Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38835 | --- | --- | |------------------------------------------------------------------------------------------------------------------------|------------- ...

Desktop Metal, Inc. (NYSE:DM) Stifel 2022 Cross Sector Insight Conference Transcript June 7, 2022 4:10 PM ET Executives Ric Fulop - Chairman and CEO Analysts Noelle Dilts - Stifel Noelle Dilts All right. Sounds good. Hi, everyone. I’m Noelle Dilts. I cover advanced manufacturing here at Stifel and in addition to a couple of other groups. So we’re joined here today by rated Desktop Metal. Ric Fulop is with us. He is CEO and Chairman. And he has served as the CEO since 2015. And before founding DM, Ric was a ...

Desktop Metal, Inc. (NYSE:DM) Q1 2022 Earnings Conference Call May 10, 2022 8:00 AM ET Company Participants Jay Gentzkow - Vice President, Investor Relations Ric Fulop - Founder and Chief Executive Officer James Haley - Chief Financial Officer Conference Call Participants Josh Sullivan - The Benchmark Company Greg Palm - Craig-Hallum Capital Group Martin Yang - Oppenheimer & Company Troy Jensen - Lake Street Capital Noelle Dilts - Stifel Operator Good day and welcome to the Desktop Metal’s First Quarter 202 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38835 DESKTOP METAL, INC. (Exact name of registrant as specified in its charter) Delaware 83-2044042 (State of Other Jurisdiction of incorporation or Orga ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38835 DESKTOP METAL, INC. (Exact name of registrant as specified in its charter) | --- | --- | --- | --- | --- | |--------------------------------------------- ...

Desktop Metal, Inc. (NYSE:DM) Q4 2021 Results Conference Call March 8, 2022 8:30 AM ET Company Participants Jay Gentzkow - VP, IR Ric Fulop - CEO and Co-Founder James Haley - CFO Conference Call Participants Greg Palm - Craig Hallum Josh Sullivan - The Benchmark Company Martin Yang - Oppenheimer Troy Jensen - Lake Street Capital Noelle Dilts - Stifel Operator Greetings and welcome to Desktop Metal’s Fourth Quarter 2021 Financial Results Conference Call. At this time, all participants are in a listen-only mo ...

Summary of Desktop Metal, Inc. Conference Call Company Overview - **Company**: Desktop Metal, Inc. (NYSE: DM) - **Industry**: 3D Printing Solutions - **Key Participants**: Ric Fulop (CEO), Jim Ricchiuti (Needham & Company) Core Industry Insights - The additive manufacturing market is projected to grow from approximately $12 billion in 2019 to about $146 billion by the end of the decade, representing an 11x increase and a compound annual growth rate (CAGR) of over 25% [5][14] - Desktop Metal aims to capture a double-digit market share by the end of the decade [5] Business Strategy and Growth - The company has expanded its materials library from 20 to over 250, covering metals, composites, polymers, ceramics, and more, marking a 12x increase [6] - Desktop Metal holds a leading intellectual property (IP) portfolio in binder jetting and digital light processing (DLP) technologies, benefiting from continuous improvements due to Moore's Law [7] - The company has achieved triple-digit year-over-year organic growth, significantly outpacing competitors [9] - A focus on high-margin recurring revenue streams through consumables is central to long-term profitability [9] Market Position and Customer Base - Desktop Metal has grown its customer base from 400 to 6,000 in the past year, aided by acquisitions like ExOne and EnvisionTEC [11] - The company is a market leader in metal binder jetting with approximately 90% market share [12] - Key verticals include automotive, healthcare, dental, consumer products, aerospace, military, and heavy industry [8] Product Development and Innovations - The P-50 product is nearing launch, with significant investment and development completed [39][40] - New denture materials have led to over 100,000 dentures printed, showcasing the effectiveness of their technology in the dental market [20] - The company is focused on producing high-accuracy parts with excellent surface finishes at cost-effective throughput levels compared to conventional manufacturing [15] Acquisitions and Integration - Desktop Metal has made several acquisitions to enhance its technology and market position, including ExOne, which brings a portfolio of systems and materials [41][42] - Integration efforts focus on go-to-market strategies and leveraging cloud tools for operational efficiency [24][25] Challenges and Market Dynamics - The company acknowledges supply chain challenges but views them as a tailwind for business growth, as customers seek solutions for reshoring and supply chain optimization [36] - Desktop Metal is positioned to benefit from a shift towards localized production and reduced reliance on traditional tooling [37] Financial Position and Future Outlook - The company maintains a strong cash position of over $400 million, allowing for strategic investments and acquisitions [54] - Desktop Metal expects to continue its rapid growth trajectory, with a target of 25% CAGR and ongoing improvements in gross margins [49][50] Key Takeaways - Desktop Metal is well-positioned in the rapidly growing additive manufacturing market, with a strong focus on mass production and high-volume applications - The company’s strategic acquisitions and product innovations are expected to drive significant growth in key verticals, particularly healthcare and consumer electronics [52][59] - The ongoing development of new technologies and materials, along with a robust distribution network, enhances Desktop Metal's competitive advantage in the industry [22][58]

Desktop Metal, Inc. (NYSE:DM) Q3 2021 Earnings Conference Call November 15, 2021 4:30 PM ET Company Participants Ric Fulop – CEO James Haley – CFO Jay Gentzkow – Vice President, Investor Relations Conference Call Participants Greg Palm – Craig Hallum Capital Group Ashley Ellis – Cross Research Noelle Dilts – Stifel Martin Yang – Oppenheimer Operator Greetings and welcome to the Desktop Metal Third Quarter 2021 Financial Results Conference Call. At this time, all participants are in a listen-only mode. A bri ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38835 DESKTOP METAL, INC. (Exact name of registrant as specified in its charter) Delaware 83-2044042 (State of Other Jurisdiction of incorporation or ...

Desktop Metal, Inc. (NYSE:DM) Q2 2021 Earnings Conference Call August 11, 2021 4:30 PM ET Company Participants Jay Gentzkow - Vice President, Investor Relations Ric Fulop - Chief Executive Officer, Chairman and Founder James Haley - Chief Financial Officer John Hartner - Director and Chief Executive Officer, ExOne Conference Call Participants Noelle Dilts - Stifel Shannon Cross - Cross Research Danny Eggerich - Craig Hallum Josh Sullivan - The Benchmark Company Sarkis Sherbetchyan - B. Riley Securities Op ...