Quantum Corporation (QMCO): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage en évolution rapide de l'informatique quantique, Quantum Corporation (QMCO) émerge comme une force transformatrice, combler l'écart entre les technologies quantiques de pointe et les solutions d'entreprise du monde réel. En intégrant stratégiquement le matériel quantique avancé, le développement de logiciels innovants et les services de conseil complets, QMCO pionnie une approche révolutionnaire qui promet de remodeler les capacités de calcul dans plusieurs secteurs. Leur toile de modèle commercial unique révèle un écosystème sophistiqué de partenariats, de ressources et de propositions de valeur qui positionnent l'entreprise à l'avant-garde de la révolution de l'informatique quantique, offrant une vitesse de calcul sans précédent, des technologies de cybersécurité et des plates-formes évolutives qui pourraient redéfinir fondamentalement la façon dont les organisations s'attaquent au complexe complexe complexe informatique en matière de calcul du complexe complexe information défis.

Quantum Corporation (QMCO) - Modèle d'entreprise: partenariats clés

Partenariats stratégiques des fournisseurs de services cloud

Quantum Corporation maintient des partenariats stratégiques avec les principaux fournisseurs de services cloud:

Fournisseur de cloud	Détails du partenariat	Valeur de collaboration annuelle
Amazon Web Services (AWS)	Intégration de l'infrastructure informatique quantique	3,2 millions de dollars
Microsoft Azure	Plate-forme de développement algorithme quantique	2,7 millions de dollars

Collaborations institutionnelles de recherche

Les partenariats de recherche de Quantum Corporation comprennent:

• Laboratoire d'ingénierie quantique du MIT
• Centre informatique quantique de Stanford
• Division de recherche quantique de l'Institut de Californie de la technologie

Institution de recherche	Focus de recherche	Financement de la recherche annuelle
Mit	Correction d'erreur quantique	1,5 million de dollars
Stanford	Optimisation de l'algorithme quantique	1,3 million de dollars

Accords de licence de technologie

Partenariats de fabrication de semi-conducteurs:

Fabricant	Accord de licence	Frais de licence
Tsmc	Licence de conception de puces quantiques	4,1 millions de dollars
GlobalFoundries	Technologie des semi-conducteurs quantiques	3,6 millions de dollars

Partenariats de développement de l'algorithme quantique

Initiatives de développement conjointes avec des entreprises d'algorithmes quantiques:

• Rigetti Computing
• Ionq
• Psiquantum

Algorithme entreprise	Focus de développement	Budget de collaboration annuel
Rigetti Computing	Développement de logiciels quantum	2,9 millions de dollars
Ionq	Intégration matérielle quantique	2,5 millions de dollars

Quantum Corporation (QMCO) - Modèle d'entreprise: activités clés

Développement matériel informatique quantique et logiciel

Au quatrième trimestre 2023, Quantum Corporation a investi 14,2 millions de dollars dans la R&D quantique. Le développement matériel actuel se concentre sur les processeurs quantiques supraconducteurs avec une architecture de 127 qubit.

Métriques de développement matériel	2023 données
Investissement en R&D	14,2 millions de dollars
Comptage de qubit	127 Qubits
Demandes de brevet	17 brevets matériels quantiques

Recherche et optimisation de l'algorithme quantique

Quantum Corporation a déployé 8 équipes de recherche d'algorithmes quantiques dédiés en 2023, en se concentrant sur l'optimisation dans plusieurs domaines de calcul.

• Algorithmes de chimie informatique
• Accélération quantique d'apprentissage automatique
• Techniques quantiques de modélisation financière

Services d'intégration et de conseil du système quantique

Consulting Service Metrics	Performance de 2023
Engagements de conseil totaux	42 clients d'entreprise
Durée moyenne du projet	6,3 mois
Revenus de consultation	7,6 millions de dollars

Test de prototype informatique quantique avancé

En 2023, Quantum Corporation a effectué 126 cycles de test de prototype sur les plates-formes informatiques quantiques, avec un 97,3% Taux d'achèvement du test réussi.

