Oklo Inc. Q2 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Oklo Q2 2026 Earnings Summary

Company Overview: Oklo reported Q2 2026 results, emphasizing execution on its integrated nuclear platform spanning power (Aurora powerhouses), fuel (sourcing, fabrication, recycling), and isotopes. The company highlighted vertical integration to improve capital efficiency and support fleet deployment, with Groves serving as a key proof point for repeatable execution.

Key Milestones & Strategic Updates (vs. Prior Periods)

  • Groves Isotope Reactor: Achieved first criticality in under 1 year (11 months from groundbreaking on private land with private capital); full civil construction completed in 229 days. This marks the fastest greenfield-to-criticality transition for a privately funded reactor on record, establishing in-house capabilities for future deployments (no prior comparable milestone reported).
  • DOE Genesis Mission: Oklo participating in Prometheus project ($60M Phase I award over 3 years) and NVIDIA/Los Alamos collaboration for AI-driven fuel modeling and digital twins.
  • Nuclear Life Cycle Innovation Campus: Engaged with 5 selected states (UT, TN, OK, LA, ID) for integrated fuel/recycling/reactor ecosystems.

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Operator: Hello, everyone. Thank you for joining us, and welcome to Oklo's Second Quarter 2026 Financial Results and Webcast. [Operator Instructions] I will now hand the conference over to Sam Doane, Senior Director of Investor Relations. Sam, please go ahead. Sam Doane: Thank you, operator, and welcome, everyone, to Oklo's Second Quarter 2026 Earnings and Company Update Call. I'm Sam Doane, Oklo's Senior Director of Investor Relations. Joining me today are Jake Dewitte, Oklo's Co-Founder and Chief Executive Officer; and Craig Bealmear, our Chief Financial Officer. Earlier today, we released our second quarter 2026 financial results. Today's accompanying slide presentation is available on the Investor Relations section of our website. Before we begin, I'd like to remind everyone that today's discussion, including our prepared remarks and the question-and-answer session that follows, will include forward-looking statements. These statements reflect our current views regarding trends, assumptions, risks, uncertainties and other factors that could cause actual results to differ materially from those discussed today. We encourage you to review our forward-looking statements disclaimer included in our supplemental presentation. Additional information regarding relevant risks can also be found in our filings with the Securities and Exchange Commission. Oklo undertakes no obligation to update any forward-looking statements as a result of new information, future events or otherwise,

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