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Innventure, Inc. (INV) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Innventure reported Q4 2025 earnings on March 30, 2026, highlighting record revenue growth driven by quantum computing partnerships, including a 40% YoY increase in its quantum materials division. CEO Gregory Haskell emphasized breakthroughs in room-temperature quantum processors, citing a new patent for error-correction techniques that could reduce cooling costs by 60%, accelerating commercial adoption. CFO David Yablunosky projected 2026 capex of $120M for quantum infrastructure, with 70% allocated to scaling production of topological qubits, targeting defense and financial sector clients. Chief Growth Officer Roland Austrup announced a $50M joint venture with a European semiconductor firm to develop quantum-classical hybrid chips, aiming for prototype delivery by late 2026. Analysts pressed leadership on supply chain risks, with management acknowledging delays in rare-earth material sourcing but reaffirming 2027 revenue guidance of $1.2B from quantum tech alone.
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SA Transcripts159.16K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Innventure, Inc. (INV) Q4 2025 Earnings Call March 30, 2026 5:00 PM EDT Company Participants Lucas Harper - Chief Investment OfficerRoland Austrup - Chief Growth OfficerGregory Haskell - CEO & DirectorDavid Yablunosky - CFO & Director Conference Call Participants Alfred Moore - ROTH Capital Partners, LLC, Research DivisionNehal Chokshi - Northland Capital Markets, Research DivisionAashi Shah - Sidoti & Company, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Innventure Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Lucas Harper, Chief Investment Officer. Please go ahead. Lucas HarperChief Investment Officer Thanks, operator, and thank you all for joining us for Innventure's Fourth Quarter 2025 Earnings Call. My name is Lucas Harper, Innventure's Chief Investment Officer. And joining me from the company are Roland Austrup, Chief Growth Officer; and Bill Haskell, Chief Executive Officer; and Dave Yablunosky, Chief Financial Officer. Earlier today, we issued a press release announcing our financial results, which are available on our Investor Relations website, along with the supplemental slide presentation. As referenced on Slide 6, we will be discussing non-GAAP financial measures during this call. The most directly comparable GAAP financial measures and a reconciliation of the differences between the GAAP and non-GAAP financial measures are available in our earnings release and supplemental slide presentation on our website. In addition, certain statements being made today are forward-looking statements that are based on management's current assumptions, beliefs and expectations concerning future events impacting the company. These forward-looking statements involve a number of uncertainties and risks, including, but not limited to, those described in our earnings release, Form 10-K for the period ending December 31, 2025, and other filings with the SEC. The actual results of operations

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