Core Insights - Velo3D, Inc. reported significant progress in operational efficiency and growth potential, particularly in its Rapid Production Services (RPS) which has led to repeat orders and new customer signings in the aerospace and defense sectors [3][5]. Financial Performance - The company achieved GAAP revenue of $13.6 million in Q3 2025, up from $8.2 million in Q3 2024, reflecting a year-over-year increase of approximately 66% [4]. - GAAP gross margin decreased to 3.2% in Q3 2025 from 49.4% in Q3 2024, primarily due to a one-off license revenue in the previous year [4][7]. - The GAAP net loss narrowed to $11.8 million in Q3 2025 compared to a loss of $23.1 million in Q3 2024 [4][7]. - Non-GAAP net loss was $9.2 million for Q3 2025, an improvement from $14.5 million in Q3 2024 [4][7]. Operational Highlights - The backlog as of September 30, 2025, stood at $21.1 million, indicating strong demand for the company's services [5]. - The company reaffirmed its revenue guidance for 2025 to be between $50 million and $60 million, with expectations of achieving positive EBITDA in the first half of 2026 [5][12]. - The RPS backlog increased by 22% quarter-over-quarter, with 48% of bookings coming from the Space and Defense sector [6]. Strategic Developments - Velo3D completed its uplisting to the Nasdaq Capital Market and raised approximately $17.5 million through a public offering of 5,833,333 shares at $3.00 per share [6]. - The company signed significant agreements, including a $6 million contract to develop copper-nickel alloy for the U.S. Navy and partnerships with the U.S. Army and Linde AMT [6][7]. - Velo3D achieved AS9100D certification for its RPS Quality Management System, affirming compliance with stringent aerospace standards [6]. Cash Position - As of September 30, 2025, Velo3D had cash and cash equivalents of $11.8 million, a substantial increase from $1.2 million at the end of 2024 [8].

Core Insights - Stratasys is showcasing scalable industrial additive manufacturing solutions at Formnext 2025, emphasizing the acceleration of product development, reduction of lead times, and enhancement of production agility across various industries such as aerospace, automotive, medical, and industrial applications [1][2]. Company Highlights - The theme "Get Serious About Additive" reflects Stratasys' commitment to advancing additive manufacturing by providing certified materials, validated workflows, and proven applications that ensure reliability, traceability, and repeatability [2]. - Stratasys will display nearly 200 production-grade parts printed using five different technologies and over 50 materials, illustrating the practical applications of their additive manufacturing solutions [2]. - New materials introduced include ToughONE™ WhiteS for J3™ and J5™ PolyJet™ 3D printers, designed for demanding applications, and P3™ Silicone 25A™, which offers true silicone parts with excellent properties [6]. Event Details - Formnext 2025 will take place at Messe Frankfurt, Germany, from November 18-21, where attendees can engage with Stratasys experts and explore additive manufacturing solutions [5][3]. - Speaking sessions featuring Stratasys experts will cover topics such as real production and return on investment in additive manufacturing, and the integration of FDM into modular vehicle development [7].

Core Insights - Stratasys showcased its distributed manufacturing capabilities during the U.S. Navy's Trident Warrior 25 exercise, emphasizing the role of additive manufacturing in maintaining military readiness and reducing downtime [2][4][8] Company Overview - Stratasys participated in Trident Warrior 25, demonstrating advanced manufacturing solutions that keep military units operational in forward-deployed locations [2][3] - The company collaborated with FLEETWERX and the Naval Postgraduate School's CAMRE to support the Joint Advanced Manufacturing Cell (JAMC) with field-deployable 3D printers and on-demand production [2][3] Industry Impact - The JAMC represented the Department of Defense's largest distributed manufacturing demonstration, connecting assets over 8,000 miles, allowing for in-theater printing and reach-back production [3][4] - The exercise highlighted the reduction of reliance on traditional logistics chains through the deployment of 3D printers in the field, enabling the production of lightweight, corrosion-resistant polymer parts [4][6] Technological Advancements - Trident Warrior 25 illustrated the practical benefits of additive manufacturing, including reduced lead times for critical components and enhanced mission resilience [5][8] - The collaboration between academia, industry, and the military during the exercise aimed to validate and accelerate new technologies for building resilient manufacturing ecosystems [5][6] Training and Readiness - The exercise emphasized the importance of hands-on operator training, providing sailors with real-world experience in using 3D printing to address mission-critical challenges [7] - The integration of advanced manufacturing into logistics and maintenance operations is focused on enhancing military readiness and resilience [6][8]

