Atomera announces Q3 EPS of 17 cents, unchanged from last year.
Q3 Revenue Decline: Atomera reported a Q3 revenue of $11K, down from $22K the previous year.
Collaboration Insights: The partnership with STMicroelectronics did not meet expectations but provided valuable technical insights and enhanced market credibility.
Growing Interest in MST: There is increasing interest in Atomera's MST technology across various segments, including GAA, DRAM, RFSOI, and power.
Leadership Appointment: Wei Na, with 18 years of experience in IP licensing, joins Atomera to help convert a strong pipeline into licensing and commercialization agreements.
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Atomera Set to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Atomera is set to announce its Q4 earnings on February 12 after market close, with market participants keenly awaiting its performance following two years of volatility.
- Earnings Expectations Analysis: The consensus EPS estimate stands at -$0.14, reflecting a staggering 187.5% year-over-year decline, indicating significant profitability challenges that may impact investor confidence.
- Revenue Growth Expectations: Despite the poor EPS outlook, the consensus revenue estimate is projected at $0.1 million, representing a remarkable 400% year-over-year increase, showcasing the company's strong growth potential in specific areas.
- Historical Performance Review: Over the past two years, Atomera has only beaten EPS estimates 13% of the time and revenue estimates 38% of the time, highlighting uncertainty in the company's performance forecasts, necessitating cautious evaluation by investors.
Atomera Announces Q4 and FY 2025 Financial Results Release Plan
- Earnings Release Schedule: Atomera plans to release its fourth quarter and fiscal year 2025 financial results after market close on February 12, 2026, indicating the company's commitment to transparency and investor communication.
- Live Webinar: The company will host a live video Zoom webinar on the same day at 2:00 PM Pacific Time (5:00 PM Eastern Time), providing investors with direct access to understand financial performance, thereby enhancing investor relations.
- Technology Overview: Atomera focuses on semiconductor materials and technology licensing, with its Mears Silicon Technology™ (MST®) aimed at improving performance and power efficiency in semiconductor transistors, showcasing the company's ongoing efforts in technological innovation.
- Market Application Potential: MST technology is compatible with existing semiconductor manufacturing equipment and complements other nano-scaling technologies in the industry roadmap, indicating Atomera's strategic positioning and future growth potential in the semiconductor sector.
Atomera announces updated MST implementation and revised collaboration with STMicroelectronics as it speeds up customer evaluations in power and memory sectors.
Management Insights: Atomera's collaboration with STMicroelectronics faced setbacks due to reliability issues, leading to a shift in focus to a 300-millimeter platform and a loss of near-term royalty revenue. However, a new MST implementation was validated, promising significant performance improvements and potential for broader market applications.
Financial Performance: The company reported a GAAP net loss of $5.6 million for Q3 2025, with increased operating expenses attributed to R&D and administrative costs. Cash reserves decreased to $20.3 million, and the company raised approximately $2 million through its ATM facility during the quarter.
Outlook and Strategy: Atomera anticipates recognizing $75,000 to $125,000 in NRE revenue in Q4 2025, with a focus on rapid revenue opportunities through MST starting wafers. The appointment of a new VP of Sales aims to enhance commercial growth and license conversions.
Risks and Concerns: The loss of immediate revenue visibility from STMicroelectronics poses challenges, alongside the risks associated with customer transitions and the variability in revenue recognition due to iterative testing processes. Management is prioritizing MST products and strategic partnerships to mitigate these risks.
Weekly Update: Sector Changes from Four Roses Bourbon to Quantum Stakes
Kirin Holdings and Four Roses: Kirin Holdings is seeking to sell the Kentucky bourbon brand Four Roses for around $1 billion, but declining youth consumption and trade tensions with Canada may deter potential buyers.
Quantum Computing Investments: Several quantum computing companies are looking to sell equity stakes to the U.S. Commerce Department, raising concerns about government influence on corporate governance, especially as some companies may not need the funds.
Mergers and Acquisitions: Coca-Cola HBC is acquiring a 75% stake in Coca-Cola Beverages Africa for $2.6 billion, while Blackstone and TPG are set to acquire Hologic for up to $18.3 billion, reflecting ongoing consolidation in various sectors.
Bankruptcy in Subprime Lending: PrimaLend Capital Partners has filed for bankruptcy amid rising car loan delinquencies, highlighting stress in the subprime lending market, although the company plans to continue operations with existing financing.
Wednesday's Underperformers: Semiconductor and Construction Stocks
Market Performance: Construction shares are lagging behind the market, down approximately 3.5% overall.
Leading Declines: Sterling Infrastructure and IES Holdings are the primary contributors to this decline, with losses of about 11.2% and 9.1%, respectively.
Sector Laggards: The video highlights that semiconductors and construction stocks are among the sectors underperforming on Wednesday.
Author's Perspective: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Atomera Incorporated (ATOM) Q2 2025 Earnings Call Transcript
Earnings Call Overview: Atomera Incorporated held its Q2 2025 earnings call on August 5, 2025, featuring remarks from CEO Scott Bibaud and CFO Franc Laurencio, with a focus on forward-looking statements and associated risks.
