10X Genomics (NasdaqGS:TXG) FY Earnings Call Presentation
10x Genomics10x Genomics(US:TXG)2026-01-12 16:15

Financial Performance - Preliminary full-year 2025 revenue is approximately $599 million, excluding $44 million related to patent litigation settlements[5,6] - Q4 2025 revenue is approximately $166 million[6] - The company's cash balance grew by over $100 million compared to year-end 2024[7] Product and Market Leadership - 10x Genomics has launched over 35 major products in the last 10 years[16] - The company has over 2,700 patents and applications[16] - Over 6,400 Chromium instruments have been sold cumulatively[34] - Over 1,500 spatial instruments have been sold cumulatively[38] Technological Advancements and Partnerships - Chromium consumables reactions growth of more than 20%[7] - Spatial Consumables revenue growth of 19%[7] - The company is building an AI-ready immuno-oncology data engine powered by 10x, generating high-resolution molecular data from over 20,000 samples and profiling over 500 million cells[52] Translational Research and Future Applications - The company is collaborating to build the world's largest single-cell dataset derived from a single cohort of >1,000 immunotherapy patients[61] - Spatial multiomics data from ~7,000 patients to ID new disease biology, patient subtypes, biomarkers, and drug types[60]