What does 3D Systems do and what are its main business segments?

What is the revenue and EPS growth rate for 3D Systems year over year?

What factors drove the changes in 3D Systems's revenue and profit?

Did 3D Systems beat or miss consensus estimates last quarter?

What were the key takeaways from 3D Systems's earnings call?

What were the key takeaways from 3D Systems’s earnings call?

What is 3D Systems's latest dividend and current dividend yield?

What is the market's earnings forecast for 3D Systems next quarter?

- **Revenue decline**: Q3 2025 revenue $91.2M (-13.8% YoY) due to tariffs and soft consumer markets.
- **Strategic divestiture**: Sold Oqton/3DXpert, impacting Q4 revenue by $1.2M but freeing resources for core tech.
- **New product success**: MJP 300W Plus (+30% jewelry productivity) and NextDent dentures (first-to-market, $1B+ market potential).
- **Saudi growth**: $26M deal with Modern Isotopes, Lockheed Martin defense partnership to accelerate industrial 3D printing adoption.
- **Financial improvement**: Operating expenses down 24% YoY, targeting $50M+ annual savings; EBITDA improving to -$10.8M from -$14.3M YoY.

**【CEO Summary Section】**
- Q3 2025 revenue: $91.2 million (-13.8% YoY), driven by softness in consumer-facing markets and tariffs-related CapEx delays.
- Sold Oqton and 3DXpert software for $1.2 million Q4 revenue impact, freeing resources for core 3D printing tech.
- Launched MJP 300W Plus printer for jewelry (30% faster, 20% waste reduction) and NextDent Jetted Denture Solution (first-to-market monolithic dentures).
- Saudi Arabia Growth Initiative: Lockheed Martin partnership for defense components, $26M deal with Modern Isotopes Factory for tungsten cores.
- MedTech growth: PEEK implants for trauma cases, 10%+ annual growth target.

**【CFO Financial Commentary】**
- Non-GAAP gross margin: 33% (vs. 38% YoY), down due to lower sales and inventory reserves.
- Operating expenses: $44.7 million (-24% YoY), targeting $50M+ annualized savings by end-2025.
- Adjusted EBITDA: -$10.8 million (vs. -$14.3M YoY), improving cash flow.
- Cash: $114 million; Debt: $123 million (35% due 2026).

**【Q&A Highlights】**
- **Gross Margin Decline**: Q3 drop due to $2M RegMed milestone absence and manufacturing variances; 2026 outlook for flat margins with new product mix benefits.
- **Cost Reductions**: 2026 OpEx target: $70 million (vs. $100M+ pre-2024), focused on high-growth markets.
- **Dental Business**: Stabilizing aligner demand, monolithic dentures expected to become $1B market by 2030; U.S. launch success, Europe approval mid-2026.
- **Saudi Initiative**: Lockheed Martin collaboration for defense components, long-term growth driver in Middle East.


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