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Pacific Biosciences of California (PACB) guidance and outlook
Pacific Biosciences of California (PACB) lowered its guidance on Nov 4, 2026: Revenue $155M–$160M for FY2026. Pacific Biosciences of California's 10-Q filed Nov 5, 2026 makes 15 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $155M–$160M | lowered |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- SPRQ-Nx is designed to lower the cost of sequencing and improve sequencing efficiency, which we believe will support higher throughput, increased sample volumes, and broader adoption of HiFi sequencing in large-scale research studies and clinical applications.
- We plan to enable faster run times and enhanced user experience through software improvements, which are intended to support broader adoption and improve the overall economics of HiFi sequencing.
- We continue to develop sequencing solutions designed to increase throughput, simplify workflows, lower the cost to sequence a genome, and enhance downstream data analysis and interpretation capabilities, which we believe will allow us to address a larger portion of the market.
- We plan to continue to pursue partner collaborations where the technologies being developed or applications being considered extend beyond whole-genome clinical sequencing.
- Looking ahead, we expect continued growth in consumables revenue as Revio and Vega installed bases continue to grow, along with increased demand in connection with the recent launch of SPRQ-Nx.
- This anticipated growth reflects increasing instrument placements, improving consumable utilization, broadening addressable applications for our platforms, and further expanding adoption across our research, clinical and commercial customers.
- We expect that instrument revenue may fluctuate quarter-to-quarter based on timing of customer purchasing decisions, sales mix, promotional activities, and funding dynamics.
- We recorded $12.4 million of restructuring-related costs during the nine months ended September 30, 2025, which included $3.9 million relating to loss on purchase commitments which was based on an estimate of future excess inventory related to supply agreements for which we did not expect to have related sales.
- Amortization of acquired intangible assets included in operating expenses during the nine months ended September 30, 2025 included $359.3 million of accelerated amortization related to developed technology from the 2021 Omniome, Inc. acquisition, reflecting our revised estimate that the asset will no longer generate economic benefit beyond March 31, 2025.
- This was primarily due to management's decision to cease development of the high-throughput short-read system, the associated changes in expected future revenues, and the requirement that the milestone event occur prior to the five-year anniversary of the acquisition closing date.
- We have historically incurred, and expect to continue to incur, operating losses and generate negative cash flows from operations on an annual basis, and as a result, we expect to require additional capital resources to execute our strategic initiatives to grow our business.
- During the third quarter of 2026, we announced a restructuring plan to continue to better align our organizational structure and resources wit h our strategic initiatives.
Pacific Biosciences of California's latest quarter
Pacific Biosciences of California, Q3 2026: revenue $40.6M (+6% year over year), operating margin -91.2%, net loss $37.8M, operating cash flow −$37.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Pacific Biosciences of California raise or lower its guidance?
Pacific Biosciences of California (PACB) lowered its guidance on Nov 4, 2026: Revenue $155M–$160M for FY2026.
What does Pacific Biosciences of California expect?
SPRQ-Nx is designed to lower the cost of sequencing and improve sequencing efficiency, which we believe will support higher throughput, increased sample volumes, and broader adoption of HiFi sequencing in large-scale research studies and clinical applications. We plan to enable faster run times and enhanced user experience through software improvements, which are intended to support broader adoption and improve the overall economics of HiFi sequencing. We continue to develop sequencing solutions designed to increase throughput, simplify workflows, lower the cost to sequence a genome, and enhan
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.