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, 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-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, 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-Q ________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 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 ________ ...

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 ...