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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Atomera
Atomera (ATOM) investor relations material
Atomera Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Met the February Gate-All-Around engagement goal, reaching three of four developers; two are testing MST on customer silicon and the third is in early evaluation.
Expanded MST opportunities across next-generation DRAM and NAND, advanced power and RF programs, and signed a GaN-on-silicon joint development agreement with IQE.
Q3 revenue was $0; net loss was $6.006 million. Starting-wafer applications grew from two to six in a year as the focus remained on converting evidence into agreements and recurring revenue.
Financial highlights
Q3 revenue was $0, versus $11,000 in Q3 2025 and $158,000 in Q2 2026; no wafer shipments generated revenue in Q3.
Net loss was $6.006 million, or $0.15 per share, versus $5.573 million, or $0.17 per share, in Q3 2025; adjusted EBITDA loss was $4.572 million versus $4.440 million.
GAAP operating expenses were $6.328 million, versus $5.676 million in Q3 2025 and $6.891 million in Q2 2026; operating loss was $6.328 million.
Non-GAAP operating expenses were $4.572 million, versus $4.323 million in Q3 2025 and $5.144 million in Q2 2026.
9M revenue was $169,000 versus $15,000; 9M operating expenses were $19.4 million versus $16.3 million, and net loss was $18.4 million versus $15.7 million.
Outlook and guidance
Q4 wafer-delivery revenue expected at ~$50,000; quarterly revenue remains lumpy with limited long-term visibility.
FY 2026 non-GAAP operating expense expectation remained ~$18.5 million, ±$250,000, at the high end of the range, reflecting tool leases, metrology and device-fabrication costs.
2027 expense guidance was deferred while tool-lease negotiations continued; management said it would work to keep fixed costs low.
Q4 operating cash use expected to rise due primarily to a one-time ~$1.4 million payment on October 1, prepaying the 200-mm tool lease for 2027; not indicative of the underlying run rate.
Cash and short-term investments of $34.828 million were expected to fund current plans and obligations for at least 12 months from financial statement issuance.
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Latest events from Atomera
- MST advanced through customer evaluation, but commercial adoption and revenue remained unproven.ATOM
Q4 2016 - MST evaluations expanded, but commercialization remained unproven amid losses and cash burn.ATOMQ4 2017
- Initial licenses marked progress, but commercialization remains gated by qualification and cash burn.ATOMQ4 2018
- Revenue grew, but losses and commercialization hurdles remained substantial.ATOMQ4 2019
- Cash rose to $37.9 million as a paid manufacturing JDA advanced MST toward commercialization.ATOMQ4 2020
- JDA milestones and foundry evaluation expanded prospects, but commercialization remained unproven amid $15.7M losses.ATOMQ4 2021
- Customer milestones advanced, but commercial royalties remain unproven amid continued losses.ATOMQ4 2022
- FY 2023 revenue was $550K as MST reached two customer fabs and advanced toward royalties.ATOMQ4 2023
- Q2 2026 saw a $6.3M net loss, $158K revenue, and major MST milestones in RF and memory.ATOMQ2 2026
Next Atomera earnings date
Q4 202611 Feb, 2027
Atomera
Next Atomera earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Atomera Incorporated is a technology company engaged in developing, commercializing and licensing its proprietary materials, processes and technologies for the semiconductor industry. Its products consist of Mears Silicon Technology or MST, which is used to enhance the performance of transistors leading to integrated circuits and memory cells used in consumer electronics, computing, communications and industrial goods.