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What 10x Genomics promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

8 of 9 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly revenue (sequential change)low-single-digit percentage sequential decline from Q1 FY26Mar 2026Jun 2026:I wouldn't say that things have changed. In fact, I'd just remind you that the Q3 that we're talking about here is consistent with what we said in our Q1 call.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year revenue$600 million to $625 millionDec 2025Jun 2026:We are raising our full year outlook and now expect 2026 revenue to be in the range of $610 million to $630 million.
Call transcript, Jun 2026 · no direct link
Revised Up
Atera instrument shipmentsapproximately 40 units, with initial shipments beginning in the second half of 2026, weighted mostly toward Q4Mar 2026Jun 2026:our shipment outlook of approximately 40 units for the year remains unchanged, as we continue ramping production.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open 10x Genomics’s full ledger

A free account opens 5 company ledgers a month. All 16 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 16 tracked commitments for 10x Genomics

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.