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IonQ reports 80% organic growth for 2025 and forecasts accelerated growth in 2026

Wednesday, February 25, 2026 at 09:33 PM

IonQ reported 80% year-over-year organic growth for 2025 and issued guidance for 2026 expecting even higher growth rates.

Context

IonQ delivered record 2025 results, becoming the first public quantum company to exceed $100 million in annual revenue. The firm reported $130.0 million for the year, a 202% increase driven by nearly 80% organic growth. This performance marks a pivotal shift as commercial customers now contribute over 60% of revenue, signaling that quantum technology is moving into industrial applications. Shares rose 8% after-hours following the report, which significantly beat previous guidance. Management issued a bullish 2026 forecast of $225 million to $245 million, expecting organic growth to be even higher than in 2025. This momentum is underpinned by the acquisition of SkyWater Technology, securing a domestic foundry for quantum chip production, and achieving the #AQ 64 milestone ahead of schedule. With a $3.3 billion cash position, IonQ is aggressively scaling its full-stack platform to dominate the quantum hardware supply chain.

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