Ginkgo (DNA) Q2 FY26 earnings call

Ginkgo Bioworks is strategically pivoting towards autonomous labs, aiming to establish them as an imperative for American science and a competitive counterweight to offshore contract research organizations. The company is demonstrating the capabilities of its expanded Nebula lab and launching new services like ADME-One to capture market share, while also focusing on continued cost efficiency and managing cash burn. New partnerships with national labs and universities underscore the platform's potential for broader adoption.