The stock · Earnings hub
Q3 2026 results.
Before the call
Tuesday, November 10, 2026 · 4:30 PM ET
Results plus a business update call. Starts in .
After the call
Results & summary
The numbers, an AI-assisted call summary, and what changed for the thesis will be posted here after the call. Subscribe to alerts to get it first.
Get alerts →What to watch
Eight things that matter on this call.
- Stage 3 → Stage 4Does any of the five Fortune Global 500 programs move to production? This is the single biggest catalyst.
- Lead-customer agreementManagement said a material supply and license agreement is under negotiation. Is it signed?
- New Stage 3 entriesThe goal was one or two more Tier 1 customers in Stage 3 before the end of 2026.
- Cash and runwayCash was $95.9M on June 30, with runway guided through Dec 2027. Watch for new share sales.
- Share count154.2M in August. How much dilution happened in Q3?
- Foundry transferPDK 1.1 was due to move to a high-volume foundry in 2H 2026, with 1–2 external back-end partners planned.
- Customer 1.6T chips and SilTerra resultsExpected around Q2/mid-2026 but not mentioned on the August call. An update would close a gap.
- Foxconn demo follow-throughAny detail on the Oct 29 Hon Hai 200G/400G transceiver demo and what comes next.
Scorecard
Q2 2026 vs. Q3 2026
| Metric | Q2 2026 | Q3 2026 |
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Past quarters
Every quarter since 2022.
| Quarter | Revenue | Net loss | Cash used | Cash + securities | Shares | Filing |
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