The This autumn earnings season is a wrap, and to place a bow on it right here is Episode 16 of Printing Cash, with Troy Jensen (Cantor Fitzgerald) returning to hitch Danny and evaluate the quarter and 12 months that was. Danny and Troy talk about the expectations they’d for This autumn based mostly partially on their impressions of the varied additive manufacturing (AM) CEOs that attended February’s AMS New York Metropolis convention. Then, they dive in.
In beneath 40 minutes Troy and Danny cowl all of the AM This autumn and annual earnings stories, and analyze what’s driving the numbers, the outlooks and the methods. No person is formally calling a “Haines Backside” for the general public 3D printing firms, however there are causes to hope. Please take pleasure in Episode 16!
Timestamps:
00:23 Welcome Troy Jensen again to Printing Cash
00:50 AMS 2024, and framing the This autumn 3DP/AM trade earnings
02:40 The drive to profitability; specialization vs. scale
04:30 Brigitte de Vet: “It’s a gradual revolution however the potential for AM stays massive.”
06:36 Stratasys (SSYS)
08:55 Consumables, margins, and DMG Mori (6141:TSE)
10:25 Stratasys acquires Arevo IP
11:20 NNDM most up-to-date supply to accumulate SSYS hangs on the market
12:38 3D Techniques (DDD)
15:53 What of Cubicure, Align, and 3D Techniques?
18:18 3D Techniques’ regenerative medication technique
19:43 Markforged (MKFG)
22:44 Desktop Steel (DM)
27:05 Nano Dimension (NNDM)
27:22 Proto Labs (PRLB)
28:05 Materialise (MTLS)
31:15 Fathom (FATH) going personal
31:35 Voxeljet delisting within the US (VX8:FRA)
32:48 Velo3D (VLD)
34:55 Nikon SLM Options (7731:TSE)
35:13 Xometry (XOM)
35:28 Is that this the underside?
36:23 HP (HPQ)
37:17 Closing remarks, and see you at RAPID in June!
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