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4DS Memory (4DS) investor relations material
4DS Memory Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Progressing a proposed material acquisition and associated capital raising, which may require re-compliance with ASX Listing Rules Chapters 1 and 2.
Continued disciplined cost management, including remuneration reductions since November 2025.
Ongoing development and commercialisation of 60nm PCMO ReRAM technology, targeting global memory chip shortages.
Executive Chairman scheduled for business development meetings in Asia in May 2026 to explore commercialisation opportunities.
Financial highlights
Cash balance at 31 March 2026 was $8.47 million, down from $8.8 million at 31 December 2025.
Net cash used in operating activities was $229k for the March quarter, compared to $308k in the December quarter.
Payments to related parties totaled $49k, reflecting reduced salary and consultancy fees.
Estimated 37 quarters of funding available based on current cash burn and cash position.
Outlook and guidance
Further details on the acquisition and capital raising will be provided after ongoing discussions with the ASX conclude.
Focus remains on capital preservation and advancing strategic initiatives, including technology commercialisation.
- Sixth Platform Lot under review after unexpected results; cash reserves rise to $10.2 million.4DS
Q4 2025 TU29 May 2026 - Revenue up 831% and net loss reduced 6% as R&D milestones and capital raises drive progress.4DS
H2 202425 Mar 2026 - Loss widened to $9.7 million as R&D spending surged, with new capital raised for ongoing development.4DS
H2 202525 Mar 2026 - Loss narrowed, costs cut, and strategic review ongoing amid strong cash reserves.4DS
H1 20261 Mar 2026 - High-speed, persistent ReRAM targets AI and big data, backed by Infineon and imec partnerships.4DS
Investor Presentation1 Jul 2025 - Strong cash balance and key R&D progress position the company for future commercialization.4DS
Q3 2025 TU1 Jul 2025 - Advanced memory development and new Infineon partnership drive strategic progress.4DS
Q2 2025 TU1 Jul 2025 - Cash position stands at $6.312 million, supporting over four quarters of operations.4DS
Q1 2025 TU1 Jul 2025 - Strong cash position and strategic progress position 4DS for key milestones in late 2024.4DS
Q4 2024 TU13 Jun 2025
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