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Ginkgo Bioworks (DNA) investor relations material
Ginkgo Bioworks Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Autonomous Labs equipment and Cloud Lab services were positioned as two offerings on one autonomous-lab platform; Q3 included the first autonomous-lab sale to Novo Nordisk.
Q3 revenue was $27.7M, down 6% YoY, while continuing-operations net loss and Adjusted EBITDA loss narrowed; FY26 cash-burn guidance was reaffirmed.
Financial highlights
Q3 revenue was $27.7M versus $29.4M; 9M revenue was $67.3M versus $106.7M.
Q3 continuing-operations net loss was $41.0M versus $73.4M; 9M continuing-operations net loss was $174.4M versus $209.9M.
Q3 Adjusted EBITDA loss was $22.3M versus $52.7M; 9M loss was $100.8M versus $122.3M.
Q3 cash burn was $27M versus $28M; 9M cash burn was $120M versus $124M.
Outlook and guidance
FY26 total cash-burn guidance was reaffirmed at $125M–$150M, compared with FY25 cash burn of $171M.
Priorities include increasing autonomous-lab sales to biopharma, national labs and research universities, and expanding Cloud Lab services.
Systems revenue is expected at installation, with recurring services and SaaS-like revenue building across the deployed fleet; typical installation lead times are 6–12 months.
- Revenue fell 48% as autonomous-lab expansion advanced and cash-burn guidance held.DNA
Q2 2026 - Q1 2026 revenue fell 49% to $19M as restructuring improved cash burn and focus shifted to autonomous labs.DNA
Q1 2026 - Shareholders will vote virtually on directors, auditor, and executive pay, focusing on equity-based compensation.DNA
Proxy filing - Director elections, auditor ratification, and say-on-pay up for vote at June 2026 meeting.DNA
Proxy filing - Cash burn cut by 55% as focus shifts to autonomous labs and AI-driven automation partnerships.DNA
Q4 2025 - Q3 revenue up 61% to $89M, loss narrows, and 2024 guidance raised to $215–235M.DNA
Q3 2024 - Streamlined operations and new tools offerings drive a shift to a horizontal biotech platform.DNA
Morgan Stanley 22nd Annual Global Healthcare Conference - Q2 2024 revenue dropped 30% as restructuring and $47.9M goodwill impairment hit results.DNA
Q2 2024 - Direct sales, biopharma partnerships, and automation drive growth and market leadership.DNA
43rd Annual J.P. Morgan Healthcare Conference 2025
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