Richard Shannon

Cody Grant Acree

- Atomera reported a **GAAP net loss** of **$5.6 million** (or **$0.17 per share**) and a **non-GAAP net loss** of **$4.4 million** for Q3 2025, with **cash and cash equivalents** at **$20.3 million** as of September 30, 2025.  **[0001420520_2209237_4]** 
- **STMicroelectronics** will not incorporate Atomera's MST technology into its BCD110 platform for its aggressive launch schedule, removing a line of sight to royalty revenue for that program, despite Atomera developing a validated solution to a performance-reliability trade-off.  **[0001420520_2209237_1]** **[0001420520_2209237_5]** 
- For Q4 2025, the company expects to recognize **$75,000 to $125,000** in NRE revenue and projects full-year 2025 **non-GAAP operating expenses** to be between **$17.25 million and $17.5 million**.  **[0001420520_2209237_4]** 
- Atomera is actively engaged with multiple customers in **gate-all-around logic, DRAM, power devices, and RF SOI**, processing a **record number of wafers** in Q3 2025, and recently appointed **Wei Na as VP of Sales** to drive revenue opportunities.  **[0001420520_2209237_2]** **[0001420520_2209237_3]**

Atomera Reports Q3 2025 Results, Provides STMicroelectronics Update, and Q4 Guidance

- Atomera Incorporated reported **revenue of $11 thousand** for Q3 2025, alongside a **net loss of $(5,573) thousand** and **net loss per share of $(0.19)**.  **[0001420520_2209085:1]** 
- As of September 30, 2025, the company held **$20,322 thousand** in cash, equivalents, and short-term investments.  **[0001420520_2209085:1]** 
- Atomera focuses on its Mears Silicon Technology (MST®) for transistor enhancement in the semiconductor market, operating with a **high leverage IP licensing business model**.  **[0001420520_2209085:1]**

Atomera Incorporated Reports Q3 2025 Financial Results

- Atomera reported a **GAAP net loss of $5.6 million, or $0.17 per share**, and a **non-GAAP net loss of $4.4 million** for the third quarter of 2025.  **[0001420520_2213231_4]** 
- The company announced that **STMicroelectronics will not incorporate MST into its BCD110 platform** due to timing constraints, meaning no line of sight to royalty revenue for this specific program; however, STMicroelectronics intends to continue working with Atomera in other technology areas.  **[0001420520_2213231_1]** 
- As of September 30, 2025, Atomera's **cash and cash equivalents stood at $20.3 million**, with **$3.4 million used in operating activities** during Q3 2025.  **[0001420520_2213231_4]** 
- For Q4 2025, Atomera expects to recognize **NRE revenue between $75,000 and $125,000** from wafer shipments.  **[0001420520_2213231_4]** 
- Atomera is actively engaged with multiple customers across various segments, including gate-all-around logic, DRAM, power devices, RF SOI, and gallium nitride, and recently hired **Wei Na as VP of Sales** to accelerate revenue generation.  **[0001420520_2213231_2]** **[0001420520_2213231_3]** **[0001420520_2213231_4]** **[0001420520_2213231_6]**

Atomera Reports Q3 2025 Results and Provides STMicroelectronics Update

- Atomera Incorporated reported a **net loss of ($5.6) million**, or **($0.17) per basic and diluted share**, for the third quarter ended September 30, 2025, with an **Adjusted EBITDA loss of ($4.4) million** for the same period.  **[1420520_0001683168-25-007810_atomera_ex9901.htm:0]** **[1420520_0001683168-25-007810_atomera_ex9901.htm:2]** **[1420520_0001683168-25-007810_atomera_ex9901.htm:3]** 
- As of September 30, 2025, the company held **$20.3 million in cash, cash equivalents, and short-term investments**.  **[1420520_0001683168-25-007810_atomera_ex9901.htm:0]** **[1420520_0001683168-25-007810_atomera_ex9901.htm:2]** 
- Key highlights include a **record number of MST wafers processed for customers** and the **hiring of Wei Na as Vice President of Sales**.  **[1420520_0001683168-25-007810_atomera_ex9901.htm:0]** 
- Management noted that while their collaboration with STMicroelectronics did not progress as hoped, it provided valuable technical insights, and they are now observing **broader interest in MST across multiple segments**.  **[1420520_0001683168-25-007810_atomera_ex9901.htm:0]**

Atomera (ATOM)