Atomera Incorporated (ATOM) Earnings
Atomera Incorporated is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $-0.13. ATOM has beaten EPS estimates in 0 of its last 12 reported quarters (average surprise -29.6% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $-0.13 | $-0.17 | -28.2% | $11000 | -85.3% |
| Feb 12, 2026 | $-0.14 | $-0.14 | +0.0% | $50000 | -50.0% |
| Apr 25, 2024 | $-0.15 | $-0.19 | -26.7% | $18000 | -98.2% |
| Feb 13, 2024 | $-0.11 | $-0.18 | -63.6% | $550000 | +10.0% |
| Nov 1, 2023 | $-0.16 | $-0.20 | -25.0% | — | — |
| Aug 2, 2023 | $-0.16 | $-0.21 | -31.2% | — | — |
| Feb 15, 2023 | $-0.17 | $-0.18 | -5.9% | $5000 | — |
| Nov 9, 2022 | $-0.17 | $-0.20 | -17.6% | $2000 | — |
| Aug 2, 2022 | $-0.17 | $-0.20 | -17.6% | — | — |
| Feb 15, 2022 | $-0.16 | $-0.18 | -12.5% | — | — |
| Oct 28, 2021 | $-0.12 | $-0.19 | -58.3% | — | — |
| Aug 3, 2021 | $-0.13 | $-0.17 | -30.8% | — | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Scott Vivo discussed progress across multiple customer markets. In gate-all-around, working with customers and strategic partners to validate MST in advanced geometries, had measured silicon results for a source drain liner application, actively working with target customers on evaluations. In memory, in discussions with large memory manufacturers and working on multiple solutions using MSE. In GAN, made advancements in RF GAN on silicon, preliminary data suggests MST can reduce parasitic channel, expanding partnerships across ecosystem, and expanded collaboration with Synopsys. Frank Lorenzio reviewed financials, discussed non-GAAP and GAAP results, cash position, and revenue expectations.
Guidance
Frank Lorenzio mentioned expected 2026 annual non-GAAP operating expense to be approximately $18.5 million. Expected Q2 revenue to be in the range of $50,000 to $100,000 as some Q1 revenue pushed out.
Segment performance
In Q1 2026, revenue was $11,000 from fees for wafer deliveries to a large IDM. GAAP net loss was $6.1 million or 17 cents per share, non-GAAP net loss was $4.9 million or 14 cents per share. GAAP operating expenses were $6.2 million in Q1 2026, an increase from Q1 2025. Non-GAAP operating expenses were $4.8 million in Q1 2026, with sales and marketing, R&D, and G&A expenses having specific year-over-year changes. Cash balance on March 31, 2026 was $41.1 million. Revenue in Q2 expected to be in range of $50,000 to $100,000 as some Q1 revenue pushed out.