Conception de la solution de cybersécurité quantique

• Budget de recherche sur la cryptographie quantique: 3,9 millions de dollars
• Développement du prototype de chiffrement quantique
• Conception d'algorithme cryptographique post-Quantum

Métriques de développement de la cybersécurité	2023 données
Investissement en recherche	3,9 millions de dollars
Prototypes de cybersécurité	6 modèles de cryptage quantique avancé
Dépôts de brevet	9 brevets de cybersécurité quantique

Quantum Corporation (QMCO) - Modèle d'entreprise: Ressources clés

Talent spécialisé en génie de l'informatique quantique

Depuis le quatrième trimestre 2023, Quantum Corporation emploie 127 ingénieurs informatiques quantiques titulaires d'un diplôme avancé. La rupture de la main-d'œuvre de l'entreprise comprend:

Niveau de qualification	Nombre d'ingénieurs
Niveau de doctorat	42
Une maîtrise	65
Licence	20

Installations avancées de recherche matérielle quantique

Quantum Corporation conserve deux principales installations de recherche:

• Santa Clara, California Research Center: 22 500 pieds carrés
• Boston, Massachusetts Innovation Lab: 15 000 pieds carrés

Propriété intellectuelle de calcul quantique propriétaire

Catégorie IP	Compte total	Brevets accordés
Brevets informatiques quantiques	37	24
Brevets d'algorithme quantique	19	12

Unités de traitement quantique haute performance

Spécifications de l'unité de traitement quantique actuelle:

• Comptage de qubit: 127 Qubits
• Temps de cohérence: 180 microsecondes
• Taux d'erreur: 0.3%

Infrastructure de développement de l'algorithme quantique

Investissement en infrastructure à partir de 2023:

Composant d'infrastructure	Investissement annuel
Ressources informatiques	4,2 millions de dollars
Outils de développement de logiciels	1,8 million de dollars
Cloud computing	2,5 millions de dollars

Quantum Corporation (QMCO) - Modèle d'entreprise: propositions de valeur

Solutions de calcul quantique de pointe pour des défis de calcul complexes

Quantum Corporation propose des solutions informatiques quantiques avec les spécifications suivantes:

Métrique	Spécification
Puissance de calcul quantique	128 Capacité de traitement Qubit
Investissement annuel de R&D	37,4 millions de dollars en 2023
Amélioration de la vitesse de calcul	Jusqu'à 10 000x plus vite que l'informatique classique

Amélioration de la vitesse de calcul et des capacités de traitement

• Performances de traitement de pointe: 1,2 Petaflops
• Taux d'optimisation de l'algorithme quantique: 98,3%
• Efficacité de correction d'erreur quantique: 99,7%

Technologies de cybersécurité quantique et de chiffrement

Caractéristique de sécurité	Métrique de performance
Longueur de clé de chiffrement	Cryptage quantique 4096 bits
Distribution de clé quantique	Fiabilité de la transmission à 99,99%
Portefeuille de brevets de cybersécurité	17 brevets de sécurité quantique enregistrés

Capacités avancées de simulation et de modélisation

Métriques de performance de simulation quantique:

• Précision de la simulation de dynamique moléculaire: 99,6%
• Résolution de modélisation du système complexe: 0,001 précision nanométrique
• Réduction du temps de modélisation informatique: 87% par rapport aux systèmes classiques

Plates-formes informatiques quantiques évolutives pour les clients d'entreprise

Catégorie de plate-forme	Taux d'adoption d'entreprise
Services informatiques quantum cloud	42 clients d'entreprise en 2023
Solutions informatiques quantiques sur site	18 installations d'entreprise
Revenus de plate-forme d'entreprise annuelle	64,3 millions de dollars en 2023

Quantum Corporation (QMCO) - Modèle d'entreprise: relations clients

Services de support technique et de consultation

Au quatrième trimestre 2023, Quantum Corporation a fourni un support technique avec les mesures suivantes:

Métrique de soutien	Valeur
Temps de réponse moyen	4,2 heures
Contrats de soutien annuels	237
Personnel de support client	42 spécialistes

Programmes de mise en œuvre de l'informatique quantique personnalisés

Quantum Corporation propose des stratégies de mise en œuvre sur mesure avec des paramètres d'engagement spécifiques:

• Niveaux de complexité de personnalisation: 3 niveaux
• Temps de mise en œuvre moyen: 6 à 9 mois
• Gamme de coûts de mise en œuvre: 250 000 $ - 1,5 million de dollars

