Financial Data and Key Metrics Changes - In Q4 2022, revenue increased by 46% year-over-year to $98.2 million, driven by marketplace growth and expanding supplier services [11][32] - Q4 marketplace revenue was $79.1 million, reflecting a 32% year-over-year growth [11][33] - Gross profit increased by 72% year-over-year to $36 million, with a gross profit margin of 36.7% [12][35] - Adjusted EBITDA loss for Q4 was $14.2 million, or 14.5% of revenue, compared to 17.7% in Q4 2021 [12][37] - The company experienced a sequential decline in marketplace gross margins for the first time since Q1 2021, with Q4 gross margin at 27.1% [12][35] Business Line Data and Key Metrics Changes - Active buyers increased by 45% year-over-year to 40,664, with a record addition of 3,875 active buyers in Q4 [11][33] - Active suppliers grew by 22% in 2022, with spend per supplier also increasing by 22% year-over-year [12][12] - Supplier services revenue declined by 2% quarter-over-quarter in Q4, primarily due to seasonality [12][35] Market Data and Key Metrics Changes - International revenue grew by 89% year-over-year in Q4, driven mainly by growth in the European market [12][39] - The company reported a record quarter for international business, with revenue from international operations at $10.1 million [39] Company Strategy and Development Direction - The company aims to significantly expand the number of processes, materials, and finishes offered to customers, positioning itself as a one-stop destination for custom manufacturing [20] - Plans for aggressive growth in Europe include a recent expansion to the UK and a tuck-in acquisition in Turkey to enhance the supplier network [21][81] - The company is focused on modernizing advertising products and expanding self-service options on the thomasnet.com platform [26] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging Q4 but expressed confidence in the 2023 outlook, expecting marketplace revenue growth of approximately 30% and adjusted EBITDA profitability by Q4 2023 [19][40] - The company is taking steps to mitigate issues from Q4, including price optimization efforts and a focus on top accounts [12][19] - Management noted that the macroeconomic environment has influenced supplier behavior, with suppliers accepting lower prices, impacting average order value [14][50] Other Important Information - The company reduced its workforce by 6% in January to streamline operations and improve efficiency, expecting to save approximately $8 million annually [28] - Cash and cash equivalents at the end of Q4 were $319.4 million [39] Q&A Session Summary Question: Insights on supplier behavior and job acceptance rates - Management noted that suppliers were more willing to accept lower prices, which drove down average order value [44][50] Question: Clarity on supplier acceptance rates and competitive factors - Management indicated that the macro environment has influenced supplier behavior, with more open capacity leading to lower prices [50] Question: Plans for Thomasnet to drive faster conversion - Management is focused on optimizing the search process for buyers and streamlining communication between buyers and suppliers [50] Question: Visibility on macroeconomic impacts and excess capacity - Management believes that prices have bottomed out and is seeing improvements in average order values [54][55] Question: Incremental margins and cost structure - Management expects to gain leverage on fixed and semi-fixed costs, with improvements in gross profit margins anticipated [56][58] Question: Specifics on price optimization efforts - Management confirmed that price optimization was wide-ranging, with ongoing testing to ensure effective pricing strategies [91][92] Question: Existing account revenue percentage and active buyer growth - Management explained that new buyers typically spend less initially, which affects the existing account revenue percentage [95]

Xometry. Q4 2022 Earnings Presentation March 1, 2023 Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations and financial position, business strategy, ability to maintain existing, and establish new, strategic partnerships or other arrangements with buyers or suppliers on the Company's platform, the potential market size for the Compan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2022 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: 001-40546 XOMETRY, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 32-0415449 (State o ...

Xometry, Inc. (NASDAQ:XMTR) Q3 2022 Earnings Conference Call November 10, 2022 8:30 AM ET Company Participants Shawn Milne - VP, Investor Relations Randy Altschuler - Chief Executive Officer Jim Rallo - Chief Financial Officer Conference Call Participants Brain Drab - William Blair Eric Sheridan - Goldman Sachs Karl Keirstead - UBS David Silver - CL King Cory Carpenter - JP Morgan Matthew Hedberg - RBC Operator Good day, and thank you for standing by. And welcome to the Xometry's Q3 2022 Earnings Conference ...

Xometry. 1 Q3 2022 Earnings Presentation November 10, 2022 © 2022 Xometry, Inc. and/or its affiliates. All rights reserved. e Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations and financial position, business strategy, ability to maintain existing, and establish new, strategic partnerships or other arrangements with buyers or supp ...

Xometry. 1 Investor Presentation September, 2022 © 2022 Xometry, Inc. and/or its affiliates. All rights reserved. e Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations and financial position, business strategy, ability to maintain existing, and establish new, strategic partnerships or other arrangements with buyers or suppliers on t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2022 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: 001-40546 XOMETRY, INC. (I.R.S. Employer Identification No.) Registrant's telephone number, including area code: ...

Xometry, Inc. (NASDAQ:XMTR) Q2 2022 Earnings Conference Call August 10, 2022 8:30 AM ET Company Participants Shawn Milne - Head of Investor Relations Randy Altschuler - Chief Executive Officer Jim Rallo - Chief Financial Officer Conference Call Participants Brain Drab - William Blair Eric Sheridan - Goldman Sachs Karl Keirstead - UBS David Silver - CL King Operator Good day, and thank you for standing by. And welcome to the Xometry Incorporated Second Quarter 2022 Financial Results Conference Call. At this ...

Xometry. 1 Q2 2022 Earnings Presentation August 10, 2022 © 2022 Xometry, Inc. and/or its affiliates. All rights reserved. e Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations and financial position, business strategy, ability to maintain existing, and establish new, strategic partnerships or other arrangements with buyers or suppli ...

Xometry. 1 Investor Presentation June, 2022 © 2022 Xometry, Inc. and/or its affiliates. All rights reserved. Confidential a Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations and financial position, business strategy, ability to maintain existing, and establish new, strategic partnerships or other arrangements with buyers or suppli ...