Aeluma's Q4 revenue plunged 56% to $582,000 as management shifted resources from government R&D toward commercial AI datacom opportunities. Multimillion-dollar AI datacom NRE negotiations could provide the first meaningful evidence that customer evaluations are converting into commercial programs. Aeluma ended FY2026 with $56 million cash and nearly zero debt, providing runway for its commercialization push.
However, Aeluma is not a run-of-the-mill startup, and a catalyst is in play that investors can capitalize on. The company is in the midst of a major transition, from research, development, and niche production to scalable manufacturing of advanced photonic equipment.
Aeluma, Inc. (ALMU) Q4 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 6 | $132.48 | $53.1 | -$79.38 | -59.92% |
| CD Charlie Durham Sterling Capital Management LLC | 45 | $772.62 | $410.4 | -$362.22 | -46.88% |
Chilton Investment Chilton Investment Co Inc. | 15,989 | $353,037 | $135,457.21 | -$217,579.79 | -61.63% |
Jerry Jiang Maytree Asset Management Ltd. | 1,633 | $21,375.97 | $12,982.35 | -$8,393.62 | -39.27% |
Joseph Castro Nuveen LLC | 17,299 | $294,941.53 | $157,766.88 | -$137,174.65 | -46.51% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DY Danial Yermakhan Freedom Broker | 12,058.39 | $139,214.1 | $96,105.36 | -$43,108.74 | -30.97% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Jonathan Klamkin CEO | NASDAQ (CM) Exchange | 00776X109 CUSIP |
| US Country | 26 Employees | - Last Dividend | - Last Split | - IPO Date |
Aeluma, Inc. is a pioneering tech company that entered the market in 2019, with its headquarters nestled in Goleta, California. This innovative enterprise specializes in the development of optoelectronic devices that serve pivotal roles in sensing and communications applications. At the heart of Aeluma, Inc.'s technological advancements lies its adept use of compound semiconductor materials. These materials are meticulously crafted onto diameter silicon wafers, a process that stands as a cornerstone technique for producing the microelectronics that pervade the modern mass market. Through its focused efforts and expert integration of semiconductor materials, Aeluma, Inc. is carving a niche for itself in the highly competitive tech industry, emphasizing the manufacturing of products that are not only revolutionary but also central to the advancement of sensing and communications technology.
Aeluma, Inc. brings to the forefront a variety of products and services, each designed to meet the rigorous demands of the sensing and communications sectors: