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Vega System Placements
Counts the number of Vega sequencing systems installed, reflecting customer adoption of PacBio’s earlier platform. A growing Vega base supports consumables and service sales, while declines may indicate product transitions, competition, or waning demand.Vega placements are lumpy quarter-to-quarter, and the recent Q1 pullback appears timing- and promotion-driven rather than a structural demand collapse—management noted a high share of placements to new customers, which should grow consumable pull‑through. Key catalysts to watch are Q2 ASP normalization and the SPRQ‑Nx commercial launch (expected to boost throughput/economics); conversely, academic funding weakness, regional delivery disruptions and promotional ASP pressure remain tangible near‑term downside risks.
Date | Vega System Placements |
|---|---|
Jun 30, 2026 | $26.00 |
Mar 31, 2026 | $27.00 |
Dec 31, 2025 | $42.00 |
Sep 30, 2025 | $32.00 |
Jun 30, 2025 | $38.00 |
Mar 31, 2025 | $28.00 |