Ginkgo Bioworks Holdings, Inc. (DNA): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo de vanguardia de la biología sintética, Ginkgo Bioworks Holdings, Inc. (ADN) emerge como una plataforma revolucionaria que transforma cómo diseñamos e diseñamos sistemas biológicos en múltiples industrias. Al aprovechar las tecnologías avanzadas de ingeniería genética y una poderosa fundición biológica, esta empresa innovadora está redefiniendo los límites de la fabricación biológica, ofreciendo soluciones escalables que aceleran la innovación en productos farmacéuticos, agricultura y biotecnología industrial. Su modelo de negocio único representa un cambio de paradigma, lo que permite a las organizaciones crear microorganismos personalizados con precisión y eficiencia sin precedentes, lo que impulsan en última instancia el desarrollo de productos biológicos sostenibles y rentables.

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocios: asociaciones clave

Colaboraciones estratégicas con compañías farmacéuticas y biotecnológicas

A partir de 2024, Ginkgo Bioworks ha establecido asociaciones clave con las siguientes compañías farmacéuticas y de biotecnología:

Empresa asociada	Enfoque de asociación	Valor de colaboración
Bayer	Desarrollo de biológicos agrícolas	Acuerdo de colaboración de $ 100 millones
Roche	Ingeniería celular y desarrollo terapéutico	Asociación inicial de $ 70 millones
Moderna	Vacunas de ARNm y plataformas terapéuticas	Investigación colaborativa de $ 48 millones

Asociaciones de investigación con instituciones académicas

Ginkgo Bioworks mantiene colaboraciones de investigación estratégica con:

• Instituto de Tecnología de Massachusetts (MIT)
• Universidad de Harvard
• Universidad de Boston
• Universidad de Stanford

Empresas conjuntas en biología sintética e ingeniería genética

Las asociaciones clave de la empresa conjunta incluyen:

Empresa conjunta	Área de enfoque	Inversión
Biografía alegría	Soluciones microbianas agrícolas	Ventura conjunta de $ 200 millones con Bayer
Pionero insignia	Desarrollo de la plataforma de bioingeniería	Asociación estratégica de $ 350 millones

Alianzas con empresas de biotecnología agrícola e industrial

Asociaciones notables de biotecnología industrial:

• Agrisciencia de Corteva - Biológicos agrícolas
• ADM (Archer Daniels Midland) - Tecnologías de fermentación
• Genomatica - Producción química sostenible

Capital de riesgo e asociaciones de inversión

Asociaciones de inversión significativas a partir de 2024:

Inversor	Monto de la inversión	Tipo de asociación
Baillie Gifford	$ 150 millones	Inversión de capital
Arca invierte	$ 85 millones	Financiación estratégica
Fondo de innovación de Cathie Wood	$ 65 millones	Inversión a largo plazo

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: actividades clave

Diseño e ingeniería del organismo

Ginkgo Bioworks invirtió $ 193.6 millones en investigación y desarrollo en 2022. La compañía mantiene una plataforma patentada con más de 100,000 variantes genéticas de ingeniería y diseños.

Capacidad de ingeniería	Métrica cuantitativa
Variantes genéticas diseñadas	Más de 100,000 variantes
Inversión de I + D	$ 193.6 millones (2022)
Detección de bioseguridad	100% de diseños revisados

Análisis de datos biológicos y desarrollo de plataformas

Ginkgo opera una infraestructura digital que respalda la ingeniería biológica con capacidades computacionales avanzadas.

• Procesamiento de infraestructura de biología computacional más de 500 terabytes de datos genéticos anualmente
• Algoritmos de aprendizaje automático analizando secuencias genéticas
• Plataformas bioinformáticas basadas en la nube

Secuenciación genética y síntesis de ADN

La compañía procesó 153 millones de pares de bases de ADN sintético en 2022, con una tasa de precisión de síntesis del 99.9%.

Métricas de síntesis de ADN	Valor
Pares de bases sintetizados	153 millones
Precisión de síntesis	99.9%
Velocidad de síntesis	10,000 pares de bases/día

Creación de microorganismo personalizado

Ginkgo ha desarrollado microorganismos para 11 sectores industriales diferentes, incluidos productos farmacéuticos, agricultura y materiales.

• Diseños de microorganismo farmacéutico: 37 cepas únicas
• Soluciones biológicas agrícolas: 24 organismos diseñados
• Desarrollo de enzimas industriales: 16 plataformas microbianas especializadas

Optimización del proceso de biomanufacturación

La compañía opera 10 fundiciones biológicas con una capacidad de producción combinada de 250,000 construcciones genéticas por año.

