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Revio System Placements
Counts installed Revio sequencers — PacBio’s newer high‑throughput platform — as a direct measure of market acceptance and future revenue potential. Faster Revio placements typically drive higher recurring consumables and service revenue and signal expanding market share.Revio placements dropped from the 2023 ramp to a lower, volatile run‑rate with a trough in early 2025 and only modest rebounds since, implying demand is constrained by academic/government funding and ASP/promotional dynamics rather than product failure. Management’s SPRQ-Nx commercial launch and the solid Revio pull‑through (~$229k annualized) are the clearest levers to restart placements and consumables revenue, but instrument revenue will likely remain pressured near term by promotions, regional delays and rising compute costs; monitor SPRQ-Nx uptake and consumables growth as the key catalysts.
Date | Revio System Placements |
|---|---|
Jun 30, 2026 | 20.00 |
Mar 31, 2026 | 15.00 |
Dec 31, 2025 | 21.00 |
Sep 30, 2025 | 13.00 |
Jun 30, 2025 | 15.00 |
Mar 31, 2025 | 12.00 |
Dec 31, 2024 | 23.00 |
Sep 30, 2024 | 22.00 |
Jun 30, 2024 | 24.00 |
Mar 31, 2024 | 28.00 |