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Oklo

OKLO · AI Watchlist

Last earnings Mar 24, 2025

AI analysis

Latest earnings event · reported Mar 24, 2025

Based on: Earnings release + parent 8-K — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Company-stated claims

Mar 24, 2025

Forward-looking · 165% increase · other · by 2030

“AI to drive 165% increase in data center power demand by 2030.”

EX-99 · Mar 24, 2025
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Oklo — Earnings release (2025-03-24)

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Strategy & priorities

We’ve already made big strides in 2025: evolving our powerhouse offering to scale up to 75 MW, partnering with RPower on a gas-to-nuclear strategy, and expanding into radioisotope production with our strategic acquisition of Atomic Alchemy.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

Michael Thompson Michael Thompson has over 25 years of experience investing in and advising technology companies.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

Since 2017, he has served as CEO and Managing Partner of Reinvent Capital, a private investment fund focused on technology.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

This landmark strategic relationship will accelerate industry decarbonization, scale Oklo’s powerhouses, and provide clean energy for AI, cloud, and enterprise data centers across the United States.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

0 2 4 6 8 10 Deal announcement (7/2023) 2Q update (8/2024) 3Q update (11/2024) 4Q update (3/2025) 12 14 GW 6 Oklo + RPower: A natural gas bridge to nuclear power Oklo and RPower are partnering on a first-of-its-kind phased energy strategy to deliver immediate power and long-term clean energy for customers.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

Risks & headwinds

Such forward-looking statements are based on information available as of the date of this letter, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

As a result of a number of known and unknown risks and uncertainties, the actual results or performance of Oklo may be materially different from those expressed or implied by these forward-looking statements.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

You should carefully consider the foregoing factors and the other risks and uncertainties of the other documents filed by Oklo from time to time with the U.

SEC original ↗Oklo — Earnings release (8-K exhibit)EX-99Mar 24, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Nebius Group (NBIS) AI WatchlistTaiwan Semiconductor (TSM) AI WatchlistIonQ (IONQ) AI WatchlistArm Holdings (ARM) AI WatchlistCredo Technology (CRDO) AI WatchlistSnowflake (SNOW) AI WatchlistD-Wave Quantum (QBTS) AI WatchlistFuelCell Energy (FCEL) AI Watchlist
Documents

Filings

31 documents

Earnings releases

3 documents

Presentations

0 documents

No presentations for Oklo are held in this edition of the library.

Transcripts

0 documents

No transcripts for Oklo are held in this edition of the library.

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