Logotype for Cibus Inc

Cibus (CBUS) investor relations material

Cibus Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Cibus Inc
Q3 2025 earnings summary13 Nov, 2025

Executive summary

  • Signed seven RISE/Rice customer agreements across the U.S. and Latin America, representing 5-7 million addressable acres and over $200 million in potential annual royalties, with initial LATAM Rice revenue targeted for 2027.

  • Commercialization and production activities focused on high-value, near-term revenue opportunities, especially in weed management traits and biofragrances, with expansion into India and Asia underway.

  • Streamlined business focus, including workforce reductions and facility consolidation, aims to reduce annual net cash usage to $30 million by 2026.

  • Board strengthened with new directors and leadership changes, including the appointment of an interim CEO and new Chairman.

  • Significant regulatory milestones achieved in the US, Ecuador, UK, and California, supporting commercialization of gene-edited traits.

Financial highlights

  • Cash and cash equivalents stood at $23.9 million as of September 30, 2025, expected to fund operations into early Q2 2026.

  • Q3 2025 revenue was $615,000, with nine-month revenue at $2.6 million, both down year-over-year due to timing of partner-funded activities.

  • R&D expense for Q3 was $10.8 million, down from $13 million year-over-year; SG&A expense was $5.2 million, down from $7.7 million.

  • Net loss for Q3 was $24.3 million, a significant improvement from $201.5 million in Q3 2024; net loss for the nine months ended September 30, 2025, was $100.3 million.

  • Goodwill impairment of $21.0 million recorded in 2025, compared to $181.4 million in 2024.

Outlook and guidance

  • Initial revenues from biofragrance products are expected in 2026, with commercial launches of RISE/Rice traits in Latin America in 2027, the U.S. in 2028, and Asia by 2030.

  • Annual net cash usage is targeted at approximately $30 million for 2026, with cost reduction actions supporting this goal.

  • Existing cash is projected to fund operations into early Q2 2026; additional capital will be required to continue as a going concern beyond that period.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Cibus earnings date

Logotype for Cibus Inc
Q4 202519 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Cibus earnings date

Logotype for Cibus Inc
Q4 202519 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Cibus Inc., an agricultural technology company, specializes in developing and licensing plant traits to seed companies for royalties. The firm's primary focus is on trait productivity in two crucial areas: productivity traits that enhance farmers' yields while minimizing the use of crop protection chemicals and fertilizers, and sustainable ingredients that allow corporations to substitute ingredients derived from fossil fuels or those whose production contributes to increased greenhouse gases. Cibus is headquartered in San Diego, California, and its shares are listed on the Nasdaq.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage