Core Insights - zSpace, Inc. is expanding its Career and Technical Education (CTE) application suite, showcasing new applications in various fields at the ACTE CareerTech VISION event [1][2] - The introduction of the zStylus One enhances the precision of AR learning experiences, supporting hands-on practice across multiple disciplines [7][8] Automotive Technology - The automotive pathway now includes applications focused on electric, hybrid, and heavy vehicle systems, emphasizing high-voltage safety and battery diagnostics [3] - Educators are transforming traditional automotive labs into immersive environments, allowing students to engage with complex systems before working on actual vehicles [4] Health Science - The health science suite features new applications such as Medical Assistant Skills, Virtual ECG for hands-on practice, and BodyViz for interactive anatomy experiences [4] Advanced Manufacturing and Robotics - New simulations in advanced manufacturing and robotics provide students with realistic experiences in materials, tools, automation, and safety, building confidence for real lab environments [5] Career Exploration - The Career Explorer application enables students to investigate high-demand career fields and understand the skills required for various jobs, linking classroom concepts to real-world applications [6] zStylus One - The zStylus One is designed to enhance CTE learning applications with advanced sensors and machine learning, facilitating realistic practice in various technical fields [7] Future of CTE - The CEO of zSpace emphasizes the need for accessible technology in CTE programs that reflects industry standards, aiming to prepare students for high-demand technical careers [8] Company Overview - zSpace, Inc. specializes in AR/VR experiences that enhance STEM and CTE programs, trusted by over 3,500 educational institutions [9]

Core Insights - zSpace, Inc. has enhanced the Dental Assistant Program at the Greater Altoona Career & Technology Center (GACTC) through its AR/VR technology, improving students' understanding of dental anatomy and clinical readiness [1][11] The Challenge - Dental Assisting students at GACTC required a more effective method to comprehend complex dental anatomy beyond what traditional typodonts and textbooks could offer [2] - Traditional tools failed to reveal internal structures such as roots and layers, limiting students' understanding [2] The Solution: zSpace AR/VR for Dental Assisting - GACTC implemented the zSpace Inspire 2, a headset-free AR/VR laptop, enabling students to explore realistic 3D dental models and examine structures not accessible through physical tools [4] A New Level of Understanding - Students reported that zSpace significantly improved their comprehension of dental anatomy, allowing them to visualize and interact with structures like roots that typodonts could not provide [5][6] Support for All Learners - zSpace technology supports diverse learners by allowing them to practice at their own pace, repeat exercises as needed, and build confidence before entering clinical settings [7] Stronger Engagement and Skill Readiness - The use of zSpace has led to increased student engagement and interest, with students eager to explore content more deeply than traditional methods allowed [9][11] - The technology has improved retention and confidence, enabling students to practice skills independently and efficiently [10][11] Results - GACTC students are gaining a clearer understanding of dental structures, practicing skills more independently, and entering clinical environments with increased confidence due to the immersive technology [11]

Core Insights - zSpace, Inc. has launched "Precision Measurement," an immersive AR/VR training application aimed at enhancing Career and Technical Education (CTE) programs in manufacturing, machining, and quality assurance [1][5]. Group 1: Product Features - Precision Measurement allows learners to explore measurement concepts and interact with precision tools through hands-on simulations, revolutionizing student engagement with geometric tolerances and mechanical processing fundamentals [2][3]. - The application provides realistic 3D simulations where students can use virtual measuring instruments, evaluate tolerances, and detect errors in real time, creating a safe and engaging learning environment [3][6]. - It is designed for high school and postsecondary CTE programs, offering a scalable and cost-effective alternative to expensive physical equipment [5]. Group 2: Educational Impact - The application enables students to gain hands-on experience in geometric tolerances, precision tools, and error detection, building confidence and accuracy in real-world inspection tasks [6]. - Educators can utilize the application to reinforce lessons, assess student progress, and align learning outcomes with real-world technical standards and certifications [5][6]. Group 3: Market Position and Future Events - Precision Measurement is part of zSpace's expanding portfolio of immersive CTE applications that support pathways in Advanced Manufacturing, Automotive Technology, Health Science, and Engineering, helping schools meet industry demands [7]. - zSpace will showcase Precision Measurement and its full portfolio at ACTE's CareerTech VISION on December 10-11, 2025, in Nashville, Tennessee [8].