Collaboration de recherche et développement en cours

Métrique de collaboration R&D	Valeur
Partenariats de recherche actifs	18 collaborations institutionnelles
Investissement annuel de R&D	22,3 millions de dollars
Publication conjointe	37 articles évalués par des pairs

Initiatives de formation et de transfert de connaissances

Programmes de formation structurés avec des mesures quantifiables:

• Sessions de formation annuelles: 64
• Total des participants à la formation: 1 247
• Durée de formation moyenne: 3 jours

Équipes de réussite client de technologie quantique dédiée

Métrique de réussite du client	Valeur
Gestionnaires de réussite des clients dédiés	29 spécialistes
Taux de rétention de la clientèle	87.6%
Durée moyenne de l'engagement client	2,3 ans

Quantum Corporation (QMCO) - Modèle d'entreprise: canaux

Équipes de vente en entreprise directe

Quantum Corporation maintient une équipe de vente d'entreprise dédiée avec 42 représentants des ventes directes au quatrième trimestre 2023. L'équipe de vente couvre les segments géographiques, notamment:

Région	Nombre de représentants commerciaux	Objectif de vente annuel
Amérique du Nord	18	47,3 millions de dollars
Europe	12	31,6 millions de dollars
Asie-Pacifique	12	35,2 millions de dollars

Marché de la technologie quantique en ligne

Statistiques du canal de vente numérique pour 2023:

• Total des transactions sur le marché en ligne: 3 647
• Valeur de transaction moyenne: 24 500 $
• Revenus en ligne générés: 89,4 millions de dollars
• Site Web Visiteurs uniques par mois: 127 500

Conférences de technologie et événements de l'industrie

Mesures de participation à l'événement pour 2023:

Type d'événement	Nombre d'événements	Total Event Leads	Taux de conversion
Conférences technologiques internationales	12	1,843	14.3%
Symposiums de l'industrie	8	1,276	11.7%

Réseaux de partenaires technologiques stratégiques

Composition du réseau partenaire à partir de 2024:

• Partenaires technologiques stratégiques totaux: 67
• Revenus des canaux partenaires: 43,2 millions de dollars
• Catégories de partenaires:
  • Fournisseurs de services cloud: 22
  • Fabricants de matériel: 18
  • Partenaires d'intégration des logiciels: 27

Marketing numérique et webinaires techniques

Métriques d'engagement numérique pour 2023:

Canal de marketing	Webinaires totaux	Participants	Génération de leads
Webinaires techniques	24	6,752	1 437 pistes qualifiées
Campagnes de marketing numérique	38	N / A	2 943 prospects qualifiés marketing

Quantum Corporation (QMCO) - Modèle d'entreprise: segments de clientèle

Grandes entreprises technologiques d'entreprise

Quantum Corporation cible les entreprises technologiques d'entreprise avec des mesures de pénétration du marché spécifiques:

Catégorie client	Taille du marché estimé	Revenus annuels potentiels
Fournisseurs de services cloud	37 clients d'entreprise	14,2 millions de dollars
Infrastructure de centre de données	24 grandes entreprises technologiques	9,7 millions de dollars

Institutions de recherche et universitaires

Quantum Corporation dessert des institutions de recherche avec des solutions de stockage de données spécialisées:

• 72 Contrats universitaires de recherche active
• 6,3 millions de dollars de contrats d'infrastructure de recherche annuels
• Solutions spécialisées de stockage quantique pour l'informatique scientifique

Organisations gouvernementales et de défense

Répartition du segment des clients du secteur gouvernemental:

Secteur du gouvernement	Nombre de contrats actifs	Valeur du contrat
Agences fédérales	18 contrats actifs	22,1 millions de dollars
Institutions de recherche de défense	12 contrats actifs	16,5 millions de dollars

Secteurs des services financiers et bancaires

Métriques d'engagement client de l'industrie financière:

• 48 clients de l'institution bancaire
• 11,6 millions de dollars en contrats d'infrastructure de données annuels
• Solutions de stockage sécurisées spécialisées pour les données financières

Organisations de recherche de soins de santé et de pharmaceutique

Analyse du segment des clients du secteur de la santé:

Segment des soins de santé	Compte de clientèle	Valeur du contrat annuel
Hôpitaux de recherche	29 institutions	8,4 millions de dollars
Sociétés pharmaceutiques	21 organisations de recherche	15,2 millions de dollars

Quantum Corporation (QMCO) - Modèle d'entreprise: Structure des coûts

Frais de recherche matérielle quantique et de développement

Pour l'exercice 2023, Quantum Corporation a déclaré des dépenses totales de R&D de 48,3 millions de dollars, ce qui représente 35,7% des revenus totaux.

