Oklo Inc. Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw strong execution across power, fuel, and isotope segments, with $2.5B in liquidity and major regulatory and construction milestones achieved. Strategic partnerships and new NRC pathways support accelerated deployment and diversified fuel sourcing.
Fiscal Year 2025
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Transitioned to active project deployment in 2025, advancing power, fuel, and isotope assets, and secured a major prepayment agreement with Meta. Ended the year with $1.4B in cash, raised an additional $1.182B, and increased 2026 investment guidance to support growth across all business units.
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Momentum continues with major regulatory, construction, and fuel supply milestones, including DOE pilot program selections, groundbreaking at Aurora INL, and a $1.68B fuel center. Q3 ended with $1.2B in cash, a $36.3M operating loss, and strong customer pipeline progress.
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Federal policy and regulatory reforms are accelerating advanced nuclear deployment, supporting Oklo's licensing, fuel strategy, and project economics. Strong liquidity from a $460M equity raise and a 14 GW customer pipeline position the company for rapid growth and scalable operations.
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Momentum in nuclear policy and regulatory support is accelerating, with Oklo advancing licensing, site preparation, and fuel strategy for its first commercial plant. Q1 2025 saw a $17.9M operating loss and $260.7M in cash, with a robust customer pipeline and new radioisotope market entry.
Fiscal Year 2024
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Major commercial wins, including a 12 GW agreement with Switch and a 500 MW partnership with Equinix, drove the customer pipeline to over 14 GW. Full-year net loss improved to $73.6 million, with $275.3 million in cash at year-end, and 2025 cash use expected to rise as deployment accelerates.
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Q3 2024 saw major regulatory progress, a strategic acquisition, and a growing customer pipeline now at 2.1 GW. Financials remain strong with $288.5M in cash, and the Atomic Alchemy deal adds new revenue streams. First plant operations are targeted for late 2027.
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Strong capital position and regulatory progress support advanced nuclear deployment, with a growing 1.4 GW customer pipeline led by data centers and oil & gas. First plant targeted for 2027, with fuel recycling and major customer agreements driving future growth.