Financial Data and Key Metrics Changes - The company reported a net loss of $100 million in Q1 2023, compared to a net loss of $1 million in the same period last year, primarily due to increased operating expenses and a decline in Biosecurity revenue [43] - Adjusted EBITDA was negative $100 million, reflecting higher expenses in cell engineering and expected declines in Biosecurity revenue [43] - Capital expenditures (CapEx) for Q1 2023 were $19 million, with expectations for lower levels in subsequent quarters [43] Business Line Data and Key Metrics Changes - Cell Engineering revenue reached $34 million in Q1 2023, a 59% increase from Q1 2022, driven entirely by services revenue [40] - The Biosecurity business generated $47 million in revenue in Q1 2023, with over 20% coming from recurring sources such as federal and international contracts [40] - The company added 13 new cell programs, supporting a total of 97 active programs across 60 customers, up from 64 active programs in Q1 2022 [39] Market Data and Key Metrics Changes - The company is expanding its Biosecurity efforts internationally, having collected samples from flights originating in 72 countries [41] - The company noted that the tighter capital market is making it harder for start-up companies in non-biopharma biotech to access capital, extending deal close times [93] Company Strategy and Development Direction - The company is focused on improving its platform for customers, emphasizing the importance of customer feedback to enhance service offerings [34][60] - New service offerings include Ginkgo Microbe Services, Ginkgo Cell Therapy Services, Ginkgo AAV Services, and Ginkgo RNA Therapeutic Services, aimed at leveraging platform assets [81] - The company aims to treat biology as an engineering discipline, moving towards a success-only payment model for certain services to enhance customer trust [83] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the goal of adding 100 new cell programs in 2023, supported by a robust sales pipeline [66] - The company is navigating a challenging macroeconomic environment while focusing on cost structure and maintaining liquidity of $1.2 billion [44] - Management highlighted the importance of AI and large data sets in driving innovation within the biotech sector, positioning Ginkgo as a key player in this transformation [68] Other Important Information - The company is experiencing a significant shift in its Biosecurity business, moving from K-12 COVID testing services to more sustainable revenue sources [40] - The company has seen a significant reduction in stock-based compensation expenses due to the rolling off of prior RSUs [42] Q&A Session Summary Question: How do you feel about your original forecast of adding 100 projects for 2023? - Management expressed confidence in the forecast, citing a good pipeline and ongoing expansion in biosecurity programs [63][65] Question: Can you provide an overview of Ginkgo's AI and code-based strategy? - Management highlighted the importance of AI in generating large data assets and its relevance to customers across various industries [67][69] Question: How is Ginkgo leveraging its existing code base for new cell programs? - Management noted that leveraging existing data and infrastructure significantly aids in sales and project acceleration [72][73] Question: How does Ginkgo balance leveraging collective learning while ensuring client confidentiality? - Management stated that the focus is on broad reusability of certain components while ensuring that proprietary client information remains protected [75]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________________ to _________________ Commission File Number: 001-40097 GINKGO BIOWORKS HOLDINGS, INC. (Exact Name of Registrant as Specified ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40097 GINKGO BIOWORKS HOLDINGS, INC. (Exact name of Registrant as specified in its Charter) Delaware 87-2652913 (St ...

Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Q4 2022 Earnings Conference Call March 1, 2023 4:30 PM ET Company Participants Anna Marie Wagner - SVP, Corporate Development Jason Kelly - Co-Founder & CEO Mark Dmytruk - CFO Conference Call Participants Matthew Sykes - Goldman Sachs Rahul Sarugaser - Raymond James Tejas Savant - Morgan Stanley Steve Mah - Cowen Madeline - William Blair Mark Massaro - BTIG Anna Marie Wagner Good afternoon. This is Anna Marie Wagner, SVP of Corporate Development at Ginkgo Bioworks. ...

Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Q3 2022 Earnings Conference Call November 14, 2022 4:30 PM ET Company Participants Anna Marie Wagner - Senior Vice President-Corporate Development Jason Kelly - Co-Founder and Chief Executive Officer Mark Dmytruk - Chief Financial Officer Conference Call Participants Tejas Savant - Morgan Stanley Rahul Sarugaser - Raymond James Matt Sykes - Goldman Sachs Steve Mah - Cowen Mark Massaro - BTIG Anna Marie Wagner Good afternoon. This is Anna Marie Wagner, SVP of Corpora ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.0001 per share DNA NYSE Warrants to purchase one share of Class A common stock, each at an exercise price of $11.50 per share DNA.WS NYSE UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANS ...

Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Q2 2022 Earnings Conference Call August 15, 2022 4:30 PM ET Company Participants Anna Marie Wagner – Senior Vice President-Corporate Development Jason Kelly – Co-Founder and Chief Executive Officer Mark Dmytruk – Chief Financial Officer Conference Call Participants Matt Sykes – Goldman Sachs Matt Larew – William Blair Tejas Savant – Morgan Stanley Steve Mah – Cowen Rahul Sarugaser – Raymond James Vivian Bais – BTIG Anna Marie Wagner Good afternoon. This is Anna Mari ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.0001 per share DNA NYSE Warrants to purchase one share of Class A common stock, each at an exercise price of $11.50 per share DNA.WS NYSE UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION ...

Financial Data and Key Metrics Changes - Total revenue in Q1 2022 increased to $168 million, representing growth of nearly 4 times compared to Q1 2021 [14] - Adjusted EBITDA in Q1 2022 was negative $2 million, an improvement from negative $51 million in the comparable prior year period [26] - The company ended the quarter with approximately $1.5 billion in cash, providing a strong financial foundation for future growth [11][34] Business Line Data and Key Metrics Changes - The Foundry business added 11 new cell programs in Q1 2022, supporting a total of 64 active programs across 32 customers [15][16] - Foundry revenue was $21 million in Q1 2022, a decrease of 5% compared to Q1 2021, impacted by the timing of downstream value share and a shift in program mix [16][17] - Biosecurity revenue from the Concentric offering generated $147 million in Q1 2022, driven primarily by K-12 pooled testing due to the Omicron variant [21][22] Market Data and Key Metrics Changes - Related party revenue represented 63% of Foundry revenue in Q1 2022, up from 56% in Q1 2021, indicating a shift in revenue timing [19][20] - Biosecurity gross margin was 42% in Q1 2022, consistent with the prior quarter [22] Company Strategy and Development Direction - The company aims to maintain a strong cash margin of safety while adding new programs from diverse markets and customers [34] - A strategic focus on M&A activities is emphasized, with the recent acquisition of FGen and a collaboration with Bayer in agricultural biologicals [12][49] - The company is positioning itself as a platform provider for engineered cells across various industries, including agriculture and biosecurity [48][66] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges of operating in a difficult market environment but emphasizes the importance of maintaining a strong cash position to support long-term growth [36][71] - The company expects to add 16 new cell programs in 2022 and has increased its full-year revenue guidance to $375 million to $390 million [29][31] - There remains significant uncertainty in the biosecurity market, particularly regarding funding and testing levels for the next fiscal school year [31] Other Important Information - The company is actively working on new opportunities in biosecurity, including international efforts [42] - The planned acquisition of Bayer's agricultural biologicals R&D facility is expected to enhance the company's capabilities in ag biologicals [63][66] Q&A Session Questions and Answers Question: Why was Foundry revenue light this quarter despite adding new clients? - Management explained that Foundry revenue can be lumpy due to the timing of downstream value share, which is dependent on customer activities [76][77] Question: Are you lowering upfront fees for higher backend economics? - Management clarified that the revenue mix and timing of contracts can lead to fluctuations, but they have reiterated their full-year guidance [77][78]

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.0001 per share DNA NYSE Warrants to purchase one share of Class A common stock, each at an exercise price of $11.50 per share DNA.WS NYSE UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITIO ...