Quantum Computing (QUBT) Investor presentation summary

Market opportunity and positioning

• Only pure-play nonlinear quantum optics and integrated photonics public company, first to market with nonlinear optics products.

• Global photonic integrated circuit market projected to reach $65.69B by 2032, with a 20.9% CAGR from 2025-2032.

• Positioned for adoption across defense, telecom, finance, sensing, and AI sectors.

• Barriers to entry in TFLN foundry technology create a unique opportunity to capture significant market share.

• Strategic partnerships with NASA, Accenture, Los Alamos National Lab, and others support credibility and growth.

Technology and product innovation

• Proprietary thin-film lithium niobate (TFLN) foundry enables advanced photonic chips for quantum and classical applications.

• Core platforms include quantum optimization machines, reservoir computers, quantum secure solutions, and remote sensing systems.

• Room-temperature quantum photonics and miniaturized photonic circuits integrated into PCIe cards.

• Patented Dirac-3 entropy quantum computer solves integer problems using high-dimensional qudits.

• Reservoir computer hardware delivers edge computing with up to 95% less power than traditional systems.

Financial performance and capital position

• $1.64B raised since November 2024, with a strong balance sheet and ~$1.5B in cash and investments.

• 3Q25 revenues increased 280% year-over-year, reflecting rapid commercial traction.

• Net income of $2.4M for the three months ended September 30, 2025, compared to a net loss in the prior year.

• Total assets of $898M as of September 30, 2025, with minimal liabilities.

• Two complementary revenue streams: product sales and foundry services.