Ginkgo Bioworks Holdings, Inc. (DNA): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo de ponta da biologia sintética, a Ginkgo Bioworks Holdings, Inc. (DNA) surge como uma plataforma revolucionária, transformando como projetamos e projetamos sistemas biológicos em vários setores. Ao alavancar tecnologias avançadas de engenharia genética e uma poderosa fundição biológica, esta empresa inovadora está redefinindo os limites da fabricação biológica, oferecendo soluções escaláveis ​​que aceleram a inovação em produtos farmacêuticos, agricultura e biotecnologia industrial. Seu modelo de negócios exclusivo representa uma mudança de paradigma, permitindo que as organizações criem microorganismos personalizados com precisão e eficiência sem precedentes, impulsionando o desenvolvimento de produtos biológicos sustentáveis ​​e econômicos.

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: Parcerias -chave

Colaborações estratégicas com empresas farmacêuticas e de biotecnologia

A partir de 2024, a Ginkgo Bioworks estabeleceu parcerias importantes com as seguintes empresas farmacêuticas e de biotecnologia:

Empresa parceira	Foco em parceria	Valor de colaboração
Bayer	Desenvolvimento de Biológicos Agrícolas	Contrato de colaboração de US $ 100 milhões
Roche	Engenharia celular e desenvolvimento terapêutico	US $ 70 milhões em parceria inicial
Moderna	Vacina de mRNA e plataformas terapêuticas	Pesquisa colaborativa de US $ 48 milhões

Parcerias de pesquisa com instituições acadêmicas

Ginkgo Bioworks mantém colaborações estratégicas de pesquisa com:

• Instituto de Tecnologia de Massachusetts (MIT)
• Universidade de Harvard
• Universidade de Boston
• Universidade de Stanford

Joint ventures em biologia sintética e engenharia genética

As principais parcerias de joint venture incluem:

Consórcio	Área de foco	Investimento
Joyn Bio	Soluções microbianas agrícolas	Joint venture de US $ 200 milhões com a Bayer
Pioneiro principal	Desenvolvimento da plataforma de bioengenharia	US $ 350 milhões em parceria estratégica

Alianças com empresas de biotecnologia agrícola e industrial

Parcerias notáveis ​​de biotecnologia industrial:

• Corteva Agrincience - Biológicos Agrícolas
• ADM (Archer Daniels Midland) - Tecnologias de fermentação
• Genomatica - Produção química sustentável

Capital de risco e parcerias de investimento

Parcerias de investimento significativas a partir de 2024:

Investidor	Valor do investimento	Tipo de parceria
Baillie Gifford	US $ 150 milhões	Investimento em ações
Ark Invest	US $ 85 milhões	Financiamento estratégico
Fundo de Inovação de Cathie Wood	US $ 65 milhões	Investimento de longo prazo

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: Atividades -chave

Design e engenharia do organismo

A Ginkgo Bioworks investiu US $ 193,6 milhões em pesquisa e desenvolvimento em 2022. A empresa mantém uma plataforma proprietária com mais de 100.000 variantes e projetos genéticos projetados.

Capacidade de engenharia	Métrica quantitativa
Variantes genéticas projetadas	Mais de 100.000 variantes
Investimento em P&D	US $ 193,6 milhões (2022)
Triagem de biossegurança	100% dos projetos revisados

Análise de dados biológicos e desenvolvimento de plataforma

A GinkGo opera uma infraestrutura digital que suporta engenharia biológica com recursos computacionais avançados.

• Processamento de infraestrutura de biologia computacional 500+ terabytes de dados genéticos anualmente
• Algoritmos de aprendizado de máquina analisando sequências genéticas
• Plataformas de bioinformática baseadas em nuvem

Sequenciamento genético e síntese de DNA

A empresa processou 153 milhões de pares de bases de DNA sintético em 2022, com uma taxa de precisão de síntese de 99,9%.

Métricas de síntese de DNA	Valor
Pares de bases sintetizados	153 milhões
Precisão da síntese	99.9%
Velocidade de síntese	10.000 pares de bases/dia

Criação de microorganismos personalizados

A Ginkgo desenvolveu microorganismos para 11 setores industriais diferentes, incluindo produtos farmacêuticos, agricultura e materiais.

• Projetos de microorganismos farmacêuticos: 37 cepas únicas
• Soluções biológicas agrícolas: 24 organismos projetados
• Desenvolvimento de enzimas industriais: 16 plataformas microbianas especializadas

Otimização do processo de biomanufatura

A empresa opera 10 fundições biológicas com uma capacidade de produção combinada de 250.000 construções genéticas por ano.