Core Insights - zSpace, Inc. is introducing its immersive AR/VR technology to Hopi Day School in Arizona, aiming to enhance STEM education for rural students [1][2] - The initiative focuses on providing hands-on learning experiences that were previously inaccessible due to geographic and technological barriers [2][6] Company Overview - zSpace, Inc. specializes in augmented and virtual reality solutions for education, with a strong presence in over 3,500 educational institutions [7] - The company holds over 70 patents and emphasizes "learning by doing" to improve student engagement and academic performance [7][8] Educational Impact - The integration of zSpace Imagine AR/VR laptops allows students to engage in various STEM activities, such as virtual dissections and engineering simulations, without the need for specialized equipment [5][6] - The program aims to foster curiosity and career readiness among students, particularly in underserved communities [3][6] Community Engagement - Hopi Day School's initiative is part of a broader effort to provide equitable educational opportunities in Native American schools, following successful implementations in other districts [6] - The school aims to create an active, student-led learning environment that connects students with real-world applications of STEM [6][7]

Core Insights - zSpace reported its financial results for the second quarter and first half of 2025, highlighting strategic progress despite macroeconomic challenges [1][2] Financial Performance - Revenue for Q2 2025 was $7.5 million, unchanged from Q2 2024, amid funding uncertainties and order delivery delays [4][7] - Gross margin increased by 213 basis points to 43% compared to 40% in Q2 2024, attributed to better hardware cost profiles and more company-owned software content [4][7] - Net loss for Q2 2025 was ($6.1) million, compared to a net loss of ($4.7) million in Q2 2024 [9][7] - Operating expenses, excluding stock-based compensation, rose to $7.7 million in Q2 2025 from $6.5 million in Q2 2024 [9] Business Highlights - The launch of the Career Explorer application and the acquisition of Second Avenue Learning were significant milestones for zSpace [2] - zSpace's zSpace Imagine headset-free AR/VR laptop solution won the Future's Best of Show Award at ISTELive 25, marking the second consecutive year for this recognition [7] - The Career Explorer application is designed for students in grades 5–8 to explore high-demand careers through immersive simulations [7] Customer Metrics - Annualized Contract Value (ACV) of renewable software increased by 11% year-over-year to $10.9 million as of June 30, 2025 [8] - Net Dollar Revenue Retention (NDRR) was 131% for customers with over $50,000 of ACV, indicating strong customer retention and growth [8] Balance Sheet - As of June 30, 2025, zSpace had approximately $1.4 million in cash and cash equivalents, down from $3.0 million a year earlier [10] - Total liabilities were $34.4 million, a decrease from $42.8 million as of June 30, 2024 [20]

Core Viewpoint - zSpace plans to release its financial results for the second quarter of 2025 on August 14, 2025, after market close [1] Group 1: Financial Results Announcement - zSpace will host a conference call on August 14, 2025, at 5:00 p.m. ET to discuss the second quarter results, featuring CEO Paul Kellenberger and CFO Erick DeOliveira [2] - A live webcast of the conference call will be available on zSpace's investor relations website, and a replay will be accessible for a limited time [2] Group 2: Company Overview - zSpace, Inc. specializes in augmented and virtual reality (AR/VR) experiences aimed at enhancing STEM, CTE, and career readiness programs [3] - The company is trusted by over 3,500 educational institutions, including school districts and universities, to provide immersive learning experiences [3] - zSpace holds over 70 patents and its solutions have been shown to improve learning outcomes, as evidenced by a study published in the Journal of Computer Assisted Learning in 2021 [3]

