What new product or service announcements are expected at the conference that could drive revenue growth?

Potential announcements

Because the event is D‑Wave’s first “Qubits Japan 2025” user conference and is being used to accelerate adoption of its annealing‑based quantum computers in the AP‑AC market, analysts expect the company to unveil at least one of the following revenue‑generating items:

1. Next‑generation annealing processor (Q‑Series 2.0) – a higher‑qubit‑count, lower‑temperature chip that promises a 2‑3× speed‑up on key optimization workloads. D‑Wave has hinted that a “new hardware roadmap” will be revealed, which would translate into higher‑margin system sales and a broader OEM pipeline in Japan, South Korea and China.

2. Enterprise‑grade cloud‑access service – a subscription‑based quantum‑as‑a‑service platform that bundles the new processor with D‑Wave’s Ocean software suite, analytics tools and 24‑hour support. The company has been courting large financial‑services and logistics firms in the region; a commercial‑‑ready SaaS offering would create a recurring‑revenue stream and improve gross margins versus one‑off hardware sales.

3. Strategic partnership & co‑development deals – D‑Wave is likely to announce collaborations with Japanese telecom or semiconductor players (e.g., SoftBank, NEC) to integrate annealing accelerators into existing data‑center or edge‑computing infrastructure. Such alliances typically bring upfront licensing fees and long‑term supply contracts that can lift the top line quickly.

Trading implications

If any of the above announcements materialise, the market should price in a near‑term uplift to D‑Wave’s revenue outlook. The stock (QBTS) has been trading in a relatively tight range (≈ $12‑$14) on modest volume, with the 50‑day SMA hovering just below the current price. A confirmed hardware upgrade or SaaS platform would likely trigger a breakout above the $14 resistance, especially on the upside of the 20‑day EMA, while a failure to deliver substantive new offerings could keep the share stuck below the 50‑day SMA and invite short‑covering.

Actionable view

Long‑bias: Enter a modest position on a pull‑back to the 20‑day EMA (~$13.30) with a stop just below the 50‑day SMA (~$12.80). Target the next resistance at $14.50–$15.00, where the breakout would reflect the market’s absorption of the new product pipeline. If the conference yields only incremental updates (e.g., minor software releases) without a clear hardware or SaaS launch, consider a neutral stance or a short‑covering play on the downside of the 20‑day EMA.