Like sands via the hourglass, so is the Q2 2024 earnings season. The entire publicly traded 3D printing firms have reported their financials, so it’s time to welcome again Cantor Fitzgerald Managing Director Troy Jensen to debate and analyze the numbers.
Problematic stability sheets and difficult working environments function a backdrop for some destructive themes together with strategic critiques, slashed working bills, and dwindling market capitalizations. However it’s not all gloom and doom. Nikon SLM Options continues to expertise progress, and a few providers and software program suppliers carried out effectively sufficient too. And thru all of it, the additive manufacturing (AM) trade remains to be rising, so Danny and Troy level to a few of the non-public firms the place progress appears obvious. AM Analysis has greater than a decade of historic knowledge on non-public and public 3D printing firms alike and may actually again up Danny and Troy’s ideas on the privates.
Please take pleasure in Episode 21, and, in case you are at IMTS this week, come discover Danny, and Troy, and the 3DPrint.com and AM Analysis groups, all of which will likely be presenting on both the Formnext Stage or on the Investor Discussion board.
Timestamps:
00:21 – Welcome again, Troy Jensen (Cantor Fitzgerald)
00:50 – See us stay at IMTS!
01:32 – Q2 2024 earnings themes
02:20 – 3D Methods (DDD) Q2 2024 (and Q1 2024) earnings
04:55 – Price reducing at 3D Methods, and a few good new industrial gross sales, however a dwindling valuation
08:06 – Stratasys (SSYS) Q2 2024 earnings
09:43 – Stratasys sues Bambu Labs
12:01 – Stratasys’ strategic evaluation
14:28 – Inkbit, AM Craft, and Stratasys’ technique
15:57 – Hypothesis: Let Nano Dimension (NNDM) purchase Desktop Steel (DM), after which merge with Nano Dimension?
17:16 – Desktop Steel (DM) Q2 2024 earnings
21:32 – Markforged (MKFG) Q2 2024 earnings
23:00 – Hypothesis: Ought to Markforged tie-up with Steady Composites?
25:25 – Not possible Objects impresses at RAPID
26:15 – Velo3D (VLD) Q2 2024 earnings
26:42 – Nikon SLM Options Q2 progress
27:33 – ADDMAN to amass KAM
28:27 – Hypothesis: That is the quarter that we discover out what occurs to Velo3D
30:24 – Reshoring: Nikon SLM rebrands Morf3D into Nikon AM Synergy
31:36 – Formlabs launches Kind 4
32:42 – Materialise (MTLS) Q2 2024 earnings
33:58 – Materialise acquires FEops
36:21 – Proto Labs (PRLB) Q2 2024 earnings
36:58 – Xometry (XMTR) Q2 2024 earnings
37:43 – IMTS Investor Discussion board
38:28 – Shapeways’ Netherlands unit will get a bid
39:00 – Q3 2024 earnings preview and episode wrap-up
Disclaimer:
This content material is for informational functions solely, you shouldn’t construe any such info or different materials as authorized, tax, funding, monetary, or different recommendation. Nothing said on this podcast constitutes a solicitation, advice, endorsement, or supply by the hosts, the organizer or any third-party service supplier to purchase or promote any securities or different monetary devices on this or in some other jurisdiction by which such solicitation or supply could be illegal underneath the securities legal guidelines of such jurisdiction. The knowledge on this podcast is of a common nature that doesn’t tackle the circumstances and danger profile of any particular person or entity and mustn’t represent skilled and/or monetary recommendation. Referenced transactions are sourced from publicly out there info.
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