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- **Record Q3 Growth**: Revenue up 28% YoY to $181 million, with marketplace revenue surging 31% YoY. Full-year guidance raised to $676-678 million.
- **Gross Margin Expansion**: Marketplace gross margin hits 35.7% (+210 bps YoY), driven by AI pricing and supplier network scale.
- **Enterprise Momentum**: $50k+ LTM spend accounts up 14% YoY to 1,724, with $500k+ accounts showing strong growth.
- **2026 Outlook**: 20%+ revenue growth expected, fueled by AI innovations (auto-quoting, Workcenter app) and international expansion.
- **Profitability**: Adjusted EBITDA improved $6.8 million YoY to $6.1 million; 20%+ incremental EBITDA margin target maintained.
- **Q4 Guidance**: Revenue $182-184 million (+23-24% YoY), with 25-27% marketplace growth despite macro uncertainty.


**【Management Opening Remarks】**
- Shawn Milne provided an overview of the call, highlighting the company's Q3 2025 financial results and guidance for Q4 and the full year. He emphasized the use of non-GAAP measures and reminded participants of forward-looking statement risks.

**【CEO Summary Section】**
- Q3 revenue reached $181 million, up 28% YoY, with marketplace revenue growing 31% YoY to $167 million. The company raised its full-year revenue guidance to $676-$678 million.
- Marketplace gross margin expanded 210 bps YoY to 35.7%, driven by AI-powered pricing algorithms and supplier network growth.
- Key initiatives included the launch of auto-quoting for injection molding in the U.S. and the Workcenter mobile app, which aims to enhance supplier engagement and data capture.
- Enterprise growth accelerated, with accounts of $50k+ LTM spend increasing 14% YoY to 1,724, and $500k+ LTM spend accounts showing strong revenue growth.
- Q4 started strongly, with 23-24% YoY revenue growth expected, despite macroeconomic challenges.

**【CFO Financial Commentary】**
- Q3 GAAP revenue: $181 million (+28% YoY). Non-GAAP operating expenses: $66.1 million (+17% YoY), with disciplined cost management (sales & marketing at 15.9% of revenue vs. 16.4% YoY).
- Adjusted EBITDA improved $6.8 million YoY to $6.1 million, driven by gross profit growth and expense leverage.
- Cash position: $225 million, with $5.8 million operating cash flow in Q3. CapEx for Q4 expected at $8-9 million.
- Full-year 2025 guidance: Revenue $676-678 million (+27-28% marketplace growth), adjusted EBITDA $16-17 million.

**【Q&A Highlights】**
- **2026 Growth Assumptions**: 20%+ revenue growth driven by enterprise adoption, AI innovation, and international expansion. No macro improvement assumed; growth fueled by market share gains.
- **Workcenter Mobile App**: Early success in simplifying supplier workflows, with potential to deepen engagement and improve buyer-supplier alignment.
- **International Expansion**: Europe injection molding launch and Teamspace adoption highlight 23% YoY international growth. Long-term target: 30-40% of revenue from international markets.
- **Margin Outlook**: 20%+ incremental EBITDA margin expected annually, with Q3 year-to-date at 21%.
- **Q4 Momentum**: Strong start with 23-24% YoY growth, despite cautious macro environment.


Xometry, Inc. (XMTR) Q3 2025 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

XMTR

XMTR fundamentals

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