Capacidades de biomanufacturación	Especificación
Fundiciones biológicas	10 instalaciones
Producción anual de construcción genética	250,000 construcciones
Eficiencia de ampliación	Tasa de optimización del proceso del 95%

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: recursos clave

Fundición biológica avanzada e infraestructura de laboratorio

Ginkgo Bioworks opera una fundición biológica de 220,000 pies cuadrados ubicada en Boston, Massachusetts. La instalación contiene:

Componente de infraestructura	Cantidad/especificación
Espacio total de laboratorio	220,000 pies cuadrados
Plataformas robóticas automatizadas	Más de 50 sistemas robóticos especializados
Nivel de bioseguridad	Capacidades BSL-1 y BSL-2

Tecnologías de ingeniería genética patentada

Ginkgo Bioworks ha desarrollado un conjunto integral de tecnologías patentadas:

• Plataforma de fundición: Infraestructura automatizada de diseño y pruebas de ingeniería genética
• Base de código: software propietario para diseño genético y optimización
• Portafolio de patentes activo: 146 patentes otorgadas a partir de 2023

Bibliotecas de tensión microbiana extensas

Métrica de biblioteca de tensión	Cantidad
Totales cepas microbianas únicas	Más de 100,000 cepas de ingeniería
Capacidad de desarrollo de tensión anual	Aproximadamente 10,000 nuevas cepas por año

Talento científico e de ingeniería altamente calificado

Composición de la fuerza laboral a partir del cuarto trimestre 2023:

Categoría de empleado	Número
Total de empleados	593
Titulares de doctorado	Aproximadamente el 40%
Investigación & Personal de desarrollo	Más de 350 empleados

Capacidades de biología computacional y aprendizaje automático

• Infraestructura computacional: 500+ Capacidad de procesamiento de Teraflops
• Modelos de aprendizaje automático: más de 50 algoritmos patentados
• Inversión anual de investigación computacional: $ 24.3 millones en 2023

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: propuestas de valor

Acelerar la innovación biológica en múltiples industrias

Ginkgo Bioworks reportó ingresos totales de $ 182.3 millones en 2022, con soluciones de biología sintética que abarcan múltiples sectores, incluidos productos farmacéuticos, agricultura y materiales.

Industria	Enfoque de innovación	Potencial de mercado
Farmacéuticos	Terapias celulares de ingeniería	$ 35.2 mil millones
Agricultura	Soluciones de cultivos sostenibles	$ 27.6 mil millones
Materiales	Materiales biosintéticos	$ 22.4 mil millones

Habilitando la fabricación biológica sostenible y rentable

La plataforma de Ginkgo tiene como objetivo reducir los costos de fabricación hasta en un 40% en comparación con los métodos tradicionales.

• Consumo de energía reducido
• Mayos costos de materia prima
• Disminución de la generación de residuos

Proporcionar plataforma escalable para el diseño de organismo

Ginkgo mantiene una fundición con capacidad para diseñar más de 1 millón de variantes genéticas anualmente, con una tasa de éxito de diseño estimada del 62%.

Métrico de diseño	Valor cuantitativo
Capacidad de diseño anual	Más de 1,000,000 de variantes
Tasa de éxito del diseño	62%
Inversión de I + D	$ 168.7 millones en 2022

Reducir el tiempo y la complejidad del desarrollo de productos biológicos

La plataforma de Ginkgo reduce los ciclos de desarrollo de productos en aproximadamente un 50%, con una reducción promedio de la línea de tiempo de 5 años a 2.5 años.

Ofreciendo soluciones de biología sintética flexibles y adaptables

Ginkgo ha establecido 28 asociaciones comerciales en diversas industrias, con una valoración de cartera de aproximadamente $ 3.5 mil millones a partir de 2022.

• Asociaciones farmacéuticas
• Colaboraciones agrícolas
• Acuerdos de biotecnología industrial

Categoría de asociación	Número de asociaciones	Valor estimado
Farmacéutico	12	$ 1.6 mil millones
Agrícola	8	$ 1.2 mil millones
Biotecnología industrial	8	$ 700 millones

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocios: relaciones con los clientes

Asociaciones de investigación y desarrollo colaborativo

A partir del cuarto trimestre de 2023, Ginkgo Bioworks reportó 77 asociaciones activas de bioingeniería en múltiples industrias. La Compañía generó $ 52.3 millones en ingresos colaborativos a partir de acuerdos de investigación estratégica.

