The earnings call highlighted PacBio's strong international revenue growth, successful adoption of new technologies like SPRQ chemistry, and expansion into clinical applications. However, challenges persist in the U.S. market due to funding constraints and macroeconomic uncertainties. Overall, the positive aspects, such as international expansion and innovation adoption, outweigh the challenges faced domestically.

Company Guidance -

Q3 2025

During PacBio's second quarter 2025 earnings call, the company provided detailed guidance and disclosed several key metrics. Revenue for the quarter was reported at $39.8 million, marking a 7% sequential growth and a 10% increase compared to the same period last year. The company noted strong international growth, with combined revenue from the APAC and EMEA regions up 45% year-over-year. The non-GAAP gross margin stood at 38.3%, driven by a favorable product mix and higher-than-expected consumable sales. PacBio ended the quarter with approximately $315 million in cash and investments, reflecting continued cost discipline. For the full year, the company expects revenue to range between $155 million and $165 million, representing a 1% to 7% growth over 2024. This outlook assumes mid-teen growth in consumables revenue, offset by a mid-teen decline in instrument revenue due to macroeconomic factors, including uncertainty around academic funding and tariffs. The company highlighted its strategic initiatives and technological advancements, such as the SPRQ chemistry and multi-use SMRT Cell capability, which are expected to enhance their market position and drive long-term growth.

Revenue Growth

PacBio reported $39.8 million in revenue for Q2 2025, showing a 7% sequential increase and a 10% year-over-year increase, driven by strong international growth.

International Expansion

Revenue in APAC and EMEA regions combined increased by 45% compared to Q2 2024, with EMEA up 35% and APAC up 53%.

Consumables and Product Mix

Consumables revenue reached $18.9 million, up 11% year-over-year, with a favorable product mix increasing non-GAAP gross margin to 38.3%.

Adoption of SPRQ Chemistry

The recently launched SPRQ chemistry is driving growth and expanding HiFi adoption, increasing throughput by up to 33% and reducing DNA input requirements four-fold.

Clinical and Translational Research Footprint

The company expanded its footprint in clinical applications, with 15% of consumables revenue coming from clinical customers. Major projects include partnerships with Quest Diagnostics and Target ALS.

Vega Platform Success

The Vega platform saw strong adoption, with nearly 60% of shipments to new PacBio customers, bringing over 40 new laboratories into the ecosystem since launch.

Financial Discipline

Non-GAAP operating expenses decreased by 18% year-over-year to $58.1 million, reflecting cost discipline and restructuring efforts.

Pacific Biosciences (PACB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PACB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.15 / -	-0.22	―	―	―
Aug 07, 2025	2025 (Q2)	-0.17 / -0.14	-0.64	78.13% (+0.50)
May 08, 2025	2025 (Q1)	-0.19 / -1.44	-0.29	-396.55% (-1.15)
Feb 13, 2025	2024 (Q4)	-0.19 / 0.01	-0.31	103.23% (+0.32)
Nov 07, 2024	2024 (Q3)	-0.22 / -0.22	-0.26	15.38% (+0.04)
Aug 07, 2024	2024 (Q2)	-0.23 / -0.64	-0.28	-128.57% (-0.36)
May 09, 2024	2024 (Q1)	-0.28 / -0.29	-0.36	19.44% (+0.07)	―
Feb 15, 2024	2023 (Q4)	-0.29 / -0.31	-0.37	16.22% (+0.06)	―
Oct 30, 2023	2023 (Q3)	-0.29 / -0.26	-0.34	23.53% (+0.08)	―
Aug 02, 2023	2023 (Q2)	-0.32 / -0.28	-0.32	12.50% (+0.04)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PACB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.26	$1.35	+7.14%
May 08, 2025	$1.20	$1.12	-6.67%
Feb 13, 2025	$1.48	$1.85	+25.00%
Nov 07, 2024	$2.45	$2.30	-6.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Pacific Biosciences (PACB) report earnings?

Pacific Biosciences (PACB) is schdueled to report earning on Nov 10, 2025, TBA (Confirmed).

What is Pacific Biosciences (PACB) earnings time?

Pacific Biosciences (PACB) earnings time is at Nov 10, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PACB EPS forecast?

PACB EPS forecast for the fiscal quarter 2025 (Q3) is -0.15.

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