Financial Data and Key Metrics Changes - Revenue for Q2 2022 was $114.6 million, a 1% decrease year-over-year from $115.8 million in Q2 2021 [38] - Full year revenue is now expected to be in the range of $500 million to $520 million, representing growth of 2% to 6% over the prior year [7][47] - Gross profit for Q2 was $86.9 million, down from $110.9 million in the prior year, with a gross margin of 76% compared to 96% in Q2 2021 [41] - Operating loss for Q2 was $63.1 million, compared to a loss of $10.3 million in Q2 2021, primarily due to increased personnel-related expenses [43] - Net loss for the period was $64.5 million, compared to a net loss of $11.1 million in Q2 2021 [45] Business Line Data and Key Metrics Changes - Consumables revenue was $97.9 million, increasing 1% year-over-year and flat compared to Q1 2022 [38] - Instrument revenue was $14.7 million, a 13% decrease from the prior year but up 2% from Q1 2022 [38] - Service revenue was $1.9 million, increasing 7% over the prior year [38] Market Data and Key Metrics Changes - Revenue in the Americas for Q2 was $70.9 million, an 8% increase year-over-year and up 19% from Q1 2022 [40] - APAC revenue was $18.1 million, a 15% decrease year-over-year and down 47% compared to Q1 2022, impacted by lockdowns in China [39] - EMEA revenue was $25.6 million, an 11% decrease year-over-year but up 25% from Q1 2022 [40] Company Strategy and Development Direction - The company is focusing on improving execution and implementing tools and processes to increase leverage and scale for future growth [9][24] - There is a strong emphasis on product innovation and customer experience, with plans to enhance commercial strategies and systems [10][24] - The company is committed to maintaining a strong cash position while investing in long-term growth [32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in the macro environment and execution, expecting some issues to persist into the second half of the year [7] - Confidence remains in the underlying opportunity for single-cell and spatial technology despite slower topline growth [8] - The company is adjusting expectations for the second half of the year to reflect a more modest growth rate due to lingering macro headwinds [47] Other Important Information - The company implemented a reduction in workforce by approximately 8% to reduce spending and preserve cash [45] - The company is targeting to be free cash flow positive by the end of 2023 [46] - New product launches are anticipated to drive growth, with a focus on the first full year of Xenium and CytAssist [53] Q&A Session Summary Question: Insights on 2023 growth outlook - Management expressed excitement about new products and improvements in systems and processes, but refrained from providing specific forecasts for 2023 [52][54] Question: Commercial strategy improvements - Emphasis was placed on enhancing commercial execution through better tools and metrics, focusing on both new customer acquisition and increasing usage among existing customers [55][56] Question: Trends in July and August - Trends observed in Q3 support expectations of low to mid-teens percent growth from Q2, with APAC and EMEA showing the most significant impacts [75][76] Question: Visibility into overall business - Management noted that extended lockdowns in China and currency impacts were significant drivers of Q2 performance, affecting visibility into future growth [82][84] Question: Balancing growth and profitability - The company remains in growth mode while also focusing on becoming free cash flow positive, reflecting on organizational complexity and spending [86][88] Question: Insights on single-cell market growth - Management confirmed that the fundamental need for single-cell resolution remains strong, despite recent macroeconomic challenges [92] Question: Update on Visium HD delay - The delay is attributed to technical and manufacturing challenges, but the company is committed to delivering the capabilities as soon as possible [98]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ FORM 10-Q _____________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 10x Genomics, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 45-5614458 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 6230 Stoneridge Mall Road Pleasanton, California 94588 (Address of princi ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2022 was $114.5 million, an 8% increase year-over-year from $105.8 million in Q1 2021 [53] - Consumables revenue was $98 million, up 5% year-over-year, while instrument revenue increased by 30% to $14.4 million, and service revenue rose by 31% to $2.1 million [53] - Gross profit for Q1 was $89 million, with a gross margin of 78%, down from 84% in the prior year, primarily due to changes in product mix and increased costs [59] - Operating loss for Q1 was $41.7 million, compared to a loss of $10.2 million in Q1 2021, driven by increased personnel-related expenses [61] - Net loss for the period was $42.4 million, compared to a net loss of $11.6 million in the first quarter of 2021 [62] Business Line Data and Key Metrics Changes - Strong demand for Chromium instruments was noted, particularly for the Chromium X Series, which is driving instrument demand and customer upgrades [11][12] - High throughput kits showed robust growth, with customers increasingly adopting HD kits for larger studies [13] - Multiomics products are among the fastest-growing, with broad adoption across various applications [15] - Demand for Visium products remained solid, with Visium cited in more publications than any other spatial biology tool [16][17] Market Data and Key Metrics Changes - Revenue for the Americas was $59.7 million, a 15% increase year-over-year, while EMEA revenue was $20.5 million, up 7% [54] - APAC revenue was $34.3 million, consistent with the prior year, but impacted by COVID-driven lockdowns in China [54][56] - The company expects Q2 revenue to be adversely affected by ongoing lockdowns in China, which are anticipated to normalize in the back half of the year [63][75] Company Strategy and Development Direction - The company is focused on three key areas for growth: new product pipeline, scaling the commercial organization, and strengthening operational capabilities [18] - Upcoming product launches include the fixed RNA profiling kit and the nuclear isolation kit, aimed at enhancing single-cell analysis capabilities [22][24] - The company aims to drive broad adoption of its platforms and remove bottlenecks in workflows to facilitate larger-scale studies [21][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth potential despite near-term headwinds, emphasizing the importance of single-cell analysis in biological research [10][66] - The operating environment is expected to improve, with strong customer enthusiasm for the product portfolio and pipeline [64] - The company anticipates a revenue split of approximately 40% in the first half and 60% in the second half of 2022, with growth accelerating in the latter half [64] Other Important Information - The company is investing in expanding its manufacturing capabilities and managing supply chain challenges [47][50] - A significant leadership transition is underway with the departure of the Chief Commercial Officer, but the company remains focused on maintaining momentum in its commercial strategy [45][46] Q&A Session Summary Question: Update on Chromium upgrade cycle and utilization trends - Management indicated that the upgrade cycle is in early stages, with increased interest across the customer base, particularly for the Chromium X Series [71] Question: Expectations for recovery in China post-lockdowns - The company expects normalization in the back half of the year, with significant revenue impact from the Shanghai area [75] Question: Insights on new product impacts and revenue guidance - Management noted that while new product launches typically do not have immediate revenue impact, multiple launches throughout the year are expected to support acceleration in Q3 and Q4 [79] Question: Details on the fixed RNA profiling kit and its market appeal - The fixed RNA profiling kit is expected to drive significant interest and upgrades among customers, particularly in the context of high throughput [81][102] Question: Clarification on the impact of cold chain logistics issues in Europe - The company faced a complex issue with temperature-controlled shipments, leading to sporadic product spoilage, but has implemented safeguards to prevent future occurrences [96]