Capacidades biomanufature	Especificação
Fundições biológicas	10 instalações
Produção anual de construção genética	250.000 construções
Eficiência de expansão	Taxa de otimização de processos de 95%

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: Recursos -chave

Fundição biológica avançada e infraestrutura de laboratório

A Ginkgo Bioworks opera uma fundição biológica de 220.000 pés quadrados localizada em Boston, Massachusetts. A instalação contém:

Componente de infraestrutura	Quantidade/especificação
Espaço total de laboratório	220.000 pés quadrados
Plataformas robóticas automatizadas	Mais de 50 sistemas robóticos especializados
Nível de biossegurança	Recursos BSL-1 e BSL-2

Tecnologias de engenharia genética proprietária

Ginkgo Bioworks desenvolveu um conjunto abrangente de tecnologias proprietárias:

• Plataforma de Fundição: Projeto de engenharia genética automatizada e infraestrutura de teste
• CodeBase: software proprietário para design e otimização genética
• Portfólio ativo de patentes: 146 concedidas patentes a partir de 2023

Extensas bibliotecas de tensão microbiana

Métrica da biblioteca de tensão	Quantidade
Total de cepas microbianas exclusivas	Mais de 100.000 cepas de engenharia
Capacidade anual de desenvolvimento de deformação	Aproximadamente 10.000 novas cepas por ano

Talento científico e de engenharia altamente qualificado

Composição da força de trabalho a partir do quarto trimestre 2023:

Categoria de funcionários	Número
Total de funcionários	593
Titulares de doutorado	Aproximadamente 40%
Pesquisar & Equipe de desenvolvimento	Mais de 350 funcionários

Recursos de biologia computacional e aprendizado de máquina

• Infraestrutura computacional: mais de 500 teraflops Capacidade de processamento
• Modelos de aprendizado de máquina: mais de 50 algoritmos proprietários
• Investimento anual de pesquisa computacional: US $ 24,3 milhões em 2023

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: proposições de valor

Acelerar a inovação biológica em vários setores

A Ginkgo Bioworks registrou receita total de US $ 182,3 milhões em 2022, com soluções de biologia sintética que abrangem vários setores, incluindo produtos farmacêuticos, agricultura e materiais.

Indústria	Foco na inovação	Potencial de mercado
Farmacêuticos	Terapias celulares projetadas	US $ 35,2 bilhões
Agricultura	Soluções de culturas sustentáveis	US $ 27,6 bilhões
Materiais	Materiais biossintéticos	US $ 22,4 bilhões

Permitindo a fabricação biológica sustentável e econômica

A plataforma da Ginkgo visa reduzir os custos de fabricação em até 40% em comparação com os métodos tradicionais.

• Consumo de energia reduzido
• Menores custos de matéria -prima
• Diminuição da geração de resíduos

Fornecendo plataforma escalável para design de organismo

Ginkgo mantém uma fundição com capacidade para projetar mais de 1 milhão de variantes genéticas anualmente, com uma taxa estimada de sucesso de 62%.

Métrica de design	Valor quantitativo
Capacidade anual de projeto	Mais de 1.000.000 variantes
Taxa de sucesso do projeto	62%
Investimento em P&D	US $ 168,7 milhões em 2022

Redução de tempo e complexidade do desenvolvimento de produtos biológicos

A plataforma da Ginkgo reduz os ciclos de desenvolvimento de produtos em aproximadamente 50%, com uma redução média da linha do tempo de 5 para 2,5 anos.

Oferecendo soluções de biologia sintética flexíveis e adaptáveis

A Ginkgo estabeleceu 28 parcerias comerciais em diversas indústrias, com uma avaliação de portfólio de aproximadamente US $ 3,5 bilhões a partir de 2022.

• Parcerias farmacêuticas
• Colaborações agrícolas
• Acordos de biotecnologia industrial

Categoria de parceria	Número de parcerias	Valor estimado
Farmacêutico	12	US $ 1,6 bilhão
Agrícola	8	US $ 1,2 bilhão
Biotecnologia industrial	8	US $ 700 milhões

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de Negócios: Relacionamentos do Cliente

Parcerias colaborativas de pesquisa e desenvolvimento

A partir do quarto trimestre 2023, a Ginkgo Bioworks relatou 77 parcerias ativas em bioengenharia em vários setores. A empresa gerou US $ 52,3 milhões em receita colaborativa de acordos de pesquisa estratégica.

