Ginkgo Bioworks Holdings Inc (DNA) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership at Ginkgo. I'm joined by Jason Kelly, our co-founder and CEO, and Steve Cohen, our CFO. Thanks, as always, for joining us. We're looking forward to updating you on our progress. As a reminder, during the presentation today, we will be making forward-looking statements which involve risks and uncertainties. Please refer to our filings with the SEC to learn more about these risks and uncertainties, including our most recent 10-K. Today, in addition to updating you on the quarter results, we're going to provide insight into how and why we see autonomous labs like Nebula, our autonomous lab, replacing the lab bench, which is where nearly all of biological science is done today. As usual, we'll end with a Q&A session, and I'll take questions from analysts, investors, and the public. You can submit those questions to us in advance via X, hashtag GinkgoResults, or email investors at GinkgoBioworks.com. All right, over to you, Jason. Thanks, Daniel. We always start with this. Gingko's mission is to make biology easier to engineer. And I mentioned this at the last earnings call, but in 2026, our focus will be on investing to win the category of autonomous labs. And I'm really excited, even since we just spoke a few months ago, this category has really been growing in attention. New companies in Silicon Valley pursuing this, a lot of interest from the AI frontier labs about the application of AI models in science via autonomous labs, government talking more about this. So I do think we're onto the right track with this focus for the company. The two big ways I'm going to be pursuing that goal in 2026, the first is to take our services in solutions, in data points, in cloud lab, and run them on to...