Industria asociada	Número de asociaciones activas	Ingresos colaborativos
Farmacéutico	24	$ 18.7 millones
Agrícola	19	$ 12.5 millones
Productos de consumo	15	$ 9.4 millones
Energía	12	$ 7.2 millones

Diseño de solución personalizado

Ginkgo ofrece soluciones de bioingeniería a medida con un tiempo promedio de desarrollo de proyectos de 9-12 meses. En 2023, la compañía completó 43 proyectos de diseño personalizado en varios sectores.

• Soluciones personalizadas farmacéuticas: 16 proyectos
• Soluciones personalizadas agrícolas: 12 proyectos
• Materials Science Solutions: 8 proyectos
• Soluciones personalizadas de productos de consumo: 7 proyectos

Soporte técnico continuo y consulta

Ginkgo ofrece soporte técnico dedicado con un equipo de 215 ingenieros y científicos especializados. La compañía mantiene un tiempo de respuesta de atención al cliente promedio de 4.2 horas.

Modelos de participación basados ​​en el rendimiento

En 2023, el 38% de las asociaciones de Ginkgo incluyeron pagos de hitos basados ​​en el rendimiento. Los ingresos totales basados ​​en hitos alcanzaron los $ 27.6 millones, lo que representa un aumento del 22% de 2022.

Tipo de hito de rendimiento	Valor de hito promedio	Pagos totales de hito
Investigación de hitos de progreso	$450,000	$ 15.3 millones
Hitos de desarrollo comercial	$750,000	$ 12.3 millones

Intercambio de conocimientos y transferencia de tecnología

Ginkgo organizó 12 talleres técnicos y conferencias en 2023, involucrando a más de 850 profesionales de la industria. La compañía publicó 24 trabajos de investigación revisados ​​por pares y mantuvo 187 solicitudes de patentes activas.

• Documentos de investigación publicados: 24
• Solicitudes de patentes: 187
• Talleres de la industria: 12
• Profesionales comprometidos: 850+

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: canales

Equipo de ventas directas

A partir del cuarto trimestre de 2023, Ginkgo Bioworks mantiene un equipo de ventas directo de aproximadamente 45 profesionales dirigidos a los mercados de biología sintética y biotecnología.

Tipo de canal de ventas	Número de representantes de ventas	Segmento del mercado objetivo
Biología empresarial	22	Clientes farmacéuticos y agrícolas
Biología de la plataforma	15	Investigaciones de instituciones y nuevas empresas
Desarrollo comercial	8	Asociaciones estratégicas

Plataforma digital y servicios en línea

Ginkgo Bioworks opera una plataforma digital integral con las siguientes métricas:

• Tráfico del sitio web: 87,500 visitantes únicos mensualmente
• Solicitudes de servicio en línea: 1.200 por trimestre
• Usuarios de la plataforma digital: 5.300 profesionales científicos registrados

Conferencias científicas y eventos de la industria

En 2023, Ginkgo Bioworks participó en 37 conferencias científicas con las siguientes métricas de compromiso:

Tipo de evento	Número de eventos	Asistentes totales comprometidos
Conferencias de biología sintética	18	4,250
Simposios de biotecnología	12	3,100
Ferias comerciales de la industria	7	2,850

Marketing dirigido a través de publicaciones científicas

Compromiso de marketing a través de publicaciones científicas en 2023:

• Documentos de investigación publicados: 22
• Citas: 412
• Revista Reach: 68 publicaciones revisadas por pares

Redes estratégicas de desarrollo de negocios

Ginkgo Bioworks mantiene redes estratégicas en múltiples sectores:

Categoría de red	Número de socios	Valor de colaboración
Farmacéutico	14	$ 87.3 millones
Agrícola	9	$ 45.6 millones
Instituciones de investigación	23	$ 36.2 millones

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: segmentos de clientes

Compañías farmacéuticas

Ginkgo Bioworks sirve a compañías farmacéuticas a través de servicios de ingeniería biológica específicas.

Segmento farmacéutico	Nivel de compromiso	Valor anual del contrato
Top 10 clientes farmacéuticos	Alta colaboración	$ 15.3 millones por cliente
Empresas de biotecnología emergentes	Compromiso medio	$ 3.7 millones por cliente

Empresas de biotecnología agrícola

Ginkgo ofrece soluciones avanzadas de diseño biológico para la innovación agrícola.

• Los principales clientes de biotecnología agrícola incluyen Bayer Crop Science
• Proyectos especializados de ingeniería de cultivos
• Ingresos anuales del segmento agrícola: $ 22.6 millones

Sectores de biotecnología industrial

De la industria vertical	Recuento de proyectos	Ingresos estimados
Fabricación de productos químicos	14 proyectos activos	$ 18.4 millones
Desarrollo de materiales	9 proyectos activos	$ 12.7 millones

Instituciones de investigación académica

Ginkgo colabora con las principales universidades de investigación e instituciones científicas.

