Want to see PACB full AI Analyst Report?
Revenue by Segment
Separates revenue into instruments, consumables, services, and other lines to show which parts of PacBio’s business drive growth and margins. A higher share of consumables and services indicates steadier, recurring income; heavy instrument reliance can mean lumpy quarterly results.Consumables have clearly become PacBio’s growth engine, delivering consecutive record quarters and rising clinical adoption — shifting revenue mix toward higher‑frequency, pull‑through dollars that underpin Revio economics. By contrast, instrument revenue is volatile, pressured by Vega promotions, ASP normalization and region-specific demand weakness, making hardware a near‑term swing factor. SPRQ-Nx commercialization and Revio traction could reaccelerate consumable growth, but the modest downward guidance and rising compute/memory costs mean margin recovery and timing remain cautious.
Date | Service and Other | Instrument Products | Consumable Products |
|---|---|---|---|
Jun 30, 2026 | $6.10M | $12.80M | $20.10M |
Mar 31, 2026 | $5.64M | $9.72M | $21.81M |
Dec 31, 2025 | $5.70M | $17.30M | $21.60M |
Sep 30, 2025 | $5.84M | $11.32M | $21.28M |
Jun 30, 2025 | $6.68M | $14.15M | $18.93M |
Mar 31, 2025 | $6.04M | $11.02M | $20.10M |
Dec 31, 2024 | $5.13M | $15.29M | $18.81M |
Sep 30, 2024 | $4.67M | $16.79M | $18.51M |
Jun 30, 2024 | $4.27M | $14.68M | $17.07M |
Mar 31, 2024 | $3.80M | $19.02M | $15.98M |