As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ takes a deeper look at the transactions behind some of the most innovative 3D printing businesses. We explore everything from mergers, acquisitions, fundraising, and the public markets, while considering broader technology trends and market movements in the AM industry. Each episode, we’ll dive into the latest investments in the 3D printing industry and understand how they’ll shape the future of the industry. With our combined expertise in finance and additive manufacturing, we’ll give you the context you need to better understand the deals done in our industry.
All content for Printing Money is the property of Printing Money and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ takes a deeper look at the transactions behind some of the most innovative 3D printing businesses. We explore everything from mergers, acquisitions, fundraising, and the public markets, while considering broader technology trends and market movements in the AM industry. Each episode, we’ll dive into the latest investments in the 3D printing industry and understand how they’ll shape the future of the industry. With our combined expertise in finance and additive manufacturing, we’ll give you the context you need to better understand the deals done in our industry.
Printing Money Episode 21: Q2 2024 Earnings Analysis with Troy Jensen, Cantor Fitzgerald
Printing Money
40 minutes 15 seconds
1 year ago
Printing Money Episode 21: Q2 2024 Earnings Analysis with Troy Jensen, Cantor Fitzgerald
Like sands through the hourglass, so is the Q2 2024 earnings season. All of the publicly traded 3D printing companies have reported their financials, so it is time to welcome back Cantor Fitzgerald Managing Director Troy Jensen to discuss and analyze the numbers.
Problematic balance sheets and challenging operating environments serve as a backdrop for some negative themes including strategic reviews, slashed operating expenses, and dwindling market capitalizations. But it’s not all gloom and doom. Nikon SLM Solutions continues to experience growth, and some services and software providers performed well enough too. And through it all, the additive manufacturing (AM) industry is still growing, so Danny and Troy point to some of the private companies where growth seems apparent. AM Research has more than a decade of historical data on private and public 3D printing companies alike and can certainly back up Danny and Troy’s thoughts on the privates.
Please enjoy Episode 21, and, if you are at IMTS this week, come find Danny, and Troy, and the 3DPrint.com and AM Research teams, all of which will be presenting on either the Formnext Stage or at the Investor Forum.
Timestamps:
00:21 – Welcome back, Troy Jensen (Cantor Fitzgerald)
00:50 – See us live at IMTS!
01:32 – Q2 2024 earnings themes
02:20 – 3D Systems (DDD) Q2 2024 (and Q1 2024) earnings
04:55 – Cost cutting at 3D Systems, and some nice new industrial sales, but a dwindling valuation
08:06 – Stratasys (SSYS) Q2 2024 earnings
09:43 – Stratasys sues Bambu Labs
12:01 – Stratasys’ strategic review
14:28 – Inkbit, AM Craft, and Stratasys’ strategy
15:57 – Speculation: Let Nano Dimension (NNDM) acquire Desktop Metal (DM), and then merge with Nano Dimension?
17:16 – Desktop Metal (DM) Q2 2024 earnings
21:32 – Markforged (MKFG) Q2 2024 earnings
23:00 – Speculation: Should Markforged tie-up with Continuous Composites?
25:25 – Impossible Objects impresses at RAPID
26:15 – Velo3D (VLD) Q2 2024 earnings
26:42 – Nikon SLM Solutions Q2 growth
27:33 – ADDMAN to acquire KAM
28:27 – Speculation: This is the quarter that we find out what happens to Velo3D
30:24 – Reshoring: Nikon SLM rebrands Morf3D into Nikon AM Synergy
31:36 – Formlabs launches Form 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 Forum
38:28 – Shapeways’ Netherlands unit gets a bid
39:00 – Q3 2024 earnings preview and episode wrap-up
Disclaimer:
This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
Printing Money
As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ takes a deeper look at the transactions behind some of the most innovative 3D printing businesses. We explore everything from mergers, acquisitions, fundraising, and the public markets, while considering broader technology trends and market movements in the AM industry. Each episode, we’ll dive into the latest investments in the 3D printing industry and understand how they’ll shape the future of the industry. With our combined expertise in finance and additive manufacturing, we’ll give you the context you need to better understand the deals done in our industry.
