Super Investors Be Like
Howard Marks·QUANTUM CORP
QMCO

Quantum — Income Statement, Cash Flows & Balance Sheet

AI Overview

Is Quantum profitable?

Quantum is still losing money, but the pace of losses is improving — dragged down heavily by one-time debt restructuring charges.

ItemFY2025FY2026Change
Total revenue$274.1M$279.6M+2.0%
Gross profit$109.8M$103.0M-6.2%
Gross margin40.1%36.9%-3.2 pts
Loss from operations$(41.7M)$(24.5M)+41.2%
Loss on debt extinguishment$(3.0M)$(59.6M)worsened
Net loss (GAAP)$(115.1M)$(101.0M)+12.2%

Revenue nudged higher, but gross margin compressed meaningfully as product costs rose faster than prices. The improvement in operating loss reflects significant cuts to G&A and R&D spending. However, the headline net loss includes nearly $60 million in non-cash and one-time charges tied to debt restructuring — without those, the underlying operating picture looks considerably less dire.

One important red flag: Quantum's auditors flagged multiple material weaknesses in internal controls, covering revenue recognition, inventory, income taxes, and the overall control environment. This means investors should treat the reported numbers with some caution until those deficiencies are remediated.

Where does Quantum's revenue come from?

Product revenue grew strongly while the more stable service and subscription business declined — a mixed picture for revenue quality.

Revenue StreamFY2025FY2026Change
Product$154.2M$172.4M+11.8%
Service & subscription$110.7M$99.2M-10.4%
Royalty$9.2M$8.0M-13.0%
Total$274.1M$279.6M+2.0%

Secondary storage systems drove much of the product growth, nearly doubling in share of revenue, while primary storage systems declined sharply. The service and subscription business — which tends to be recurring and higher-margin — shrank across all geographies, which is worth watching as a leading indicator of customer retention.

Does Quantum generate cash?

Quantum is burning cash from operations, and the gap is widening.

ItemFY2025FY2026Change
Net cash used in operations$(23.6M)$(37.9M)worsened
Capital expenditures$(4.9M)$(1.7M)improved
Free cash flow (GAAP)$(28.6M)$(39.6M)worsened
Net cash from financing$19.3M$39.2Mimproved

The company is funding its operations almost entirely by selling new shares of stock (raising $75 million via its equity facility) and taking on new debt. Capital spending was cut sharply, which helps in the short term but may limit future product development. The financing treadmill is a key risk to monitor.

How strong is Quantum's balance sheet?

Quantum carries far more debt than its assets can support, resulting in a deep stockholders' deficit — though a post-period capital raise has addressed the most urgent near-term maturity.

ItemFY2025FY2026Change
Total debt (gross)$129.1M$145.9M+13.0%
Total liabilities$319.8M$355.7M+11.2%
Total assets$155.4M$156.9M+1.0%
Stockholders' deficit$(164.4M)$(198.9M)worsened
Cash & equivalents$16.5M$15.6M-5.4%

The company owes far more than it owns — a $199 million stockholders' deficit means liabilities exceed assets by a wide margin. Cash on hand is thin relative to obligations. Notably, after the fiscal year ended, Quantum raised $94.7 million in a private placement and used the proceeds to fully retire its term loans, which removes the most immediate threat to its survival. The $90 million convertible note was also subsequently converted to equity. These post-period events materially change the debt picture, but the underlying business still needs to reach cash-flow breakeven to stand on its own.