Quantum-Si Inc (NAS:QSI)

Q2 2025 Quantum-Si Inc Earnings Call Transcript

Aug 5, 2025 / 08:30 PM GMT

Release Date Price: $1.44

Transcript 10-Q8-K

Key Points

Positve

Quantum-Si Inc (QSI) doubled its funnel of opportunities in the pharma and biotech sectors, indicating potential for future growth.
The company launched new instrument acquisition options, allowing customers to access technology without upfront capital, which has already secured initial customers.
Quantum-Si Inc (QSI) is on track to launch its version 4 sequencing kit, which promises increased proteome coverage and improved performance.
The Proteus development program is progressing well, with significant milestones achieved, setting the stage for a 2026 launch.
The company maintains a strong balance sheet with $214.2 million in cash and equivalents, providing financial stability and runway into 2028.

Negative

Revenue for Q2 2025 was $591,000, below expectations due to a near halt in capital purchases by US academic labs.
Operating expenses increased to $30.5 million in Q2 2025 from $26.8 million in Q2 2024, impacting profitability.
The company faces ongoing challenges from NIH funding uncertainties, affecting capital market conditions and sales.
Despite new acquisition models, the longer sales cycle in the pharma and biotech sectors may delay revenue growth.
Quantum-Si Inc (QSI) has not provided detailed financial guidance due to uncertainties in the NIH funding environment and new sales models.

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

QSI.OQ - Quantum-Si Inc
Q2 2025 Quantum-Si Inc Earnings Call
Aug 05, 2025 / 08:30PM 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 the quantum EI Q2 earnings call.

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

After the speaker's presentation, there will be a question and answer session.

To ask a question during the session, you'll need to press 11 on your telephone. You'll then hear an automated message advising that your hand is raised.

To withdraw your question, please press 11 again.

Please be advised that today's call is being recorded.

I would now like to hand the conference over to your first speaker today, Reisa Lindsay. Please go ahead.

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