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DATE
Wednesday, Sept. 16, 2026 at 5:00 p.m. ET
CALL PARTICIPANTS
Investor Relations - Moira Conlon
Founder and Chief Executive Officer - Dr. Jonathan Klamkin
Chief Financial Officer - Christopher Stewart
Full Conference Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Aeluma's Q4 Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference call is being recorded. At this time, I would like to turn the call over to Moira Conlon, Investor Relations for Aeluma. Please go ahead.
Moira Conlon: Good afternoon, and welcome to Aeluma's Fourth Quarter Fiscal 2026 Earnings Call. I'm here today with Founder and CEO, Dr. Jonathan Klamkin; and CFO, Christopher Stewart. Today's discussions and responses to questions may include forward-looking statements, which are subject to various risks and uncertainties that could cause our actual results to differ materially from these statements. These risks and uncertainties are detailed in the earnings press release issued today, along with the reports filed with the United States Securities and Exchange Commission. These reports, along with today's earnings release and fourth quarter presentation that we will reference during this conference call can be found under the Investors section of our website.
Aeluma assumes no obligation to update or revise any forward-looking statements to reflect events or circumstances that may arise after the date of this call. Throughout the discussion, the company will refer to non-GAAP financial measures, including EBITDA and adjusted EBITDA. A reconciliation of non-GAAP financial measures to the most directly comparable GAAP measures is included in our earnings press release and SEC filings. Now I'll turn the call over to Aeluma's CEO, Jonathan Klamkin.
Jonathan Klamkin: Thank you, Moira, and thank you all for joining today's call. We are delighted to share a recap of our fiscal 2026 and to provide an outlook on Aeluma's path to commercialization. The AI datacom market opportunity has continued to become a priority for us. Demand for high-performance photonics is at an all-time high, with data center CapEx investments expected to reach $1.8 trillion in 2030 according to Dell'Oro Group, of which approximately 10% to 15% is for photonics. As illustrated in Slide 4, we explicitly built our technology platform for this scale. Our proprietary heterogeneous integration with large diameter non-indium phosphide substrates combines high-performance materials with mass market microelectronics manufacturing.
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