Every material Form 8-K PACIFIC BIOSCIENCES OF CALIFORNIA, INC. has filed with the SEC since July 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PacBio reported third-quarter 2026 revenue of $40.6 million, up from $38.4 million a year earlier, and a GAAP net loss of $37.8 million, roughly flat versus $38.0 million. The company also said that CFO Jim Gibson stepped down effective November 3, 2026, with Mark Van Oene named interim CFO while a permanent search continues.
Q3 2026 revenue was $40.6 million versus $38.4 million in Q3 2025; GAAP gross margin fell to 33% from 41%.
GAAP net loss was $37.8 million, or $0.12 per share, versus $38.0 million, or $0.13 per share, a year earlier.
Full-year 2026 revenue is now expected to be in the range of $155 million to $160 million.
Ending cash, cash equivalents and investments were $199.4 million, down from $298.7 million a year earlier.
PacBio reported second-quarter 2026 revenue of $39.0 million, down from $39.8 million a year earlier, and a GAAP net loss of $44.7 million, up from $41.9 million. The company also named Mark Van Oene as President and CEO effective August 5, 2026, succeeding Christian Henry, and approved a restructuring that cuts about 8% of its workforce and is expected to lower annualized operating expenses by $30 million to $40 million by the end of 2027.
Q2 2026 revenue of $39.0 million vs. $39.8 million in Q2 2025; GAAP net loss of $44.7 million vs. $41.9 million
Full-year 2026 revenue outlook of $155 million to $165 million
Mark Van Oene became CEO effective August 5, 2026; Christian Henry stepped down and will remain on the Board
Restructuring: about 40 employees (about 8% of workforce) and about $2.0 million in pre-tax charges, expected in Q3 2026
Pacific Biosciences of California, Inc. disclosed that director Christopher M. Smith notified the company on July 8, 2026, that he is resigning from its board effective immediately. The company said it is not aware of any disagreement with Mr. Smith over its operations, policies or practices that led to the resignation, so the filing reports a board change without a stated cause.
Director Christopher M. Smith resigned from the board, effective immediately.
Notice of resignation was given to the company on July 8, 2026.
The company states it is not aware of any disagreement that led to the resignation.
The 8-K was signed by General Counsel Brett Atkins on July 9, 2026.
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