Company: PACB
Filing Date: 2025-11-06
Form Type: 10-Q
Source: 0001299130-25-000168
Chunk: 84

Company: PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
Filing Date: 2025-11-06
Form: 10-Q
Item: Part I, Item 8
Chunk 84
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,311 52,385 68,597 Impairment charges— — 15,000 93,200 Change in fair value of contingent consideration— 1,170 (18,700)1,100 Amortization of acquired intangible assets833 3,649 363,708 13,377 Other income, net1,260 3,352 6,775 9,063 Income tax provision383 — 116 — Consolidated net loss(38,000)(60,725)(506,005)(312,222)A summary of our revenue by geographic location is as follows:Three Months Ended September 30,Nine Months Ended September 30,(In thousands)2025202420252024Americas$18,097 $20,107 $52,087 $58,542 Europe, Middle East and Africa10,752 9,119 29,459 24,497 Asia-Pacific9,592 10,741 33,814 31,751 Total revenue$38,441 $39,967 $115,360 $114,790 A summary of our revenue by category is as follows:   Three Months Ended September 30,Nine Months Ended September 30,(In thousands)2025202420252024Instrument revenue$11,318 $16,788 $36,484 $50,491 Consumable revenue21,279 18,508 60,309 51,560 Product revenue32,597 35,296 96,793 102,051 Service and other revenue5,844 4,671 18,567 12,739 Total revenue$38,441 $39,967 $115,360 $114,790 

Q3 Fiscal 2025 Form 10-Q26

ITEM 2.  MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS

You should read the following discussion and analysis of our financial condition and results of operations together with (i) our unaudited condensed consolidated financial statements and related notes that are included elsewhere in this Quarterly Report on Form 10-Q and (ii) our 2024 Annual Report filed with the U.S. Securities and Exchange Commission, or the SEC, on March 17, 2025. This discussion contains forward-looking statements based upon current plans, expectations and beliefs that involve risks