What does Ginkgo Bioworks do and what are its main business segments?

What is the revenue and EPS growth rate for Ginkgo Bioworks year over year?

What were the key takeaways from Ginkgo Bioworks’s earnings call?

What were the key takeaways from Ginkgo Bioworks's earnings call?

Did Ginkgo Bioworks beat or miss consensus estimates last quarter?

What factors drove the changes in Ginkgo Bioworks's revenue and profit?

What is Ginkgo Bioworks's gross profit margin?

What is Ginkgo Bioworks's latest dividend and current dividend yield?

- **AI Lab Automation**: Ginkgo's RAC system enables AI models to control lab experiments via standardized robotics.
- **Government Growth**: 20%+ revenue from U.S. grants, $22M BARDA award for antibody manufacturing.
- **Cash Efficiency**: Q3 2025 cash burn $28M (-75% YoY), $462M cash with no debt.
- **Future Labs Partnership**: Collaborating with FutureHouse to develop AI scientists that design and execute experiments.

**【Management Opening Remarks】**
- CEO Jason Kelly highlighted three strategic objectives: delivering autonomous lab robotics, expanding the Boston RAC lab, and offering frontier AI-driven biotech services.
- CFO Steve Coen reported a strong cash position of $462M with no debt, down 75% YoY in cash burn due to restructuring.

**【CEO Strategic Vision】**
- **AI & Automation Integration**: Ginkgo's RAC (reconfigurable automation carts) enable AI models to control lab experiments via standardized, plug-and-play robotics.
- **Government & Pharma Expansion**: Won $22M BARDA contract for antibody manufacturing and partnered with Bayer for microbial fertilizers.
- **Future Labs Collaboration**: Partnered with FutureHouse to develop AI models that design and execute experiments using Ginkgo's automation.

**【CFO Financial Update】**
- **Revenue Decline**: Cell Engineering revenue $29M (-61% YoY), Biosecurity $9M (19% margin).
- **Cost Efficiency**: G&A expenses down 47%, R&D down 8%, net loss $56M (-140% YoY).
- **Cash Management**: Q3 2025 cash burn $28M vs. $114M prior year, driven by program rationalization.

**【Q&A Highlights】**
- **Government Exposure**: 20%+ revenue from U.S. grants, unaffected by shutdown.
- **RAC Rollout**: Target 100+ RACs in Boston lab by end-2026, demoing protein expression protocols.
- **2030 Vision**: 80% tools (robotics, AI) vs. 20% services; biosecurity could grow if CDC adopts monitoring tech.
- **Google Reset**: Reduced cloud commitment by $100M, extended term to 6 years to align with slower bio-AI adoption.

Ginkgo Bioworks Holdings, Inc.(DNA)-20251107-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DNA

DNA fundamentals

You can ask Aime