Company Overview - FTAI Aviation focuses on narrow-body airplane parts, repair, and leasing, utilizing advanced technologies such as 3D printing to enhance its operations [1]. Investment Strategy - The investment approach involves analyzing earnings reports to identify potential growth opportunities, with successful identification of companies like OPRX, OTRK, FUBO, and PLUG during the pandemic [1].

Today I'm toying with a lightsaber I 3D printed myself using a Bamboo Labs electronics kit you can buy off the shelf. Remember the floating light bulb kit. This one makes staves and swords with realistic motion controlled smooth swing sounds and stabs and hands-free ignition.You can wirelessly change color in an app, change ignition modes, trigger all kinds of saber effects. Tap the button to block blaster bolts, or try sabers that sound lighter or heavier. The blades are short for a saber staff, but bright ...

[Music] Heat. Heat. [Music] [Applause] We spend great effort into trying to capture moments.Freeze frame memories. Drawings, paintings, sculptures, photography, and home movies are all our attempts to remember something after it's gone. But did you know that your brain and eyes are already hardwired to do this.I'm not talking about memory. I'm talking about the fact that your eye continues to see an object for a split second after that object disappears. I've been thinking about that fact for over 35 years. ...

[Music] [Applause] I was in a small room about the size of a regular restroom, manually pushing 3D printed material into the nozzle of a printer. For two hours, my hands worked nonstop. This was already my third attempt trying to print a nose cone, and every previous try had failed.Finally, after careful adjustments and a bit of luck, I completed my first amateur rocket. A 3D printed nose cone tightly attached to a metal tube was a significant milestone in my Rocket Boy journey. Good afternoon.I'm Woody Woo ...

Industry Overview - The Zacks Computer-Peripheral Equipment industry includes companies that provide input, output, and storage devices, such as keyboards, mice, LCD panels, smart glasses, and gaming accessories [3] - The industry is characterized by intense competition, driving innovation and product relevance among participants [3] Current Trends - There is a shift in consumer preference from mobile gaming to professional gaming, which is expected to drive growth in the gaming peripherals market [4] - The 3D printing market is seen as a long-term investment opportunity, with increasing adoption across various sectors, including medical and automotive [4] - The expansion into price-sensitive regions like Asia Pacific and the Middle East & Africa is anticipated to enhance growth prospects [5] Demand and Market Dynamics - Improving commercial PC demand is likely to benefit the computer peripherals industry, particularly with the upcoming end of Microsoft's Windows 10 support in October 2025 [6] - The industry is currently facing macroeconomic challenges, including high inflation and interest rates, which are dampening IT spending and consumer demand [2][7] Financial Performance - The Zacks Computer-Peripheral Equipment industry has underperformed the S&P 500 and the broader technology sector, declining by 7.1% over the past 12 months [13] - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 0.62X, significantly lower than the S&P 500's 5.28X and the technology sector's 6.65X [16] Company Highlights - **TransAct Technologies**: Focuses on transaction-based printers and is benefiting from increased demand amid digital transformation. The Zacks Consensus Estimate for 2025 indicates a loss of 19 cents per share, an improvement from previous estimates [20][22] - **Immersion**: A leader in haptic technology with a strong patent portfolio, integrated into over three billion devices. The Zacks Consensus Estimate for fiscal 2026 earnings is 42 cents per share, unchanged over the past 60 days [25][27] - **LG Display**: Manufactures display panels with healthy demand from PC vendors. The Zacks Consensus Estimate for 2025 earnings is 25 cents per share, remaining stable over the past 60 days [30][32]

Fast Fashion Industry Concerns - The fast fashion system relies on mass production, unethical labor practices, and generates significant environmental waste to keep up with rapidly changing trends [2][1] - Standard clothing sizes are inconsistent and contribute to consumer frustration [3] - The fashion industry is responsible for approximately 92 million tons of fabric waste annually, with less than 15% being recycled [4] - The fashion industry accounts for 10% of global carbon emissions, exceeding international flights and shipping combined [5] - Producing one t-shirt and one pair of pants in fast fashion factories consumes about 20,000 liters of fresh water [5] 3D Printing as a Solution - 3D printing allows for hyper-specificity and flexibility in clothing design [8] - Companies like Adidas and Nike are using 3D printing to create tailored athletic footwear [9] - NASA is producing 3D printed spacesuits that allow for greater freedom of movement in zero gravity [9] Actions for Consumers - Reduce demand for fast fashion by recycling and tailoring clothes [11] - Utilize free 3D design software like Tinkercad or Blender [11] - Support local businesses focused on ethical and sustainable production [12]

Greetings, and welcome to the 3D Systems 4th Quarter and Fiscal Year 2024 Earnings Conference Call and Webcast. At this time, all participants are in a listen-only mode. If anyone should require operator assistance, please press star zero on your telephone keypad. A question and answer session will follow the formal presentation. You may be placing the question queue at any time by pressing star one on your telephone keypad. As a reminder, this conference is being recorded. It's now my pleasure to turn the ...

Industry Overview - The Zacks Computer-Peripheral Equipment industry includes companies that provide input, output, and storage devices, such as keyboards, mice, LCD panels, smart glasses, and gaming accessories [3] - The industry is characterized by intense competition, driving innovation and product relevance among participants [3] Growth Drivers - Increasing demand for professional gaming accessories, touchscreen and wireless devices, smart glasses, and RFID solutions is expected to benefit key players like Logitech, Immersion, and TransAct Technologies [1] - The shift in consumer preference from mobile gaming to professional gaming experiences, along with the rise of e-sports leagues, is a significant growth catalyst [4] - The 3D printing market is anticipated to provide long-term investment opportunities as various industries adopt 3D solutions for design and modeling [4] - Improvement in commercial PC demand, driven by the upcoming end of Windows 10 support and interest in AI-equipped PCs, is likely to enhance the industry's prospects [6] Market Challenges - The industry faces macroeconomic headwinds, including inflation and high interest rates, which are leading to sluggish IT spending and affecting demand for computer peripherals [2][7] - Increased tariffs on imports from China may raise costs for suppliers and end-users, negatively impacting market prospects [7] - Elevated operating expenses due to investments in R&D and sales capabilities may pressure profit margins in the near term [8] Performance Metrics - The Zacks Computer-Peripheral Equipment industry has underperformed the S&P 500 and the broader Zacks Computer and Technology sector, declining by 15.9% over the past year [13] - The industry is currently trading at a forward 12-month P/S ratio of 0.52X, significantly lower than the S&P 500's 4.64X and the sector's 5.34X [16] Company Highlights Immersion - Immersion is a leader in haptic technology, with its products integrated into over three billion devices globally [21][22] - The company has strong partnerships, including with Sony for the PlayStation 5, enhancing its market position [23] - The Zacks Consensus Estimate for fiscal 2025 earnings has been revised upward to $1.81 per share [24] Logitech - Logitech is a global leader in PC peripherals, experiencing a recovery with four consecutive quarters of year-over-year sales growth [28] - The company benefits from increasing hybrid work trends and partnerships with cloud providers like Zoom and Microsoft [29] - The Zacks Consensus Estimate for fiscal 2025 earnings has been revised upward to $4.77 per share [30] TransAct Technologies - TransAct focuses on transaction-based printers and is benefiting from the demand amid digital transformation [33][34] - The Zacks Consensus Estimate for fiscal 2025 projects a loss of 26 cents per share, wider than previous estimates [35]