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Financial Data and Key Metrics Changes - Teknova achieved a top-line revenue growth of 7% in 2025 compared to 2024, with Q4 revenue increasing by 8% to $10.0 million from $9.3 million in Q4 2024 [5][15][16] - Full year revenue for 2025 reached $45 million, up from $37.7 million in 2024 [15][16] - Free cash outflow improved from $13.5 million in 2024 to $9.8 million in 2025, which was better than the guidance of less than $12 million [15][30] Business Line Data and Key Metrics Changes - Lab Essentials revenue for 2025 was $31.0 million, a 7% increase from $28.9 million in 2024, with Q4 revenue remaining stable at $6.8 million [16][17] - Clinical Solutions revenue grew by 47% in Q4 2025 to $2.7 million from $1.9 million in Q4 2024, and for the full year, it increased by 8% to $7.7 million from $7.1 million in 2024 [18][19] - The number of Clinical Solutions customers increased from 48 in 2024 to 60 in 2025, while average revenue per customer decreased by 14% to $128,000 [18][19] Market Data and Key Metrics Changes - The company reported a 25% increase in the number of customers actively buying clinical products, reaching 60 customers [5][6] - Teknova supports at least 70 therapies, with 5 in phase II or later and 12 in phase I, indicating a growth in later-stage therapies [6][7][50] Company Strategy and Development Direction - Teknova aims to become a critical supplier of GMP-grade reagents and expand its presence in high-growth market segments like sequencing and cancer screening [6][9] - The company plans to invest approximately $2 million annually in commercial capabilities to accelerate revenue growth, particularly in emerging segments [10][11] - Teknova expects to achieve adjusted EBITDA positivity by the end of 2027, with a revenue target of $52 million to $57 million [28][29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term outlook for end markets, citing an uptick in biotech funding and potential FDA approvals for therapies in 2027 [11][12][33] - The company anticipates that increased biotech funding will positively impact revenue, particularly in custom biopharma products [40][46] - Management highlighted the importance of maintaining a strong cost structure while preparing for growth investments [27][30] Other Important Information - Gross margin improved to 33.2% for the full year 2025, up from 19.2% in 2024, driven by higher revenue and manufacturing efficiency [20][21] - Operating expenses decreased to $30.4 million in 2025 from $33.4 million in 2024, reflecting cost-cutting measures [22][23] Q&A Session Summary Question: Growth drivers in emerging segments - Management discussed the potential of sequencing, spatial genomics, and cancer screening as growth drivers, emphasizing the need for commercial investment to enhance customer relationships and brand awareness [35][36] Question: Revenue segments affected by biotech funding - Management indicated that custom biopharma products are most affected by biotech funding changes, historically representing about 25% of revenue [39] Question: Adjusted EBITDA target for 2027 - Management clarified that achieving positive adjusted EBITDA by the end of 2027 requires reaching a run rate of approximately $13 million to $14 million per quarter [43][45] Question: RUO to GMP customer transition - Management confirmed supporting 60 clinical customers and highlighted the significant revenue increase expected as therapies progress through clinical phases [49][50] Question: Average revenue ramp-up time for new customers - Management noted that the ramp-up time is therapy-dependent, with clinical trials potentially taking several years, but expressed optimism about increasing average revenue as therapies advance [54][56] Question: Impact of FDA guidance on drug development timeframes - Management acknowledged that shorter drug development timelines could positively impact business, especially as more therapies reach commercialization [58][61]

Alpha Teknova (NasdaqGM:TKNO) Q4 2025 Earnings call February 26, 2026 05:30 PM ET Company ParticipantsJacob Krahenbuhl - Equity Research AssociateJennifer Henry - SVP of MarketingMatt Lowell - CFOStephen Gunstream - President and CEOConference Call ParticipantsBrendan Smith - Director and Senior Equity Research AnalystMatt Hewett - Senior Research AnalystMatthew Parisi - Equity Research AnalystOperatorGood day, and welcome to Teknova's fourth quarter and full year 2025 financial results call. At this time, ...

