Company Overview - Cytek is a cell analysis company recognized for empowering scientific discovery in its field [3] - The company has been named one of the fastest-growing companies by Time Magazine and received accolades such as Company of the Year by the Chronicle Journal [3] Product and Achievements - Since launching its first instrument in 2016, Cytek has delivered over 3,000 instruments [4] - More than 3,000 technical journals have cited Cytek's technology as instrumental in their discovery work [4]

Cytek Biosciences FY Conference Summary Company Overview - **Company**: Cytek Biosciences (NasdaqGS:CTKB) - **Industry**: Cell analysis and flow cytometry - **Recognition**: Named one of the fastest growing companies by Time Magazine and awarded Company of the Year by Clinical Leader and the Journal [2][3] Financial Performance - **Revenue**: Reported $201 million for FY 2025, slightly above the previous year [3] - **Cash Position**: $262 million by the end of Q3 2025 [3] - **Q4 Revenue**: $62 million, with a quarter-to-quarter growth trend showing recovery [17][18] - **Growth Rates**: - Q1: -8% YoY - Q2: -2% YoY - Q3: 2% YoY - Q4: 8% YoY [17][18] Market Dynamics - **Market Size**: The overall market opportunity is projected to be $5.1 billion by 2025, with a CAGR of 8.8% through 2032 [4][5] - **Revenue Sources**: - 59% from biotech and pharma - 41% from academic and government-supported agencies [4] - **Geographic Revenue Breakdown**: - 50% from the U.S. - 26% from APEC (including China) - 24% from other regions [4] Business Model and Strategy - **Five Business Pillars**: Instruments, applications, bioinformatics, clinical, and reagents [5] - **Reagent Business**: Focus on expanding reagent sales, with a growth of over 20% in 2025 [30] - **Cytek Cloud**: Over 20,000 users, providing automated panel optimization and data management [6][7] - **Clinical Applications**: Instruments approved for clinical use in China and Europe, targeting applications like leukemia MRD [8][9] Competitive Positioning - **Market Share**: Growth attributed to capturing market share from competitors, especially in a challenging market environment [26][28] - **Product Portfolio**: Broad range of cell analysis tools, including the new Aurora EVO, which has been well-received [11][12][20] - **Innovation Focus**: Continuous investment in R&D to drive product innovation and maintain leadership in flow cytometry [19][21] Future Outlook - **Growth Projections**: Anticipated substantial growth in 2026, driven by an increased installed base and stabilization in North America and EMEA [28][22] - **Recurring Revenue Potential**: Significant opportunities in reagents and services, with low current market penetration [32][33] - **M&A Strategy**: Balanced approach to capital allocation, focusing on share repurchase and opportunistic acquisitions [35] Key Takeaways - **Technology Leadership**: Cytek is positioned as a leader in flow cytometry, with essential tools for life sciences [23][37] - **Global Diversification**: Manufacturing and sales operations across multiple continents, enhancing resilience [24] - **Positive Cash Flow**: One of the few life science tool companies generating positive cash flow [25] Conclusion Cytek Biosciences is well-positioned for continued growth and profitability, supported by a strong product portfolio, innovative technology, and a strategic focus on expanding its market share and recurring revenue streams [38]

Investor Presentation January 2026 Safe Harbor Statement This presentation and the related conference call and webcast contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, among others, statements regarding Cytek's expected revenue for the fourth quarter and full year ended December 31, 2025; Cytek's market position and long-term market expansion opportunities; Cytek's business, product and operational goals and strategies; and Cytek's opp ...

