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- **Revenue Milestones**: Q4 2025 revenue of $99 million (17% YoY), full-year $376.6 million (20% YoY). Gross margin improved to 50.7% (FY2025) from 42.6% (FY2024).
- **AI-Driven Growth**: AI drug discovery orders grew $25 million YoY, with a record $11.5 million Q4 order. SynBio revenue up 17% YoY.
- **Strategic Product Launch**: MRD Express (12-hour turnaround) to launch in early 2026, targeting 1-2% of NGS revenue in FY2026.
- **Profitability Path**: FY2026 guidance: $425-435 million revenue, >52% gross margin, adjusted EBITDA breakeven by Q4.
- **Market Expansion**: NGS Applications to grow 11-13% YoY, with 20%+ growth by Q4 driven by a large diagnostic customer ramp.

**【CEO Summary Section】**
- **Record Revenue Growth**: Q4 2025 revenue of $99 million, up 17% YoY, with full-year revenue of $376.6 million (20% YoY growth). Gross margin improved to 51.3% (Q4) and 50.7% (FY2025), up 800 basis points from FY2024.
- **AI-Driven Expansion**: Orders from AI drug discovery customers grew by $25 million YoY, with a single customer contributing a record $11.5 million order in Q4. SynBio revenue grew 17% YoY to $39.5 million, driven by the Express portfolio's rapid turnaround times.
- **Strategic Alignment**: SynBio and Biopharma businesses are being combined into "DNA Synthesis and Protein Solutions" to reflect integrated customer workflows, with NGS rebranded as "NGS Applications" for clarity.

**【COO Growth Initiatives】**
- **MRD Express Launch**: New product for minimal residual disease (MRD) detection with 12-hour turnaround, targeting 1-2% of NGS revenue in FY2026. Expected to complement tumor-informed assays and reduce treatment delays.
- **Market Expansion**: FlexPrep sequencing workflow gains traction in population genetics and AgBio, with two major wins in Q4. Global supply partner revenue will be disclosed alongside industry groupings in Q1 2026.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Q4 2025: SynBio ($39.5M, 17% YoY), NGS ($53M, 16% YoY), Biopharma ($6.4M, 22% YoY). FY2025: SynBio ($145M, 17% YoY), NGS ($208.1M, 23% YoY), Biopharma ($23.5M, 15% YoY).
- **Gross Margin Expansion**: FY2025 gross margin improved to 50.7% (vs. 42.6% in FY2024). FY2026 guidance: >52% gross margin, with $425-435 million revenue and adjusted EBITDA breakeven by Q4.
- **Geographic Growth**: Americas (60% of FY2025 revenue), EMEA (33%), APAC (7%). China remains <1% of total revenue.

**【Q&A Highlights】**
- **NGS Growth Dynamics**: FY2026 NGS revenue expected to grow 11-13%, with a return to 20% YoY growth by Q4 driven by a large diagnostic customer ramp. MRD Express to contribute 1-2% of NGS revenue in FY2026.
- **AI Discovery Momentum**: Biopharma orders up 22% YoY, with AI-driven projects accounting for $25 million of incremental revenue. Customers rely on Twist for end-to-end discovery workflows.
- **Margin Sustainability**: Gross margin >52% in FY2026, with 75-80% of incremental revenue flowing to gross profit. Operating expenses remain flat YoY at $327.3 million (FY2025).

Twist Bioscience Corporation (TWST) Q4 2025 Earnings Call Transcript

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