secwatch.observer — SEC 8-K summary
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Issuer:     PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB)
CIK:        0001299130
Form:       8-K
Filed at:   2026-01-12T23:59:59+00:00
Accession:  0001299130-26-000005
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

PacBio Q4 revenue $44.6M (+14% YoY); full year $160M (+4%); record consumables
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- Q4 2025 revenue ~$44.6M vs $39.2M YoY; full year ~$160M vs $154M.
- Instrument revenue Q4 ~$17.3M (Q4'24 $15.3M); consumables ~$21.6M (Q4'24 $18.8M) a record.
- Vega placements 42 in Q4 vs 7 a year ago; Revio placements 21 vs 23.
- Ending cash $279.5M vs $389.9M; management cites reduced cash burn and SPRQ-Nx catalyst.
- PacBio presents at J.P. Morgan Healthcare Conference on Jan 12, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1299130/000129913026000005/0001299130-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1299130/000129913026000005/pacb-20260112.htm
  HTML page:      https://secwatch.observer/filing/0001299130-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer