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Pacific Biosciences of California, Inc.: Business Overview, Financials & Competitive Analysis

Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-m...

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AskCyborg analysts argue the bull and bear cases for Pacific Biosciences of California, Inc. across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

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6/ 10Solid

Cyborg Score thesis

PacBio is repositioning as a pure-play long-read sequencing leader with improving unit economics and margin expansion, supported...

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Industry DNA Sequencing
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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Pacific Biosciences of California, Inc. Overview

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Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-molecules. PacBio's technology enables comprehensive analysis of genomes, transcriptomes, and epigenomes across clinical, research, and agricultural applications.

Strategic Profile

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The company reported Q1 2026 revenue of $37.2 million (flat year-over-year) with consumable revenue of $21.8 million offsetting weaker instrument sales. GAAP gross margin improved to 35% from negative 4% a year ago, and GAAP net loss narrowed sharply to $8.3 million from $426.1 million. In February 2026, PacBio completed the sale of select short-read DNA sequencing assets to Illumina for $48.1 million in net cash proceeds, allowing the company to focus exclusively on long-read sequencing.

Competitive Landscape

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Pacific Biosciences competes with Complete Genomics, Twist Bioscience, 10x Genomics, and Singulex in genomic sequencing and analysis. PacBio's long-read SMRT technology differentiates it from short-read competitors like Illumina, positioning it in a specialized market segment with growing clinical and research adoption.

Industry Context

Pacific Biosciences of California, Inc. operates in DNA Sequencing.

Key facts

Founded: 2004 · Headquarters: Menlo Park, California · Employees: N/A · Revenue: $37.2M (Q1 2026) · Market cap: N/A

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Pacific Biosciences of California, Inc..

  • (May 2026) Q1 2026 revenue flat at $37.2M, with record consumables revenue ($21.8M) offsetting weaker instrument sales; net loss narrowed to $8.3M from $426.1M year-over-year
  • (February 2026) Completed sale of short-read sequencing assets to Illumina for $48.1M, enabling strategic focus on long-read sequencing markets
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Recent developments

Material events tracked by the AskCyborg corpus.

  • May 2026Q1 2026 earnings: $37.2M revenue, GAAP net loss $8.3M, gross margin improved to 35%
  • February 2026Completed sale of short-read sequencing assets to Illumina for $48.1M net proceeds
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

NovaSeqShort-read sequencing platform→10x Genomics SolutionsSingle-cell and spatial genomics tools→Complete Genomics ServicesWhole genome sequencing services→Twist Bioscience SequencingSynthetic biology and sequencing solutions→

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Industry context

Pacific Biosciences of California, Inc. operates in DNA Sequencing. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Pacific Biosciences of California, Inc. do?+
Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-m...
What is Pacific Biosciences of California, Inc.'s Cyborg Score?+
Pacific Biosciences of California, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Pacific Biosciences of California, Inc.'s main competitors?+
Named competitors include NovaSeq, 10x Genomics Solutions, Complete Genomics Services, Twist Bioscience Sequencing. The full competitive landscape is in the AskCyborg report.
How can I get the full Pacific Biosciences of California, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Pacific Biosciences of California, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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