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Dec 31, 2025
Ginkgo Bioworks Q4 2025 Earnings Report
Key Takeaways
The report details significant collaborative arrangements and related party transactions for the fiscal year ending December 31, 2025. Key financial movements include a substantial increase in deferred other income and revenue remaining from performance obligations, alongside significant losses on investments in preferred stocks and SAFEs.
Revenue remaining from performance obligations increased significantly to $158.6 million in 2025 from $85.8 million in 2024.
The company recognized a loss on investments in Genomatica, Inc. Preferred Stock of $16.4 million during 2025.
Deferred other income related to Genomatica, Inc. Preferred Stock stood at $64.9 million as of year-end 2025.
An impairment loss of $11.9 million was recorded on preferred stock investments related to Genomatica in 2025.
Forward Guidance
The report does not provide explicit forward-looking financial guidance for the upcoming fiscal year, focusing instead on historical related party transaction data.
Positive Outlook
- Significant increase in revenue remaining from performance obligations.
- Reduction in the annual loss on Genomatica preferred stock investments compared to the prior year.
- Substantial deferred income balances from related parties like Arcaea and Allonnia.
- Maintained material rights across multiple collaborative partnerships.
- Successful recognition of upfront amounts from historical agreements.
Challenges Ahead
- Continued losses on investments in SAFEs and related party entities.
- Significant impairment losses recorded on preferred stock investments.
- Decrease in total deferred other income compared to the 2023 period.
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Historical Earnings Impact
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