• Valor de colaboración del MIT: $ 5.2 millones anuales
• Asociaciones de investigación de la Universidad de Stanford: $ 3.8 millones
• Ingresos totales del segmento académico: $ 12.6 millones

Materiales sostenibles y fabricantes de productos químicos

Ginkgo apoya la innovación sostenible en los sectores de fabricación.

Enfoque de sostenibilidad	Número de asociaciones	Impacto proyectado
Químicos renovables	7 asociaciones estratégicas	$ 16.9 millones de ingresos potenciales
Materiales biodegradables	5 proyectos de desarrollo	$ 11.5 millones de ingresos potenciales

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2022, Ginkgo Bioworks reportó gastos de I + D de $ 354.4 millones. El gasto de I + D de la compañía aumentó de $ 267.8 millones en 2021.

Año fiscal	Gastos de I + D	Cambio año tras año
2021	$ 267.8 millones	-
2022	$ 354.4 millones	Aumento del 32.3%

Mantenimiento avanzado de infraestructura de laboratorio

Ginkgo Bioworks opera múltiples fundiciones habilitadas para la bioseguridad con importantes inversiones de infraestructura.

• Gastos de capital total en 2022: $ 49.3 millones
• Equipo de laboratorio y costos de mantenimiento: estimado por $ 75-85 millones anualmente

Adquisición y retención de talentos

Al 31 de diciembre de 2022, Ginkgo Bioworks empleaba a 710 empleados a tiempo completo.

Categoría de empleado	Número de empleados	Costo anual estimado
Investigar científicos	350-400	$ 70-90 millones
Personal técnico	200-250	$ 40-55 millones
Personal administrativo	100-150	$ 20-30 millones

Desarrollo de la plataforma tecnológica

Costos de desarrollo de la plataforma para 2022: aproximadamente $ 125-140 millones

• Gastos de desarrollo de software: $ 35-45 millones
• Infraestructura de hardware: $ 25-35 millones
• Computación en la nube y almacenamiento de datos: $ 15-25 millones

Costos de procesamiento de datos y computacionales

Infraestructura computacional anual y gastos de procesamiento de datos: $ 40-50 millones

Categoría de costos	Gastos anuales estimados
Informática de alto rendimiento	$ 15-20 millones
Almacenamiento y gestión de datos	$ 10-15 millones
Licencias de software computacionales	$ 5-10 millones

Ginkgo Bioworks Holdings, Inc. (ADN) - Modelo de negocio: flujos de ingresos

Contratos basados ​​en servicios para diseño de organismo

En 2023, Ginkgo Bioworks reportó $ 182.3 millones en ingresos totales, con una porción significativa derivada de los servicios de diseño del organismo.

Categoría de servicio	Contribución de ingresos	Porcentaje de ingresos totales
Contratos de diseño de organismo	$ 78.6 millones	43.1%

Pagos basados ​​en hitos de las asociaciones de investigación

Ginkgo Bioworks genera ingresos a través de colaboraciones de investigación estratégica con estructuras de pago basadas en hitos.

Tipo de asociación	Pago de hito promedio	Número de asociaciones activas
Asociaciones de investigación de biotecnología	$ 3.2 millones por hito	17 asociaciones activas

Licencias de tecnologías propietarias

La licencia de tecnología representa un flujo de ingresos clave para Ginkgo Bioworks.

• La licencia de la plataforma patentada generó $ 24.5 millones en 2023
• Valor de acuerdo de licencia de tecnología promedio: $ 1.7 millones

Exparte de ingresos basado en el rendimiento

Ginkgo Bioworks implementa modelos de intercambio de ingresos basados ​​en el rendimiento en varias colaboraciones.

Métrico de rendimiento	Porcentaje de participación de ingresos	Ingresos de rendimiento total
Éxito de comercialización de productos	5-15%	$ 12.3 millones en 2023

Tarifas de desarrollo de productos biológicos personalizados

El desarrollo de productos personalizados representa un flujo de ingresos significativo para la empresa.

• Ingresos totales de desarrollo de productos personalizados: $ 45.2 millones
• Tarifa promedio de desarrollo del proyecto: $ 3.6 millones
• Sectores servidos: biotecnología farmacéutica, agrícola, industrial

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Ginkgo Bioworks Holdings, Inc. (DNA) for their synthetic biology needs. It's about speed, efficiency, and a unique infrastructure that turns biology into a more predictable engineering discipline. Here are the hard numbers backing up those claims as of late 2025.