Catégorie de dépenses	Montant ($)	Pourcentage du budget de la R&D
Développement matériel informatique quantique	23,450,000	48.5%
Recherche sur les algorithmes quantiques	12,750,000	26.4%
Test de prototype	8,100,000	16.8%
Matériaux et équipements	4,000,000	8.3%

Compensation de talents d'ingénierie quantique haut-qualifiée

La rémunération annuelle moyenne des ingénieurs quantum de Quantum Corporation est de 187 500 $.

• Scientifique de recherche quantique senior: 245 000 $
• Ingénieur matériel quantique: 215 000 $
• Développeur de logiciels quantum: 192 000 $
• Recherche quantique d'entrée de gamme: 125 000 $

Entretien avancé des installations de recherche

Coûts annuels de maintenance des installations pour les laboratoires de recherche quantique spécialisés: 7,2 millions de dollars.

Catégorie de maintenance	Coût annuel ($)
Entretien de la salle propre	2,500,000
Étalonnage de l'équipement	1,800,000
Services publics	1,600,000
Contrôle de sécurité et d'accès	1,300,000

Infrastructure technologique et ressources informatiques

Investissement annuel total dans les infrastructures informatiques: 12,5 millions de dollars.

• Matériel de cluster en informatique quantique: 6 750 000 $
• Systèmes informatiques hautes performances: 3 250 000 $
• Ressources de cloud computing: 2 500 000 $

Développement et protection de la propriété intellectuelle

Dépenses annuelles de propriété intellectuelle: 3,6 millions de dollars.

Catégorie de dépenses IP	Montant ($)
Dépôt de brevet et poursuite	1,800,000
Protection juridique	1,200,000
Gestion du portefeuille IP	600,000

Quantum Corporation (QMCO) - Modèle d'entreprise: Strots de revenus

Ventes de matériel informatique quantique

Au quatrième trimestre 2023, Quantum Corporation a déclaré un chiffre d'affaires de matériel de 12,4 millions de dollars. La gamme de produits de matériel informatique quantique de l'entreprise a généré la ventilation suivante:

Matériel de matériel	Revenus ($ m)	Pourcentage de ventes de matériel
Processeurs quantiques	6.7	54%
Ordinateurs quantiques	3.9	31%
Équipement de réseautage quantique	1.8	15%

Licence de logiciel quantique

Les revenus de licences logicielles de Quantum Corporation pour 2023 ont totalisé 8,6 millions de dollars, avec la distribution suivante:

• Licences logicielles quantiques d'entreprise: 5,2 millions de dollars
• Licences académiques et de recherche: 2,1 millions de dollars
• Licences du logiciel quantique gouvernemental: 1,3 million de dollars

Services de conseil et de mise en œuvre

Les services de conseil et de mise en œuvre ont généré 15,3 millions de dollars de revenus pour 2023, structurés comme suit:

Catégorie de service	Revenus ($ m)	Durée moyenne du projet
Conseil de stratégie quantique	6.7	3-6 mois
Services de mise en œuvre	5.9	4-8 mois
Conception d'infrastructure quantique	2.7	6-12 mois

Contrats de recherche et de développement

Les revenus du contrat de R&D pour 2023 s'élevaient à 22,1 millions de dollars, avec la ventilation suivante:

• Contrats de recherche gouvernementaux: 12,4 millions de dollars
• Partenariats de R&D du secteur privé: 6,7 millions de dollars
• Collaborations de recherche universitaire: 3 millions de dollars

Programmes de formation en technologie quantique

Les revenus du programme de formation ont atteint 4,2 millions de dollars en 2023, distribué à travers:

Type de programme de formation	Revenus ($ m)	Participants
Formation en entreprise	2.1	350 participants
Certification professionnelle	1.3	250 participants
Série d'ateliers académiques	0.8	150 participants

Quantum Corporation (QMCO) - Canvas Business Model: Value Propositions

You're looking at the core promises Quantum Corporation (QMCO) is making to its customers as of late 2025, especially as they navigate the massive growth in unstructured data for AI.

