Ginkgo Bioworks Holdings Inc (OTCPK:DNABW)

Q3 2025 Ginkgo Bioworks Holdings Inc Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Ginkgo Bioworks Holdings Inc (DNA) has significantly reduced its cash burn by 75% year-over-year, demonstrating effective cost management.
The company has $462 million in cash and cash equivalents, providing a strong financial position to support future growth.
Ginkgo Bioworks Holdings Inc (DNA) is expanding its Frontier Autonomous Lab in Boston, showcasing its commitment to advancing AI and automation in biotechnology.
The company has secured a $22 million award from BARDA for monoclonal antibody manufacturing, highlighting its capability in national security and drug cost reduction.
Ginkgo Bioworks Holdings Inc (DNA) is well-positioned to leverage AI in biotechnology, with a focus on reasoning models and bio-model-based AI, potentially transforming the R&D landscape.

Negative

Cell engineering revenue decreased by 61% compared to the third quarter of 2024, indicating challenges in this segment.
The number of revenue-generating cell engineering programs decreased by 5% year-over-year, reflecting ongoing program rationalization.
The company's adjusted EBITDA declined significantly from $-20 million in Q3 2024 to $-56 million in Q3 2025, due to expenses related to a Google Cloud contract shortfall.
Ginkgo Bioworks Holdings Inc (DNA) faces competition from China in biotechnology, where costs are lower and the pace is faster.
The biosecurity segment's gross margin is relatively low at 19%, suggesting room for improvement in profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DNA.N - Ginkgo Bioworks Holdings Inc
Q3 2025 Ginkgo Bioworks Holdings Inc Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thanks as always for joining us. We are looking forward to updating you on our progress.

As a reminder, during the presentation today, we will be making forward-looking statements which involve risks and uncertainties. Please refer to our filings with the SEC to learn more about these risks and uncertainties, including our most recent 10k.

Today, in addition to updating you on the quarter results, we are going to be providing insight into how we believe AI models will impact biotechnology, how our tools are positioned to support those impacts.

Manager of communications and ownership at Genkko. I am joined by Jason Kellady, our co-founder and CEO, and Steve Cohen, our CFO. Thanks as always for

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