QB

D-Wave Quantum Inc. stock research

Dec 31, 2023

FY2023 Q4

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

Revenue increased and cost of revenue decreased, resulting in a higher gross profit and gross margin compared to both the previous quarter and the same quarter a year earlier. The filing discloses substantial doubt about the company's ability to continue as a going concern, which may affect future operations.

Gross margin takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue increased and cost of revenue decreased, resulting in a higher gross profit and gross margin compared to both the previous quarter and the same quarter a year earlier. The filing discloses substantial doubt about the company's ability to continue as a going concern, which may affect future operations.

  • The gross margin strengthened as revenue grew while cost of revenue declined, reducing the proportion of cost to revenue.
  • All key metrics improved: revenue and gross profit were higher, cost of revenue was lower, and gross margin was higher relative to both the prior quarter and the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

67.7%

Gross profit

$2.0M

Revenue

$2.9M

Cost of revenue

$939000

Quarter-over-quarter change

+8.0 pts

Year-over-year change

+12.2 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%
Jun 30, 2023$1.7M$705000$1.0M41.3%
Sep 30, 2023$2.6M$1.5M$1.0M59.7%
Dec 31, 2023$2.9M$2.0M$93900067.7%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2023

+8.0 pts

Year-over-year change

Dec 31, 2022

+12.2 pts

What the margin says

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

The gross margin strengthened as revenue grew while cost of revenue declined, reducing the proportion of cost to revenue.

All key metrics improved: revenue and gross profit were higher, cost of revenue was lower, and gross margin was higher relative to both the prior quarter and the same quarter one year earlier.

Monitor the company's ability to obtain additional financing, as the filing highlights material uncertainty regarding its ability to continue as a going concern.