Financial Data and Key Metrics Changes - nLIGHT generated approximately $61 million in revenue for Q1 2021, marking a 42% year-over-year increase and the highest first-quarter revenue in the company's history [7][16] - Non-GAAP net income for Q1 was $2.6 million, compared to a loss of $3 million in Q1 2020, with non-GAAP EPS at $0.06 per diluted share versus a loss of $0.08 per share in the prior year [19] - Adjusted EBITDA for Q1 was $6 million, representing approximately 10% of sales, a significant improvement from $237,000 in Q1 2020 [20] Business Line Data and Key Metrics Changes - Aerospace and Defense segment revenues increased by 47% year-over-year, accounting for 40% of total revenue [9] - Industrial market revenues grew by 34% year-over-year, driven by demand from both Chinese and rest-of-world customers [11] - Microfabrication sales rose by 46% year-over-year, with significant growth from rest-of-world customers [13] Market Data and Key Metrics Changes - Q1 revenues in China grew by 29% year-over-year to $15.6 million, while sales to customers outside of China increased by 47% to $45.8 million, representing 75% of total revenue [14] - The company noted strong demand trends continuing into Q2, with expectations for Q2 revenues between $62 million and $68 million, implying a year-over-year growth of 25% at the midpoint [23] Company Strategy and Development Direction - nLIGHT is focused on expanding its sales in the rest of the world, particularly in industrial markets and aerospace and defense, which are seen as attractive growth areas [28] - The company is prioritizing R&D spending to capitalize on organic growth opportunities, particularly in high-power lasers and programmable products [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth trajectory, driven by strong secular demand for high-power lasers across various end markets [8] - The company is closely monitoring supply chain issues affecting customers but does not see these as fundamental problems for its operations [36] Other Important Information - The overall gross margin for Q1 was 28.8%, up from 22% in the same period of 2020, with product gross margin at 35.8% [17] - Capital expenditures in Q1 were $3.2 million, significantly lower than $15.5 million in Q1 2020, focusing on capacity expansion and automation [21] Q&A Session Summary Question: Comparison of nLIGHT's performance to competitors - Management attributed strong growth to a focus on expanding sales outside of China and successful product development in industrial markets [28] Question: Trends in electric vehicle manufacturing - Management highlighted the growing use of lasers in EV manufacturing, particularly in welding and cutting applications [32] Question: Concerns about component constraints - Management acknowledged supply chain gaps affecting customers but emphasized that these are not fundamental issues for nLIGHT [36] Question: Market opportunities in additive manufacturing - Management noted positive migration in additive manufacturing, with increasing demand for high-performance lasers [38] Question: Impact of post-pandemic recovery on sales - Management indicated that customers are experiencing strong demand, with many sold out and struggling to meet forecasts [44] Question: Pricing trends in the laser industry - Management reported no direct signs of inflation in laser pricing, despite observing inflation in other markets [50] Question: Sales cycle in the rest of the world - Management described the sales cycle as longer, particularly in Europe and Japan, but noted progress with key OEMs [64]

| --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | | | | | | | | | Earnings Presentation Q1 2021 | | May 6, 2021 | | This presentation contains nLIGHT, Inc. proprietary information. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from nLIGHT, Inc. | Safe Harbor Statement Certain statements in th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________ FORM 10-Q ________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38462 _______ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________ FORM 10-K ________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38462 ____________ ...

| --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | | | | | | | Earnings Presentation Q4 2020 | | February 17, 2021 | | This presentation contains nLIGHT, Inc. proprietary information. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from nLIGHT, Inc. | Safe Harbor Statement Certain statements in ...

| --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | | | | | Investor Presentation | | November 2020 | | This presentation contains nLIGHT, Inc. proprietary and confidential information. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from nLIGHT, Inc. | Safe Harbor Statement C ...

nLIGHT, Inc. (NASDAQ:LASR) Q3 2020 Earnings Conference Call November 5, 2020 5:00 PM ET Company Participants Joseph Corso - Vice President of Corporate Development & Investor Relations Scott Keeney - Chief Executive Officer Ran Bareket - Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Capital Group Jed Dorsheimer - Canaccord Genuity Jim Ricchiuti - Needham & Company Mark Miller - The Benchmark Company Tom Diffely - D.A. Davidson Operator Welcome to the nLIGHT Third Quarter 20 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________ FORM 10-Q ________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38462 ___ ...

nLIGHT Investor Presentation August 2020 n L I G H T This presentation contains nLIGHT, Inc. proprietary information. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from nLIGHT, Inc. Safe Harbor Statement Certain statements in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litiga ...

nLIGHT, Inc. (NASDAQ:LASR) Q2 2020 Results Conference Call August 5, 2020 5:00 PM ET Company Participants Jason Willey - Senior Director, IR and Corporate Development Scott Keeney - Chief Executive Officer Ran Bareket - Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Capital Group Tom Diffely - D.A. Davidson Jim Ricchiuti - Needham & Company Jed Dorsheimer - Canaccord Genuity Operator Good day and welcome to the nLIGHT Second Quarter 2020 Earnings Conference Call. [Operator Ins ...