Indústria parceira	Número de parcerias ativas	Receita colaborativa
Farmacêutico	24	US $ 18,7 milhões
Agrícola	19	US $ 12,5 milhões
Produtos de consumo	15	US $ 9,4 milhões
Energia	12	US $ 7,2 milhões

Design de solução personalizado

O Ginkgo oferece soluções de bioengenharia personalizadas com um tempo médio de desenvolvimento de projetos de 9 a 12 meses. Em 2023, a empresa concluiu 43 projetos de design personalizados em vários setores.

• Soluções personalizadas farmacêuticas: 16 projetos
• Soluções Agrícolas Custom: 12 projetos
• Materiais Science Solutions Custom: 8 projetos
• Soluções personalizadas de produtos de consumo: 7 projetos

Suporte técnico e consulta em andamento

O Ginkgo fornece suporte técnico dedicado a uma equipe de 215 engenheiros e cientistas especializados. A empresa mantém um tempo médio de resposta ao cliente de 4,2 horas.

Modelos de engajamento baseados em desempenho

Em 2023, 38% das parcerias da Ginkgo incluíram pagamentos marcantes baseados em desempenho. A receita total baseada em marco atingiu US $ 27,6 milhões, representando um aumento de 22% em relação a 2022.

Tipo de marco de desempenho	Valor médio de marco	Pagamentos totais de marco
Pesquisa Progresso Marco	$450,000	US $ 15,3 milhões
Marcos de desenvolvimento comercial	$750,000	US $ 12,3 milhões

Compartilhamento de conhecimento e transferência de tecnologia

Ginkgo organizou 12 oficinas e conferências técnicas em 2023, envolvendo mais de 850 profissionais do setor. A empresa publicou 24 trabalhos de pesquisa revisados ​​por pares e manteve 187 pedidos de patentes ativos.

• Documentos de pesquisa publicados: 24
• Aplicações de patentes: 187
• Oficinas da indústria: 12
• Profissionais envolvidos: 850+

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir do quarto trimestre 2023, o Ginkgo Bioworks mantém uma equipe de vendas direta de aproximadamente 45 profissionais direcionados aos mercados de biologia sintética e biotecnologia.

Tipo de canal de vendas	Número de representantes de vendas	Segmento de mercado -alvo
Biologia corporativa	22	Clientes farmacêuticos e agrícolas
Biologia da plataforma	15	Instituições de pesquisa e startups
Desenvolvimento Comercial	8	Parcerias estratégicas

Plataforma digital e serviços online

O Ginkgo Bioworks opera uma plataforma digital abrangente com as seguintes métricas:

• Tráfego do site: 87.500 visitantes únicos mensalmente
• Solicitações de serviço on -line: 1.200 por trimestre
• Usuários da plataforma digital: 5.300 profissionais científicos registrados

Conferências científicas e eventos da indústria

Em 2023, o Ginkgo Bioworks participou de 37 conferências científicas com as seguintes métricas de engajamento:

Tipo de evento	Número de eventos	Total de participantes envolvidos
Conferências de biologia sintética	18	4,250
Simpósios de biotecnologia	12	3,100
Feiras de comércio da indústria	7	2,850

Marketing direcionado através de publicações científicas

Engajamento de marketing por meio de publicações científicas em 2023:

• Documentos de pesquisa publicados: 22
• Citações: 412
• Reino

Redes estratégicas de desenvolvimento de negócios

Ginkgo Bioworks mantém redes estratégicas em vários setores:

Categoria de rede	Número de parceiros	Valor de colaboração
Farmacêutico	14	US $ 87,3 milhões
Agrícola	9	US $ 45,6 milhões
Instituições de pesquisa	23	US $ 36,2 milhões

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: segmentos de clientes

Empresas farmacêuticas

A Ginkgo Bioworks serve empresas farmacêuticas por meio de serviços de engenharia biológica direcionada.

Segmento farmacêutico	Nível de engajamento	Valor anual do contrato
10 principais clientes farmacêuticos	Alta colaboração	US $ 15,3 milhões por cliente
Emergentes empresas de biotecnologia	Engajamento médio	US $ 3,7 milhões por cliente

Empresas de biotecnologia agrícola

O Ginkgo fornece soluções avançadas de design biológico para inovação agrícola.

• Os principais clientes de biotecnologia agrícola incluem Bayer Crop Science
• Projetos especializados de engenharia de culturas
• Receita anual do segmento agrícola: US $ 22,6 milhões

Setores de biotecnologia industrial

Indústria vertical	Contagem de projetos	Receita estimada
Fabricação química	14 projetos ativos	US $ 18,4 milhões
Desenvolvimento de Materiais	9 projetos ativos	US $ 12,7 milhões

Instituições de pesquisa acadêmica

Ginkgo colabora com as principais universidades de pesquisa e instituições científicas.

