Ginkgo Bioworks Holdings Inc (DNA) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership. 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 the autonomous lab, how we believe it will transform biotechnology, and how we plan to commercialize autonomous labs going forward. 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 through email, investors at ginkgobioworks.com. All right, over to you, Jason. All right. Thanks, Daniel. So Q4 was really a breakout quarter for us in sort of defining and really leading in the category of autonomous labs. And so you're going to hear a lot from me about that in the future. But, you know, I want to start by saying our mission remains to make biology easier to engineer. But in 2026, the technological focus for the company and really the business focus is going to drill down on investing to win in this category of autonomous labs. And this is really a part of what I see as an emerging movement around robotics and AI and autonomy that's coming to a lot of sectors in the economy. And I think we happen to be in a sweet spot in bringing that into really a high value area around laboratory research that there's an increasing amount of excitement about. And I ...