QU

Quantum Computing Inc. stock research

Jun 30, 2023

FY2023 Q2

Quantum Computing (QUBT) Gross Margin — Quarter Ended Jun 30, 2023

Revenue and gross profit were lower than the immediately preceding quarter, while cost of revenue also declined. Gross margin improved slightly compared to the prior quarter but weakened significantly from the same quarter one year earlier.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue and gross profit were lower than the immediately preceding quarter, while cost of revenue also declined. Gross margin improved slightly compared to the prior quarter but weakened significantly from the same quarter one year earlier.

  • The most notable driver is the change in the relationship between cost of revenue and revenue. Sequentially, cost of revenue declined at a faster rate than revenue, resulting in a higher gross margin. Year over year, cost of revenue increased substantially relative to revenue, leading to a lower gross margin.
  • Compared to the previous quarter, revenue and gross profit were lower, but gross margin was slightly higher due to a proportionally larger decline in cost of revenue. Compared to the same quarter one year earlier, revenue was higher, but gross profit was similar, and gross margin was markedly lower because cost of revenue increased substantially.

Gross margin snapshot

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

Gross margin

54.5%

Gross profit

$61000

Revenue

$112000

Cost of revenue

$51000

Quarter-over-quarter change

+0.7 pts

Year-over-year change

-37.5 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$121000$65000$5600053.7%
Jun 30, 2023$112000$61000$5100054.5%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+0.7 pts

Year-over-year change

Jun 30, 2022

-37.5 pts

What the margin says

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

The most notable driver is the change in the relationship between cost of revenue and revenue. Sequentially, cost of revenue declined at a faster rate than revenue, resulting in a higher gross margin. Year over year, cost of revenue increased substantially relative to revenue, leading to a lower gross margin.

Compared to the previous quarter, revenue and gross profit were lower, but gross margin was slightly higher due to a proportionally larger decline in cost of revenue. Compared to the same quarter one year earlier, revenue was higher, but gross profit was similar, and gross margin was markedly lower because cost of revenue increased substantially.

Monitor the trajectory of cost of revenue relative to revenue, as it has varied significantly between periods.