QU

Quantum Computing Inc. stock research

Mar 31, 2024

FY2024 Q1

Quantum Computing (QUBT) Gross Margin — Quarter Ended Mar 31, 2024

Revenue and cost of revenue both declined from the prior quarter, but cost of revenue fell more sharply, resulting in a higher gross profit and an improved gross margin. Compared to the same quarter last year, revenue and gross profit were lower, and gross margin weakened.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue and cost of revenue both declined from the prior quarter, but cost of revenue fell more sharply, resulting in a higher gross profit and an improved gross margin. Compared to the same quarter last year, revenue and gross profit were lower, and gross margin weakened.

  • The strongest observable margin driver is the proportionally larger decrease in cost of revenue relative to revenue, which lifted gross margin despite lower revenue.
  • Gross margin improved sequentially from the prior quarter but declined compared to the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

40.7%

Gross profit

$11000

Revenue

$27000

Cost of revenue

$16000

Quarter-over-quarter change

+27.4 pts

Year-over-year change

-13.0 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2023$112000$61000$5100054.5%
Sep 30, 2023$50000$26000$2400052.0%
Dec 31, 2023$75000$10000$6500013.3%
Mar 31, 2024$27000$11000$1600040.7%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

+27.4 pts

Year-over-year change

Mar 31, 2023

-13.0 pts

What the margin says

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

The strongest observable margin driver is the proportionally larger decrease in cost of revenue relative to revenue, which lifted gross margin despite lower revenue.

Gross margin improved sequentially from the prior quarter but declined compared to the same quarter one year earlier.

Monitor the trajectory of cost of revenue, as its sharp decline was the primary factor behind the margin improvement.

QUBT Gross Margin — Quarter Ended Mar 31, 2024