Ionq, Inc. · NYSE:IONQ
Ionq — Investor Day (September 2026)
10 slides from Ionq's investor day presentation, Sep 8, 2026
Slide 1: Investor Day 2026
Investor Day 2026 NEW YORK STOCK EXCHANGE Sept. 8, 2026 Copyright © 2026 IonQ, Inc. All Rights Reserved.
Slide 2: Inder Singh, CFO & COO
Inder Singh CFO & COO Copyright © 2026 IonQ, Inc. All Rights Reserved.
Slide 3: IonQ has expanded into multiple high-growth TAMs
IONQ HAS EXPANDED INTO MULTIPLE HIGH - GROWTH TAMs Moving from one product to many products QUANTUM SENSING Majority of other quantum companies are here QUA NTUM CY BE R S E CU R I T Y QUANTUM NETWORKING QUANTUM COMPUTING THIRD PARTY TAM 1 $148B $36B $31B 2040E “Quantum Communications” combined S K
Slide 4: Track record of multiple generations of quantum computers driving revenue growth
TRACK RECORD OF MULTIPLE GENERATIONS OF QUANTUM COMPUTERS DRIVING OUR REVENUE GROWTH Copyright © 2026 IonQ, Inc. All Rights Reserved. Guidance to be disclosed later in the presentation
Slide 5: Why we win: most powerful qubit systems and lowest cost-per-qubit
WHY WE WIN… Most powerful qubit systems…. …and the lowest cost-per-qubit Physical Cost Qubit Count per Qubit ~400x 330x+ Reduction in Cost - Per - Qubit Increase in physical qubit count Increasing Physical Qubit Count Aria Forte & Forte Tempo Superion 256 Superion 10K Aria Forte & Forte Tempo Superi
Slide 6: The most powerful combination: IonQ + SkyWater
THE MOST POWERFUL COMBINATION… IONQ + SKYWATER Quantum Foundry CMOS Quantum Quantum & Advanced Semiconductor Hardware Services Technologies 1 Foundry • Quantum • QCaaS • Quantum foundry • U.S. pure - play computers • Applications • Advanced packaging semiconductor • Quantum security foundry • System
Slide 7: SkyWater FY2026 baseline revenue profile, pro forma contribution to IonQ
SKYWATER FY2026 BASELINE REVENUE PROFILE – REPRESENTATIVE PRO FORMA REVENUE CONTRIBUTION TO IONQ 608 368 ~318 ~50 240 ~120 ~70 Total SkyWater Less: SkyWater Midpoint of FY2026 Revenue (Jan – Jul) SkyWater Street Consensus 1 and Standalone Close Adjustments (Aug – Dec) 1. FY2026 Street Consensus as p
Slide 8: FY2026 guidance ranges
FY2026 GUIDANCE RANGES FY2026 REVENUE: IONQ (FULL YEAR) GUIDANCE $280 - $290 million as of 2Q 2026 earnings, 8/5/2026, re - affirmed 9/8/2026 SKYWATER PARTIAL YEAR FY2026 REVENUE (AUG - DEC 2026) $240 million ELIMINATION OF ESTIMATED IONQ INTERCOMPANY REVENUE TO SKYWATER (AUG - DEC 2026) ($70) milli
Slide 9: We are very bullish on the future of IonQ and our opportunity
WE ARE VERY BULLISH ON THE FUTURE OF IONQ AND OUR OPPORTUNITY Pace setter for the entire quantum computing industry over 5 years; fastest growth, most amount of revenue Now addressing multiple high-growth quantum TAMs – over $200B Current quantum products carry attractive margins for us today, with
Slide 10: Important Information
Important Information FORWARD - LOOKING STATEMENTS AND OTHER INFORMATION This presentation contains forward - looking statements. All statements other than statements of historical fact are forward - looki ng statements, including but not limited to statements regarding our guidance for the financia