3D printer manufacturervelo3d(VLD) has reported that its revenue increased 176.1% in Q2 2022 as its earnings grew for a fourth consecutive quarter.
在第二季度2022年第2季度，Velo3D的收入为1,960万美元，几乎是2021年第二季度的三倍。蓝宝石XC 3D打印机，这抵消了由于持续的供应问题而不得不延迟一些订单的成本。
In the two days after Velo3D’s results were published, its shares rose 41.6%, as investors signalled their approval for its impressive recent revenue performance. With the company also projecting a strong H2 2022, Buller added that he believed it could be the “industry leader” in metal 3D printing by the end of the year, “quicker than even we (Velo3D) anticipated.”
Buller在Velo3D的收益电话中说：“我们对第二季度的执行感到满意，因为我们再次发布了强劲的顺序和年收入增长，保持了积压，并扩大了我们的新客户和现有的客户足迹。”“尽管由于供应链挑战而延迟了少数早期的客户系统进入第三季度，但我们还发布了创纪录的收入。”
Velo3D的第二季度2022财务业绩
自从Velo3D在纽约证券交易所上市in September 2021, it has posted four quarterly financial statements, all of which have seen it report annual revenue growth. While the company doesn’t break down its revenue into divisions, Buller explained on its earnings call that demand for both its Sapphire and Sapphire XC systems “continues to grow,” and in Q2, it booked in $18 million worth of new orders.
实际上，对系统的需求太高了，以至于Velo3D可以实现更大的增长，但是它无法获得建造足够的3D打印机所需的零件。对于机器的电子产品，尤其如此，尽管该公司已经开始购买库存比传统上要早得多，从而影响其毛利率，但预计供应将是一个持续的问题。
也就是说,Velo3D也是寻求外包assembly of certain parts of the Sapphire XC that are currently made in-house. It’s anticipated the initiative will allow the business to streamline procurement and scale without increasing spending by mid-2023. Likewise, the firm is working to better match deliveries with production times, in a way that should see it burn through its $62 million inventory.
When it came to spending, Velo3D managed to trim its operating expenses on a sequential basis from $23.2 million to $22.5 million, without cutting back on R&D investments, which remained at $12.9 million. Ultimately, the company finished Q2 with a net profit of $128 million, but this was boosted by a non-cash gain of $154 million, related to changes in the fair value of its warrants and earn out liabilities.
| 财务（$） | Q2 2021 | Q2 2022 | 差异（$） | 区别 （％） | Q1 2022 | Q2 2022 | 差异（$） | 区别 （％） |
| Revenue | 7.1m | 19.6m | +12.5m | +176.1 | 12.2m | 19.6m | +7.4m | +60.7 |
| 毛利率 | 30.6% | 6.3% | -24.3pts | -79.4 | 0％ | 6.3% | +6.3pts | - |
| 净利润/损失 | -12.5m | +128.0m | +140.5m | +1124 | -65.3m | +128m | +17330万 | +296 |
| 现金和投资 | 12.0m | 142.0m | +130.0m | +1083.3 | 186.0m | 142.0m | -44.0m | -296 |
Building a strong sales backlog
尽管在第二季度2022年遇到了供应链困难，但Velo3D还是能够大大扩展其客户足迹。2022年7月，宣布Velo3D已将蓝宝石XC卖给Pratt＆Whitney，尽管该交易直到第三季度才会影响其收益，但它反映了该技术在最终航空航天部分生产中的采用日益增长。
自从then,Velo3D已开始与Hartech Group合作，现在将代表其将其机器分发给美国政府机构的供应商。Hartech专门与联邦政府客户合作US Department of Defense，使其成为Velo3D的有利可图的合作伙伴，而Buller表示，它已经从公司的长联系清单中看到了“广泛的兴趣”。
Velo3D也推出了蓝宝石XC 1MZ 3D打印机in Q2 2022, its largest system to date, which packs a 600 x 1000mm build volume, that’s nine times bigger than the Sapphire’s and twice the size of the Sapphire XC’s. The firm expects to ship the first of these systems in Q3 2022, and Buller says it continues to see “strong demand” for the new unit from clients in the energy and aerospace industries.
总体而言，Velo3D以5500万美元的积压完成了第二季度2022年第二季度，Buller归结为“扩大了新的和现有的客户足迹”。首席执行官现在已经“稳定蓝宝石XC的生产”，该公司打算通过旨在将其放在“强大的增长轨迹”的计划中，专注于“推动效率”向前发展，并提高其利润率并将其推向盈利能力。
尽管受到逆风，重申指导
Velo3D看到了强大的预订活动并建立了坚实的积压，因此重申了其为2022财年的8900万美元的指导，如果实现的话，将构成225％的增长。该公司的首席财务官比尔·麦考姆（Bill McCombe）在其收益电话会议上解释说，由于其“可见性”，它有信心达到其收入目标，而其技术的“强大增长势头”继续在市场上看到。
velo3dis also forecasting higher average selling prices (ASPs) offset by lower unit growth, something McCombe says is being driven by rising interest in its pricier Sapphire XC offering, and he added that it’s experiencing a “shift in customers mix” towards repeat clients too, as recurring buys are now higher than modeled.
“Our goal for the balance of the year remains to efficiently scale the company to maximize our growth while focusing on improving our profitability,” concluded McCombe. “Given our continued sales momentum, growing backlog, strong demand for our Sapphire XC system, and solid balance sheet, we’re well-positioned to capitalize on what we see as significant growth opportunities in the additive manufacturing market.”
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