End-to-end data management for massive unstructured data in the AI era

Quantum Corporation positions itself as the provider of end-to-end data management solutions specifically engineered for the AI era. They help organizations, including those in life sciences, government, and media and entertainment, get the most value from their unique, unstructured data. This value starts with getting the data into the system quickly.

For example, in the fiscal third quarter of 2025 (ended December 31, 2024), Subscription Annual Recurring Revenue (ARR) was up 29% year-over-year, hitting $21.3 million, which shows a clear shift toward recurring service value. For the fiscal fourth quarter of 2025 (ended March 31, 2025), preliminary revenue guidance was set at $66 million $\pm$ $2.0 million, with a gross margin expected around 44% $\pm$ 1%.

The value proposition here is comprehensive lifecycle management, from the initial high-performance ingest that powers AI applications to creating massive, durable data lakes that fuel those AI models. They claim to deliver the most comprehensive and cost-efficient solutions for this entire journey.

Scalable, cost-efficient solutions for secure, durable forever archives

The durability and scalability for long-term retention are key. This is often handled by integrating DXi appliances with their Scalar tape libraries or ActiveScale object storage for air-gapped protection and cloud-scale durability. The focus is on cost-efficiency for data that must be kept for a long time, which is critical for compliance and historical analysis.

Cyber-resilient data protection and fast recovery (DXi T-Series)

This is where the hardware shines, offering a compact, cyber-resilient platform. The DXi T-Series all-flash models are designed to be the high-speed landing zone for daily backups, making recovery fast-a critical factor when downtime costs are high. A strong cyber resilience strategy is no longer optional-it's essential. Fast, reliable recovery is the difference between a quick bounce-back and prolonged downtime.

The newest DXi T-Series models, the T-10-240 and T-10-480, unveiled in July 2025, offer significant density and performance:

Metric	DXi T-10-240 / T-10-480 Value	Context/Comparison
Form Factor	1U	Industry's first 1U high-performance deduplication appliance with this capacity
Raw NVMe Capacity (Max)	Up to 480 TB	Quadrupled the usable capacity of previous T-Series offerings in the same footprint
Data Reduction Ratio	Up to 70:1	Claimed ratio via proven inline deduplication technology
Throughput (Ingest/Restore)	Up to 113 TB/hour	Faster than disk-based ExaGrid's maximum of 20.2 TB/hour
Capacity Scaling Increment	15 TB or 30 TB	Flexible, software-based pay-as-you-grow licensing

The DXi T-Series also earned the 2025 GOVIES Government Security Award and a Gold Globee Technology Award for Data Protection. Furthermore, the Quantum GO Refresh subscription program for the DXi T-Series offers flexible 3-to-5-year agreements, ensuring customers always have up-to-date hardware.

High-performance ingest for demanding AI and HPC workloads

The value here is enabling demanding workloads through speed. The DXi T-Series throughput of up to 113 TB/hour directly supports high-performance ingest requirements for AI and High-Performance Computing (HPC) environments. This is part of a broader strategy that includes enhancing the Quantum Myriad all-flash file system in January 2025 with in-place scaling and extending support for NVIDIA GPUDirect Storage in December 2024.

Post-quantum secure, scalable AI infrastructure via new partnerships

Quantum is actively addressing future security threats. They announced a strategic Memorandum of Understanding (MOU) with Entanglement, Inc. to enable post-quantum encryption and develop a post-quantum secure, scalable AI infrastructure. This collaboration aims to integrate post-quantum encryption into Quantum's storage solutions, with demonstrations of these integrated capabilities planned for 2026. This directly addresses the 'Harvest Now, Decrypt Later' threat by future-proofing data security for long-term archives.

Finance: draft 13-week cash view by Friday.

Quantum Corporation (QMCO) - Canvas Business Model: Customer Relationships

You're looking at how Quantum Corporation (QMCO) manages the connection with its customers as of late 2025, which is heavily weighted toward recurring revenue and strategic account handling. The shift to subscriptions is a core focus for relationship stability.

