Atomera Incorporated (ATOM) Q2 2026 Earnings Call Transcript
Atomera Incorporated (ATOM) Q2 2026 Earnings Call Transcript

Atomera Incorporated desarrolla, comercializa y licencia sus materiales, procesos y tecnologías únicos para el sector de los semiconductores en toda América del ...
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BPA est. $-0.12 · Ingresos $100000.00 · 1 analistas
BPA est. $-0.11 · Ingresos $100000.00 · 1 analistas
BPA est. $-0.48 · Ingresos $300000.00 · 1 analistas
BPA est. $-0.40 · Ingresos $1.00M · 1 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $65000 | -51.9% | +1336.4% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-20.2M | -9.4% | -4.3% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | -393.8% | -4530.8% | +108.0% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -32496.9% | -126.9% | +92.6% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -31036.9% | -127.3% | +92.7% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-14.9M | -12.2% | +15.1% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -22878.5% | -133.1% | +94.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 7.0% | -12.1% | -2.3% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 9.80x | +29.4% | -12.0% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $21.1M | -27.6% | -7.8% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.65 vs -0.56 | -16.1% | -0.17 vs -0.13 | -30.8% |
| Revenue Surprise | $65000 vs $100000 | -35.0% | $158000 vs $100000 | +58.0% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Mears Robert J | officer: Chief Technology Officer | Common Stock | D | 6,312 | $3.87 |
| Sep 1, 2026 | Laurencio Francis | officer: CFO | Common Stock | D | 2,515 | $4.05 |
| Sep 1, 2026 | Laurencio Francis | officer: CFO | Common Stock | D | 1,020 | $4.05 |
| Sep 1, 2026 | Laurencio Francis | officer: CFO | Common Stock | D | 2,085 | $4.05 |
| Sep 1, 2026 | Laurencio Francis | officer: CFO | Common Stock | D | 884 | $4.05 |
Mike Bishop: Hello, everyone, and welcome to Atomera's Second Quarter 2026 Update Call. I'd like to remind everyone that this call and webinar are being recorded, and a replay will be available on Atomera's IR website for 1 year. I'm Mike Bishop with the company's Investor Relations. As in prior quarters, we are using Zoom, and we will follow traditional format. [Operator Instructions] We will open with prepared remarks from Scott Bibaud, Atomera's President and CEO; and Francis Laurencio, Atomera's CFO. Then we will open the call to questions. If you are joining by telephone, you may follow a slide presentation to accompany our remarks on the Events and Presentations section of our Investor Relations page on our website. Before we begin, I would like to remind everyone that during today's call, we will make forward-looking statements. These forward statements, whether in prepared remarks or during the Q&A, are subject to risks and uncertainties. These risks and uncertainties are detailed in the Risk Factors sections of our filings with the Securities and Exchange Commission, specifically in the forms -- in the company's annual report on Form 10-K filed with the SEC on February 24, 2026. Except as otherwise required by federal securities laws, Atomera disclaims any obligations to update or make revisions to such forward-looking statements contained herein or elsewhere to reflect changes in expectations with regards to those events, conditions and circumstances. Also, please note, during this call, we will be discussing non-GAAP financial measures as defined by SEC Regulation G. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures are included in today's press release, which is posted on our website. Now I would like to turn the call over to our President and CEO, Scott Bibaud. Go ahead, Scott. Scott Bibaud: Thanks, Mike, and good afternoon, everyone. Q2 was a quarter of real momentum. Our customer engagements advanced across each of our target markets. We've had promising signs of new markets developing and in GaN, we turned a technical breakthrough into the early stages of a genuine commercial pipeline. Today, I'll move through gate-all-around, our broader customer activity, the growing pull we're seeing in memory, and then I'll spend real time on GaN, where I believe we may be witnessing the opening of a significantly new market for Atomera. Let me start with gate-all-around. By now, you all know why this technology transition is so important. So I'll go straight to the news. We continue to work with 2 of the 4 players in this space. And this quarter, we passed a significant milestone with 1 of the 2 active gate-all-around customers, opening the door to further work on our unique silicon structures. These customers typically ask for a sequence of demonstrations before they'll accept a new material into their process flow. So clearing this stage is a meaningful step rather than a formality. It …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Scott A. Bibaud | President, Chief Executive Officer & Director | USD 855,883 | Male | 1963 | Active |
Francis Laurencio | Chief Financial & Accounting Officer and Corporate Secretary | USD 503,800 | Male | 1969 | Active |
Robert Mears Physics | Founder & Chief Technology Officer | USD 497,374 | — | 1961 | Active |
Mike Bishop | Investor Relations | — | Male | — | Active |
Nishant Sinha | Head of Marketing | — | Male | — | Active |
Atomera Incorporated (ATOM) Q2 2026 Earnings Call Transcript

Atomera NASDAQ: ATOM reported second-quarter revenue of $158,000, primarily from fees for wafer deliveries to its large integrated device manufacturer customer, while management highlighted progress in Gate-All-Around logic, memory, radio-frequency silicon and gallium nitride applications.

LOS GATOS, Calif., Aug. 4, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the second quarter ended June 30, 2026.

LOS GATOS, Calif., July 21, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, announced today that it plans to release its second quarter 2026 financial results after the market closes on Tuesday, Aug. 4, 2026.

Investors chasing market themes are learning a familiar lesson: a hot investment doesn't necessarily make for a profitable one.
