Archimedes Tech SPAC Partners II Co 2026年季度报告

UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedJune 30, 2026 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number:001-42514 ARCHIMEDES TECH SPAC PARTNERS II CO.(Exact name of registrant as specified in its charter) Cayman IslandsN/A(State or other jurisdiction of(I.R.S. Employer Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. ☐Accelerated filer☒Smaller reporting company☒Emerging growth company ☐Large accelerated filer☒Non-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☒No☐ As of August 13,2026, there were 29,590,000 ordinary shares (inclusive of ordinary shares included in outstanding units), $0.0001par value each, issued and outstanding. ARCHIMEDES TECH SPAC PARTNERS II CO. FORM 10-Q FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2026 Part I –Financial InformationItem 1. Consolidated Financial StatementsCondensed Consolidated Balance Sheets as of June 30, 2026 (Unaudited) and December 31, 20251Condensed Consolidated Statements of Operations for the three and six months ended June 30, 2026 and 2025(Unaudited)2Condensed Consolidated Statements of Changes in Shareholders’Deficit for the three and six months ended June 30,2026 and 2025 (Unaudited)3Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 2025 (Unaudited)4Notes to Condensed Consolidated Financial Statements (Unaudited)5Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations19Item 3. Quantitative and Qualitative Disclosures About Market Risk25Item 4. Controls and Procedures25Part II –Other InformationItem 1. Legal Proceedings25Item 1A. Risk Factors25Item 2. Unregistered Sales of Equity Securities and Use of Proceeds25Item 3. Defaults Upon Senior Securities26Item 4. Mine Safety Disclosures26Item 5. Other Information26Item 6. Exhibits26Signatures27 PART I–FINANCIAL INFORMATION Item 1. Consolidated Financial Statements. ARCHIMEDES TECH SPAC PARTNERS II CO.CONDENSED CONSOLIDATED BALANCE SHEETS LIABILITIES, ORDINARY SHARES SUBJECT TO POSSIBLE REDEMPTION,AND SHAREHOLDERS’DEFICITCurrent liabilities The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ARCHIMEDES TECH SPAC PARTNERS II CO.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(UNAUDITED) ARCHIMEDES TECH SPAC PARTNERS II CO.CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’DEFICIT(UNAUDITED) FOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2026 ARCHIMEDES TECH SPAC PARTNERS II CO.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(UNAUDITED) ARCHIMEDES TECH SPAC PARTNERS II CO.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTSJUNE 30, 2026(UNAUDITED) NOTE 1.DESCRIPTION OF ORGANIZATION AND BUSINESS OPERATIONS Archimedes Tech SPAC Partners II Co. (the “Company” or “ATII”) is a blank check company newly incorporated in the CaymanIslands on June 7, 2024. The Company was formed for the purpose of effecting a merger, share exchange, asset acquisition, sharepurchase, recapitalization, reorganization or other similar business combination with one or more businesses. Although theCompany may acquire a business in any industry, it intends to focus on companies engaged in the technology industry. TheCompany is an early stage and emerging growth company, and, as such, the Company is subject to all of the risks associated withearly stage and emerging growth companies. As o