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Financial Data and Key Metrics Changes - The company's third quarter revenue was $91.2 million, down 13.8% year over year, consistent with normal seasonality trends [4][25] - Non-GAAP gross margin for the third quarter was 33%, compared to 38% in the prior year [26] - GAAP net loss for the quarter was $18 million, or a loss per share of $0.14, an improvement from a loss of $1.35 per share in the prior year [28][29] Business Line Data and Key Metrics Changes - Industrial solutions revenue was $48 million, down 16% year over year, primarily due to softness in printers and material sales in consumer-facing markets [25] - Healthcare solutions revenue decreased by 22% to $43 million, driven by lower sales in dental, while MedTech grew by 8% [26][12] - The dental market is expected to reach $1 billion in industry revenue across the US and Europe over the next several years [10] Market Data and Key Metrics Changes - The overall market for 3D printing remains challenging, with customers showing muted Capex spending due to uncertainty around tariffs [5] - The aerospace and defense segment grew nearly 50% year over year, indicating strong demand in that area [26] - The company is focusing on expanding its presence in the dental market, which is transitioning to 3D printing from traditional methods [11] Company Strategy and Development Direction - The company is rationalizing non-core assets and focusing on strategic investments in metal and polymer printing technology [6] - New printer platforms have been launched, particularly in the jewelry and dental markets, to drive future growth [7][9] - The company is also expanding its initiatives in Saudi Arabia to support local manufacturing and industrialization through 3D printing [17][19] Management's Comments on Operating Environment and Future Outlook - Management noted that the macro environment remains challenging but is taking aggressive actions to adjust the cost structure while maintaining core R&D investments [5] - The company expects continued reductions in operating expenses through the end of the year, targeting over $50 million in annualized savings by year-end [27][31] - Management expressed optimism about the growth potential in the dental market and the overall healthcare segment, anticipating it to be one of the largest revenue streams in the future [11][67] Other Important Information - The company completed the divestiture of its Geomagic software business, which will allow for a more accurate comparison of performance across periods [24] - The financial impact of the recent asset sales is expected to be approximately $1.2 million in revenue and $1 million on gross margin for Q4 [6] Q&A Session Summary Question: Can you touch on the decline in gross margins? - Management explained that the decline was due to the absence of a prior quarter's milestone revenue and some manufacturing variances [34][35] Question: Is there more to do on the cost cut efforts? - Management indicated that while significant strides have been made, there are still some facility consolidations to complete, with continued declines in operating expenses expected [36][39] Question: Can you provide more detail on the partnerships with Lockheed Martin and initiatives in the Middle East? - Management highlighted the importance of local manufacturing and innovation in Saudi Arabia, driven by defense contracts and local sourcing requirements [44][46] Question: What is driving the stabilization in the dental business? - Management noted that the dental market has several revenue streams, with materials for repairs being consistent, while aligner revenue is more volatile [51][54] Question: How will the denture initiative impact revenue? - Management expressed confidence that the denture market will become a more stable revenue stream due to the aging population and the efficiency of 3D printing [66][67]

Third Quarter 2025 Financial Results Welcome and Participants Dr. Jeffrey Graves President & Chief Executive Officer Phyllis Nordstrom Executive Vice President & Interim Chief Financial Officer Monica Gould November 5, 2025 Investor Relations 2 Forward Looking Statements Certain statements made in this presentation that are not statements of historical or current facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involv ...