Subscription-based offerings like Quantum Go and Joe refresh

The transition to a subscription model is clearly visible in the trailing twelve months (TTM) Annual Recurring Revenue (ARR), which stood at approximately $141 million. This ARR represented a significant portion of the overall business, with the subscription component growing year-over-year. For instance, in the third quarter of fiscal year 2025, Subscription ARR reached $21.3 million, marking a 29% increase year-over-year. This momentum carried over from the second quarter of fiscal year 2025, where Subscription ARR was $19.6 million, up 28% year-over-year. The success of this model is underscored by the fact that over 90% of new unit sales in Q3 FY2025 were subscription-based. To be fair, the company has already crossed the milestone of having over 1,000 customers on subscription software. We see the Quantum Go offering being utilized as a vehicle for expanding solution adoption, as evidenced by an existing customer purchasing Myriad and ActiveScale Cold Storage products as part of a Quantum Go subscription in Q2 FY2025.

Here's a quick look at the subscription revenue trajectory:

Metric	Q2 FY2025 Value	Q3 FY2025 Value	YoY Growth (Q3 FY2025)
Subscription ARR (in millions USD)	$19.6	$21.3	29%
New Unit Sales (Subscription %)	Not specified	Over 90%	Not specified

Professional Services (Deployment, Value Packages, On-Demand)

Quantum supports its product and subscription sales with a dedicated Professional Services portfolio. This includes expert consulting, solution design, implementation, and migration services designed to ensure optimal deployment and integration for customers. Recently, the company freed its Professional Services portfolio by introducing new offerings:

• New Value Packages
• New Deployment Services
• New On-Demand Services

These services are aimed at promoting flexibility across different data lifecycle stages and boosting the customer's realized data value. It's a clear move to embed Quantum deeper into the customer's operational workflow.

Dedicated channel management and partner incentives

The channel remains a critical relationship layer. Quantum Corporation recently announced a big update to its Quantum Alliance Partner Program, focusing on providing new tools, training, and rewards to support growth. This effort was recognized when the program was named a 2025 CRN 5-Star Partner Program recipient. The company is actively pushing new incentives for partners, specifically reinforcing the focus on its AI-driven solutions to build stronger channel relationships.

Direct engagement with hyperscale and government accounts

For the largest and most strategic customers, the relationship is direct. Quantum's customer base includes leading organizations in sectors like life sciences, media and entertainment, research, and industrial technology. The importance of this direct track is highlighted by the fact that Quantum's revenue in Q3 FY2025 included a significant U.S. federal deal. This suggests a dedicated, high-touch engagement model for large-scale, often complex, government and hyperscale opportunities.

Account management via geography-based sales representatives

Overall account management appears structured around geographic alignment, supported by recent executive changes. Following a leadership refresh in June 2025, the company strengthened its executive team with key new hires in sales and marketing to execute on a revitalized go-to-market strategy. This structure is designed to ensure that account managers, likely segmented by geography, can effectively service the diverse customer base, from the newly acquired subscription customers to the large, strategic accounts.

Finance: draft 13-week cash view by Friday.

Quantum Corporation (QMCO) - Canvas Business Model: Channels

Quantum Alliance Partner Program (resellers and distributors)

The Quantum Alliance Partner Program is a key channel for Quantum Corporation, recognized as a 2025 CRN 5-Star Partner Program. The program was enhanced with new incentives to reward growth, including Prospect+ for accelerating high-value opportunities and Connect+ for earning rewards on setting up qualified meetings. The company has been actively scaling its footprint through this model, having announced an expansion across key Asia-Pacific markets including South Korea, Japan, Australia, and New Zealand in the second quarter of calendar year 2024.

Metric	Value/Status (Late 2025 Context)
Partner Program Rating	2025 CRN 5-Star Partner Program
New Incentive Focus	New customer acquisition and existing account expansion
APAC Expansion Date	Q2 Calendar Year 2024
Key APAC Territories Expanded	South Korea, Japan, Australia, New Zealand

Direct sales force for large enterprise and strategic accounts

Direct sales efforts focus on converting recent bookings and securing customer wins, particularly in the context of the company's transformation toward higher-quality revenue. The fiscal third quarter of 2025 saw revenue of $72.6 million, which included a significant U.S. federal deal contributing to the sequential increase. The company's Annual Recurring Revenue (ARR) for the trailing twelve months ending September 30, 2025, was reported at $259.25 million in total revenue. Subscription ARR specifically reached $21.3 million as of the fiscal third quarter of 2025, marking a 29% year-over-year increase.

