Ginkgo Bioworks Q4 Revenue Falls to $33M, Launches Cloud Lab and Sells Biosecurity
Ginkgo Bioworks Q4 revenue fell 24% to $33 million, missing estimates by $4 million, and Cell Engineering generated $125 million in 2025 versus a $1.1 billion projection. It unveiled Cloud Lab with 70+ RAC instruments and AI agent EstiMate, divesting its Biosecurity unit to focus R&D on the Nebula lab.
1. Q4 Results and Outlook
Ginkgo reported Q4 revenue of $33 million, down 24% year-over-year, missing estimates by over $4 million. Its Cell Engineering segment generated $125 million in 2025, well below the $1.1 billion SPAC projection, prompting management to reassess growth strategies.
2. Divesting Biosecurity Segment
Management plans to spin off the Biosecurity business into a private entity, retaining only a minority stake. This divestiture aims to streamline operations, reduce overhead, and reallocate capital to core synthetic biology services.
3. Cloud Lab Launch and Nebula Focus
Ginkgo launched Cloud Lab, offering remote access to more than 70 autonomous Reconfigurable Automation Carts and the AI agent EstiMate for protocol compatibility and pricing. This aligns with its shift to the Nebula autonomous platform in Boston, replacing traditional lab benches.