Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
IONQ: Revenue is scaling, but the quantum proof gate is conversion plus losses.
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Thesis summary
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
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