Alpha Teknova (NasdaqGM:TKNO) Q4 2025 Earnings call February 26, 2026 05:30 PM ET Speaker2Good day, and welcome to Teknova's fourth quarter and full year 2025 financial results call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, pres ...

FINANCIAL RESULTS: Q4:2025 and Full Year 2025 SLIDE SUPPLEMENT NASDAQ: TKNO February 26, 2026 Forward-looking statements and use of non-GAAP financial measures This meeting is for the purpose of familiarizing you with Alpha Teknova, Inc. ("Teknova") and is made for informational purposes only and nothing in the presentation should be viewed, or construed, as "advice". You understand and agree that the fact this meeting has taken place and anything you hear or learn during this meeting is strictly confidenti ...

Exhibit 99.1 Teknova Reports Fourth Quarter and Full Year 2025 Financial Results Full year 2025 total revenue was $40.5 million, up 7% year-over-year and in line with guidance Fourth quarter 2025 total revenue was $10.0 million, up 8% over the same quarter prior year Company provides 2026 revenue guidance of $42-44 million HOLLISTER, Calif., February 26, 2026 – Alpha Teknova, Inc. ("Teknova" or the "Company") (Nasdaq: TKNO), a leading producer of critical reagents for the discovery, development, and commerc ...

Full year 2025 total revenue was $40.5 million, up 7% year-over-year and in line with guidanceFourth quarter 2025 total revenue was $10.0 million, up 8% over the same quarter prior yearCompany provides 2026 revenue guidance of $42-44 million HOLLISTER, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Alpha Teknova, Inc. (“Teknova” or the “Company”) (Nasdaq: TKNO), a leading producer of critical reagents for the discovery, development, and commercialization of novel therapies, vaccines, and molecular diagnostics, t ...

Core Insights - Conestoga Capital Advisors reported solid returns in US equities for 2025, with double-digit gains across all major indices [1] - The Conestoga Micro Cap Composite returned -1.91% net of fees in Q4 2025 and 16.24% for the full year, underperforming the Russell Microcap Growth Index [1] Company Overview: Alpha Teknova, Inc. (NASDAQ:TKNO) - Alpha Teknova, Inc. is a biotechnology company that provides critical reagents for the development of biopharmaceutical products [3] - As of February 19, 2026, Alpha Teknova's stock closed at $2.09 per share, with a one-month return of -37.05% and a 52-week loss of 71.95% [2] - The company has a market capitalization of $111.876 million [2] Performance and Market Indicators - Alpha Teknova reported a solid quarter, with positive leading indicators in end markets driven by biotech funding and growth with large pharmaceutical companies [3] - Despite positive indicators, these have not yet translated into sales, leading to a cautious investor sentiment regarding early-stage biotech funding [3] Hedge Fund Interest - Alpha Teknova is not among the 30 most popular stocks among hedge funds, with 12 hedge fund portfolios holding the stock at the end of Q3 2025, an increase from 11 in the previous quarter [5] - While the potential of Alpha Teknova as an investment is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [5]

Core Viewpoint - Alpha Teknova, Inc. will report its financial results for Q4 and the full year ended December 31, 2025, on February 26, 2026, after market close [1]. Group 1: Financial Reporting - The financial results announcement is scheduled for February 26, 2026, at the close of market [1]. - A webcast and conference call will be held on the same day at 5:30 p.m. Eastern Time for investors to access the results [2]. Group 2: Company Overview - Teknova has been innovating in the manufacture of critical reagents since 1996, supporting the life sciences industry [3]. - The company offers customizable solutions for various stages of the workflow, aiding in molecular diagnostics, synthetic biology, and emerging therapeutic modalities [3]. - Teknova operates from a 180,000 square feet facility in Hollister, California, designed for efficient production of foundational ingredients for next-generation therapies [3].

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]