Aeluma Inc (NAS:ALMU)

Q3 2026 Aeluma Inc Earnings Call Transcript

May 13, 2026 / 09:00 PM GMT

Release Date Price: $31.49 (+16.16%)

Transcript 10-Q8-K

Key Points

Positve

Aeluma Inc (ALMU) is strategically positioned to address supply chain constraints in the AI datacom market by using non-indium phosphide substrates.
The company has secured six new government contracts totaling over $5 million, providing non-dilutive funding for R&D.
Aeluma Inc (ALMU) has established partnerships with Tower Semiconductor and Sumitomo Chemical Advanced Technologies to scale wafer production and manufacturing.
The company is experiencing strong interest in its quantum dot laser technology, which offers potential for improved power handling and reliability.
Aeluma Inc (ALMU) has a strong balance sheet with $37.8 million in cash and no long-term debt, providing financial stability for future growth.

Negative

Revenue for the fiscal third quarter decreased to $1.2 million from $1.3 million in the previous year and quarter.
The company reported a GAAP net loss of $1.8 million for the fiscal third quarter, compared to a net income of $1.5 million in the prior year period.
Delays in government contract execution have led to a narrowed full-year revenue guidance of $4.2 million to $4.6 million.
There is a major shortage of indium phosphide substrates, which poses a challenge for the industry and Aeluma Inc (ALMU).
The company has not yet achieved customer-specific qualifications for its products, which may delay commercialization efforts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALMU.OQ - Aeluma Inc
Q3 2026 Aeluma Inc Earnings Call
May 13, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by. Welcome to ILUMA's third quarter fiscal year 2026 earnings conference call.

At this time, all participants are in listen-only mode.

After the speaker's presentation, there will be a question-and-answer session. Please be advised that today's conference call is being recorded.

At this time, I would like to turn the call over to Alex Vialta, Illuma Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Good afternoon, and welcome to Illuma's third quarter fiscal 2026 earnings call. I'm here today with

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