secwatch.observer — SEC 8-K summary
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Issuer:     IonQ, Inc. (IONQ)
CIK:        0001824920
Form:       8-K
Filed at:   2026-11-05T21:07:04+00:00
Accession:  0001193125-26-449779
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.01, 2.02, 3.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

IonQ posts record 3Q26 revenue of $173.8M, up 336%, raises FY2026 guide to $505-$515M; closes Elisity deal
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- 3Q26 GAAP revenue $173.8M, up 336% YoY, sixth consecutive record quarter; IonQ Platform revenue $90.3M (+127%) and SkyWater Foundry $83.5M.
- FY2026 revenue guidance raised to $505-$515M, with 110% YoY growth expected in quantum computing; GAAP and adjusted EPS both exceeded consensus estimates.
- Completed Elisity acquisition Nov. 3: issued 32,233,274 shares at closing, plus up to 4,265,934 earn-out shares tied to revenue metrics through January 2028.
- Press release values closing consideration at $1.15B, with up to $150M additional earn-out; Elisity has 100+ enterprise deployments and will keep its CEO James Winebrenner.
- Cash, equivalents and investments $3.7B as of Sept. 30 pro forma for Oct. 16 equity offering; DARPA Quantum Benchmarking Stage C potential value up to $300M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1824920/000119312526449779/0001193125-26-449779-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1824920/000119312526449779/ionq-20261103.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-449779

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