Financial Performance - Cytek Biosciences, Inc. announced preliminary unaudited revenue for Q4 and full year 2025 on January 12, 2026[4] - The report does not include specific financial figures or performance metrics in the provided content[4] Company Information - The company is listed on the Nasdaq Global Select Market under the symbol CTKB[2]

Core Insights - Cytek Biosciences, Inc. announced preliminary, unaudited revenue results for Q4 and full year 2025, expecting total revenue of approximately $201 million for the year and about $62 million for Q4, reflecting growth of 8% year-over-year and 19% quarter-over-quarter [2][3] Financial Performance - The expected revenue for the full year 2025 is approximately $201 million [2] - Q4 2025 revenue of approximately $62 million shows an 8% increase compared to Q4 2024 and a 19% increase compared to Q3 2025 [2] Growth Drivers - The growth in Q4 2025 is attributed to strong performance in Services, Reagents, and instrument revenue in the Asia Pacific region, along with improved instrument sales in the US and EMEA [3] - The CEO highlighted a return to positive growth in instrument sales in EMEA during Q4 [3] Future Outlook - The company believes it is well-positioned for sustainable growth and profitability in the flow cytometry market [3] - Cytek plans to report comprehensive financial results for Q4 and full year 2025 and provide guidance for 2026 during an earnings call expected in late February 2026 [3] Company Overview - Cytek Biosciences specializes in cell analysis solutions, utilizing its patented Full Spectrum Profiling™ technology to enhance cell analysis tools [5] - The company's product offerings include various flow cytometers, reagents, and software, aimed at providing integrated solutions for customers [5]

Core Viewpoint - Cytek Biosciences, Inc. anticipates a total revenue of approximately $201 million for the full year 2025, with fourth-quarter revenue expected to be around $62 million, indicating growth compared to previous periods [2][3]. Financial Performance - The expected revenue for the fourth quarter of 2025 represents an 8% increase compared to the fourth quarter of 2024 and a 19% increase compared to the third quarter of 2025 [2]. - The fourth quarter revenue growth reflects a meaningful acceleration compared to earlier quarters in 2025, driven by strong growth in Services, Reagents, and instrument revenue in the Asia Pacific region, as well as improvements in the US and EMEA markets [3]. Company Presentation - Cytek will present at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026, at 5:15 PM Pacific Time, with live and archived webcasts available on the company's website [4]. Company Overview - Cytek Biosciences is a leading cell analysis solutions company that utilizes its patented Full Spectrum Profiling™ (FSP) technology to deliver high-resolution and high-sensitivity cell analysis tools [5]. - The company's product offerings include various flow cytometers, imaging products, reagents, and software, aimed at providing a comprehensive suite of solutions for customers [5].

Group 1 - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security have issued a new drug catalog for basic medical insurance, maternity insurance, and work injury insurance, which will take effect on January 1, 2026. This marks the 8th adjustment of the medical insurance drug catalog since the establishment of the National Healthcare Security Administration [1] - The recent adjustment adds 114 new drugs, including 50 first-class innovative drugs. Notably, several rare disease medications have been included in the 2025 medical insurance catalog and the commercial health insurance innovative drug catalog [1] - Specific drugs such as Fosun Pharma's Luvofemin and Beihai Kangcheng's Vilazodone have been included in the 2025 medical insurance catalog and the commercial health insurance innovative drug catalog, respectively. Additionally, five CAR-T therapies have been added to the commercial health insurance innovative drug catalog [1] Group 2 - John Yang, the Asia-Pacific healthcare research director at Citibank, stated that biotechnology, particularly innovative drugs, will be a top priority for China in the coming years. He emphasized the need for China to upgrade production lines and capabilities, as well as expand clinical management capabilities to develop the entire ecosystem [1] - Morgan Stanley's healthcare research head in China, Yang Huang, echoed similar sentiments, noting that biomanufacturing has been identified by the government as a key economic growth driver during the 14th Five-Year Plan period [1] Group 3 - The head of the National Healthcare Security Administration, Zhang Ke, indicated plans to accelerate the construction of a healthcare imaging cloud based on medical insurance data, aiming for nationwide interoperability and recognition of medical insurance imaging by 2027 [4]

