NAUT · NAUT Q2 FY2026 earnings call record财报电话会记录

“The scientific community is telling us directly in conference halls and in our own sales conversations that proteoform resolution is a critical, differentiated layer of biological insight and one we believe we can uniquely put in customers' hands today.”

“Next, we signed a collaboration with the Allen Institute for brain sciences to analyze human brain samples spanning multiple brain regions, genetic backgrounds, and disease severities.”

“Encouragingly, the demand we're hearing from customers lines up almost exactly with the internal target lists we had already built.”

“For the full year, we are maintaining our revenue guidance of approximately $0.5 million.”

“Total operating expenses were $15.9 million for the second quarter of 2026, a decrease of approximately 7% from the prior year period.”

“In fact, we now expect full year operating expenses to come in below prior guidance, representing year-over-year growth of less than 10%.”

“We ended the second quarter with $129.2 million in cash equivalents, and investments, compared to $143.4 million at the end of the first quarter, reflecting cash usage of approximately $14.2 million in the quarter.”

“We are evaluating a combination of debt and equity, and we intend to approach it in the most prudent way possible.”

“Just curious the latest you've seen in that end market and just the confidence you have in customers having the funds to commit to pre-orders for full-priced instrumentation towards the end of this year and into next.”

“I think let's first kind of separate the customers in the U.S., North America, more broadly.”

“We do have a sales team now, and they're engaging with customers every day.”

“In that case, I would expect some additional early access customers, although I don't anticipate that to be a major driver of revenue this year.”