Bionano Genomics, Inc. · NASDAQ:BNGO

Bionano Genomics — Q2 2026 Earnings Presentation

15 slides from Bionano Genomics's earnings presentation, Aug 10, 2026

  1. Slide 1: Q2'26 Financial Results Webcast & Call

    Q2’26 Financial Results Webcast & Call August 10, 2026

  2. Slide 2: Cautionary Note Regarding Forward-Looking Statements

    Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this press releas

  3. Slide 3: Bionano is among the leaders transforming pathology into a more digital future

    Bionano is among the leaders transforming pathology from its analog roots into a more digital future Cytogenetics Molecular Anatomic Pathology/Clinical Pathology H&E Karyotyping FISH CMA RNA (Transcriptomics) DNA (Sequencing) Flow cytometry/Mass spectrometry staining Analog Panels Whole (hotspot/act

  4. Slide 4: Strategic pillars

    Strategic pillars Increase OGM utilization by Support & sustain the routine users by supporting installed base of routine menu expansion & improving ease OGM & VIA software users of use with VIA and Ionic adoption Improve profitability and Build support needed scalability with lower costs, for OGM r

  5. Slide 5: Consumables revenue continued to grow in Q2 as a result of our strategy

    Consumables revenue continued to grow in Q2 as a result of our strategy of focusing on routine users Q2 2026 Flowcells Sold 9,219 348 7,233 96 In connection to new 24% customer sales 8,871 7,137 To existing customer base Q2 2025 Q2 2026 Revenue Mix $8.2M $6.7M $2.5 Other revenue $1.8 $1.4 $1.6 Softw

  6. Slide 6: Significantly deepening utilization within OGM installed base

    Significantly deepening utilization within OGM installed base Installed Base Flowcells Sold 9,219 348 7,233 96 5% 397 24% 378 8,871 7,137 Q2 2025 Q2 2026 Q2 2025 Q2 2026 To existing customer base In connection to new customer sales © Copyright 2026 Bionano Genomics, Inc. 6

  7. Slide 7: Upgrades to software, hardware, & compute platforms

    Upgrades to software, hardware, & compute platforms to make analysis of OGM, microarray, and NGS data easier, faster, and more accurate Software Platforms VIA 7.2 Solve 3.8.3 Broadens OGM workflow to include Expands structural variant (SV) control constitutional genetic disorders, database and impro

  8. Slide 8: Effective Jan 1, 2026, a CPT code covering OGM in genetic disorders

    Effective Jan 1, 2026, a CPT code covering OGM in genetic disorders and a 47% price increase for code used for hematologic malignancies AMA CPT Code for OGM in Constitutional Genetic AMA CPT Code for OGM in Hematologic Disorders (new in 2026) Malignancies (47% price increase in 2026) Current Code #

  9. Slide 9: Pace of new publications in 2026 on track for record number

    Pace of new publications in 2026 on track for record number by year end 117 new publications in Q2 2026 1,335 human clinical research genomes published across a range of applications in Q2 2026 reaching 16,000+ in total 450 16,000 ~500 before 2021 + ~1,100 in 2021 14,000 359 + ~1,500 in 2022 315 12,

  10. Slide 10: Disciplined execution drove considerable improvements to cost structure in Q2

    Disciplined execution over last two years drove considerable improvements to cost structure in Q2 Decreased adjusted operating expenses1 Improved adjusted gross margin1 to 53% by 4% Q/Q in Q2 2026 in Q2 2026, compared to adjusted core gross margin of 52%2 in Q2 2025 Adjusted Operating Expenses Trend

  11. Slide 11: Q2 2026 Financial Results

    Q2 2026 Financial Results 2025 2026 $8.2 9.0 $8.0 $7.4 8.0 7.0 $6.5 $6.7 $6.7 6.0 5.0 $8.2M 9,219 53% 4.0 Q2 Flowcells Q2 Adjusted Q2 Revenue Sold Gross Margin 3.0 2.0 +21% +27% +116 bps 1.0 vs. Q2’25 vs. Q2’25 vs. Q2’25 0.0 Q1 Q2 Q3 Q4 Q1 Q2 Core Revenue ($M) $10.4M$129.6M cash, cash 1 cash equival

  12. Slide 12: 2026 Guidance

    2026 Guidance Raising low end FY’26 revenue: $31M – $33M Initiating Q3’26 revenue: $8.2M – $8.6M Cash Runway into 2027 © Copyright 2026 Bionano Genomics, Inc. 12

  13. Slide 13: Thank you.

    — Thank you.

  14. Slide 14: Statement regarding use of adjusted financial measures

    Statement regarding use of adjusted financial measures Effective with the fiscal period ended June 30, 2026, the Company renamed certain of its non-GAAP financial measures. Measures previously reported as "non-GAAP gross margin," "non- GAAP operating expense," and other titles using "non-GAAP" are n

  15. Slide 15: Reconciliation of GAAP to Adjusted Financial Measures (Unaudited)

    Reconciliation of GAAP to Adjusted Financial Measures (Unaudited) 1 © Copyright 2026 Bionano Genomics, Inc. 13 1. For all periods through Q3 2024, adjusted gross margin includes adjusted gross margin for discontinued services

Bionano Genomics — Q2 2026 Earnings Presentation on 6ix