Weebit Nano lifts FY26 revenue guidance to at least A$13.5 million
Weebit Nano (ASX: WBT) has upgraded its revenue guidance for the twelve months ending 30 June 2026, lifting the expected figure to at least A$13.5 million on an unaudited basis.
The revised outlook replaces previous guidance of at least A$12 million. According to the Company, the increase is mainly attributable to the expansion of customer projects.
The upgrade arrives ahead of the release of the Company’s audited FY26 full-year results, which are due on 28 August 2026.
| Metric | Previous Guidance | Upgraded Guidance | Change Driver |
|---|---|---|---|
| FY26 Revenue | At least A$12 million | At least A$13.5 million | Expansion of customer projects |
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What the upgrade signals for the investment case
An upward revision to revenue guidance reflects stronger commercial traction than previously anticipated. In this case, the Company has mainly attributed the uplift to the expansion of customer projects.
Growth sourced from expanding customer engagements points to deepening commercial relationships.
The expansion of customer projects driving the guidance upgrade follows directly from the ReRAM tape-out milestone reached in May 2026, when two product customers committed to chip manufacturing and one functional prototype passed initial testing, positioning potential royalty revenue commencement in late 2027 or early 2028.
Key takeaways from the update:
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Revenue is now guided at A$13.5M vs the prior A$12M floor
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The uplift is mainly driven by the expansion of customer projects
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The upgrade lands ahead of the audited FY26 results, indicating management confidence
Understanding ReRAM: the technology behind the numbers
Weebit Nano develops and licenses advanced semiconductor memory technology for the global semiconductor industry. Its licensing model means that growth in customer projects can translate directly into scaling revenue.
At the centre of its offering is Resistive RAM (ReRAM), a form of non-volatile memory (NVM). Non-volatile memory retains stored data even when power is switched off, making it suitable for a wide range of devices.
According to the Company, ReRAM addresses the growing need for significantly higher performance and lower power memory in advanced system-on-chip (SoC) designs. An SoC integrates most components of a computer or electronic system onto a single chip.
The technology targets applications including:
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AI inference
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Automotive electronics
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Industrial systems
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Analog and power ICs
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Secure devices
The Company states that Weebit ReRAM allows semiconductor memory elements to be significantly faster, less expensive, more reliable and more energy efficient than those using existing flash memory solutions. Because it is based on fab-friendly materials, the technology can be integrated with existing processes without the need for special equipment or large investments.
This licensing structure is what links the technology directly to the revenue figures. As customer projects expand, the commercial value of those engagements grows, which is precisely what the guidance upgrade reflects.
What comes next for Weebit Nano
The near-term catalyst for investors is the release of the audited full-year results. The current A$13.5 million figure is based on unaudited numbers, and the final audited figures will follow.
The audited FY26 results are due for release on 28 August 2026. This date represents the next confirmation point where the market will be able to compare the audited outcome against the upgraded guidance.
Investors exploring the timeline between current licensing revenue and future royalty streams should read our detailed coverage of Weebit Nano’s tape-out progress and royalty revenue pathway, which walks through the 12-18 month qualification process and the specific customer designs now in testing.
Key dates for investors to watch:
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Guidance upgrade confirmed, 19 July 2026
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Audited FY26 full-year results, 28 August 2026
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