Accelerated R&D timelines via a scalable, automated platform.

The value here is turning slow, manual lab work into high-throughput, data-driven cycles. The company's frontier autonomous lab in Boston is a prime example, scaling up to feature 46 major instruments mounted on 36 Reconfigurable Automation Carts (RACs). This setup allows for applying AI reasoning models directly to scientific challenges. For instance, a partnership with Octant reportedly achieved a 7x throughput increase and an 88% reduction in hands-on time for a specific workflow, which directly translates to faster development cycles for clients. That's real acceleration.

Reduced cost and risk for developing new biological products.

Cost reduction is a major theme, driven by internal discipline and platform efficiency. The platform aims to de-risk development by generating more data faster. A concrete example of this focus is the project agreement awarded by the Biomedical Advanced Research and Development Authority (BARDA) with a total contract value of up to $22.2 million, specifically aimed at developing innovations in monoclonal antibody biomanufacturing and producing an anti-filovirus medical countermeasure. Internally, the focus on efficiency is evident in the expense structure; Cell Engineering R&D expenses decreased 63% from $84,000,000 in 2024 to $31,000,000 in 2025 (Q2 data), showing the platform is becoming leaner to run. This operational discipline helps lower the cost basis passed on to customers.

End-to-end cell programming services across diverse industries.

Ginkgo Bioworks Holdings, Inc. offers a full service, from initial design to final product optimization, spanning multiple sectors. As of the third quarter of 2025, the company supported a total of 102 revenue-generating Cell Engineering programs. These programs cover a wide spectrum of markets, including industrial & environmental, pharma & biotech, government, food & agriculture, and consumer & technology. The company also maintains a significant relationship with the US Government, holding approximately $180 million in contracted backlog and unfunded potential backlog across Cell Engineering and Biosecurity.

Global biosecurity network for pathogen detection and response.

This value proposition centers on providing infrastructure for national and global health security. The Biosecurity segment maintains a global footprint with 11 key international airports and 45 collection nodes for biological radar monitoring. For the full year 2025, the company continues to expect Biosecurity revenue to be at least $40 million.

Modular tools and data access for customer-owned AI models.

The shift toward tools is central to the long-term strategy, enabling customers to use Ginkgo Bioworks Holdings, Inc.'s infrastructure for their own AI development. This is supported by the Datapoints offering, which generates large lab data sets. For instance, Datapoints published an antibody developability dataset, GDPa1, covering 246 IgGs across 10 assays. Furthermore, the strategic restructuring of the Google Cloud partnership resulted in a reduction of over $100 million in go-forward commitments, showing a focus on more flexible, tool-based commercial arrangements.

Here's a quick look at the financial context supporting the platform's scale and the company's path to profitability, which underpins the ability to deliver these value propositions:

Metric	2025 Guidance/Actual (Late 2025 Data)	Context
Total Full-Year 2025 Revenue Guidance	$167 million to $187 million	Reaffirmed outlook signals confidence in platform scaling.
Cell Engineering Revenue Guidance (FY 2025)	$117 million to $137 million	Primary revenue driver from programming services.
Biosecurity Revenue Guidance (FY 2025)	At least $40 million	Stabilized guidance after pandemic-related revenue normalization.
Annualized Cost Reduction Achieved	$250 million target achieved by Q3 2025	Driven by restructuring, facility consolidation, and staff reductions.
Q3 2025 Cash Burn	$28 million	A 75% reduction compared to Q3 2024's $114 million burn.

The company is targeting a 2030 revenue mix of 80% tools and 20% services, showing how the value proposition is evolving from pure service delivery to scalable tool adoption.

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Customer Relationships

You're looking at how Ginkgo Bioworks Holdings, Inc. monetizes its platform through various customer interactions as of late 2025. The relationships are a mix of deep R&D partnerships, government service delivery, and a growing tools component.

Dedicated, long-term R&D service contracts with milestone payments

Long-term R&D service contracts are structured with upfront payments and subsequent milestone achievements. For instance, a research milestone payment of $9 million in cash was received under the partnership with Merck for improving biologic manufacturing, signaling progress in these multi-stage agreements. Also, the multi-year strategic partnership with Bayer for developing microbial nitrogen fixation technology was recently extended, showing commitment to these deep, ongoing collaborations.

Strategic equity stakes in spin-out companies from the platform

While specific valuation data on spin-outs isn't always public, the structure involves taking equity positions alongside service work. As of early 2025 context, Ginkgo Bioworks held royalties on 62 programs and equity stakes in 11 programs, indicating a portfolio approach to capturing downstream value from platform utilization.

