Ginkgo Bioworks Holdings Inc (DNA) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

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'll 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 be providing insight into how we believe AI models will impact biotechnology, how our tools are positioned to support those impacts, and how those tools are winning us new deals with customers. 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. All right. Thanks, Daniel. Gingko's mission is to make biology easier to engineer. We always start with that. I want to highlight the three big objectives for us going into 2026. And I'm going to give you a little more detail on these today. The first is to deliver the robotics and software that bring autonomous labs on-prem, in other words, at our customer sites so that they can run them themselves through our tools business. And we really grew into that sort of tools business model last year. But this Robotics and automation and AI controlling it, I think is having a big moment right now. And I think we've got the right tool stack to bring that to customers. Second, we want to expand sort of our frontier autonomous lab here in Boston. We have the largest rack install in the world. I want to ...