Bionano Genomics, Inc. Q4 2025 Earnings Call Summary

Bionano Genomics, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Pivot and Operational Context Transitioned from aggressive installed base expansion to a focus on profitable growth from high-volume, routine-use customers and selective acquisition. Identified a 'routine-use' cohort comprising 40% of customers who drive 83% of consumables revenue, averaging double the revenue of the general base. Attributed Q4 revenue declines to supply constraints from a manufacturing partner for silicon wafers, ...