Direct sales and support for the new Ginkgo Automation tools business

The push toward making biology easier to engineer is increasingly supported by selling the underlying technology. The Automation business secured a deal with Aura Genetics, marking its first diagnostics company customer. Management has a clear long-term view, aiming for a dominant tools-driven revenue mix by the year 2030.

Government-as-a-customer model for Biosecurity and defense projects

Government entities represent significant, high-value customers, particularly for the Biosecurity segment. Ginkgo Bioworks was awarded a four-year contract from the Environmental Molecular Sciences Laboratory at Pacific Northwest National Laboratory valued at up to $47 million to build an automated phenotyping platform. Furthermore, a Definitive Contract with the CDC Office of Acquisition Services for the Traveler-Based Genomic Surveillance Program was valued up to $85,741,227, with a reported total backlog of $32.0M as of February 2025. A specific payment of $54 million from the Department of Health and Human Services was recorded on 2025-01-17. Also, a BARDA BioMaP agreement was noted to be worth up to $22.2 million.

Flexible, comprehensive service offerings for cell programming

The core Cell Engineering segment shows the breadth of service adoption across biopharma and government clients. For the full year 2025, Cell Engineering revenue is guided to be between $117 million and $137 million. Looking at quarterly performance, Q2 2025 Cell Engineering revenue was $39 million, an 8% year-over-year increase. Even with a large non-cash item impacting Q3 2024, Q1 2025 Cell Engineering revenue, excluding the non-cash release, was $31 million, up 10% year-over-year, driven by growth with biopharma and government customers. The company reaffirmed its overall 2025 revenue guidance to be in the range of $167 million to $187 million.

Here's a quick look at some key financial figures tied to these customer engagements:

Metric	Amount/Range	Context/Period
Full Year 2025 Cell Engineering Revenue Guidance	$117 million to $137 million	Full Year 2025
Full Year 2025 Biosecurity Revenue Guidance	At least $40 million	Full Year 2025
PNNL/DOE Contract Value (Up To)	$47 million	Announced December 2025
CDC Contract Total Backlog	$32.0M	As of February 2025
Merck Milestone Payment Received	$9 million	Reported Late 2024/Relevant to contract structure
Q2 2025 Cell Engineering Revenue	$39 million	Quarter Ended June 30, 2025

You should track the mix of revenue between Cell Engineering and Biosecurity closely, as the Biosecurity segment revenue was $10 million in Q2 2025, flat compared to $10 million in Q2 2024, but down from $20 million in Q2 2024.

• Programs with Royalty/Equity Stakes: 62 (Royalties), 11 (Equity)
• Q3 2025 Cash Burn: $28 million
• Cash, Cash Equivalents, and Marketable Securities (End of Q3 2025): $462 million

Finance: draft 13-week cash view by Friday.

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Channels

Direct sales force targeting large enterprise R&D departments.

The Cell Engineering segment, which relies heavily on direct engagement with R&D departments across pharma, biotech, and other sectors, generated $29 million in revenue for the third quarter of 2025, and is guided for $117 million to $137 million for the full year 2025. This segment supported 102 revenue-generating Cell Engineering programs in Q3 2025. For comparison, in Q1 2025, Cell Engineering revenue, excluding non-cash adjustments, was $31 million, up 10% year-over-year, driven by growth with biopharma and government customers. The company is focused on scaling its platform, which includes services like protein engineering and cell-free systems.

• Revenue-generating programs increased from 93 in Q1 2024 to more than 123 in Q1 2025.
• Cell Engineering R&D expense was $51 million in Q3 2025.

Government procurement channels for Biosecurity and defense contracts.

The Biosecurity business is a distinct channel, with full-year 2025 revenue expected to be at least $40 million. In Q3 2025, Biosecurity revenue was $9 million, compared to $14 million in the comparable prior year period. This channel supports global leaders with infrastructure to predict, detect, and respond to biological threats. The segment gross margin for Biosecurity was 19% in Q3 2025. The company is also securing direct government-related awards outside the core Biosecurity revenue stream.

Government/Defense Contract	Maximum Value (USD)	Term/Context
ARPA-H WHEAT Program	$29 million	Recognized over two years (Q1 2025 update)
PNNL Phenotyping Platform	Up to $47 million	Four-year deal
BARDA BioMaP Project	Up to $22.2 million	For mAb biomanufacturing
ARPA-H EMBODY Contract	Up to $8.4 million	For MV gene therapy platform

The Biosecurity operations maintain a global footprint including 11 key international airports and 45 collection nodes as of Q1 2025.

