QB

D-Wave Quantum Inc. stock research

Mar 31, 2023

FY2023 Q1

D-Wave Quantum (QBTS) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue increased relative to the year-ago period. As a result, gross margin weakened substantially from both comparison periods.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue increased relative to the year-ago period. As a result, gross margin weakened substantially from both comparison periods.

  • The decline in gross margin was driven by a larger proportional decrease in gross profit relative to revenue, as cost of revenue did not decline at the same rate.
  • Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, with cost of revenue slightly higher, leading to a weaker gross margin. Compared to the same quarter one year earlier, revenue was slightly lower, gross profit was lower, and cost of revenue was higher, resulting in a weakened gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

26.6%

Gross profit

$421000

Revenue

$1.6M

Cost of revenue

$1.2M

Quarter-over-quarter change

n/a

Year-over-year change

-37.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$1.6M$421000$1.2M26.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-37.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The decline in gross margin was driven by a larger proportional decrease in gross profit relative to revenue, as cost of revenue did not decline at the same rate.

Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, with cost of revenue slightly higher, leading to a weaker gross margin. Compared to the same quarter one year earlier, revenue was slightly lower, gross profit was lower, and cost of revenue was higher, resulting in a weakened gross margin.

Monitor the trajectory of cost of revenue relative to revenue, as it increased year-over-year while revenue declined.