Jan. 22 at 10:26 PM
$SKYT Q3 wasn’t a “fluke.” It showed the Texas fab running better utilization and the ATS model starting to translate into operating leverage. And on quantum selling ( D-Wave is their customer
$QBTS ) that momentum carried into Q4. The point is the same, this is repeat, production-adjacent demand building, not a one-time accounting line. The accounting benefit is old news and easy to strip out. The real story is the fab is busier, margins improved, and customers kept ordering. They’ve already guided to roughly
$600M in revenue for 2026. You don’t give that kind of outlook if Q3 was a fluke or demand was decreasing. That guidance is based on utilization, backlog, and signed programs, not accounting.
