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IOIONQ

What IonQ promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

17 of 17 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly revenue guidance - Q2 FY26$65 million to $68 millionMar 2026Jun 2026:delivering $80.1 million in GAAP revenue, which is 287% growth year-on-year. Not only was it our strongest quarter ever, it also exceeded our own expectations by 20%.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year revenue guidance - FY26$225 million to $245 millionDec 2025Jun 2026:we are raising our full year guidance for IonQ to a range of $280 million to $290 million in revenue.
Call transcript, Jun 2026 · no direct link
Revised Up
256-qubit system commercial delivery256-qubit system delivered / commissioning beginsDec 2025Jun 2026:We expect to be commissioning systems and deploying systems and getting the manufacturing lines spooled up in the first half of next year. And that remains all on track.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open IonQ’s full ledger

A free account opens 5 company ledgers a month. All 26 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 26 tracked commitments for IonQ

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.