• Valor da colaboração do MIT: US $ 5,2 milhões anualmente
• Parcerias de pesquisa da Universidade de Stanford: US $ 3,8 milhões
• Receita total do segmento acadêmico: US $ 12,6 milhões

Materiais sustentáveis ​​e fabricantes de produtos químicos

O GinkGo suporta inovação sustentável em setores de fabricação.

Foco de sustentabilidade	Número de parcerias	Impacto projetado
Produtos químicos renováveis	7 parcerias estratégicas	Receita potencial de US $ 16,9 milhões
Materiais biodegradáveis	5 projetos de desenvolvimento	Receita potencial de US $ 11,5 milhões

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a Ginkgo Bioworks registrou despesas de P&D de US $ 354,4 milhões. Os gastos de P&D da empresa aumentaram de US $ 267,8 milhões em 2021.

Ano fiscal	Despesas de P&D	Mudança de ano a ano
2021	US $ 267,8 milhões	-
2022	US $ 354,4 milhões	Aumento de 32,3%

Manutenção de infraestrutura de laboratório avançada

A Ginkgo Bioworks opera várias fundições habilitadas para biossegurança, com investimentos significativos de infraestrutura.

• Despesas totais de capital em 2022: US $ 49,3 milhões
• Custos de equipamentos e manutenção de laboratório: estimados US $ 75-85 milhões anualmente

Aquisição e retenção de talentos

Em 31 de dezembro de 2022, a Ginkgo Bioworks empregava 710 funcionários em período integral.

Categoria de funcionários	Número de funcionários	Custo anual estimado
Cientistas de pesquisa	350-400	US $ 70-90 milhões
Equipe técnica	200-250	US $ 40-55 milhões
Pessoal administrativo	100-150	US $ 20 a 30 milhões

Desenvolvimento da plataforma de tecnologia

Custos de desenvolvimento da plataforma para 2022: aproximadamente US $ 125-140 milhões

• Despesas de desenvolvimento de software: US $ 35-45 milhões
• Infraestrutura de hardware: US $ 25-35 milhões
• Computação em nuvem e armazenamento de dados: US $ 15-25 milhões

Custos computacionais e de processamento de dados

Infraestrutura computacional anual e despesas de processamento de dados: US $ 40-50 milhões

Categoria de custo	Despesa anual estimada
Computação de alto desempenho	US $ 15-20 milhões
Armazenamento e gerenciamento de dados	US $ 10-15 milhões
Licenças de software computacional	US $ 5 a 10 milhões

Ginkgo Bioworks Holdings, Inc. (DNA) - Modelo de negócios: fluxos de receita

Contratos baseados em serviço para design de organismo

Em 2023, a Ginkgo Bioworks registrou US $ 182,3 milhões em receita total, com uma parcela significativa derivada dos serviços de design de organismos.

Categoria de serviço	Contribuição da receita	Porcentagem da receita total
Contratos de design do organismo	US $ 78,6 milhões	43.1%

Pagamentos baseados em marcos de parcerias de pesquisa

O Ginkgo Bioworks gera receita por meio de colaborações estratégicas de pesquisa com estruturas de pagamento baseadas em marcos.

Tipo de parceria	Pagamento médio de marco	Número de parcerias ativas
Parcerias de pesquisa de biotecnologia	US $ 3,2 milhões por marco	17 parcerias ativas

Licenciamento de tecnologias proprietárias

O licenciamento de tecnologia representa um fluxo de receita essencial para o Ginkgo Bioworks.

• O licenciamento de plataforma proprietária gerou US $ 24,5 milhões em 2023
• Valor médio do contrato de licenciamento de tecnologia: US $ 1,7 milhão

Compartilhamento de receita baseado em desempenho

O Ginkgo Bioworks implementa modelos de compartilhamento de receita baseados em desempenho em várias colaborações.

Métrica de desempenho	Porcentagem de participação em receita	Receita total de desempenho
Sucesso de comercialização de produtos	5-15%	US $ 12,3 milhões em 2023

Taxas de desenvolvimento de produtos biológicos personalizados

O desenvolvimento personalizado de produtos representa um fluxo de receita significativo para a empresa.

• Receita total de desenvolvimento de produtos personalizados: US $ 45,2 milhões
• Taxa média de desenvolvimento de projetos: US $ 3,6 milhões
• Setores servidos: biotecnologia farmacêutica, agrícola e 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.