Call Format and Accessibility: The call was conducted via Zoom, allowing participants to listen only, and a replay will be available on Atomera's Investor Relations website for one year.
Atomera Set to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Atomera is set to announce its Q4 earnings on February 12 after market close, with market participants keenly awaiting its performance following two years of volatility.
- Earnings Expectations Analysis: The consensus EPS estimate stands at -$0.14, reflecting a staggering 187.5% year-over-year decline, indicating significant profitability challenges that may impact investor confidence.
- Revenue Growth Expectations: Despite the poor EPS outlook, the consensus revenue estimate is projected at $0.1 million, representing a remarkable 400% year-over-year increase, showcasing the company's strong growth potential in specific areas.
- Historical Performance Review: Over the past two years, Atomera has only beaten EPS estimates 13% of the time and revenue estimates 38% of the time, highlighting uncertainty in the company's performance forecasts, necessitating cautious evaluation by investors.
Atomera Announces Q4 and FY 2025 Financial Results Release Plan
- Earnings Release Schedule: Atomera plans to release its fourth quarter and fiscal year 2025 financial results after market close on February 12, 2026, indicating the company's commitment to transparency and investor communication.
- Live Webinar: The company will host a live video Zoom webinar on the same day at 2:00 PM Pacific Time (5:00 PM Eastern Time), providing investors with direct access to understand financial performance, thereby enhancing investor relations.
- Technology Overview: Atomera focuses on semiconductor materials and technology licensing, with its Mears Silicon Technology™ (MST®) aimed at improving performance and power efficiency in semiconductor transistors, showcasing the company's ongoing efforts in technological innovation.
- Market Application Potential: MST technology is compatible with existing semiconductor manufacturing equipment and complements other nano-scaling technologies in the industry roadmap, indicating Atomera's strategic positioning and future growth potential in the semiconductor sector.
Atomera announces updated MST implementation and revised collaboration with STMicroelectronics as it speeds up customer evaluations in power and memory sectors.
Management Insights: Atomera's collaboration with STMicroelectronics faced setbacks due to reliability issues, leading to a shift in focus to a 300-millimeter platform and a loss of near-term royalty revenue. However, a new MST implementation was validated, promising significant performance improvements and potential for broader market applications.
Financial Performance: The company reported a GAAP net loss of $5.6 million for Q3 2025, with increased operating expenses attributed to R&D and administrative costs. Cash reserves decreased to $20.3 million, and the company raised approximately $2 million through its ATM facility during the quarter.
Outlook and Strategy: Atomera anticipates recognizing $75,000 to $125,000 in NRE revenue in Q4 2025, with a focus on rapid revenue opportunities through MST starting wafers. The appointment of a new VP of Sales aims to enhance commercial growth and license conversions.
Risks and Concerns: The loss of immediate revenue visibility from STMicroelectronics poses challenges, alongside the risks associated with customer transitions and the variability in revenue recognition due to iterative testing processes. Management is prioritizing MST products and strategic partnerships to mitigate these risks.
Weekly Update: Sector Changes from Four Roses Bourbon to Quantum Stakes
Kirin Holdings and Four Roses: Kirin Holdings is seeking to sell the Kentucky bourbon brand Four Roses for around $1 billion, but declining youth consumption and trade tensions with Canada may deter potential buyers.
Quantum Computing Investments: Several quantum computing companies are looking to sell equity stakes to the U.S. Commerce Department, raising concerns about government influence on corporate governance, especially as some companies may not need the funds.
Mergers and Acquisitions: Coca-Cola HBC is acquiring a 75% stake in Coca-Cola Beverages Africa for $2.6 billion, while Blackstone and TPG are set to acquire Hologic for up to $18.3 billion, reflecting ongoing consolidation in various sectors.
Bankruptcy in Subprime Lending: PrimaLend Capital Partners has filed for bankruptcy amid rising car loan delinquencies, highlighting stress in the subprime lending market, although the company plans to continue operations with existing financing.
Wednesday's Underperformers: Semiconductor and Construction Stocks
Market Performance: Construction shares are lagging behind the market, down approximately 3.5% overall.
Leading Declines: Sterling Infrastructure and IES Holdings are the primary contributors to this decline, with losses of about 11.2% and 9.1%, respectively.
Sector Laggards: The video highlights that semiconductors and construction stocks are among the sectors underperforming on Wednesday.
Author's Perspective: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Atomera Incorporated (ATOM) Q2 2025 Earnings Call Transcript
Earnings Call Overview: Atomera Incorporated held its Q2 2025 earnings call on August 5, 2025, featuring remarks from CEO Scott Bibaud and CFO Franc Laurencio, with a focus on forward-looking statements and associated risks.
Call Format and Accessibility: The call was conducted via Zoom, allowing participants to listen only, and a replay will be available on Atomera's Investor Relations website for one year.
