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- **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.


3D Systems Corporation (DDD) 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

DDD

DDD fundamentals

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