Printing Money Episode 16: Q4 Earnings Analysis with Troy Jensen, Cantor Fitzgerald
Listen now
Description
The Q4 earnings season is a wrap, and to put a bow on it here is Episode 16 of Printing Money, with Troy Jensen (Cantor Fitzgerald) returning to join Danny and review the quarter and year that was. Danny and Troy discuss the expectations they had for Q4 based in part on their impressions of the various additive manufacturing (AM) CEOs that attended February’s AMS New York City conference.  Then, they dive in. In under 40 minutes Troy and Danny cover all the AM Q4 and annual earnings reports, and analyze what’s driving the numbers, the outlooks and the strategies.  Nobody is officially calling a “Haines Bottom” for the public 3D printing companies, but there are reasons to hope. Please enjoy Episode 16! Timestamps: 00:23    Welcome Troy Jensen back to Printing Money 00:50    AMS 2024, and framing the Q4 3DP/AM industry earnings 02:40    The drive to profitability; specialization vs. scale 04:30    Brigitte de Vet: “It’s a slow revolution but the potential for AM remains large.” 06:36    Stratasys (SSYS) 08:55    Consumables, margins, and DMG Mori (6141:TSE) 10:25    Stratasys acquires Arevo IP 11:20    NNDM most recent offer to acquire SSYS hangs out there 12:38    3D Systems (DDD) 15:53    What of Cubicure, Align, and 3D Systems? 18:18    3D Systems’ regenerative medicine strategy 19:43    Markforged (MKFG) 22:44    Desktop Metal (DM) 27:05    Nano Dimension (NNDM) 27:22    Proto Labs (PRLB) 28:05    Materialise (MTLS) 31:15    Fathom (FATH) going private 31:35    Voxeljet delisting in the US (VX8:FRA) 32:48    Velo3D (VLD) 34:55    Nikon SLM Solutions (7731:TSE) 35:13    Xometry (XOM) 35:28    Is this the bottom? 36:23    HP (HPQ) 37:17    Closing remarks, and see you at RAPID in June!
More Episodes
Published 04/01/24
Printing Money returns with Episode 15! This month, NewCap Partners' Danny Piper is joined by Scott Dunham, Executive Vice President of Research at Additive Manufacturing (AM) Research, and Matthias Schmidt-Lehr, Executive Partner at AMPOWER.  Last month, we zoomed out with The Association for...
Published 02/26/24
For Printing Money's first episode in 2024, Danny is joined by returning guest Dayton Horvath, Director of Emerging Technology at AMT, and by Dayton's colleague, Chris Chidzik, Principal Economist at AMT.  First, we zoom out and look with Chris at the manufacturing sector as a whole. Then we zoom...
Published 01/25/24