Quantum-Si Inc (NAS:QSI)

Q4 2025 Quantum-Si Inc Earnings Call Transcript

Mar 3, 2026 / 09:30 PM GMT

Release Date Price: $0.948 (+1.56%)

Transcript 10-K8-K

Key Points

Positve

Quantum-Si Inc (QSI) has successfully launched an expanded set of instrument acquisition options, securing 17 new customers across academic labs, pharma, and biotech.
The company has developed a strong publication pipeline, with 5 manuscripts submitted in 2025 and 3 new manuscripts released in early 2026, showcasing the potential of their technology.
Quantum-Si Inc (QSI) is on track with the development of their Proteus system, which is expected to surpass their first-generation technology across all key performance metrics.
The company has announced a list price for Proteus at $425,000, which is positioned to capture premium value while being accessible to a larger number of potential customers.
Quantum-Si Inc (QSI) has a strong balance sheet with $215.8 million in cash and investments, allowing them to execute their strategic plan without immediate capital constraints.

Negative

Revenue for the fourth quarter of 2025 was only $451,000, reflecting ongoing challenges with capital sales headwinds.
The company anticipates 2026 to be a transition year with limited new capital sales and a focus on consumable utilization.
Gross margin for the fourth quarter was 27%, impacted by revenue mix and inventory adjustments, indicating pressure on profitability.
Operating expenses remain high, with GAAP total operating expenses for the fourth quarter of 2025 at $21.2 million.
There is uncertainty around NIH funding and customer capital budgets, which could impact future sales and revenue growth.

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

QSI.OQ - Quantum-Si Inc
Q4 2025 Quantum-Si Inc Earnings Call
Mar 03, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Quantum SI 4th quarter and year-end 2025 earnings call. At this time, all participants are in 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. If your question has been answered and you'd like to remove yourself from the queue, simply press 11 again. As a reminder, today's program is being recorded.

And now I'd like to introduce your host for today's program, Lindsey Rishi. Please go ahead.

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Unidentified_2 [2]
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