Quantum computing is generating significant investor interest, yet many pure-play companies in the sector remain pre-revenue and highly valued without a clear path to commercial viability. However, established firms like IBM and Zscaler present compelling investment opportunities, combining quantum potential with robust revenue streams. IBM, often mischaracterized as a legacy tech company, is leading in quantum advancements and reported a 12% revenue growth in Q4 2025, alongside a substantial cash flow of nearly $15 billion.
Zscaler, focused on post-quantum cryptography, is also thriving with a 26% revenue increase year-over-year. Despite fears of AI disruption, Zscaler’s essential role in cybersecurity positions it well for continued growth. Both companies are not solely reliant on quantum computing for success, making them attractive options for long-term investors.
For those seeking to diversify their portfolios with quantum computing exposure, now may be an opportune moment to consider IBM and Zscaler. I recommend checking out the full article for deeper insights into these promising investments.
Source: fool.com