NYSE$DNA

Ginkgo Bioworks Holdings · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Announced results for the third quarter of 2024, showing revenue increase driven by a deferred revenue release and progress in restructuring and cost reduction initiatives.

Ginkgo Bioworks reported a 61% increase in total revenue to $89 million for Q3 2024, which includes $45 million from a non-cash deferred revenue release. Excluding this impact, revenue decreased by 21%. The company signed new deals with Novo Nordisk and achieved a major research milestone with Merck. They also made progress on cost reductions and are consolidating their real estate footprint.

  • Total revenue increased to $89 million, up 61% year-over-year, including a $45 million non-cash deferred revenue release.
  • Cell Engineering revenue, excluding the deferred revenue release, was $30 million, a 20% decrease year-over-year.
  • Biosecurity revenue was $14 million with a gross profit margin of 28%.
  • Loss from operations was $(55) million, improved from $(286) million in the prior year, and Adjusted EBITDA was $(20) million, up from $(84) million year-over-year.

Headline financials

Total Revenue

$89M

Previous: $70.5M+26.4%
EPS

-$1.08

Previous: -$6.40+83.1%
Capital Expenditures

-$48.8M

Previous: -$37.4M-30.7%
Free Cash Flow

-$105M

Previous: -$340M+69.1%
Net Income

-$56.4M

Previous: -$303M+81.4%
Operating Income

-$55.2M

Previous: -$286M+80.7%
Gross Profit

-$844K

Previous: $70.5M-101.2%
R&D Expense

$59.8M

Previous: $136M-55.9%
Stock-Based Comp

$13.9M

Previous: $52.6M-73.6%

Revenue & EPS history

Ginkgo Bioworks · Revenue · Quarterly

$89M

Q3 2024+26.4%vs Q3 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Ginkgo updated its full year 2024 revenue guidance to reflect the $45 million non-cash deferred revenue release. Total revenue is expected to be $215-235 million, Cell Engineering services revenue is expected to be $165-185 million, and Biosecurity revenue is expected to be at least $50 million.

Tailwinds

  • Total revenue guidance updated to $215-235 million.
  • Cell Engineering services revenue guidance updated to $165-185 million.
  • Biosecurity revenue guidance maintained at least $50 million.
  • Reduction in force is estimated to achieve over $85 million in annualized savings by mid-2025.
  • Ginkgo has continued implementing significant non-people cost cutting measures, including rationalizing third-party costs and site consolidation

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-2.5%

Avg return

Earnings day

-8.6%

Avg return

5 days after

-12.3%

Avg return

30 days after

32%

7 / 22 earnings

Positive

+25.4%

Q4 2021

Best reaction

-20.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.9%-17.5%-19.4%
Q4 2025+3.1%-28.6%-36.8%
Q3 2025-20.8%-26.0%-18.1%
Q1 2025+14.8%+28.8%+17.7%
Q4 2024-11.5%-22.2%-40.5%
Q3 2024-1.8%-27.3%+17.9%
Q2 2024-1.5%+2.6%-48.4%
Q1 2024-14.8%-3.4%-42.4%
Q4 2023-15.1%-24.3%-23.7%
Q3 2023-18.2%-16.9%-11.7%
Q2 2023-15.9%-13.9%+0.0%
Q1 2023-2.9%-3.6%+35.0%
Q4 2022-4.8%-7.5%-9.5%
Q3 2022-6.3%-23.2%-41.1%
Q2 2022+3.0%-21.5%-15.4%
Q1 2022+3.0%-1.9%-2.6%
Q4 2021+25.4%+14.8%-6.3%
Q4 2019-0.3%-0.5%-11.8%
Q3 2021+8.5%+4.3%-15.9%
Q2 2021-0.1%-0.3%+1.5%
Q1 2021+0.0%-0.2%+0.2%
Q4 2020+0.0%-0.2%+0.2%
Q3 2020
Q2 2020
Q1 2020

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