Bionano Genomics Reports Q4 2025 Earnings Call Summary: Strategic Pivot to Profitable Growth and 2026 Outlook

Bionano Genomics reported Q4 revenue declines due to supply constraints from a manufacturing partner. The company achieved a 1,200 basis point improvement in non-GAAP gross margin and executed a cost reduction program, removing $100 million in annualized non-GAAP operating expenses. Bionano Genomics expects 2026 revenue guidance of $30 million to $33 million, driven by converting routine-use customers to validated protocols, and forecasts cash runway to extend into 2027.