Stratasys Ltd. (NASDAQ:SSYS) Q4 2020 Results Earnings Conference Call March 1, 2021 8:30 AM ET Company Participants Yonah Lloyd - Vice President of Investor Relations Yoav Zeif - Chief Executive Officer Lilach Payorski - Chief Financial Officer Conference Call Participants Shannon Cross - Cross Research Ananda Baruah - Loop Capital Markets James Ricchiuti - Needham & Company Noelle Dilts - Stifel Greg Palm - Craig Hallum Capital Group Wamsi Mohan - Bank of America Merrill Lynch Troy Jensen - Lake Street Cap ...

Summary of Stratasys Ltd. Conference Call Company Overview - **Company**: Stratasys Ltd. (NASDAQ: SSYS) - **Industry**: 3-D Printing and Additive Manufacturing Key Points and Arguments Company Strategy and Market Position - Stratasys aims to lead in 3-D printing, focusing on execution in 2021 and transforming polymer manufacturing [3][5] - The company has the largest and broadest offering in 3-D polymers, with a strong global go-to-market infrastructure [4][5] - The 3-D printing market is experiencing double-digit growth, particularly in manufacturing [5] Technological Advancements - Stratasys offers multiple technologies including PolyJet for rapid prototyping and FDM for strong, accurate prints [6] - The acquisition of Origin is expected to generate up to $200 million in new annual revenues within five years, expanding into markets like dental and tooling [24][25] - The company is launching a new powder bed fusion product through a joint venture, further expanding its market reach [25] Market Trends and Customer Insights - The COVID-19 pandemic has highlighted vulnerabilities in supply chains, increasing the demand for agile manufacturing solutions like 3-D printing [8][9] - A survey by SME indicates that 3-D printing is a top investment priority for manufacturers post-COVID [9] - Stratasys is positioned to meet the needs of manufacturers looking for onshoring and rapid production capabilities [9][10] Customer Examples and Applications - General Motors has invested in a new additive industrialization center using Stratasys systems for manufacturing [12] - Bull Supersonic is utilizing Stratasys for prototyping and end-use parts in their supersonic passenger jet project [13] - Johns Hopkins Hospital employs Stratasys technology for creating bio-mechanically realistic models, improving surgical outcomes [13] Financial Performance and Outlook - Stratasys has a healthy balance sheet with over $300 million in cash and no debt, positioning it well for future growth [29] - The company expects to see continued sequential growth in Q4 following a recovery from the COVID slowdown [29] - The business model is designed to scale, with a focus on profitability through increased consumable sales as manufacturing usage grows [36] Competitive Positioning - Stratasys is recognized as the leader in polymer additive manufacturing, with the largest installed base and a comprehensive service offering [33] - The company emphasizes the importance of providing a full suite of solutions, including hardware, software, and materials, to meet customer needs [33][34] Innovation and Future Growth - Stratasys has invested $500 million in R&D and holds numerous patents, indicating strong potential for future innovation [37] - The company believes that its growth potential in the polymer market is underestimated, with significant profit opportunities ahead [38] Additional Important Insights - The company is focused on creating a smart and connected ecosystem for Industry 4.0, enhancing workflow and efficiency for customers [21][22] - Stratasys is expanding its software capabilities to integrate with existing business intelligence systems, further enhancing its value proposition [21][23] This summary encapsulates the key points discussed during the conference call, highlighting Stratasys's strategic direction, technological advancements, market trends, customer applications, financial outlook, competitive positioning, and innovation potential.

Stratasys Ltd. (NASDAQ:SSYS) Q3 2020 Earnings Conference Call November 12, 2020 8:30 AM ET Company Participants Yonah Lloyd - Vice President of Investor Relations Yoav Zeif - Chief Executive Officer Lilach Payorski - Chief Financial Officer Conference Call Participants Shannon Cross - Cross Research Wamsi Mohan - Bank of America Merrill Lynch Greg Palm - Craig Hallum Kenneth Vallace - Berenberg James Ricchiuti - Needham & Company Brian Drab - William Blair Operator Greetings, and welcome to Stratasys Third ...

Stratasys Ltd. (NASDAQ:SSYS) Q2 2020 Earnings Conference Call August 5, 2020 8:30 AM ET Company Participants Yonah Lloyd - VP, IR Yoav Zeif - CEO Lilach Payorski - CFO Conference Call Participants Ashley Ellis - Cross Research Ananda Baruah - Loop Capital Markets Paul Coster - JP Morgan Jim Ricchiuti - Needham & Company Brian Drab - William Blair Operator Greetings and welcome to Stratasys Second Quarter 2020 Financial Results Call. At this time, all participants are in a listen-only mode. A question-and-an ...

Stratasys Ltd. (NASDAQ:SSYS) Q1 2020 Earnings Conference Call May 14, 2020 8:30 AM ET Company Participants Yonah Lloyd - VP, IR Yoav Zeif - CEO Lilach Payorski - CFO Conference Call Participants Greg Palm - Craig-Hallum Capital Group Troy Jensen - Piper Sandler Shannon Cross - Cross Research Wamsi Mohan - Bank of America, Merrill Lynch Brian Drab - William Blair Jim Ricchiuti - Needham & Company Ananda Baruah - Loop Capital Markets Operator Greetings. And welcome to Stratasys First Quarter 2020 Financial Re ...