Core Viewpoint - 3D Systems Corporation reported a decrease in revenue and net loss for the third quarter of 2025, but anticipates sequential growth in the fourth quarter driven by improvements in key markets and new product launches [4][5][6]. Financial Results Summary - Revenue for Q3 2025 was $91.2 million, a 19% decrease from $112.9 million in Q3 2024 [3][6]. - Gross profit was $29.4 million with a gross profit margin of 32.3%, down from 36.9% in the prior year [3][7]. - Operating expenses were $50.7 million, significantly lower than $222.5 million in Q3 2024, leading to an operating loss of $21.3 million [3][8]. - Net loss attributable to 3D Systems Corporation was $18.1 million, an improvement from a loss of $178.6 million in the same quarter last year [3][8]. - Diluted loss per share was $(0.14), compared to $(1.35) in Q3 2024 [3][8]. Segment Performance - Healthcare Solutions revenue decreased by 22% to $42.8 million compared to the prior year [7]. - Industrial Solutions revenue decreased by 16% to $48.5 million compared to the prior year [7]. - The decline in revenue was attributed to lower sales volume and the divestiture of the Geomagic business [7]. Outlook - The company expects sequential revenue growth of 8% to 10% in Q4 2025, driven by increased sales in Healthcare, Industrial markets, and consumer markets [4][5]. - Gross margins are anticipated to stabilize, with increased volumes expected to offset short-term pressures from a heavier mix of printer sales [4][5]. Financial Liquidity - As of September 30, 2025, total cash was $114.2 million, with total debt of $122.6 million [9][10]. - Cash and cash equivalents decreased by $75.8 million since December 31, 2024, primarily due to cash used in operations and financing activities [10].

Core Insights - Velo3D, Inc. will release its Q3 2025 financial results on November 10, 2025, after market close [1] - An earnings conference call will be held on the same day at 2:00 p.m. Pacific Time [2] - The company is recognized for its advanced metal additive manufacturing technology, which is transforming aerospace and defense supply chains [1][4] Company Overview - Velo3D specializes in metal 3D printing technology, also known as additive manufacturing (AM), which enhances the production of high-value metal parts [4] - The company has addressed limitations of legacy metal AM technology, enabling the design and production of previously impossible parts [5] - Velo3D's integrated solution includes Flow print preparation software, the Sapphire family of printers, and the Assure quality control system, all powered by the Intelligent Fusion manufacturing process [5] Industry Impact - Velo3D's technology supports innovation in various sectors, including space exploration, aviation, power generation, energy, and semiconductors [5] - The company has established partnerships with notable innovators such as SpaceX, Honeywell, Honda, Chromalloy, and Lam Research [5] - Velo3D was named one of Fast Company's Most Innovative Companies for 2024, highlighting its impact in the industry [5]

Core Insights - 3D Systems will release its financial results for Q3 2025 on November 4, 2025, after market close [1] - A conference call and webcast to discuss these results is scheduled for November 5, 2025, at 8:30 a.m. Eastern Time [2] Company Overview - 3D Systems has been a pioneer in 3D printing and additive manufacturing for nearly 40 years, founded by Chuck Hull [3] - The company provides industry-leading 3D printing technologies, materials, and software across various high-value markets, including medical, aerospace, and AI infrastructure [3] - 3D Systems aims to transform manufacturing through innovative solutions and a commitment to collaboration with customers [3]

Core Insights - Stratasys has launched the iAM Marketplace, an independent platform aimed at enhancing access to additive manufacturing materials and solutions, thereby expanding its total addressable market within the polymer additive manufacturing industry [1][4]. Group 1: iAM Marketplace Overview - The iAM Marketplace is a hardware-agnostic platform that offers the widest selection of high-quality polymer materials, engineering services, and products in the polymer additive manufacturing sector [1][5]. - This platform aims to streamline purchasing processes and support more agile supply chains for manufacturers globally [1][2]. Group 2: Strategic Partnerships and Offerings - The iAM Marketplace consolidates the materials expertise of iSQUARED, Forward AM, and assets from Nexa3D, leveraging decades of innovation in additive manufacturing [2][5]. - It complements Stratasys' exclusive materials portfolio, providing manufacturers with both high-performance certified materials and a broad range of options from an open marketplace [3][4]. Group 3: Market Positioning and Future Plans - The launch of the iAM Marketplace is seen as a significant advancement in Stratasys' materials strategy, allowing the company to serve the entire additive manufacturing industry more effectively [4]. - The platform is designed to cater to diverse manufacturing needs, focusing on cost, performance, and specific use-case solutions [4].