The spatial genomics market saw intensified competitive pressure through litigation. Spatial Genomics and Caltech sued 10x Genomics in Delaware, alleging infringement involving five Xenium-related patents assigned to Caltech and covering sequential hybridization barcoding methods. Meanwhile, 10x Genomics reported strong customer response to Atera, raising its 2026 revenue outlook despite manufacturing limits that constrain unit fulfillment. The company described booked orders exceeding annual plans and continued demand for Catalyst Research Services. The juxtaposition of legal conflict and new platform traction signals both market validation and heightened risk for platform vendors operating in overlapping spatial IP territory.