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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Oxford Nanopore Technologies
Oxford Nanopore Technologies (ONT) investor relations material
Oxford Nanopore Technologies Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary15 Jan, 2026
Introduction and agenda
The session began with a recap of key trading statement highlights, followed by a detailed discussion of market drivers and a Q&A segment for audience questions.
Background and experience of the speaker
The moderator has followed the company for nearly 15 years and leads a European healthcare equity research team.
Current industry trends
Achieved 24% constant currency revenue growth, surpassing guidance, despite challenges in NIH funding, China, and tariffs.
All regions saw over 20% growth, with the Americas up 30% in H2; clinical and biopharma segments grew 60% and 30%, respectively.
Shifted to a CapEx sales model, improving cash flow by £20M and gross margin by 300-400 bps; now nearly 100% of device sales are CapEx.
Inflationary and market-level price increases are now standard, in line with industry peers.
New chemistry: What is the launch strategy?
How does ONT avoid mega high-throughput pricing war?
Explain regional market mix differences and drivers
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Next Oxford Nanopore Technologies earnings date
H2 20252 Mar, 2026
Oxford Nanopore Technologies
Next Oxford Nanopore Technologies earnings date
H2 20252 Mar, 2026
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Frequently asked questions
Oxford Nanopore Technologies plc develops and commercializes sequencing platforms for analyzing DNA and RNA. Its devices use nanopore-based technology to deliver real-time, scalable data for research and clinical applications. The company serves academic, clinical, and industrial users worldwide. The company is headquartered in Oxford, United Kingdom, and its shares are listed on the London Stock Exchange.
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