Quantum-Si Inc (NAS:QSI)

Q3 2025 Quantum-Si Inc Earnings Call Transcript

Nov 5, 2025 / 09:30 PM GMT

Release Date Price: $1.8 (-2.17%)

Transcript 10-Q8-K

Key Points

Positve

Quantum-Si Inc (QSI) successfully completed sequencing runs on a prototype Proteus system, marking a significant milestone in their innovation roadmap.
The company launched an expanded set of instrument acquisition options, resulting in 12 new customers, with more than half in academic labs.
Quantum-Si Inc (QSI) has a strong pipeline of publications, with 5 manuscripts submitted in 2025 and more in development, enhancing scientific validation.
The commercial launch of the version 4 sequencing kit with improved capabilities was achieved, expanding customer experiment options.
The company maintains a strong balance sheet with $230.5 million in cash equivalents and investments, positioning them well for strategic opportunities.

Negative

Revenue for Q3 2025 was only $552,000, impacted by capital sales headwinds and NIH funding challenges.
Gross margin was variable at 35%, affected by acquisition costs and accounting adjustments to inventory.
Operating expenses increased to $40 million in Q3 2025 from $28.5 million in Q3 2024, partly due to a $13.6 million expense related to a lease termination.
The company faces continued pressure from capital market headwinds and uncertainty in NIH funding, affecting short-term commercial results.
The sales cycle in biotech and pharma remains lengthy, around 9 to 12 months, impacting the speed of revenue generation.

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

QSI.OQ - Quantum-Si Inc
Q3 2025 Quantum-Si Inc Earnings Call
Nov 05, 2025 / 09:30PM 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 SI 3rd quarter earnings conference 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 will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded.

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

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Unidentified_2 [2]
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