Financial Data and Key Metrics Changes - Total revenue in Q4 2021 increased to $148 million, representing growth of over 4x compared to Q4 2020. For the full year 2021, total revenue grew to $314 million, also 4x the prior year [10] - Adjusted EBITDA in Q4 was positive $1 million, while for the full year 2021 it was negative $106 million, impacted by noncash expenses [20] - CapEx for the full year 2021 was $57 million, reflecting investments in foundry capacity and capabilities [21] Business Line Data and Key Metrics Changes - Foundry revenue increased to $34 million in Q4 2021 from $16 million in Q4 2020, representing 108% growth. For the full year 2021, foundry revenue increased to $113 million, exceeding the outlook of $100 million and representing growth of 91% over the previous year [13] - The company added 10 new cell programs to the foundry platform in Q4 2021, bringing the total for the year to 31, which is a 72% increase from 2020 [11] - Biosecurity revenue reached $114 million in Q4 2021, bringing the full year revenue to $201 million, significantly exceeding the previous outlook of $110 million [16] Market Data and Key Metrics Changes - The Biosecurity initiative has scaled tremendously, growing from almost nothing in 2020 to over $200 million in revenue in 2021, driven primarily by K-12 pool testing [6][16] - The company supported a total of 71 active programs across 33 customers in 2021, with strong growth coming from pharma and biotech sectors [12] Company Strategy and Development Direction - The company aims to add an incremental 60 new cell programs in 2022, targeting total revenue of $325 million to $340 million, with foundry revenue expected to be between $165 million and $180 million [26] - Ginkgo is focused on maintaining a strong cash position, ending 2021 with $1.5 billion in cash, which provides a significant runway for growth [34] - The company is committed to a horizontal platform strategy in biotech, aiming to diversify its customer base across various sectors to mitigate risks [35][58] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging market environment for growth companies, with Ginkgo's stock down over 60% since going public, but emphasized the company's strong position and growth potential [5][31] - The management expressed excitement about the potential of synthetic biology and the company's ability to scale its operations effectively [63][64] - There is recognition of the unpredictability of biology and the longer development cycles in biotech, which may pressure valuations in the near term [54] Other Important Information - The company experienced a significant increase in stock-based compensation expense due to modifications in vesting terms, resulting in a one-time catch-up adjustment of approximately $1.5 billion in Q4 2021 [23][25] - The management is cautious about the future of the Biosecurity market, acknowledging uncertainties in funding and demand as the pandemic situation evolves [18][60] Q&A Session Summary Question: What is the outlook for Biosecurity revenue? - Management expects Biosecurity revenue to be at least $160 million for full year 2022, but acknowledges significant uncertainty in the market [27] Question: How does Ginkgo plan to manage cash flow in the current environment? - The company plans to manage its cash balance carefully, considering objectives such as adding new programs and improving operational efficiency [29] Question: What are the key challenges Ginkgo faces in achieving scale? - Management highlighted the unpredictability of biology, the need for significant automation, and the importance of maintaining a diverse customer base as key challenges [41][51]

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, 2021 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) Q3 2021 Earnings Conference Call November 15, 2021 8:00 AM ET Company Participants Anna Marie Wagner - Senior Vice President of Corporate Development Jason Kelly - Co-Founder and Chief Executive Officer Mark Dmytruk - Chief Financial Officer Conference Call Participants Matthew Larew - William Blair & Company LLC Rahul Sarugaser - Raymond James Ltd. Harsha Pappu - HSBC Anna Marie Wagner Good morning, everyone. This is Anna Marie Wagner. I'm the SVP of Corporate Deve ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 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 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, 2021 OR ☐ TRANSITION REPORT PURSU ...

Table of Contents Title of each classTrading Symbol(s)Name of each exchange on which registered Units, each consisting of one Class A ordinary share and one-fifth of one redeemable warrant SRNGU The Nasdaq Stock Market LLC Class A ordinary shares, par value $0.0001 per share SRNG The Nasdaq Stock Market LLC Warrants, each whole warrant exercisable for one Class A ordinary share, each at an exercise price of $11.50 per share SRNGW The Nasdaq Stock Market LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION W ...

Call Start: 16:30 January 1, 0000 5:13 PM ET Zymergen, Inc. (ZY) Q1 2021 Earnings Conference Call May 24, 2021, 16:30 PM ET[Indiscernible] Company Participants Niraj Javeri - IR Josh Hoffman - Co-Founder and Chief Executive Officer Enakshi Singh - Chief Financial Officer Conference Call Participants Doug Schenkel - Cowen Tycho Peterson - JP Morgan Matt Sykes - Goldman Sachs Dan Brennan - UBS Operator Good day and thank you for standing by. Welcome to the Zymergen First Quarter 2021 Financial Results Confer ...

Table of Contents Title of each classTrading Symbol(s)Name of each exchange on which registered Units, each consisting of one Class A ordinary share and one-fifth of one redeemable warrant SRNGU The Nasdaq Stock Market LLC Class A ordinary shares, par value $0.0001 per share SRNG The Nasdaq Stock Market LLC Warrants, each whole warrant exercisable for one Class A ordinary share, each at an exercise price of $11.50 per share SRNGW The Nasdaq Stock Market LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION W ...