Core Insights - zSpace is participating in the ISTE Live 25 Conference from June 30 to July 2, 2025, showcasing its latest educational solutions [1] - The company is debuting the Career Explorer app, designed to help students explore high-demand careers through immersive experiences [3] - Nicole Heaver has been recognized as the 2025 zSpace Educator of the Year for her innovative use of zSpace technology in her classroom [6] Product Highlights - The Career Explorer app will be available for the 2025-2026 school year, providing interactive career exploration tools [3] - zSpace is expanding its AR/VR content library with new lessons in STEM, CTE, and career exploration, along with success stories from educators [4] - The zSpace Imagine solution is designed for elementary education, offering an AR/VR experience without the need for headsets, featuring interactive 3D content and a precision stylus [5] Educational Impact - The featured session at the conference will discuss integrating design thinking and extended reality for sustainable educational models, particularly in rural areas [4] - zSpace's solutions are trusted by over 3,500 educational institutions, enhancing learning experiences that may be dangerous or impractical with traditional methods [8] - A study published in the Journal of Computer Assisted Learning indicates that zSpace's hands-on learning solutions can lead to higher student test scores [9]

Core Viewpoint - zSpace reported a revenue decline in Q1 2025 but highlighted growth in its higher-margin software and services business, which increased by 11% year-over-year. The company is optimistic about its strategic initiatives and long-term growth potential despite a challenging macro environment [2][3]. Financial Performance - Revenue for Q1 2025 was $6.8 million, down from $7.8 million in Q1 2024, primarily due to funding uncertainty and order delivery delays [5]. - Gross margin improved to 47.4% from 34.5% in the same period last year, attributed to a shift in revenue from hardware to software and services, and better hardware profitability from the Inspire 2 platform [6]. - Net loss for Q1 2025 was ($5.8) million, an improvement from a net loss of ($12.2) million in Q1 2024 [10]. Business Highlights - The company successfully transitioned to the next-generation Inspire 2 laptop and expanded its software capabilities through acquisitions of BlocksCAD and Second Avenue Learning [2]. - zSpace was included in the Russell 2000 and Russell 3000 Indexes, marking a significant milestone [8]. - The Annualized Contract Value (ACV) of renewable software increased to $11.6 million, a 10% rise from $10.6 million a year ago [7]. Operational Metrics - Bookings in Q1 2025 were $8.3 million, down 6% year-over-year, with a notable 78% decline in international bookings excluding China [9]. - Operating expenses, excluding stock-based compensation, were $7.6 million compared to $7.0 million in Q1 2024 [9]. Capital Structure - zSpace closed a $20 million convertible debt financing facility, with $13 million funded at closing, which will enhance its capital structure [3][8].

Core Viewpoint - zSpace plans to release its financial results for the first quarter ended March 31, 2025, on May 14, 2025, after market close [1] Group 1: Financial Results Announcement - zSpace will host a conference call on the same day at 5:00 p.m. ET / 2:00 p.m. PT, featuring the CEO and CFO [2] - A live webcast of the call will be available on the investor relations website, and a replay will be accessible for a limited time [2] Group 2: Company Overview - zSpace, Inc. provides AR/VR solutions aimed at enhancing STEM, CTE, and career readiness programs, serving over 3,500 educational institutions [3] - The company is headquartered in San Jose, California, holds over 70 patents, and its solutions have been shown to improve learning outcomes [3]

Core Points - zSpace has announced a change in the date for its fourth quarter and full year 2024 earnings conference call, now scheduled for March 28, 2025, at 8:00 a.m. ET [1] - A live webcast of the earnings call will be available on zSpace's investor relations website, and participants are encouraged to join 15 minutes early to avoid delays [2] - zSpace is a leader in augmented and virtual reality solutions for education, serving over 3,500 educational institutions and holding over 70 patents [3] Company Overview - zSpace, Inc. specializes in AR/VR experiences that enhance learning in STEM, CTE, and career readiness programs [3] - The company's solutions have been shown to improve student test scores, as evidenced by a study published in the Journal of Computer Assisted Learning in 2021 [3]