ImmunityBio, Inc. (IBRX) Earnings History

ImmunityBio, Inc. - Q4 FY2025 Earnings

Filed at: Jan 15, 2026, 8:35 AM EST|Read from source

EXECUTIVE SUMMARY

ImmunityBio reported strong preliminary results for Q4 FY2025, driven by significant year-over-year growth in net product revenue for ANKTIVA® and positive regulatory updates, including its first global approval for a new indication and administration route.

POSITIVE HIGHLIGHTS

  • •

    Full year preliminary net product revenue of approximately $113.0 million, a ~700% increase year-over-year.

    positive
  • •

    Q4 preliminary net product revenue of approximately $38.3 million, a 20% quarter-over-quarter increase and a 431% increase over the prior year quarter.

    positive
  • •

    ANKTIVA Unit Growth: 750% unit sales volume growth in 2025 compared to 2024.

    positive
  • •

    Saudi FDA granted approval of ANKTIVA® in combination with immune checkpoint inhibitors for metastatic non-small cell lung cancer (NSCLC), marking the Company’s first global approval for this indication and the first approval for subcutaneous administration.

    positive
  • •

    Saudi FDA also approved ANKTIVA® in combination with BCG for BCG-unresponsive non-muscle invasive bladder cancer CIS.

    positive
  • •

    Enrollment in the ongoing Phase 2b QUILT-2.005 trial evaluating ANKTIVA® plus intravesical BCG in first-line, BCG-naïve NMIBC is progressing ahead of internal expectations.

    positive

CONCERNS & RISKS

  • •

    The reported financial results are preliminary estimates and may differ materially from the actual results once finalized.

    attention
  • •

    The company is still in the commercial stage and relies heavily on the success and adoption of ANKTIVA, with limited diversification of revenue streams.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$38.30M
+431.0%
Annual (YTD)
$113.00M
N/A
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

MANAGEMENT COMMENTARY

"We delivered strong quarter-over-quarter revenue growth, reflecting accelerating adoption of ANKTIVA and the continued execution of our commercial strategy."

— ImmunityBio, Inc., Q4 FY2025 2025 Earnings Call

"This momentum is further reinforced by the approval of ANKTIVA plus BCG in Saudi Arabia, building on existing approvals in the U.S. and U.K, as well as conditional approval in the EU."

— ImmunityBio, Inc., Q4 FY2025 2025 Earnings Call

The SFDA’s approval of ANKTIVA in combination with a checkpoint inhibitor for non-small cell lung cancer marks the world’s first approval of an IL-15 superagonist used in combination with checkpoint therapy.

— ImmunityBio, Inc., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Ankitva Unit Sales Volume Growth
750
percent
Cash Cash Equivalents And Marketable Securities
242.8M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.