Tom Peterson's questions to Twist Bioscience Corp (TWST) leadership • Q3 2025
Question
Tom Peterson inquired about the balance between reinvestment into the business and continued adjusted EBITDA improvement over the next year, as well as the company's OpEx priorities while targeting breakeven.
Answer
CFO Adam Laponis stated that while formal 2026 guidance is pending, the company is committed to achieving adjusted EBITDA positivity by Q4 2026. He indicated that OpEx investments will be modest, as continued top-line revenue growth is the primary driver on the path to profitability. The company will invest efficiently where opportunities arise.