secwatch.observer — SEC 8-K summary
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Issuer:     Ginkgo Bioworks Holdings, Inc. (DNA)
CIK:        0001830214
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001628280-26-012339
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ginkgo Q4 revenue $33M (-24% YoY); announces biosecurity spin-off, FY2026 cash burn guidance $150-125M
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- Q4 2025 total revenue $33M, down 24% YoY; Cell Engineering $26M (-26%), Biosecurity $7M (-22%).
- GAAP net loss $(81)M improved from $(108)M; Adjusted EBITDA $(36)M vs $(57)M.
- Full year 2025 revenue $170M (-25%); GAAP net loss $(313)M; Adjusted EBITDA $(167)M; cash $423M.
- Announced divestiture of biosecurity business to investor consortium for minority equity stake; expected close H1 2026.
- Strategic focus on autonomous labs; decommissioning lab benches; collaborations with OpenAI and PNNL ($47M contract). FY2026 cash burn guidance $(150)-$(125)M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1830214/000162828026012339/0001628280-26-012339-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1830214/000162828026012339/dna-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-012339

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