What guidance did Nano Dimension's management provide for the next earnings period?

What were the key takeaways from Nano Dimension's earnings call?

What is the revenue and EPS growth rate for Nano Dimension year over year?

What is the market's earnings forecast for Nano Dimension next quarter?

What does Nano Dimension do and what are its main business segments?

What is Nano Dimension's gross profit margin?

What is Nano Dimension's latest dividend and current dividend yield?

What factors drove the changes in Nano Dimension's revenue and profit?

- **Revenue Growth**: 81% YoY driven by Markforged, with Q4 guidance of $31.5-33.5M.
- **Cost Management**: 10-15% OpEx savings expected by 2026; Q3 OpEx down 42% YoY (standalone).
- **Share Buybacks**: $15.1M repurchased since Q2, signaling confidence in undervaluation.
- **Market Strength**: Defense, aerospace, automotive segments showing resilience amid macro challenges.
- **Financial Discipline**: First-time guidance reflects improved transparency and operational rigor.

**【CEO Summary Section】**
- **New CFO Appointment**: John Brenton promoted to CFO, bringing 30+ years of financial expertise to drive operational discipline and profitability.
- **Strategic Review Progress**: Board actively evaluating alternatives to maximize shareholder value, supported by top-tier advisors.
- **Share Repurchases**: $15.1 million in shares repurchased since Q2, reflecting belief in undervaluation and commitment to returning capital.
- **Operational Improvements**: Q3 marked peak in operating expenses; ongoing cost reduction initiatives expected to yield further savings (10-15% by 2026).
- **Market Momentum**: Defense, aerospace, automotive segments showing strength, with wins at Volkswagen, Dana, Nestlé, and Danone.
- **Technology Differentiation**: Emphasizing speed, cost savings, IP security, and scalability in additive manufacturing.

**【CFO Financial Commentary】**
- **Q3 Financials**: 
  - Revenue: $26.9M (81% YoY growth, driven by Markforged acquisition).
  - Gross Margin: 47.4% (down 2.6pts vs. prior year due to product mix).
  - Operating Expenses: $29.2M (29% YoY increase, primarily from Markforged inclusion).
  - Adjusted EBITDA: $(16.6M) (1.7% improvement vs. prior year).
  - Cash Position: $515.5M (strong liquidity despite $35.5M quarter-over-quarter decline).
- **Q4 Guidance**: 
  - Revenue: $31.5-33.5M (21% sequential growth at midpoint).
  - Gross Margin: 47-48.5%.
  - Operating Expenses: $28-29M (10%+ reduction vs. prior quarter baseline).
  - EBITDA: $(12-14M) (22% improvement vs. Q3).

Nano Dimension Ltd.(NNDM)-20251120-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

NNDM

NNDM fundamentals

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