Arqit Quantum: I See A Turnaround In The Books (Rating Upgrade)

I am upgrading Arqit Quantum Inc. from Sell to Buy after what I see as tangible proof of scale and a major Tier-1 commercial deployment. ARQQ delivered 829% year over year revenue growth in H1 FY26, with contract wins accelerating and a shift toward multi-year recurring telecom and government deals. Sparkle's commercial launch of Quantum-Safe Interconnect across 20 Equinix data centers validates ARQQ's technology and moves it from PoC to commercial availability.

Seeking Alpha • May 26, 2026

Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum NASDAQ: ARQQ reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs.

MarketBeat • May 21, 2026

Arqit Quantum Inc. Announces Financial Results for First Half of Fiscal Year 2026

LONDON, May 21, 2026 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (Nasdaq: ARQQ) (“Arqit” or the “Company”), a global leader in quantum-safe encryption, announces financial results for the first half of fiscal year 2026. Consistent with management's preliminary assessment of the expected range of revenue, which was announced 10 April 2026, reported revenue for the first half of fiscal year 2026 was $623,000 as of 31 March 2026.

GlobeNewsWire • May 21, 2026

Arqit Quantum Inc. (ARQQ) Q2 2026 Earnings Call Transcript

Arqit Quantum Inc. (ARQQ) Q2 2026 Earnings Call Transcript

Seeking Alpha • May 21, 2026

Arqit Quantum Inc. Sets First Half 2026 Earnings Conference Call for Thursday, May 21, 2026 at 11:00 a.m. ET

LONDON, May 11, 2026 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (“Arqit”), a leader in quantum safe encryption, announces it will report financial results for the six months ending March 31, 2026 on Thursday, May 21, 2026.

GlobeNewsWire • May 11, 2026

Tomorrow Street, a joint venture between Vodafone and Luxembourg's technology incubator, chooses Arqit to add Quantum Security Solutions to its portfolio

Tomorrow Street, a joint venture between Vodafone and Luxembourg's technology incubator, chooses Arqit to add Quantum Security Solutions to its portfolio

GlobeNewsWire • Apr 16, 2026

Arqit Quantum Inc. Announces Select Preliminary Financial Results for the First Half of Fiscal Year 2026

LONDON, April 10, 2026 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (Nasdaq: ARQQ, ARQQW) (“Arqit”), a global leader in quantum-safe encryption, announces select preliminary financial results for the first half of fiscal year 2026.

GlobeNewsWire • Apr 10, 2026

Arqit and RAD announce Quantum-Safe collaboration Against Evolving Cyberthreats

LONDON, March 02, 2026 (GLOBE NEWSWIRE) -- Arqit (Nasdaq: ARQQ, ARQQW), a global leader in PQC migration tooling and quantum-safe encryption, and RAD, a global leader in networking edge solutions, today announced a collaboration to deliver a joint quantum-safe encryption solution for telcos, enabling them to offer quantum-safe business services such as site-to-site and site-to-cloud VPNs, as well as Data Center Interconnect (DCI). This announcement follows the successful integration of Arqit's NetworkSecure™ quantum-safe encryption key generation technology with RAD's high-performance ETX Carrier Edge platform.

GlobeNewsWire • Mar 2, 2026

62% of respondents cite data sovereignty and privacy risks as the biggest factor slowing AI projects in the public cloud

LONDON, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Data sovereignty is fast becoming make or break for AI-driven network safety projects. Yet new survey data shows that one in six organisations cannot rely on access to facilities with guaranteed data sovereignty, while data sovereignty and privacy risks are cited as the leading factor slowing AI projects in the public cloud.

GlobeNewsWire • Feb 26, 2026

Arqit quantum-safe keys now available pre-installed for Confidential Compute on Intel-based NetSec Cards

LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (NASDAQ: ARQQ, ARQQW) (“Arqit”), a global leader in quantum-safe encryption, today announced the availability of its encryption software pre-installed inside an Intel Trust Domain Extensions (Intel TDX) trusted execution environment (TEE) on Intel NetSec Accelerator Reference Design-based accelerator cards. The result is confidential compute: trusted workloads, trusted networks, and trusted agents, even in shared or hostile environments.

GlobeNewsWire • Feb 24, 2026