Скачать или смотреть Ginkgo Bioworks Q3 2025: AI-Powered Pivot Amid Revenue Drop & Cash Burn Slash

Ginkgo Bioworks reported a challenging Q3 2025 with a headline 61% drop in cell engineering revenue, but the deeper story reveals a strategic pivot towards AI-driven biology tools and autonomous labs. Despite the revenue decline largely due to a prior-year non-cash item, the company impressively cut its cash burn by 75%, now holding $462M in cash with no debt. CEO Jason Kelly emphasized Ginkgo's transformation into a tools-led business, focusing on scalable automation systems, AI models, and data products to fuel innovation in biology and biotech.

The call highlighted Ginkgo's shift from high-touch service programs to a razor-and-blades model selling robotic lab systems, software, reagents, and data. This new approach targets 80% of revenue from tools by 2030, positioning Ginkgo as a critical infrastructure player in AI-enabled biology. Strategic partnerships with Bayer and government contracts like BARDA BioMaP underpin a growth framework despite near-term challenges. The company also renegotiated its Google Cloud contract, lowering future cost commitments and improving margin prospects.

Market reaction was mixed, with a sharp stock drop of over 20% post-earnings reflecting concern over EPS misses and profitability, yet the long-term narrative remains bullish. Investors should watch for Q4 guidance execution and new autonomous lab sales, which could trigger a stock re-rating. Ginkgo Bioworks represents a high-risk, high-reward turnaround story at the intersection of biotech and AI, seeking to become the operating system for biology in the AI era.

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