For the quarterly period ended March 31, 2022 OR Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ FORM 10-Q _____________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ 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: 001-39035 10x Genomics, Inc. (Exact Name of R ...

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: 001-39035 10x Genomics, Inc. (Exact Name of Registrant as Specif ...

10x Genomics, Inc. (NASDAQ:TXG) Q4 2021 Earnings Conference Call February 16, 2022 4:30 PM ET Company Participants Eric Jaschke - Director of IR and Strategic Finance Serge Saxonov - CEO and Co-Founder Justin McAnear - CFO Conference Call Participants Tycho Peterson - JPMorgan Derik De Bruin - Bank of America Dan Brennan - Cowen Tejas Savant - Morgan Stanley Patrick Donnelly - Citi Dan Arias - Stifel Matt Larew - William Blair Matt Sykes - Goldman Sachs Operator Hello, good afternoon, and welcome to the 10x ...

Mastering Biology to Advance Human Health Serge Saxonov, CEO and Co-founder GENOMICS © 10X GENOMICS, INC. 2022. 1 Disclaimer Certain statements in this presentation and the accompanying oral commentary are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections. All statements, other than statements of historical facts may be f ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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, 2021 Table of Contents 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: 001-39035 10x Genomics, Inc. (Exact Name ...

☐ 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: 001-39035 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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, 2021 OR 10x Genomics, Inc. (Exact Name of Re ...

10x Genomics, Inc. (NASDAQ:TXG) Q2 2021 Earnings Conference Call August 4, 2021 4:30 PM ET Company Participants Eric Jaschke - Director of IR and Strategic Finance Serge Saxonov - CEO and Co-Founder Justin McAnear - CFO Brad Crutchfield - Chief Commercial Officer Conference Call Participants Doug Schenkel - Cowen & Company Tycho Peterson - JP Morgan Tejas Savant - Morgan Stanley Mike Ryskin - Bank of America David Westenberg - Guggenheim Securities Patrick Donnelly - Citi Matt Sykes - Goldman Sachs Matt Lar ...