This is a routine investor presentation update with no new material information. Monitor subsequent 10-Q filings for audited financials and customer conversion milestones. The AI datacom and SWIR market narratives are unchanged from prior messaging.
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Executive Summary
Aeluma filed an updated investor presentation (Ex-99.1) covering its InGaAs-on-silicon photonics technology, targeting SWIR sensors, AI datacom, defense, and mobile markets. Key metrics re-stated include: $4.7M recurring R&D revenue in FY25, ~$37.8M cash at 3/31/26, zero debt, 20+ customer engagements, and ~36 issued/pending patents. The presentation is a routine business update with no new financial disclosures, guidance changes, or material events.
Key Facts
- Recurring R&D revenue of $4.7M in FY25
- Cash balance of ~$37.8M as of 3/31/26
- Zero debt or overhang
- 20+ customer engagements
- ~36 issued and pending patents
- 27 employees; capital-light outsourced manufacturing model
- ISO 9001:2015 certified; 12k sq ft facility in Goleta, CA
- Nasdaq-listed; no registered offering or new business event announced
Financial Impact
Reiterated FY25 R&D revenue of $4.7M and cash of $37.8M; no change to guidance or capital structure.
Risk Factors
- Pre-revenue on commercial products; R&D revenue alone does not indicate product-market fit
- Dependence on outsourced manufacturing partners for scale
- Competition from established InP and silicon photonics players
- Capital-light model may limit control over production capacity
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-058750 |
| Document: ea0291411-8k_aeluma.htm | 0001213900-26-058750 |
| Document: 0001213900-26-058750-index-headers.html | 0001213900-26-058750 |
| Document: 0001213900-26-058750-index.html | 0001213900-26-058750 |
| Document: 0001213900-26-058750.txt | 0001213900-26-058750 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $7.17 | awaiting T+20 | — | $6.61 (−7.81%) |
Sep 30, 2026 26d ago | DEF 14A | $12.58 | awaiting T+20 | — | $6.61 (−47.46%) |
Sep 16, 2026 5w ago | 8-K | $11.55 $8.85 | ▲ +23.34% | ▲ +24.55% | $6.61 (+42.75%) |
Sep 16, 2026 5w ago | Press Release | $11.55 $8.85 | ▲ +23.34% | ▲ +24.55% | $6.61 (+42.75%) |
Aug 26, 2026 8w ago | 144 | $13.82 $13.61 | ▼ −1.52% | ▼ −2.72% | $6.61 (−52.17%) |
May 19, 2026 22w ago | 144 | $21.94 $24.86 | ▼ −13.33% | ▼ −12.35% | $6.61 (+69.87%) |
May 19, 2026 22w ago | 8-K | $21.94 $24.86 | ▲ +13.33% | ▲ +12.35% | $6.61 (−69.87%) |
May 13, 2026 23w ago | 8-K | $26.65 $25.20 | ▲ +5.44% | ▲ +4.58% | $6.61 (+75.20%) |
May 13, 2026 23w ago | Press Release | $26.65 $25.20 | ▲ +5.44% | ▲ +4.58% | $6.61 (+75.20%) |
Mar 10, 2026 32w ago | Press Release | $15.82 $11.49 | ▼ −27.37% | ▼ −27.22% | $6.61 (−58.22%) |
US Market Status
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