Earnings summaries and quarterly performance for ILLUMINA.
Executive leadership at ILLUMINA.
Board of directors at ILLUMINA.
Anna Richo
Director
Caroline Dorsa
Director
Frances Arnold
Director
Gary Guthart
Director
Keith Meister
Director
Philip Schiller
Director
Robert Epstein
Director
Scott Gottlieb
Independent Chair of the Board
Scott Ullem
Director
Susan Siegel
Director
Research analysts who have asked questions during ILLUMINA earnings calls.
David Westenberg
Piper Sandler
4 questions for ILMN
Tycho Peterson
Jefferies
4 questions for ILMN
Vijay Kumar
Evercore ISI
4 questions for ILMN
Conor Noel McNamara
RBC Capital Markets
3 questions for ILMN
Daniel Brennan
TD Cowen
3 questions for ILMN
Douglas Schenkel
Wolfe Research, LLC
3 questions for ILMN
Puneet Souda
Leerink Partners
3 questions for ILMN
Daniel Arias
Stifel, Nicolaus & Company, Incorporated
2 questions for ILMN
Kyle Mikson
Canaccord Genuity
2 questions for ILMN
Patrick Donnelly
Citi
2 questions for ILMN
Subhalaxmi Nambi
Guggenheim Securities
2 questions for ILMN
Sung Ji Nam
Scotiabank
2 questions for ILMN
Ben Miller
Stephens Inc.
1 question for ILMN
Dan Arias
Stifel Financial Corp.
1 question for ILMN
Daniel Leonard
Stifel Financial Corp.
1 question for ILMN
Doug Schenkel
Wolfe Research LLC
1 question for ILMN
Eve Burstein
Goldman Sachs
1 question for ILMN
Jack Meehan
Nephron Research LLC
1 question for ILMN
Michael Ryskin
Bank of America Merrill Lynch
1 question for ILMN
Rachel Vatnsdal
JPMorgan Chase & Co.
1 question for ILMN
Rachel Vatnsdal Olson
JPMorgan
1 question for ILMN
Subbu Nambi
Guggenheim Securities
1 question for ILMN
Tejas Savant
Morgan Stanley
1 question for ILMN
Recent press releases and 8-K filings for ILMN.
- Illumina, Inc. completed its acquisition of SomaLogic on January 30, 2026.
- The acquisition, funded with cash on hand, involved a purchase price of $350 million in cash at closing, plus up to $75 million in near-term performance-based milestones and royalties.
- This deal expands Illumina's multiomics portfolio and strengthens its proteomics capabilities.
- Illumina will discuss the financial implications of this transaction during its upcoming earnings call on February 5, 2026.
- Illumina, Inc. has completed its acquisition of SomaLogic, a leader in data-driven proteomics technology.
- This acquisition expands Illumina's multiomics portfolio, strengthening its capabilities in delivering scalable insights across genomics and proteomics.
- The deal involved $350 million in cash paid at closing, plus up to $75 million in near-term performance-based milestones and royalties, and was funded with cash on hand.
- Illumina will discuss the financial implications of this transaction during its upcoming earnings call scheduled for February 5, 2026.
- illumin Holdings Inc. (TSX: ILLM, OTCQB: ILLMF) announced a major upgrade to its advertising platform on January 27, 2026.
- The upgraded platform is designed to deliver clear proof of programmatic performance, directly connecting advertising activity to business outcomes while budgets are active.
- Key benefits for marketers include up to 50% extended audience reach, a 40% lift in Connected TV performance, and 25% lower retargeting costs, leading to a stronger return on ad spend.
- New platform enhancements, such as Canvas, AI-powered Insights, and Impact, are integrated to facilitate in-market decision-making and continuous optimization of campaigns.
- The updated platform is available immediately, with further enhancements planned throughout 2026.
- Illumina announced that its FDA-approved TruSight™ Oncology (TSO) Comprehensive test has secured reimbursement from the Centers for Medicare and Medicaid Services (CMS).
- The reimbursement rate for the test is $2,989.55 per test, effective January 1, 2026, under the Clinical Laboratory Fee Schedule.
- This decision is expected to expand access to comprehensive genomic profiling (CGP) for patients, empowering healthcare providers to deliver precision oncology insights.
- Clinical markets were a key driver of growth, with clinical customers accounting for approximately 60% of Illumina's sequencing consumables revenue in fiscal year 2025.
- The Pan-Genomic and Multi-Gene Panel Testing Market was valued at US$ 8,907.34 million in 2024 and is projected to grow to US$ 25,906.10 Million by the end of 2032.
- The market is expected to register a compound annual growth rate (CAGR) of 12.04% between 2025 and 2032, driven by the rising adoption of precision diagnostics and expanding clinical applications of genomic technologies.
