Q1 2025 Twist Bioscience Corp Earnings Call Transcript
Key Points
- Twist Bioscience Corp (TWST) reported record revenue of $88.7 million for the first quarter of 2025, marking a 24% year-over-year increase.
- The company achieved a gross margin of 48.3%, an improvement from 40.5% in the same quarter of the previous year.
- Revenue from the SynBio segment increased by 28% year-over-year to $34.4 million, driven by a diverse global customer base.
- NGS revenue grew by 23% year-over-year to $48.6 million, with strong demand from liquid biopsy and rare disease applications.
- Twist Bioscience Corp (TWST) increased its fiscal 2025 revenue guidance, reflecting confidence in continued growth across its business segments.
- Despite improvements, Twist Bioscience Corp (TWST) reported an adjusted EBITDA loss of approximately $16.3 million for the first quarter.
- Operating expenses increased slightly to $77.5 million, up from $75.9 million in the same period of 2024.
- The company faces potential challenges from geopolitical factors and tariff impacts, particularly concerning its operations in Canada and Mexico.
- The academic market, a significant customer base, is under pressure, which could impact future revenue growth.
- Twist Bioscience Corp (TWST) is cautious about the biopharma segment, despite seeing some early signs of opportunity.
Good day. Thank you for standing by. Welcome to Twist Biosciences 2025 first quarter financial results Conference Call. (Operator Instructions) Please note that today's conference may be recorded.
I would now like to turn the conference over to Angela Bitting, SVP of Corporate Affairs. Please go ahead.
Thank you, operator. Good morning, everyone. I would like to thank you for joining us for Twist Biosciences conference call to review our fiscal 2025 first quarter financial results and business progress. We issued our financial results press release before the market, and it is available at our website at www.twistbioscience.com.
With me on the call today are Dr. Emily Leproust, CEO and Co-Founder of Twist; Adam Laponis, CFO of Twist; and Dr. Patrick Finn, President and COO of Twist. Today, we will discuss our business progress, financial and operational performance as
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