Altschuler: We've gone from losing money to making money

Company Performance - Zometry's stock price has returned to its initial public offering (IPO) price of $44, which occurred approximately four years prior in 2021 [1] - The company has more than tripled its top-line revenue since its IPO [2] - Gross margins have increased from approximately 24% to over 40% [2] - The company has transitioned from losing money to generating profit [2] Industry & Market Dynamics - Zometry operates an AI-powered marketplace connecting buyers and suppliers of custom manufacturing [4] - The custom manufacturing market is characterized as large, fragmented, opaque, lacking information, and historically analog [4] - Zometry's AI-driven marketplace approach enhances agility, speeds up production cycles, reduces costs and lead times [5] - Despite macroeconomic challenges, Zometry has continued to gain market share due to its superior marketplace model [5] - Digitization is a secular shift occurring in manufacturing, and AI is acting as a force multiplier [7] - Global geopolitical issues are accelerating the trend towards marketplace approaches and digitization [7]