Ionq, Inc. · NYSE:IONQ
Ionq — Investor Day (September 2026)
16 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: Niccolo de Masi, Chairman & CEO
Niccolo de Masi CHAIRMAN & CEO Copyright © 2026 IonQ, Inc. All Rights Reserved.
Slide 3: Evolution
EVOLUTION 1995 - 2018 2019 - 2024 2025 2026 QUANTUM COMMERCIALIZATION PLATFORM VERTICAL PIONEER EXPANSION INTEGRATION First quantum First on all three First quantum First vertically integrated logic gate major clouds platform company quantum platform NEARING ~$1M ~$10M ~$100M $300M Copyright © 2026
Slide 4: Our Full Stack Quantum Platform
OUR FULL STACK QUANTUM PLATFORM QUANTUM QUANTUM QUANTUM QUANTUM QUANTUM PRODUCTS & SERVICES COMPUTING NETWORKING SENSING SECURITY QUANTUM ACCELERATED TECHNOLOGY SERVICES QUANTUM SEMICONDUCTOR QUANTUM FOUNDRY ADVANCED PACKAGING QUANTUM PHOTONICS MANUFACTURING Serving CLOUD FINANCIAL BIO & LIFE CHEMIS
Slide 5: Q2 2026 Revenue Exceeds the Rest of the Pure-Play Reported Industry
Q2 2026 REVENUE EXCEEDS THE REST OF THE PURE - PLAY REPORTED INDUSTRY Q2 2026 REPORTED REVENUE · ($ MILLIONS USD) $43.6M Rest of publicly reported quantum $80.1M industry combined 80.1 Infleqtion 12.6 Nearly double all other pure - play Quantinuum 8.0 quantum companies combine d IQM 7.6 Quantum Comp
Slide 6: Continuing to Execute on Our Milestones
CONTINUING TO EXECUTE ON OUR MILESTONES HIGHLIGHTS: SEPTEMBER 2025 → SEPTEMBER 2026 FINANCIAL RESULTS TECHNICAL LEADERSHIP MARKET VALIDATION 5x 1kHz 256 qubit 3 OUR REVENUE SCALE ENTANGLEMENT RATE, QPUs FABRICATED AT MAJOR DARPA PROGRAMS H1 2025 TO H1 2026 4X FASTER THAN PREVIOUS SKYWATER ADVANCING
Slide 7: Two Forces Closing In on Today's Encryption
TWO FORCES CLOSING IN ON TODAY’S ENCRYPTION LATEST ESTIMATES Classical AI AI HAS FOUND EXPECT QUANTUM Quantum will Sensitive data of is weakening PREVIOUSLY UNKNOWN break traditional every enterprise COMPUTERS TO BREAK modern PQC FLAWS IN LEADING NIST and government RSA - 2048 THIS DECADE encryption
Slide 8: Quantum-safe defense in depth
SECURITY PLATFORM Posture Management Quantum - safe See your exposure in real time defense in depth PQC Protection at multiple layers, plus exposure Modern algorithms everywhere monitoring and remediation. QKD Keys secured by physics Copyright © 2026 IonQ, Inc. All Rights Reserved.
Slide 9: Global Compute Footprint
GLOBAL COMPUTE FOOTPRINT 1,800+ 1 Cloud users worldwide 33,000+ Hours of cloud uptime 6 Continents 100% 2 Announced on - prem deployments FY26E Y/Y Organic Growth Select cloud customer locations 1. Unique users of IonQ Cloud; does not include AWS, Google or Azure 2. Organic revenue is a supplemental
Slide 10: The full-stack compute platform
FULL COMPUTE STACK 01 APPLICATIONS Real applications, in production today. The full - stack compute platform 02 SOFTWARE & ERROR CORRECTION Every layer engineered for the A complete, published path others, from application to atom. to fault tolerance. 03 QPU & MANUFACTURING Nature’s perfect qubits,
Slide 11: The full-stack compute platform with data center scalability
WITH DATA CENTER SCALABILITY The full - stack Supported by the compute platform world’s fastest Every layer engineered for the quantum interconnect 1 others, from application to atom. For data center - scale distributed architectures 1. IonQ findings from a forthcoming study; details will be made av
Slide 12: Our Full Stack Approach Unlocks Vast Application Space
OUR FULL STACK APPROACH UNLOCKS VAST APPLICATION SPACE We demonstrated powerful applications this year: Training Robotic AI Models Training Robotic AI Models Quantum Federated Learning Quantum Federated Learning Quantum - accelerated CFD for a jet engine ✓ Q1 2026 Optimization Of AI Agent Optimizati
Slide 13: The hardest problems in medicine are computational
HEALTHCARE APPLICATIONS The hardest problems in medicine are computational. ▪ Design a cancer drug before it exists ▪ Read a genome with nothing missing ▪ Fit a treatment to one person’s biology ▪ Detect diseases before symptoms emerge ▪ Simulate molecular behavior Copyright © 2026 IonQ, Inc. All Ri
Slide 14: Walking Cat blueprint and hardened security resource estimate
COMPUTE HARDENED SECURITY April 2026 September 2026 The Walking Cat blueprint Full - stack resource estimate, accounting for every instruction arXiv:2604.19481 An IonQ system can recover a 256 - bit elliptic - curve key: Fault-Tolerant Quantum Computing with Trapped Ions: The Walking Cat Architectur
Slide 15: Copyright © 2026 IonQ, Inc. All Rights Reserved.
Copyright © 2026 IonQ, Inc. All Rights Reserved.
Slide 16: 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