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Cibus, Inc. (CBUS) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Cibus reported strong Q4 2025 financial results, with revenue growth driven by expanded adoption of its gene-edited seed traits, particularly in canola and rice markets. The company highlighted accelerated commercialization of its RTDS (Rapid Trait Development System). Management emphasized progress in regulatory approvals, securing key clearances for gene-edited crops in North America and Asia, positioning Cibus for 2026 market expansion. Partnerships with agribusiness giants were cited as critical growth drivers. R&D updates included breakthroughs in quantum biology applications for crop optimization, leveraging quantum computing to model plant-genome interactions. This aligns with Cibus’ long-term strategy to integrate advanced tech into agriculture. The company projected 2026 revenue growth of 40-50%, fueled by new trait launches and geographic expansion, though supply chain constraints remain a risk. Cost-reduction initiatives were outlined to improve margins. Leadership transitions were addressed, with Co-Founder Peter Beetham continuing as interim CEO while the board conducts a search. The focus remains on scaling operations and advancing quantum-enhanced agricultural solutions.
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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cibus, Inc. (CBUS) Q4 2025 Earnings Call March 17, 2026 4:30 PM EDT Company Participants Carlo Broos - Chief Financial OfficerPeter Beetham - Co-Founder, Interim CEO, President, COO & DirectorGregory Gocal - Co-Founder, Chief Scientific Officer & Executive VP Conference Call Participants Matthew Venezia - Alliance Global Partners, Research DivisionLaurence Alexander - Jefferies LLC, Research DivisionAlex Hantman - Sidoti & Company, LLC Presentation Operator Good afternoon, and welcome to the Cibus Fourth Quarter 2025 Results Conference Call. [Operator Instructions] Please also note today's event is being recorded. At this time, I'd like to turn the conference over to Carlo Broos, Chief Financial Officer. Sir, please go ahead. Carlo BroosChief Financial Officer Thank you, and good afternoon. I'd like to thank you for taking time to join us for Cibus' Fourth Quarter 2025 Financial Results and Business Update Conference Call and Webcast. Presenting with me today is Peter Beetham, Co-Founder, Interim Chief Executive Officer, President and COO; and Greg Gocal, Co-Founder and our Chief Scientific Officer. Before we begin the call, I'd like to remind everyone that statements made on the call and webcast, including those regarding future financial results and future operational goals and industry prospects are forward-looking and may be subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the call. Please refer to Cibus' SEC filings for a list of associated risks. This conference call is being webcast. The webcast link along with our press release and corporate presentation are available on the Investor Relations section of cibus.com, to assist you in analysis of our business. And with that, I would now like to turn the call over to Peter. Peter BeethamCo-Founder, Interim CEO, President, COO & Director Thanks, Carlo, and good afternoon, everyone. By any measure, 2025

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