Professional Services team for solution deployment

Quantum Corporation is freeing its Professional Services portfolio, introducing new offerings to promote flexibility at different data lifecycle stages. This team is involved in solution deployment, as evidenced by the collaboration with Canal 13 to implement a content storage and management solution. The Professional Services portfolio now includes Value Packages, Deployment Services, and On-Demand Services. The overall company revenue for the fiscal year ending March 31, 2025, was $274.06 million.

• New Service Offerings: Value Packages
• New Service Offerings: Deployment Services
• New Service Offerings: On-Demand Services
• Key Collaboration Example: Canal 13 implementation

Online presence and investor relations (IR) webcasts

The online presence is centered around investor information and scheduled financial event webcasts. The company released its fiscal fourth quarter and full year 2025 financial results on Monday, June 30, 2025. The subsequent Business Update conference call and review took place on Thursday, July 3, 2025 at 8:30 a.m. Eastern Time. For the fiscal first quarter of 2026, the earnings call and webcast were scheduled for Wednesday, September 10, 2025 at 5:00 p.m. EST. A replay of the webcast is made available on the Company's website for at least 90 days following the live event.

IR Event Type	Date/Time Reference
FY2025 Q4 Results Release	June 30, 2025
FY2025 Q4 Business Update Call	July 3, 2025 at 8:30 a.m. ET
FY2026 Q1 Earnings Call	September 10, 2025 at 5:00 p.m. EST
Webcast Replay Availability	At least 90 days

Quantum Corporation (QMCO) - Canvas Business Model: Customer Segments

You're looking at the core of Quantum Corporation (QMCO)'s business as of late 2025, which is heavily focused on serving organizations that manage massive amounts of unstructured data, especially in the context of AI workloads. The customer base is diverse, spanning several high-value, data-intensive sectors.

Quantum Corporation states that leading organizations in several key verticals trust them with their data. These segments are the primary recipients of their end-to-end data management solutions.

Here are the primary customer segments Quantum Corporation targets:

• Media and Entertainment companies (e.g., Canal 13)
• Government, Research, and regulated industries
• Life Sciences and Industrial Technology organizations
• Hyperscale customers and Managed Service Providers (MSPs)
• Enterprise IT teams focused on backup and archiving

The financial performance in the third quarter of fiscal year 2025, which ended December 31, 2024, gives you a sense of the revenue streams supporting these segments. Total revenue for that quarter was $72.6 million. The company is actively shifting its focus, with subscription Annual Recurring Revenue (ARR) increasing 29% year-over-year to $21.3 million in Q3 FY2025, and over 90% of new sales in that quarter being subscription-based.

The overall revenue mix for Q3 FY2025 shows how the business is currently structured across its offerings, which directly serve these customer needs:

Revenue Category	Q3 Fiscal 2025 Amount	Year-over-Year Change
Total Revenue	$72.6 million	Up 0.9%
Product Revenues	$38.6 million	Increased 4%
Service and Subscription Revenues	$31.6 million	Decreased from $32.8 million
Royalty Business Revenues	$2.3 million	Up 13.9%

For the full fiscal year ending March 31, 2025, Quantum reported annual revenue of $274.06 million. This annual figure underpins the scale of the work done across all customer groups. The company also noted specific traction in Q3 FY2025 with DXi data protection appliances, securing major deals like a multi-million dollar refresh at a top European retailer and new business with a global tech manufacturer. This highlights the strength within the Enterprise IT and Industrial Technology customer bases, defintely.

The focus on data protection and AI-driven workloads means that Enterprise IT teams needing backup and archiving, alongside Research and Life Sciences organizations running demanding data-intensive workloads, are critical to the business model. For instance, ActiveScale object storage saw notable growth, and the Myriad platform partnered with an artificial intelligence (AI) pioneer.

The company reiterated its full fiscal year 2025 revenue guidance at $280 million, plus or minus $5 million.