- Illumina is identified as one of the top three dominant players in this market, with its TruSight Oncology Comprehensive (TSO Comprehensive) receiving FDA approval in 2024 as the first FDA-approved distributable comprehensive genomic profiling IVD kit with pan-cancer companion diagnostic claims.
- Market expansion is supported by increasing clinical adoption across specialties like oncology and technological innovations in next-generation sequencing (NGS) and AI-driven interpretation.
- Illumina reported preliminary FY25 revenue of ~$4.34 billion (flat year-over-year constant currency) and non-GAAP diluted EPS of $4.76-$4.79, achieving a non-GAAP operating margin of ~23%.
- For Q4 2025, preliminary results indicate revenue of ~$1.155 billion (approximately 4% year-over-year growth constant currency) and non-GAAP diluted EPS ranging from $1.27 to $1.30.
- The company achieved key NovaSeq X milestones and observed an acceleration in Ex-China Sequencing Consumables YoY Growth to 20% in Q4 2025, driven by 11% growth in Research & Applied and 0% in Clinical.
- Illumina has set FY27 targets including high-single-digit (HSD) revenue growth (ex-China), over 500 basis points of operating margin expansion, and double-digit to teens EPS growth.
- The company generated ~$1.0 billion in free cash flow for the last twelve months as of September 28, 2025, and executed ~$740 million in share buybacks during FY25.
- Illumina reported preliminary Q4 2025 revenue growth of 4% on a constant currency basis, or 7% excluding China, with Q4 earnings per share (EPS) in the range of $1.27-$1.30. This contributed to a full-year 2025 EPS of approximately $4.76-$4.79, representing over 15% earnings growth.
- The company placed over 95 NovaSeq X instruments in Q4 2025, and by year-end 2025, the NovaSeq X accounted for approximately 80% of high-throughput gigabases shipped, reflecting strong customer adoption, particularly in clinical markets.
- Illumina returned to growth in 2025, expanding margins by approximately 200 basis points and growing EPS by 15%, with expectations to continue this progress in 2026, driven by the clinical market.
- Strategic initiatives include expanding into multiomics with new solutions and the launch of BioInsight, aimed at accelerating drug discovery through large-scale data analysis and AI, supported by approximately $1 billion in annual cash flow and a commitment to share repurchases.
- Illumina announced strong preliminary Q4 2025 results, with revenue growing 4% on a constant currency basis and 7% excluding China, and Q4 EPS between $1.27 and $1.30, leading to full-year EPS growth of over 15%.
- The NovaSeq X transition is advancing, with the instrument representing approximately 80% of high-throughput gigabases shipped by year-end 2025, and clinical consumables growth ex-China reaching 20% in Q4.
- The company is expanding its ecosystem with new multi-omics solutions and the launch of BioInsights, aimed at accelerating drug discovery through large-scale data and AI.
- Clinical markets are a primary growth driver, accounting for roughly 60% of consumables revenue and experiencing sequencing volume growth above 30%, though the academic and research market is anticipated to be muted in 2026.
- Illumina emphasizes disciplined capital allocation, prioritizing investment in innovation, targeted acquisitions, and shareholder returns, having repurchased $740 million by June 2025.
- Illumina reported preliminary Q4 2025 revenue growth of 4% on a constant currency basis and 7% excluding China, with Q4 earnings per share (EPS) in the range of $1.27 to $1.30.
- For the full year 2025, EPS is expected to be approximately $4.76 to $4.79, representing over 15% earnings growth and a return to company growth with 200 basis points margin expansion.
- This performance was driven by strong NovaSeq X instrument placements (more than 95 X's) and consumables, particularly from clinical customers, which now account for roughly 60% of sequencing consumables and saw 20% growth ex-China in Q4.
- The company is focused on strategic growth pillars, including expanding the NGS ecosystem, deepening biological discovery through multi-omics (e.g., single-cell solution, Illumina Protein Prep, spatial solution), and scaling services, data, and software with the new BioInsights business.
- Capital allocation priorities include investing in innovation, pursuing targeted bolt-on acquisitions, and returning excess capital to shareholders, with $740 million returned via share repurchases by June 2025.
- Illumina introduced the Billion Cell Atlas, described as the world's largest genome-wide genetic perturbation dataset, aimed at accelerating drug discovery through AI across the pharmaceutical ecosystem.
- This Atlas is the initial phase of a program to build a 5 billion cell atlas over three years, designed to capture how 1 billion individual cells respond to genetic changes via CRISPR across more than 200 disease-relevant cell lines.
- AstraZeneca, Merck, and Eli Lilly and Company are leading as founding participants in an alliance framework to leverage the Atlas for validating genetic targets and training advanced AI models.
- The Billion Cell Atlas is the first data product to emerge from Illumina's new BioInsight business, which is focused on providing foundational technologies and datasets for AI in pharma.
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