What were the key takeaways from Aeluma's earnings call?

What is the revenue and EPS growth rate for Aeluma year over year?

What is Aeluma's latest dividend and current dividend yield?

What guidance did Aeluma's management provide for the next earnings period?

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What factors drove the changes in Aeluma's revenue and profit?

Did Aeluma beat or miss consensus estimates last quarter?

What were the key takeaways from Aeluma’s earnings call?

- **AI-Driven Growth**: Transitioning to commercial-scale production of optical components for AI infrastructure, with $38M cash to support expansion.
- **NASA Contract Win**: Quantum systems for space-based platforms, showcasing dual-use tech strategy.
- **Manufacturing Momentum**: 5x wafer runs at fabs, acquiring test equipment at 1% of market value.
- **Revenue Guidance**: $4-6M FY2026, with focus on commercial product launch.
- **Key Market Play**: High-speed transceivers and quantum dot lasers targeting co-packaged optics adoption in 2027+.

**【CEO Summary Section】**
- Aeluma is capitalizing on AI-driven demand for optical components, transitioning to commercial-scale semiconductor production.
- Completed a $23.4M capital raise, boosting cash to $38.1M, supporting R&D and commercialization efforts.
- Signed a NASA contract for quantum systems, expanding dual-use tech for government and commercial markets.
- Increased wafer runs by 5x at foundry partners, acquiring test equipment at 1% of market value.
- Hired key roles in supply chain, manufacturing, and business development, attracting top talent.

**【CFO Financial Commentary】**
- Q1 FY2026 revenue: $1.4M (vs. $0.48M YoY), GAAP net loss: $1.5M, Non-GAAP net loss: $0.437M.
- $38.1M cash post-public offering, no long-term debt.
- FY2026 revenue guidance: $4-6M, focusing on transitioning from R&D to commercial product revenue.
- Expect increased spending on production, tech validation, and team expansion.

**【Q&A Highlights】**
- **Engagement Progress**: 20+ active engagements in defense, aerospace, AI infrastructure; delivered samples to key customers.
- **Manufacturing Readiness**: 5x wafer runs at fabs; capable of supporting defense/aerospace volumes; mobile/consumer electronics require further capacity investment.
- **Commercial Timeline**: Aiming for initial commercial revenue in FY2026; quantum dot lasers and high-speed transceivers target co-packaged optics adoption.
- **Government Impact**: Shutdown delays contracts, but non-dilutive funding continues; focus shifting to commercial opportunities.
- **Fab Relationships**: Confidential, but increasing runs at existing partners; no new fabs added recently.


Aeluma Inc (ALMU) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ALMU

ALMU fundamentals

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