$Oklo(OKLO.US) | Oklo Q1 2026 Earnings Call Summary

𝐂𝐄𝐎 – Jake DeWitte

➤ “Oklo is no longer just preparing for deployment, we are actively building the platform to support it.”

➤ “Today, the conversation at Oklo is increasingly about execution.”

➤ “We believe that Oklo is well-positioned to meet market demand as an integrated platform across three business units: power, fuel, and isotopes.”

➤ “Groves demonstrates that with the right design, scope, supply chain, authorization pathway, and commercial mindset, nuclear assets can move much faster than people may expect.”

➤ “We were able to do that and reach substantial completion in 229 days.”

➤ “We’re proving out that some of the key theses we’ve had, that nuclear doesn’t have to be incredibly big or incredibly slow and incredibly expensive.”

➤ “Part 57 is a massive step forward.”

➤ “We think it’s a great platform that we’ll tend to use most likely for most of our plants going forward.”

➤ “We are uniquely positioned on purpose, from a strategic perspective, to capitalize on diversity of fuel sources becoming available.”

➤ “That 20 tons of plutonium the government is making available is equivalent to between 160 to 200 tons of HALEU.”

𝐂𝐅𝐎 – Craig Bealmear

➤ “2026 has started off strong for the company as we added both strength to our balance sheet and deployment of capital to advance our strategic agenda.”

➤ “Oklo ended the first quarter with cash and marketable securities of $2.5 billion.”

➤ “This financing provides Oklo with a strong balance sheet.”

➤ “We believe Oklo is differentiated by the combination of advanced nuclear power, fuel and fuel recycling, isotopes, and a vertically integrated business model.”

➤ “Part 57 really aligns with the strategy we’ve always had.”

➤ “Fleet-based licensing has always aligned with our plan to deploy a fleet of assets.”

Ownership	%Owned	Share Chg	Report Date
BlackRock, Inc.	9.14%	1.09 M	31/03/2026
The Vanguard Group, Inc.	6.69%	No Change	31/12/2025
Mirae Asset Global Investments Co., Ltd.	5.28%	1.02 M	31/03/2026
	5.09%	No Change	01/05/2026
Samuel H. Altman	3.55%	No Change	06/03/2025
Van Eck Associates Corporation	3.5%	2.13 M	31/03/2026
Defiance ETFs, LLC	2.09%	No Change	31/03/2026
State Street Global Advisors, Inc.	1.91%	265.92 K	31/03/2026
Geode Capital Management, LLC	1.76%	238.14 K	31/03/2026
Morgan Stanley	1.5%	824.07 K	31/03/2026

Oklo(OKLO.US)

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