BillionToOne Earnings Call Transcripts
Fiscal Year 2026
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A single molecule sequencing platform is driving rapid growth, high margins, and GAAP profitability, with strong adoption in prenatal and oncology diagnostics. Market share is expanding through superior technology, efficient operations, and robust clinical data. Clinical and commercial momentum support raised revenue guidance for 2026.
Fiscal Year 2025
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Delivered 100% revenue growth in 2025, achieving GAAP profitability and strong cash flow. Q4 revenue rose 113% year-over-year, driven by innovation in prenatal and oncology, expanded payer coverage, and record gross margins. 2026 guidance raised to $430–$445 million.
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Achieved 117% year-over-year revenue growth and 70% gross margin in Q3 2025, with strong performance in both prenatal and oncology segments. Raised $314 million in IPO, issued 2025 guidance for 92–96% revenue growth, and expects continued profitability.