Summary of Cytek Biosciences FY Conference Call Company Overview - **Company**: Cytek Biosciences (NasdaqGS:CTKB) - **Industry**: Life Science Tools and Diagnostics - **Focus**: Flow cytometry technology and related services Key Points Market Performance and Growth - **Revenue Growth**: 85% of the business is experiencing double-digit growth, particularly in service, reagents, and instrument sectors, excluding Europe [2][4] - **Geographical Insights**: - **Asia-Pacific**: Expected to continue strong growth [2] - **US Market**: Stabilizing with positive revenue growth in Q3 [2] - **Europe**: Facing contraction due to previous market conditions, but signs of recovery are anticipated [2][20] Technology and Competitive Advantage - **Innovative Approach**: Cytek leverages advancements from the telecommunications sector to enhance flow cytometry, marking a significant shift in the industry [3][4] - **Product Leadership**: Cytek has deployed over 3,000 instruments, establishing itself as a leader in full spectral flow cytometry technology [4][31] - **Aurora Evo Instrument**: - Features include nanoparticle detection, automated shutdown, and remote operation, designed to meet pharmaceutical needs [12][13] - High throughput and productivity enhancements are expected to drive adoption and revenue growth [14][10] Funding Landscape and Market Dynamics - **NIH Funding**: Academic customers are diversifying funding sources; only one-third of sales are directly linked to NIH funding [6][5] - **Pharma Market Trends**: - Instrument sales in Europe saw a pause after significant growth in 2023 and 2024, while the US market showed a 12% growth in biopharma [9][10] - Cytek's technology is positioned well to capitalize on the positive secular trends in the pharma sector [9] Regional Challenges and Strategies - **EMEA Market**: - Facing challenges due to government spending cuts and a slowdown in instrument sales [19][20] - Reagent growth in EMEA is strong, indicating a positive trend despite instrument sales challenges [23] - Cytek is investing in service and sales networks in EMEA to strengthen its market position [24] Revenue Streams and Future Outlook - **Consumables and Services**: - Revenue per instrument remains stable, with service revenue growing alongside the installed base [26] - Reagent growth is robust, with a year-over-year increase close to 20%, indicating strong market share gains [28][15] - **Future Opportunities**: - Potential for $200 million in reagent revenue from the existing installed base [15] - Continued investment in marketing and sales for reagents to drive future growth [27] Competitive Landscape - **Market Positioning**: Cytek maintains a strong competitive edge through a comprehensive product and service offering, including the Cytek Cloud and Panel Builder [33] - **Emerging Markets**: The Guava Muse platform targets entry-level users and is designed for convenience and mobility, expanding Cytek's reach in cost-sensitive markets [34] Conclusion Cytek Biosciences is positioned for continued growth in the life sciences tools market, driven by innovative technology, strong performance in key regions, and a focus on expanding its consumables and services. The company is navigating challenges in the EMEA market while capitalizing on opportunities in Asia-Pacific and the US.

Company Overview - Cytek Biosciences (CTKB) is a biotechnology company specializing in cell analysis through its Full Spectrum Profiling (FSP) spectral cytometry technology, which captures the full emission spectrum of each fluorochrome, resulting in higher-parameter and more detailed analysis of cells [1]. Technology and Innovation - The FSP technology allows for enhanced cell profiling, which is crucial for various applications in research and clinical settings, potentially leading to improved diagnostics and therapeutic strategies [1].

Core Insights - Cytek Biosciences, Inc. has been recognized as one of America's Growth Leaders of 2026 by TIME in partnership with Statista, highlighting its exceptional growth, financial stability, and stock performance over the past five years [1][14]. Company Overview - Cytek Biosciences specializes in high-parameter cell analysis solutions, utilizing its patented Full Spectrum Profiling™ (FSP) technology to deliver innovative tools for laboratories [7]. - The company is headquartered in Fremont, California, and has a global presence with offices and distribution channels [7]. Financial Performance - The inclusion in TIME's list signifies Cytek's strong financial foundation and sustained business expansion, reflecting its ability to deliver long-term value [2][5]. - Cytek's FSP systems are referenced in over 3,200 peer-reviewed publications, indicating their significant impact on global research [4]. Innovation and Technology - Cytek's mission is to make high-parameter cell analysis more accessible and cost-effective, addressing urgent challenges in health and science, such as cancer research and vaccine development [3]. - The company's FSP technology sets a new standard in flow cytometry, enhancing the precision and sensitivity of cell analysis [3][7]. Market Position - Being named to the Growth Leaders list places Cytek among an elite group of companies demonstrating resilience and a forward-looking approach in a dynamic market [5].