planned Canadian government-related demonstration in which an AI model identifies encrypted images such as drones, cats, birds, and planes.
- AI Roadmap and Marketplace PlansThe company said it expects to deliver a hybrid mechanism enabling privacy-preserving large-language-model use by Q1 of next year. It also expects co-marketing or co-development projects with partners and plans to make its AI marketplace available around Q2 2027, allowing AI model vendors to list models for quantum-safe, privacy-preserved use.
- Hitachi Quantum-Safe Remote Access Deployment01 Quantum successfully delivered a quantum-safe conversion of Hitachi's DoMobile remote-access offering earlier this year. Hitachi is actively marketing the product in Japan, while 01 Quantum provides support and collects royalties.
- qLABS Digital-Asset Security ProjectIn June, the company delivered a quantum-safe crypto vault to qLABS Foundation, including the qVAULT and the $qONE token as a gas-fee currency for quantum locking and unlocking of digital assets. Management stated that the company received a cash development fee plus 22.5 million of the $qONE token as compensation.
- Planned Mythos Challenge for qVAULTqLABS Foundation is conducting a Mythos Challenge in September, expected to load approximately CAD 100,000 worth or more of $qONE tokens into the qVAULT, publish the private key, and give crypto hackers 30 days to attempt to breach the protection.
- Quantum-Safe Email ProductThe company created IronCAP X-Mail, which enables Microsoft Outlook users to send and receive quantum-safe encrypted email and use digital signatures to authenticate senders.
- Large X-Mail Addressable MarketManagement cited approximately 730 million business email addresses globally and estimated that if 10% adopted quantum-safe email at CAD 3 per month, the opportunity would represent approximately CAD 2.6 billion in annual recurring revenue.
- Recurring Revenue Model Beginning to BuildThe company said customer-funded development projects with Hitachi and qLABS Foundation generated one-time engineering fees in prior quarters, while royalty revenue from the resulting partner-marketed products has now started to accumulate and was booked in the current quarter.
- Strong Cash Position and No DebtDespite significantly ramping up R&D and marketing, quarterly cash usage was CAD 450,000. Management said the company ended the quarter with approximately CAD 2.5 million in cash and zero debt.
- Commercially Ready Product Portfolio and IPManagement said the company is ahead of competitors with hands-on experience building multi-segment, commercially ready quantum-safe products, supported by a strong intellectual-property portfolio and a list of global Fortune 500 customers.
- External Market and Industry ValidationManagement noted that NVIDIA spent $14 billion to acquire Hugging Face and said Hugging Face had been breached by an AI model from OpenAI two months earlier. The company presented its own marketplace as protecting both user data and AI models even if the platform is compromised.
DE:DFK0 Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Jan 28, 2027 | 2026 (Q4) | ―- | 0 | ― | ― |
| Sep 10, 2026 | 2026 (Q3) | ―-0.00 | 0 | -166.67% (-0.00) | |
| Jun 11, 2026 | 2026 (Q2) | ―-0.00 | 0 | 0.00% (+0.00) | |
| Mar 19, 2026 | 2026 (Q1) | ―-0.00 | 0 | -400.00% (-0.00) | |
| Jan 22, 2026 | 2025 (Q4) | ―-0.00 | 0 | -200.00% (-0.00) | |
| Sep 18, 2025 | 2025 (Q3) | ―-0.00 | 0 | ― | |
| Jun 19, 2025 | 2025 (Q2) | ―-0.00 | 0 | -200.00% (-0.00) | |
| Mar 20, 2025 | 2025 (Q1) | ―-0.00 | 0 | 0.00% (+0.00) | |
| Jan 23, 2025 | 2024 (Q4) | ―-0.00 | 0 | 50.00% (+0.00) | |
| Sep 19, 2024 | 2024 (Q3) | ―0.00 | 0 | 100.00% (+0.00) |
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
