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Annualized Revio Pull-Through Per System
Measures the average annual consumables and service revenue generated by each installed Revio system, indicating how well PacBio monetizes its installed base. Rising pull‑through signals stronger recurring revenue and better unit economics; low pull‑through suggests underutilization or weak reagent adoption.Annualized Revio pull‑through has bounced in the mid‑$200Ks and currently sits near management’s $225K–$250K target lower bound (~$229K), showing stability but little upward traction. Record consumables and faster clinical adoption support baseline demand, yet the real upside depends on SPRQ‑Nx commercialization and sustained clinical conversion; Vega promotional pricing, Asia funding delays and compute‑cost headwinds pose near‑term downside risks that could keep per‑system consumable revenue from re-accelerating.
Date | Annualized Revio Pull-Through Per System |
|---|---|
Jun 30, 2026 | $202.00K |
Mar 31, 2026 | $229.00K |
Dec 31, 2025 | $242.00K |
Sep 30, 2025 | $236.00K |
Jun 30, 2025 | $219.00K |
Mar 31, 2025 | $236.00K |
Dec 31, 2024 | $240.00K |
Sep 30, 2024 | $255.00K |
Jun 30, 2024 | $251.00K |
Mar 31, 2024 | $254.00K |