D-Wave: The First Quantum Company To Go Post-NISQ
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Stephen Tobin19.15K FollowersFollow5ShareSavePlay(19min)Comment(1)SummaryD-Wave has transitioned from proof-of-concept to large-scale commercial quantum deals, securing major contracts and accelerating revenue growth.QBTS's acquisition of Quantum Circuits, Inc. positions it to deliver a universal gate quantum computer as early as 2026, leapfrogging competitors.With a fortress balance sheet, $840 million in cash, and tier-1 customer traction, I forecast $70M revenue in 2026 and $110M in 2027.QBTS disruptive technology, a dual-platform roadmap, growing QCaaS adoption, and potential to lead post-NISQ quantum computing. adventtr/E+ via Getty Images NISQ stands for Noisy Intermediate-Scale Quantum computers. Today is the age of NISQ, and it signifies that the quantum computers of today are Noisy - they make errors, and intermediate-scale – they are not large enough to solve meaningful problems.This article was written byStephen Tobin19.15K FollowersFollowI look at small to mid-cap companies with disruptive technology. I provide competitive analysis of companies and often research the founders and their previous endeavors. I follow, investigate and report on companies that I believe have growth potential and highlight some of the ones best avoided. I invest with a two-year time frame but often keep investments for far longer.I am the third generation of investors in my family, my grandfather lost money in the 1929 stock market crash, and the oil crises of the 1970s almost wiped out my Father. I traded through the dot com bubble and the credit crisis. The family has learned the hard way to choose winners, avoid losers, cut losses early, and let winners run. I have an MBA and qualifications in accounting and company valuation. I have been a full-time investor and analyst for several years and began my career with the Bank of America in the 1980s. My Father concentrated on computers and banking stocks, and my Grandfather transport and utilities. I still have some of their original holdings. Currently, I am focused on the electrification of everything.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in QBTS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.