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Oklo Inc. (OKLO) Q4 2025 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Oklo reported Q4 2025 earnings with no revenue but a narrower-than-expected EPS loss of $0.27, missing estimates by $0.10, reflecting continued pre-commercial phase costs. CEO Jacob Dewitte highlighted progress on its Aurora micro-reactor deployment, targeting 2027 commercial operation after securing key NRC approvals and partnerships with Idaho National Lab. The company emphasized fuel supply chain advancements, including HALEU procurement contracts, critical for next-gen reactors but facing industry-wide supply constraints. CFO Richard Bealmear noted $200M+ in cash reserves, sufficient for 24+ months of operations, with cost discipline prioritized amid delayed revenue streams. Analysts pressed on timeline risks, regulatory hurdles, and customer commitments, with management reaffirming long-term confidence in advanced fission’s role in clean energy.
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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsQ4: 2026-03-17 Earnings SummaryPlay CallPlay CallSlidesPR10-KEPS of -$0.27 misses by $0.10 | Revenue of $0.00 beats by $0.00 Oklo Inc. (OKLO) Q4 2025 Earnings Call March 17, 2026 5:00 PM EDT Company Participants Sam Doane - Director of Investor RelationsJacob Dewitte - Co-Founder, CEO & ChairmanRichard Bealmear - Chief Financial Officer Conference Call Participants Brian Lee - Goldman Sachs Group, Inc., Research DivisionDimple Gosai - BofA Securities, Research DivisionGeorge Gianarikas - Canaccord Genuity Corp., Research DivisionRyan Pfingst - B. Riley Securities, Inc., Research DivisionVikram Bagri - Citigroup Inc., Research DivisionJeffrey Campbell - Seaport Research PartnersSameer Joshi - H.C. Wainwright & Co, LLC, Research DivisionSherif Elmaghrabi - BTIG, LLC, Research DivisionEric Stine - Craig-Hallum Capital Group LLC, Research DivisionDerek Soderberg - Cantor Fitzgerald & Co., Research DivisionCraig Shere - Tuohy Brothers Investment Research, Inc.

Presentation Operator Gentlemen, thank you for standing by. My name is Christa, and I will be your conference operator today. At this time, I would like to welcome you to the Oklo Fourth Quarter and Full Year 2025 Financial Results and Business Update Conference Call. [Operator Instructions] I would now like to turn the conference over to Sam Doane, Senior Director of Investor Relations. Sam, please go ahead. Sam DoaneDirector of Investor Relations Good afternoon, and thank you for joining Oklo's Fourth Quarter and Full Year 2025 Company Update. I'm Sam Doane, Oklo's Senior Director of Investor Relations. Joining me today are Jake Dewitte, Oklo's Co-Founder and Chief Executive Officer; and Craig Bealmear, our Chief Financial Officer. After my opening remarks and the forward-looking statement disclosure, Jake will walk through the business update and strategic progress, and Craig will cover our financial results. Our remarks today include forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ materially from those discussed today. We encourage you to review the forward-looking statements disclosure included in our supplemental slides. Additional information on

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