“37 Table of Contents Net cash provided by financing activities was $19.3 million for the year ended March 31, 2025 due primarily to cash proceeds from the SEPA, partially offset by the repayment of the PNC Credit Facility in August 2025.”10-K · Jun 25, 2026 ↗
Quantum Corporation
QMCO
Market read
Quantum Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- QMCO's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if QMCO's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- QMCO's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +6.4 percentage points in the latest annual period.
- Net margin changed +5.9 percentage points in the latest annual period.
- Credit and interest rates has repeated favorable evidence across 5 filings.
- Supply chain and availability has repeated adverse evidence across 3 filings.
- Tariffs and trade policy has repeated adverse evidence across 3 filings.
- EV/sales is 100% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
23.01Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“On July 17, 2025, we received written notice from Nasdaq that we were not in compliance with the Filings Requirement as a result of our failure to timely file the Annual Report on Form 10-K for the fiscal year ended March 31, 2025 (the "2025 10-K").”10-K · Jun 25, 2026 ↗
“The primary driver of the decrease was due to large orders in the prior period across secondary and primary storage.”10-Q · Nov 13, 2025 ↗
“This decrease was primarily due to the restructuring of our Term Loan (as defined herein) in September 2025.”10-K · Jun 25, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.0× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for QMCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for QMCO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind QMCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
HPEHewlett Packard Enterprise CompanycompetitorJun 25, 2026 ▾
“Our backup storage systems primarily compete with products sold by Dell, Hewlett Packard Enterprise Company and Veritas Technologies LLC.”
IBMInternational Business Machines CorporationcompetitorJun 25, 2026 ▾
“Our primary storage solutions, including object storage systems, primarily face competition from the EMC business unit of Dell Inc.”
Depended on by
INFQInfleqtion, Inc.partnerMay 15, 2026 ▾
“In October 2025, we announced a groundbreaking partnership with NVIDIA to deploy a NVQLink-enabled quantum supercomputing system at the Illinois Quantum & Microelectronics Park.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
QMCO is currently a Follower in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for QMCO; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.