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Pacific Biosciences of California PACB Service — Revenue recognized

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Other financials

Income statement

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Revenue$39.0M-1.9%
Gross profit$12.6M-13.9%
Operating income-$44.6M+0.5%
Net income-$44.7M-6.7%
EPS (diluted)-$0.140.0%

Balance sheet

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Cash & equivalents$62.6M+10.5%
Total debt$61.8M+17.1%
Total equity-$33.2M-154%
Total assets$751.9M-8.9%

Cash flow

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Operating cash flow-$35.6M-21.1%
CapEx$1.6M+183%
Free cash flow-$37.1M-24.1%

Valuation

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Market cap$357.46M-5.6%
Enterprise value$356.64M-4.8%
P/S2.2×-0.2×

Profitability

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Gross margin36.4%+15.0pp
Operating margin-83.5%-37.4pp
Net margin-82.5%-35.5pp
FCF margin-77.5%-13.2pp

Returns & leverage

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Return on equity-273.6%+314pp
Debt / equity25.1×+24.5×
Current ratio4.9×-2.0×

Where this comes from

Reported directly by Pacific Biosciences of California in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The source filing: Pacific Biosciences of California’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 5:30 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001299130-26-000122

As of June 30, 2026, we had a total of $19.4 million of deferred revenue, $16.1 million of which was recorded as deferred revenue, current, and $3.3 million of which was recorded as deferred revenue, non-current, which primarily relates to deferred service contract revenues and is scheduled to be recognized in the next six years. Revenue recorded in the three and six months ended June 30, 2026 includes $3.7 million and $8.7 million, respectively, that was included in deferred revenue as of December 31, 2025.

Item 1. Financial Statements (unaudited):

FAQ

What is Pacific Biosciences of California's service — revenue recognized?
Pacific Biosciences of California (PACB) reported service — revenue recognized of $3.7M in Q2 2026.
How has Pacific Biosciences of California's service — revenue recognized changed year-over-year?
Pacific Biosciences of California's service — revenue recognized decreased by 22.9% year-over-year, from $4.8M to $3.7M.
What is the long-term trend for Pacific Biosciences of California's service — revenue recognized?
Over 3 years (2022 to 2025), Pacific Biosciences of California's service — revenue recognized has grown at a 1.5% compound annual growth rate (CAGR), from $13M to $13.6M.
What does service — revenue recognized mean?
This represents the total revenue earned during the reporting period from providing service, maintenance, and support activities for the company's installed platform base. It measures the effectiveness of the company's service organization in delivering value to customers and generating recurring income. This metric is a key indicator of the health and utilization of the company's deployed technology.

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