The earnings call reflected a generally positive outlook with strong revenue growth, particularly internationally, and innovative product launches enhancing performance. However, challenges remain with U.S. government funding and tariff uncertainty in China impacting instrument sales.

Company Guidance

During the PacBio Second Quarter 2025 Earnings Call, the company provided several key financial metrics and guidance updates. PacBio reported $39.8 million in revenue, a 7% sequential increase and a 10% year-over-year growth from Q2 2024. The company experienced strong international growth, with combined revenue from the APAC and EMEA regions up 45% compared to the previous year. Non-GAAP gross margin was reported at 38.3%, surpassing expectations, and the company ended the quarter with approximately $315 million in cash and investments. Instrument revenue was $14.2 million, with consumables revenue reaching $18.9 million, an 11% increase year-over-year. PacBio shipped 15 Revio systems and 38 Vega systems during the quarter, with a cumulative total of 297 Revio and 73 Vega systems installed. The company maintained its full-year revenue guidance range of $155 million to $165 million, representing 1% to 7% growth over 2024, despite macroeconomic headwinds, particularly in the U.S. academic sector.

Year-over-Year Revenue Growth

PacBio reported $39.8 million in revenue, a 10% increase compared to Q2 of last year, driven by strong international growth.

Strong International Performance

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

Consumables Revenue Increase

Consumables revenue totaled $18.9 million, up 11% year-over-year, driven by steady utilization across the installed base.

Innovative Product Launches

The recently launched SPRQ chemistry increased throughput up to 33% and reduced DNA input requirements four-fold, contributing to a 66% year-over-year increase in sequencing gigabase output.

Expanding Clinical Presence

33% of Revio placements were to LDT, diagnostic, or hospital labs, with 15% of consumables revenue coming from clinical customers.

Vega Platform Adoption

Since its launch, Vega has brought over 40 new laboratories into the PacBio ecosystem, with strong adoption among smaller labs and new market segments.

Cost Management and Cash Position

PacBio ended the quarter with approximately $315 million in cash and investments, reflecting continued cost discipline and lower-than-expected operating expenses.

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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