Atomera Incorporated · NASDAQ:ATOM
Atomera — Q3 2026 Earnings Presentation
12 slides from Atomera's earnings presentation, Oct 29, 2026
Slide 1: Q3 2026 Conference Call
Q3 2026 Conference Call October 29, 2026 Atomera Incorporated 1
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward - looking statements concerning Atomera Incorporated (““ Atomera ,” the “Company,” “we,” “us,” and “our”). The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “woul d,” “project,” “plan,” “expect”
Slide 3: Transistor enhancement technology for the $750B semiconductor market
3 Strong, Growing and Defensible Patent Portfolio High Leverage IP Licensing Business Model Top Tier Management Team Transistor enhancement technology for the $750B semiconductor market Mears Silicon Technology (MST ® ) Quantum Engineered Materials
Slide 4: Atomera's technology in AI
Atomera’s technology in AI GAA transistor cross - section, without and with MST MST in Gate all around ▪ Engaged with three of the four GAA customers ▪ Solving one of the biggest problems in 3D devices ▪ On the path to MST becoming a standard feature MST in next gen Memory ▪ Diffusion control equall
Slide 5: Memory – 4F2 DRAM
Memory – 4F2 DRAM Atomera 5 Bitline Word line (gate) Cell capacitor P + MST P Phosphorus diffuses out of S/D region Loses drive current h + Gate - edge creates holes Holes charge the floating body and drain the stored bit THE MST SOLUTION ✓ Blocks phosphorus movement Doping profile stays in place ✓
Slide 6: MST technology focus areas
MST technology focus areas Atomera 6 MST for Advanced Logic Nodes MST for RF - SOI MST for Power MST for Memory MST for GaN
Slide 7: Joint development with IQE
Joint development with IQE Atomera Incorporated 7 MOCVD GaN epitaxy AlGaN / AlN on MST Si wafer Si epitaxy MST on Si wafer Contributes MST - enabled silicon substrates Contributes GaN epitaxy and volume wafer manufacturing IQE to manufacture for foundry and IDM customers MST GaN - on - Si wafer Best
Slide 8: Atomera Brands
Atomera Brands Atomera 8 MST Integrated into devices STI STI MST Gate Silicon MST Engineered Starting Substrate Silicon (starting wafer) MST
Slide 9: Financial Review
Financial Review Atomera Incorporated 9 Sep 30, 2025 Jun 30, 2026 Sep 30, 2026 Three months ended · $ in thousands, except per - share data $11 $158 $ – REVENUE (117) 132 – Gross Profit OPERATING EXPENSES 3,304 3,287 3,647 Research & Development 2,165 3,167 2,338 General and Administration 207 437 3
Slide 10: GAAP to Non-GAAP Reconciliation
GAAP to Non - GAAP Reconciliation Atomera Incorporated 10 Sep 30, 2025 Jun 30, 2026 Sep 30, 2026 Three months ended · $ in thousands $3,304 $3,287 $3,647 GAAP R&D Expenses (542) (631) (639) Subtract Stock Comp Expense (3) (4) (7) Subtract Depreciation and Amortization $2,759 $2,652 $3,001 Adjusted N
Slide 11: Mission Statement
We collaborate with customers to improve their products, through integration of MST, so that both companies benefit financially Mission Statement Atomera Incorporated 11
Slide 12: Thank You
Thank You Atomera Incorporated 12