BillionToOne Earnings Call Transcripts
Fiscal Year 2026
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Patented single molecule diagnostics technology has driven exponential revenue growth, high gross margins, and GAAP profitability. Category-defining products in prenatal and oncology have changed medical guidelines and treatment paradigms, with ongoing innovation and ambitious growth targets.
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Q1 2026 saw 84% revenue growth, strong profitability, and major product launches, including UNITY Confirm. Gross margins reached 73%, and 2026 revenue guidance was raised to $450–$465 million, driven by higher ASPs and expanded payer coverage.
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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% year-over-year revenue growth in 2025, with Q4 revenue up 113% and gross margin reaching 71.4%. Raised 2026 revenue guidance to $430–$445 million, driven by strong prenatal and oncology growth, new product launches, and expanded payer coverage.
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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.