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Pacific Biosciences of California
Pacific Biosciences of California (PACB) investor relations material
Pacific Biosciences of California Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 2025 revenue grew 14% year-over-year to $44.6 million, with full-year revenue at $160 million, driven by record consumable sales and strong placements of Revio and Vega platforms.
Clinical and hospital consumable revenue grew 55% in 2025, offsetting academic funding pressures impacting instrument sales.
Sale of short-read sequencing assets generated ~$48 million in net proceeds, strengthening the balance sheet and sharpening focus on long-read platforms.
Entered 2026 with a focus on long-read sequencing innovation, including the launch and beta of SparkNex (SPRQ-Nx) chemistry to lower sequencing costs and expand market share.
EMEA region saw 45% revenue growth in Q4, with strong clinical adoption and transition from pilot to production phases.
Financial highlights
Q4 2025 total revenue: $44.6 million (+14% YoY); full year 2025: $160 million (+4% YoY).
Q4 consumables revenue: $21.6 million (+15% YoY); full year: $82 million (+16% YoY).
Q4 instrument revenue: $17.3 million (+13% YoY); full year: $53.8 million (-18% YoY).
Q4 service and other revenue: $5.7 million (+11% YoY); full year: $24.2 million (+36% YoY).
Q4 non-GAAP gross margin: 40% (vs. 31% prior year); full year: 40% (vs. 33% prior year).
Q4 non-GAAP net loss: $37.6 million ($0.12/share), improved from $55.3 million ($0.20/share) prior year; full-year non-GAAP net loss: $158.8 million ($0.53/share), improved from $228.0 million ($0.83/share).
Year-end cash and investments: $279.5 million, with $48 million in net proceeds from asset sale.
Outlook and guidance
2026 revenue expected between $165 million and $180 million, representing 3%–12% growth.
Non-GAAP gross margin projected to improve to 41%–44% in 2026, aided by SparkNex launch.
Non-GAAP operating expenses targeted at less than $230 million for 2026.
Consumables to remain primary growth driver, with continued clinical adoption and expansion of Revio and Vega installed base.
Academic funding environment expected to remain muted, especially in the Americas.
What drives Revio placement decline vs Vega growth?
Cash runway impact of asset sale vs cash burn
How did gross margin improve with lower instrument sales?
SparkNex: How to manage price elasticity?
Sustaining OpEx cuts with new investments?
Replicate EMEA clinical growth in US?
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Next Pacific Biosciences of California earnings date
Q1 20267 May, 2026
Pacific Biosciences of California
Next Pacific Biosciences of California earnings date
Q1 20267 May, 2026
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Frequently asked questions
Pacific Biosciences of California, Inc. designs, develops, and manufactures sequencing systems to resolve genetically complex problems. The company’s single molecule real-time (SMRT™) Sequencing platform enables single molecule real-time detection of biological processes. Its SMRT Sequencing technology provides various applications, including de novo sequencing to assemble a genome from scratch; targeted sequencing to sample specific regions of interest; and epigenetic sequencing to study how environmental factors affect gene expression. It has collaboration with Cold Spring Harbor Laboratory to expand its efforts in developing third-generation DNA sequencing technology.
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