Printing Money Episode 19: Q1 Earnings Analysis with Troy Jensen, Cantor Fitzgerald
We are back with Episode 19 of Printing Money. The world does not stop turning. One not-so-profound reminder of that is the quarterly earnings reports of publicly traded companies. It never ends, and we are always there to cover this aspect of the 3D printing world.
Last episode, we zoomed out to talk about policies which shape the additive manufacturing (AM) industry. For Episode 19 we are zooming back in, welcoming back Wall Street analyst Troy Jensen (Cantor Fitzgerald) and looking at the Q1 2024 earnings reports of the variously publicly traded 3D printing companies. Unfortunately, there were a few negative themes including reverse stock splits, missed earnings reports, and negative enterprise values. But we also touch on positive trends for some with increasing gross margins, materials consumption, and healthy cash positions.
Please enjoy Episode 19 and stay tuned for future shows. See you at RAPID!
Timestamps:
00:13 – Hello, and welcome back, Troy Jensen.
00:43 – Getting ready for RAPID 2024
01:42 – Q1 2024 AM Public Company Earnings
01:50 – 3D Systems (NYSE: DDD), the earnings results that weren’t (or, haven’t been)
02:28 – 3D Systems makes a big deal with Align Technologies (ALGN)
08:18 – Stratasys (SSYS) Q1 2024 earnings
10:17 – Speculation (speculation only!) about a tie-up between Stratasys and HP (HPQ)
14:07 – Desktop Metal (DM) Q1 2024 earnings
16:41 – Desktop Metal reverse stock split
18:09 – Markforged (MKFG) Q1 2024 earnings
18:50 – Markforged loses $17M judgement on claim by Continuous Composites
22:03 – Nano Dimension (NNDM) Q1 2024 earnings
25:17 – Velo3D (VLD) Q1 2024 earnings
28:10 – Nikon (TSE: 7731) SLM Solutions and the growth in metal laser sintering
29:17 – voxeljet (VX8B: FRA) Q1 2024 earnings, and delisting from the US exchanges
30:07 – Materialise (MTLS) Q1 2024 earnings
32:35 – Shapeways (SHPW), the other earnings results that haven’t been
32:33 – Xometry (XMTR) Q1 2024 earnings
36:06 – Proto Labs (PRLB) Q1 2024 earnings
37:00 – Conclusions and looking forward to the rest of 2024
Podcast (printing-money): Play in new window | Download
Subscribe: Apple Podcasts | Spotify | RSS
Subscribe to Our Email Newsletter
Stay up-to-date on all the latest news from the 3D printing industry and receive information and offers from third party vendors.
Print Services
Upload your 3D Models and get them printed quickly and efficiently.
You May Also Like
The Additive Chicken Coop, Part III: Bananas
A friend of mine, Ed Davis, once pointed out the level of strategic replication in additive. I wasn’t aware of it before and haven’t been able to unsee it since....
The Additive Chicken Coop, Part II: Rescoping
When we previously looked at the Additive Chicken Coop, we saw how selling devices to labs shaped a lot of our industry. Here, we explore other key factors that have...
The Additive Chicken Coop, Part I: Million Dollar Petri Dishes
After decades of tinkering with our individual technologies, billions were poured into speculative claims and optimism. Now the attention is gone, and sometimes it can seem like we’re surrounded by...
Death Spiral (or The End of the Fairchild Republic)
Previously, I wrote about the disruption of US military power. Since then, events have required a reassessment. The US is clearly in decline, and a death spiral is occurring that...