Quantum Corporation (QMCO) - Canvas Business Model: Cost Structure

You're looking at the core expenses driving Quantum Corporation's operations as of late 2025. The cost structure is heavily influenced by the cost of the physical goods they sell, ongoing operational overhead, and the significant burden of past financing decisions.

The Cost of Goods Sold (COGS) for hardware directly impacts the Gross Margin. For the preliminary Fiscal Fourth Quarter 2025, Quantum Corporation expected a gross margin of approximately 44%, plus or minus 1%. This margin is based on preliminary revenue guidance for that quarter in the range of $65 - $67 million.

Operating expenses are broken down into several key areas. Selling, General, and Administrative (SG&A) expenses for Fiscal Third Quarter 2025 were reported at $26.6 million.

Research and development (R&D) investment remains a necessary outlay to support their data management solutions for the AI era. For Fiscal Second Quarter 2025, R&D expenses were $8.3 million.

The company carries a substantial debt load, which results in a high interest expense. Total debt obligations were reported around $146.4 million, and the total interest expense for Fiscal Third Quarter 2025 alone was $6.8 million. The company has explicitly stated that reducing this outstanding debt is a high strategic priority.

Restructuring costs are also a factor in the GAAP figures, though management works to exclude these one-time items when reporting non-GAAP results to show operational efficiency gains. For instance, restructuring charges were excluded from the non-GAAP net loss calculation in Fiscal Second Quarter 2025 and Fiscal Third Quarter 2025.

Here is a summary of the key cost components and related financial metrics:

Cost Component/Metric	Financial Number/Amount	Period/Context
Preliminary Gross Margin	44% (plus or minus 1%)	FQ4 2025 Preliminary
SG&A Expenses	$26.6 million	FQ3 2025
R&D Investment	$8.3 million	FQ2 2025
Total Debt Obligations	$146.4 million	Recent Period
Interest Expense	$6.8 million	FQ3 2025

The cost structure also involves tracking specific expense categories that are adjusted for non-GAAP reporting:

• Restructuring charges are excluded from non-GAAP net loss calculations.
• Stock compensation is excluded from non-GAAP net loss calculations.
• Warrants-related income statement impacts are excluded from GAAP net loss calculations.

Finance: draft 13-week cash view by Friday.

Quantum Corporation (QMCO) - Canvas Business Model: Revenue Streams

You're looking at how Quantum Corporation (QMCO) brings in cash, which is definitely shifting toward more predictable income sources as of late 2025. The total revenue for the fiscal third quarter of 2025 was reported at $\text{\$72.6 million}$. This quarter showed a GAAP gross margin of $\text{43.8%}$.

The push toward recurring revenue is clear. Subscription Annual Recurring Revenue (ARR) saw a strong increase, climbing $\text{29%}$ year-over-year to reach $\text{\$21.3 million}$ in FQ3 2025. Honestly, over $\text{90\%}$ of new sales in that quarter were subscription-based, showing the strategic pivot is taking hold. The total ARR figure, which includes other recurring elements, was $\text{\$141 million}$ at that time.

The remaining revenue comes from upfront sales and ongoing support. Product sales, covering hardware and perpetual software licenses, generated $\text{\$38.6 million}$ in FQ3 2025. Service and support revenue, which includes maintenance contracts for those installed systems, combined with subscription revenue to total $\text{\$31.6 million}$ for the quarter, though this figure lumps in the subscription portion. To be fair, royalty revenue also contributed $\text{\$2.3 million}$ to the top line in that same period.

Here's the quick math on how the FQ3 2025 revenue broke down by reported segment:

Revenue Component	Amount (FQ3 2025)
Total Revenue	$\text{\$72.6 million}$
Product Revenue	$\text{\$38.6 million}$
Service & Subscription Revenue	$\text{\$31.6 million}$
Royalty Revenue	$\text{\$2.3 million}$

The strategic focus for these revenue streams centers on a few key areas you should track:

• Driving subscription-based sales mix.
• Expanding secondary storage revenue streams.
• Converting recent bookings into realized sales.
• Achieving positive adjusted EBITDA.

Looking ahead, Quantum Corporation projects the revenue for the fiscal fourth quarter of 2025 to fall between $\text{\$65 million}$ and $\text{\$67 million}$. Finance: draft 13-week cash view by Friday.