Core Insights - Xometry is a leading digital manufacturing marketplace that connects buyers with a vetted network of suppliers, enhancing sourcing and production efficiency for custom parts globally [1][2] - The company reported record third-quarter revenue of $180.7 million, reflecting a 28% year-over-year increase, driven by a 31% growth in marketplace revenue [7] - Xometry's gross margin expanded to 35.7%, and adjusted EBITDA improved by $6.8 million year-over-year to $6.1 million, indicating stronger operating leverage [7] Company Performance - Xometry ended the quarter with $225 million in cash and marketable securities, raising full-year guidance, which signals confidence in sustained growth and margin expansion [7] - The stock has outperformed the broader market, rising significantly above the S&P 500's approximately 18% gain over the past year, attributed to accelerating marketplace scale and improving profitability [6] Insider Activity - Sanjeev Sahni, President of Xometry, executed a direct sale of 26,190 shares for $1.71 million, which accounted for 29.32% of his Class A direct holdings at the time [4][6] - This sale was part of a planned liquidity event under a Rule 10b5-1 plan, linked to tax withholding obligations from RSU vesting, and Sahni retains a meaningful equity stake valued at approximately $4 million [6][8]

All Proposals Approved, Supporting Continuity of Leadership & Strategic ProgressWALTHAM, Mass., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension”, “Nano”, or the “Company”), a leader in digital manufacturing solutions, today announced the results of its Annual General Meeting of Shareholders. Shareholders approved all proposals presented at the meeting, reflecting strong support for the Company’s Board, executive leadership team and strategic direction. The Company will ...

Core Insights - Digital manufacturing company Nano Dimension Ltd. (NNDM) is showing signs of improvement with the involvement of an activist investor, new management, and a revised strategy focused on profitability [1] Group 1: Company Developments - The company is moving past its previous failures and is now concentrating on achieving profitability [1] - The new management team is implementing strategies aimed at enhancing operational efficiency and financial performance [1] Group 2: Investor Engagement - The presence of an activist investor is influencing the company's direction and strategic decisions [1]

Core Insights - Nano Dimension Ltd. reported significant financial results for Q3 2025, highlighting an 81% year-over-year revenue increase to $26.9 million, driven by the acquisition of Markforged [7][12] - The company is actively pursuing cost reduction initiatives, expecting total savings of approximately 10% to 15% based on adjusted operating expenses [6][8] - For the first time, the company provided financial guidance for Q4 2025, projecting revenue between $31.5 million and $33.5 million, with non-GAAP gross margins of 47% to 48.5% [10][11] Financial Performance - Q3 2025 revenue reached $26.9 million, up from $14.9 million in Q3 2024, with a gross margin of 30.3%, down from 48.0% year-over-year [7][12] - Year-to-date revenue for 2025 was $67.1 million, a 55.4% increase from $43.2 million in the same period of 2024 [7][12] - The net loss from continuing operations for Q3 2025 was $29.5 million, compared to a loss of $9.9 million in Q3 2024 [14][25] Cost Management and Share Repurchase - The company has repurchased approximately 10.1 million shares year-to-date for about $17.1 million, indicating confidence in its stock valuation [11][12] - Operating expenses for Q3 2025 totaled $41.3 million, with significant contributions from the acquisition of Markforged [12][25] Strategic Initiatives - A strategic alternative review is ongoing, led by Guggenheim Securities and Houlihan Lokey, aimed at maximizing shareholder value [11][12] - The company is focused on enhancing customer relationships and expanding its customer base, which is expected to contribute to revenue growth [5][11] Leadership Changes - John Brenton was appointed as Chief Financial Officer effective November 1, 2025, expected to play a key role in executing cost reduction initiatives [11]

Financial Data and Key Metrics Changes - Revenue for the third quarter of 2025 reached a record $135.4 million, representing a year-over-year growth of 7.8% [5][12] - Non-GAAP earnings per share increased to $0.47, up $0.06 sequentially, primarily driven by gross margin expansion [15] - Third quarter consolidated non-GAAP gross margin improved to 45.9%, up 110 basis points sequentially [14] Business Line Data and Key Metrics Changes - CNC machining revenue grew 18.2% year-over-year, with a notable 24% increase in the U.S. market [12][14] - Injection molding revenue increased by 2% year-over-year, while 3D printing revenue declined by 6.3% due to weak demand in Europe [13][14] - Sheet metal revenue grew 13.9% year-over-year, with U.S. revenue increasing by 10% [14] Market Data and Key Metrics Changes - Revenue fulfilled through Proto Labs' network was $30.1 million, up 16.2% in constant currencies [12] - The company experienced strong demand in aerospace and defense, particularly in drones and space exploration [6][12] - European revenue showed a decline of 5% in constant currencies, reflecting continued contraction in manufacturing activity [14] Company Strategy and Development Direction - The company is focused on removing friction, expanding offerings, and deepening customer relationships, with a strategic plan to be shared in 2026 [5][11] - Investment in expanding CNC machining capacity is underway, indicating confidence in future growth [8][9] - The appointment of a Chief Technology and AI Officer aims to strengthen leadership in digital transformation and AI strategy [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute with speed and innovation, highlighting significant momentum heading into year-end [11] - The company is focused on accelerating profitable growth and improving customer experiences [11] - Management acknowledged the challenges in the injection molding business but emphasized ongoing efforts to drive growth across all service lines [39] Other Important Information - The company generated $29.1 million in cash from operations during the third quarter, maintaining a strong cash position with $138.4 million in cash and investments and zero debt [15] - The outlook for the fourth quarter of 2025 anticipates revenue between $125 million and $133 million, implying a 6% year-over-year growth [16] Q&A Session Summary Question: What is the potential growth rate for the company longer term? - Management emphasized a focus on driving growth and indicated confidence in future growth based on current initiatives [18] Question: Are you seeing growth from company-specific initiatives or just benefiting from end market growth? - Management noted growth across several industries, not limited to aerospace and defense, and highlighted the importance of customer feedback in driving initiatives [20][21] Question: Can you discuss the CapEx requirement for CNC expansion? - The expansion involves adding mills rather than facility changes, allowing for quick scalability [23] Question: What are the challenges in bringing advanced CNC machining capabilities online? - Management highlighted the automation of processes and the removal of friction through digital solutions [34] Question: What are the medium-term prospects for the injection molding business? - Management acknowledged reduced prototyping activity affecting growth but reaffirmed commitment to driving growth in all service lines [39] Question: What contributed to the gross margin performance in the quarter? - Improvements in both factory and network margins contributed to the overall gross margin increase [42][43] Question: Where are the biggest benefits in revenue per customer coming from? - Growth is being seen from both new and existing customers, with a focus on increasing share of wallet across diverse industries [44][45]

