Atomera (ATOM) Company Report

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.
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.
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.
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.

Oct 28, 2025, 9:00 PM

Atomera Incorporated Reports Q3 2025 Financial Results

ATOM

Earnings

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).
As of September 30, 2025, the company held $20,322 thousand in cash, equivalents, and short-term investments.
Atomera focuses on its Mears Silicon Technology (MST®) for transistor enhancement in the semiconductor market, operating with a high leverage IP licensing business model.

Oct 28, 2025, 9:00 PM

Atomera Reports Q3 2025 Results and Provides STMicroelectronics Update

ATOM

Earnings

Guidance Update

New Projects/Investments

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.
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.
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.
For Q4 2025, Atomera expects to recognize NRE revenue between $75,000 and $125,000 from wafer shipments.
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.

Oct 28, 2025, 9:00 PM

Atomera Incorporated Announces Q3 2025 Results

ATOM

Earnings

Hiring

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.
As of September 30, 2025, the company held $20.3 million in cash, cash equivalents, and short-term investments.
Key highlights include a record number of MST wafers processed for customers and the hiring of Wei Na as Vice President of Sales.
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.