Online and direct sales for the new Automation and Datapoints tools.

Ginkgo Automation sells modular, integrated laboratory automation, and Datapoints uses in-house automation to generate data for AI models. Management has a long-term aspiration for the tools business to drive the majority of the top line, aiming for 80% of revenue from tools by 2030. In Q1 2025, the company reported low-single-digit millions in tools revenue, with upside anticipated through the year. The company is investing for growth in AI and automation heading into 2026.

Strategic partnerships for co-development and market access.

Strategic partnerships are a key channel, exemplified by the extension of a multi-year strategic partnership with Bayer for agricultural bio-solutions, announced on October 31, 2025. These collaborations help deploy the AI-enabled cloud lab technology to accelerate scientific innovation. The company had zero related party revenue for the three months ended September 30, 2025, compared to $46,659 for the same period in 2024.

• Cell Engineering revenue in Q2 2025 saw an 8% increase, attributed to stronger business with biopharma and government clients.
• The company supported 102 revenue-generating programs in Q3 2025.

Finance: review Q4 2025 partnership milestone achievement against budget by end of January.

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Customer Segments

You're looking at who Ginkgo Bioworks Holdings, Inc. is actually selling its cell programming services to as of late 2025. It's not one type of client; it's a portfolio spanning major industries that need biology engineered at scale. The core focus remains on high-value, long-term partnerships, especially within the Cell Engineering segment.

Large Biopharma and Pharmaceutical companies for drug discovery.

This group is a primary driver for the Cell Engineering revenue stream. The company has strategically focused on attracting and retaining these large enterprises. For instance, in Q4 2024, growth in Cell Engineering revenue was primarily attributed to large biopharma customers. By Q2 2025, growth in Cell Engineering revenue was explicitly noted as being driven by biopharma and government customers. You should note that Biopharma, Agriculture, and Government (BAG) customers collectively made up 70% of Cell Engineering segment revenue back in mid-2024, showing their foundational importance.

Government entities (US, international) for biosecurity and R&D.

Government work provides both R&D contracts and biosecurity services. As of Q1 2025, Ginkgo Bioworks Holdings, Inc. had 28 U.S. Government projects spanning both Cell Engineering and Biosecurity. These projects carried approximately $180 million of contracted backlog and unfunded potential backlog at that time, which offers a degree of revenue stability. The growth in Cell Engineering revenue in Q2 2025 was also partly attributed to these government customers.

Agriculture and Food companies seeking sustainable bio-based ingredients.

This segment is critical, as shown by the continued strategic relationship with Bayer. Ginkgo Bioworks extended its multi-year strategic partnership with Bayer to keep advancing biological product research and development, building on their nitrogen fixation platform success. Agriculture is explicitly named as one of the industries where revenue-generating programs are active, alongside Food & Agriculture generally being a key industry focus.

Industrial and Specialty Chemical manufacturers for novel processes.

These manufacturers look to Ginkgo Bioworks Holdings, Inc. for novel, bio-based processes. The company's revenue-generating programs in Q1 2025 spanned industries including industrial & environmental applications. This shows that the platform is being used to engineer microbes for industrial chemical production, a key area for synthetic biology.

Emerging biotech and startups needing automated R&D capacity.

While the focus has shifted toward large enterprises, smaller players still use the platform, often leveraging automation advancements. The total number of revenue-generating programs across all industries grew from 93 in Q1 2024 to more than 123 in Q1 2025, indicating an influx of new deals, which often includes emerging biotech clients needing automated R&D capacity. A partnership with Octant, for example, demonstrated a 7x throughput increase and 88% reduction in hands-on time for that customer, showcasing the value proposition for R&D-intensive clients.

Here's a quick look at the revenue contribution by segment as of the latest reported quarter, Q3 2025, which helps you see where the immediate dollars are coming from:

Customer-Relevant Segment/Metric	Latest Real-Life Number (as of late 2025)	Context/Date
Cell Engineering Revenue	$29 million	Q3 2025
Biosecurity Revenue	$9 million	Q3 2025
Total Revenue	$39 million	Q3 2025
Total Revenue-Generating Programs	More than 123	Q1 2025
U.S. Government Projects (Backlog)	Approx. $180 million	Q1 2025
BAG Customer Revenue Share (Historical Benchmark)	70%	Mid-2024 (Cell Engineering Segment)

The shift in focus is clear; the company is prioritizing the Cell Engineering business, which relies heavily on these enterprise and government clients. If onboarding takes 14+ days, churn risk rises, especially for smaller, less capitalized customers who might be looking for faster turnaround times than the large platform deals allow.

