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- **STMicro Setback**: Lost royalty revenue as ST shifted to 300mm without MST, despite successful MST implementation post-call.
- **Strategic Wins**: New MST solution eliminates performance-reliability trade-off, positioning for future wins in power devices.
- **Revenue Momentum**: Q4 NRE revenue guidance of $75K-$125K from wafer shipments, with delayed gross margin due to upfront costs.
- **Government Support**: Exploring funding via Sandia and CHIPS Act for GaN and other projects, reducing R&D burden.
- **Customer Pipeline**: Multiple transformative engagements in advanced nodes, with potential for significant future revenue.

**【CEO Summary Section】**
- **STMicro Update**: Despite achieving performance improvements with MST, STMicro discontinued the 200mm program due to reliability issues and transitioned to 300mm without MST. A new MST implementation resolved the trade-off but was too late for ST's schedule.
- **Other Projects**: Active in Gate-All-Around logic, DRAM, and GaN. Focus on starting wafers for faster revenue, e.g., RF-SOI and GaN, with Sandia National Labs collaboration.
- **Strategic Priorities**: Emphasize low-temperature processes, partnerships (e.g., capital equipment company), and fiscal discipline.

**【CFO Financial Commentary】**
- **Q3 2025 Financials**: GAAP net loss $5.7M, non-GAAP loss $4.4M. R&D up 11%, G&A up 37% due to stock comp. Cash $20.3M, used $3.4M in ops.
- **Q4 Guidance**: $75K-$125K NRE revenue from wafer shipments, delayed gross margin due to upfront costs.

**【Q&A Highlights】**
- **STMicro Decision**: Trade-off between performance and reliability; ST prioritized 300mm transition. New MST solution validated but not adopted.
- **Transformative Customers**: 2+ large engagements in advanced nodes, with potential for multi-year revenue. One customer stalled, others active.
- **GaN Progress**: Testing with Sandia, aiming for high-volume production. Exploring government funding via CHIPS Act.
- **Roadshow Focus**: Targeting Gate-All-Around and DRAM with strategic partner, leveraging their infrastructure for validation.
- **Revenue Timing**: Iterative process with customers; delays in results but hope for Q1 2026 licenses.

Atomera Incorporated (ATOM) Q3 2025 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

ATOM

ATOM fundamentals

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