Core Insights - Proto Labs, Inc. reported record revenue of $135.4 million for Q3 2025, marking a 7.8% increase from $125.6 million in Q3 2024 [1] - Revenue generated through digital factories reached $105.3 million, reflecting a year-over-year increase of 4.9% [1] Financial Performance - The overall revenue growth indicates strong demand for digital manufacturing services [1] - The increase in revenue from digital factories suggests a positive trend in the company's digital service offerings [1]

Core Insights - Nano Dimension Ltd. will host a conference call on November 19, 2025, at 4:30 PM ET to discuss its Q3 2025 financial results for the period ending September 30, 2025 [1][2]. Company Overview - Nano Dimension Ltd. is a leader in digital manufacturing solutions, focusing on advanced technologies for industries such as defense, aerospace, automotive, electronics, and medical devices [4]. - The company is driven by trends in onshoring, national security, and increasing product customization, enabling rapid deployment of high-mix, low-volume production with IP security and sustainable practices [4].

Core Insights - Xometry has launched auto-quotes for injection molding services in the U.S., following a successful introduction in European markets earlier this year [1][2] Group 1: Product Offering - The new auto-quoting capability simplifies the injection molding manufacturing process, allowing customers to transition from design to finished part more efficiently [2] - Customers can now receive quotes in minutes instead of days, significantly reducing development and sourcing time [2] Group 2: Customer Benefits - The auto quoting feature provides immediate access to pricing and lead-time estimates, which are crucial for production processes [3] - By minimizing friction and wait times, the service aids engineers and procurement teams in making quicker, more informed decisions, thereby enhancing project momentum [3] Group 3: Company Overview - Xometry's AI-powered marketplace and cloud-based services are digitizing the manufacturing industry, providing essential resources for manufacturers and streamlining procurement for buyers [4]

Core Points - Nano Dimension Ltd. will hold its 2025 Annual General Meeting of Shareholders on December 4, 2025, at 5:00 p.m. Israel Time [1] - The meeting will be conducted in accordance with Israeli Companies Law and the Company's Articles of Association [2] - Shareholders of record as of October 14, 2025, are entitled to vote, with a voting cut-off expected on November 26, 2025 [3] Agenda Items - Re-appointment of KPMG LLP as the independent auditor and authorization for the Board to determine their compensation [6] - Re-election of Mr. David Stehlin and Mr. Andy Sriubas as Class II directors for a three-year term, and election of Mr. Phillip Borenstein as Class III director for a one-year term [6] - Approval of annual compensation for the Board and payments to certain directors for their service during fiscal year 2024 [6] - Approval of bonus grants of Restricted Stock Units (RSUs) to certain directors [6] - Approval of the compensation terms and appointment of CEO Mr. David Stehlin, and ratification of former CEO Mr. Ofir Baharav's compensation terms [6] - Approval of an extension of the Company's Employee Stock Option Plan (2015) and an amendment to the indemnification agreement [6] - Approval of an increase to the Company's Directors and Officers (D&O) Liability Insurance Policy [6] Company Overview - Nano Dimension Ltd. specializes in advanced Digital Manufacturing technologies, serving industries such as defense, aerospace, automotive, electronics, and medical devices [5]

Core Viewpoint - Nano Dimension Ltd. announced the transition of its Chief Financial Officer, Assaf Zipori, effective November 1, 2025, with John Brenton appointed as his successor [1][2]. Group 1: Leadership Transition - Assaf Zipori will step down as CFO, and John Brenton, currently the Vice President of Global Finance and Corporate Controller, will take over the role [1][2]. - Zipori will assist Brenton during the transition period to ensure a smooth handover [2]. Group 2: New CFO Profile - John Brenton has over 30 years of experience in finance, accounting, and corporate control, with a strong background in public company reporting and operational excellence [3]. - Brenton previously held senior finance leadership positions at Markforged before joining Nano Dimension [3]. Group 3: Company Statements - CEO David Stehlin expressed gratitude for Zipori's contributions and confidence in Brenton's ability to lead the finance team [4]. - Brenton expressed excitement about stepping into the CFO role and confidence in the company's strategy and technology [4]. Group 4: Company Overview - Nano Dimension specializes in advanced digital manufacturing technologies, serving industries such as defense, aerospace, automotive, electronics, and medical devices [5]. - The company focuses on trends like onshoring, national security, and product customization, enabling rapid deployment of high-mix, low-volume production [5].