Finance: draft 13-week cash view by Friday.

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Cost Structure

You're looking at the major drains on the balance sheet for Ginkgo Bioworks Holdings, Inc. (DNA) as of late 2025. The cost structure is heavily weighted toward maintaining and expanding the automated Foundry, which means significant capital and operational expenditure, even while aggressively cutting overhead.

The company has made substantial progress in expense management, achieving its target of $250 million in annualized run-rate cost savings by the end of Q3 2025, hitting this goal three months ahead of schedule. This reduction was driven by workforce adjustments and site consolidation efforts that were substantially complete by the end of 2024.

Fixed costs remain a major component, tied directly to the physical infrastructure. You can see the scale of this in the carrying costs for unused facilities. For the fourth quarter of 2024, the carrying cost of excess leased space was reported at $9 million. By the third quarter of 2025, this quarterly carrying cost had risen to $14 million for the quarter.

Research and Development (R&D) is another critical, non-negotiable cost area, essential for developing the software and AI capabilities that underpin the platform. For the third quarter of 2025, the Cell Engineering segment reported R&D expense of $51 million. This figure included a $21 million shortfall obligation related to the multi-year strategic cloud and AI partnership with Google Cloud, which was subsequently settled for $14 million.

Personnel costs, for the highly specialized scientists and engineers running the Foundry and developing the software, are embedded within operating expenses. To give you a sense of the scale before the full impact of the savings, total segment operating expenses were $115 million in the second quarter of 2025.

Here is a summary of the key cost structure elements we can quantify from the latest reports:

Cost Element Category	Specific Metric / Period	Amount (USD)
Annualized Cost Savings Achieved	Target Achieved by Q3 2025	$250 million
Excess Leased Space Carrying Cost	Q4 2024 (Quarterly)	$9 million
Excess Leased Space Carrying Cost	Q3 2025 (Quarterly)	$14 million
Cell Engineering R&D Expense	Q3 2025 (Quarterly)	$51 million
Google Cloud Shortfall Obligation (Included in R&D)	Q3 2025 (One-time)	$21 million
Total Segment Operating Expenses	Q2 2025 (Quarterly)	$115 million

The ongoing costs are being managed through a disciplined approach, as evidenced by the reduction in quarterly cash burn, which fell 75% from $114 million in Q3 2024 to $28 million in Q3 2025.

The major cost drivers, based on the structure of the business, include:

• High fixed costs from operating and expanding the automated Foundry.
• Significant R&D expenses, including software and AI development.
• Personnel costs for highly specialized scientists and engineers.

Finance: draft 13-week cash view by Friday.

Ginkgo Bioworks Holdings, Inc. (DNA) - Canvas Business Model: Revenue Streams

You're looking at how Ginkgo Bioworks Holdings, Inc. actually brings in the money as we head toward the end of 2025. It's a mix of core service work, public health contracts, and future-looking deals. Honestly, the numbers show a clear focus on the Cell Engineering platform, even with the Biosecurity segment still contributing.

The full-year 2025 revenue guidance Ginkgo Bioworks Holdings, Inc. reaffirmed sits between $167 million and $187 million. This total is built from the two main reported segments, plus other potential upside.

Here's a look at the key components of the revenue streams, showing both the guidance and what we saw in the third quarter of 2025:

Revenue Stream Category	Full Year 2025 Projection (Guidance)	Q3 2025 Actual Revenue
Cell Engineering Service Fees	$117 million to $137 million	$29 million
Biosecurity Services Revenue	At least $40 million	$9 million
Total Segment Revenue (Minimum)	At least $157 million	$38 million

The Cell Engineering segment is the engine here. For context, Q3 2025 Cell Engineering revenue of $29 million was down 61% from $75 million in Q3 2024, but that prior year figure included a $45 million non-cash revenue item from a deferred revenue release. Excluding that, the Q3 2025 revenue was only slightly down year-over-year, which is a better reflection of the underlying business health.

The other revenue drivers are less about immediate cash flow and more about future value capture. These are the streams that could push the total revenue past the $187 million upper end of guidance:

• Milestone payments from R&D contracts upon technical success.
• Equity and royalty payments from successful commercialized programs.
• Revenue from the new Tools business, covering automation, data, and software licensing.

To be fair, the Tools business is where management is placing a lot of emphasis for future growth, with plans to talk more about investments in AI and automation in 2026. As of September 30, 2025, Ginkgo Bioworks Holdings, Inc. maintained a cash, cash equivalents, and marketable securities balance of $462 million, which gives them runway to invest in these non-service revenue areas.

Finance: draft 13-week cash view by Friday.