D-Wave Quantum

D-Wave reported real customer wins, including AT&T cutting a network optimization task from an hour to under 15 seconds, and RPO rose to $40.7 million, up 668% year over year. The company expanded via the Quantum Circuits acquisition to add a gate-model program and targets 100 logical qubits by 2032, supported by a peer-reviewed validation of its dual-rail approach. However, CFO John Markovich is retiring, free cash flow remains deeply negative and share count has doubled in two years as D-Wave funds aggressive growth, leaving a high valuation that assumes execution goes nearly perfectly. » More on finance.yahoo.com

D-Wave Quantum announced that Chief Financial Officer John Markovich will resign effective September 2, 2026; the stock fell 1.2% in after-hours trading. Greg Golkov, senior vice president of finance, will serve as interim CFO and head of finance and accounting. The company emphasized that the resignation was not due to disagreements over business or accounting matters. CEO Alan Baratz praised Markovich’s role in the 2022 IPO and in raising more than $900 million in capital. » More on de.investing.com

D-Wave Quantum and NTT DOCOMO have implemented a second quantum application in live operation that optimizes tracking-area lists and, according to the companies, reduces location-registration signals at daily peaks by 65.3% and paging signals by 7.0%. A representative test case with 333 base stations produced results in roughly five minutes, which have already been adopted in DOCOMO's network planning and daily operations. Market reaction to the announcement was muted, but analyst consensus still rates the stock as "Strong Buy." » More on finanzen.net