IonQ, Inc. Investor Day 2026

Good morning, ladies and gentlemen. Please take your seats. Our program will begin shortly. Thank you. Tell me you got something to give.

I want it. I kind of like it when you call me on the phone. Whatever the type of talking, it's come on then. I got to know you're meant to be the man I need. Talk to me, talk to me. Talk to me, talk to me. Talk to me, talk to me. Be the man that I need, baby. Talk to me, talk to me. Be the man that I need, need. Talk to me, talk to me. Be the man that I need, baby. Talk to me, talk to me. Be the man, man, man. Mm. Mm. Mm. Mm. Don't take this the wrong way. You knew. Ladies and gentlemen, please take your seats.

Our program will begin. Thank you.

Partly blue or black days. Electing strange perfections in any strange.

I'll let everybody sit down here for a moment. Come on in, folks. Wow, what a turnout. Amazing. Thank you all. We appreciate your interest. We appreciate your attending the session today. We appreciate your, if you're investors, your trust in what we're trying to execute here as a company, and if you're an analyst, we appreciate you following us as well. My name is Inder Singh. I joined Niccolo, our CEO, in the journey of making IonQ not only the pacesetter of the industry that he's made it, but also the only platform company in our space. My job today is to show this slide, which is a legal slide. There'll be a test. Also, really to show you the agenda. We have an exciting day planned, really afternoon planned for you. It's in 2 parts. On the left-hand side, you'll hear from a number of the leaders of the company about how we're doing and how we're executing, what our plans are, what our priorities are, and how we plan to keep on innovating in each of these areas, whether it's in computing, in the security area, and a number of things, frankly, that 3 years ago, people thought they were 3 decades away.

Here we are. It's real. When we say quantum is now, we mean it. You have customers that will be joining on the right-hand side, as you see, a number of panels to tell you what they're focused on, how they're using either the security solution from us or the computing solution from us, or imaging from space using AI. Amazing things are actually happening.

I moved from the board into the company a year ago, actually this month, and the first analyst day was 1 week after I joined. This is the second analyst day. We have so much more to tell. Let me tell you that members of our board are also here in this row. Kindly raise your hand. We're thrilled to have them. It shows you the engagement of the company. It shows the engagement of the board and the importance that we place on making sure that every one of our constituencies, customers, investors, partners, board, are all involved. I'm not going to give a long speech here. Essentially, all I wanted to do was tell you, we think we have a lot of excitement to hear about. There'll be opportunities for networking at the end of the day. Your tags have a certain color on them.

It will determine which of the 2 rooms you'll be going to. Some of you may be actually going to help ring the bell as well. I've done that a number of times. I may or may not join you in that endeavor, as some analysts have asked me to do some Q&A with them instead. So welcome. Thank you. If you have questions, of course, we'll have a Q&A. Please make sure that you watch the- Everyone from Washington to Wall Street A video to start.

is racing toward quantum. Where does America stand in the race for quantum advantage?

It's already here. Computing, medicine, and security that were once thought impossible.

Happening about a certain day.

Everyone's talking about quantum. We're building it. IonQ leads quantum computing, networking, sensing, and security. Now with SkyWater Technology's merchant supplier capability, we're taking the next step. Research breakthroughs are only part of the equation. You have to manufacture them rapidly, scale them, package them, and deploy them. That's what the IonQ and SkyWater end-to-end quantum supply chain delivers. Trusted U.S. manufacturing, faster innovation, a stronger foundation for long-term national security and economic competition. The recent U.S. executive orders made one thing clear: the world needs a competitive quantum ecosystem. The future of quantum won't build itself. We're here to do our part. SkyWater and IonQ, ushering in the next frontier of quantum innovation.

Deserves a round of applause, at least. It took us seven months to get that deal closed, and it is hugely historic, and I'm excited about the fact that we are not only the largest quantum company in history, but we're the first one that is vertically integrated. I'm going to start my bit of this presentation talking about the phases of IonQ's growth. I'd be remiss, however, before doing so, if I don't thank everyone that's worked so hard to make today possible. Whether or not you're in our IR function or comms function or events team or product marketing team, this is slated to be easily our most exciting corporate event to date. It's our biggest one, and if you're watching at home, it's a packed house where we had to turn people away, in all seriousness.

Next year, if you get a seat, you can probably scalp it and make a fortune out front the NYSE. We have a hugely distinguished and eclectic and, frankly, powerful group in the audience today, and I am really honored by everybody who traveled today. We have not only distinguished university professors, and we will hear from some of them later on, we have our founder in the audience, but we also have our friends from overseas who have traveled quite some ways to make it here. We have founders of public companies whose market caps are larger than ours at the moment. We have a hereditary prince from Europe. We also have a former ambassador and a former governor. Of course, we are honored that Senator Al Franken is here with us, and we will be hearing some more from him later this afternoon.