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桌面金属expedites expansion despite missing Q4 2020 revenue expectations

Announcing its first financial results since going public, metal 3D printer manufacturer桌面金属has revealed that it fell 10% short of analyst revenue expectations during the course of Q4 2020.

桌面金属, via a SPAC, listed在纽约证券交易所去年。这家总部位于伯灵顿的业务产生了840万美元的收入,比分析师预期的930万美元的指导低10%。每季度,桌面金属的收入从2020年代的250万美元上升到4 Q4的840万美元,顺序增长了236%。

该公司的快速季度增长在很大程度上可以归因于其生产P-1和商店系统的推出,此外合同245万美元it received from theU.S. Department of Defense。鉴于其混合收入结果,桌面金属的股票自出版以来一直保持稳定,目前为20.61美元,略低于其开盘价20.80美元。

根据Desktop Metal的首席执行官兼联合创始人Ric Fulop的说法,该公司的积极扩张策略已使自己定位,以利用未来的增长机会。富利普说:“ 2020年第四季度对我们的公司来说是变革性的,我们在推动AM采用的道路上取得了关键的里程碑。”

他补充说:“我们在2月对EnvisionTec的收购通过增加了引人注目的注重光聚合物打印机和190多种合格材料,从而增强了我们的市场地位。”“当我们进入下一章时,我们很高兴能够继续利用该领域的高水平客户兴趣和无机机遇,继续基于强大的动力。”

The Desktop Metal Shop System. Image via Desktop Metal.
桌面金属has set its sights on continued expansion despite not hitting analyst expectations during Q4 2020. Photo via Desktop Metal.

桌面的2020财年财务

尽管桌面金属尚未发布其第四季度的完整细分,但它为其全年财务提供了更大的细节。从广义上讲,该公司在两个主要细分市场中报告了其收入:产品和服务,前者的年收入大部分。

在2020财年期间,该公司的产品部门获得了1400万美元的收入,比去年报告的2300万美元低39%。在与分析师和投资者的电话交谈时,Fulop解释说,由于与Covid相关的旅行限制,桌面金属直到第四季度后期才能运送其商店系统,这影响了其系统销售。

该公司第四季度之间服务收入也下降了2019 and Q4 2020, dropping from $3.7 million to $2.8 million. Like its competitors, Desktop Metal’s ability to conduct routine maintenance visits has been severely limited since the start of the pandemic, reducing any opportunities for it to generate extra sales in this area.

还值得注意的是,该公司去年净亏损了90040万美元,这归因于与IPO相关的各种费用。此举有效地迫使桌面金属增加了其员工人数,并为公司,法律和保险费提供了叉子,但富利普强调,这是非经常付款的款项,他希望将来该公司将来恢复了盈利能力。

收入($) 产品 Services 全部的 Profit/Loss
2019财年 227m 3.7m 26.4m -104m
FY 2020 13.7m 2.8m 165m -91m
Variance (%) -39 -24 -38 +13

Expanding into new verticals

Alongside the release of its financials, Desktop Metal also announced the launch of ‘Desktop Health,’ a new Californian subsidiary focused on patient-specific 3D printed healthcare solutions. Led by CEO Michael Mazen Jafar, Desktop Health intends to use the 3D Bioplotter platform acquired from EnvisionTEC along with its existing portfolio, to create bioprinted tissues and implants for medical applications.

“今天,全球每年生产超过850亿美元的医疗和牙科植入物,” Fulop解释说。“我们认为,这些零件中有很大一部分可以在十年结束前打印并制成特定于患者的,这使该市场成为桌面金属的关键机会。”

虽然桌面金属毫无疑问,毫无疑问,在未来几年中,毫无疑问,其最近的收购和发射还应为其提供近期增长的机会。例如,该公司对EnvisionTec的收购不仅允许其访问现成的收入来源,而且可以进入有利可图的聚合物3D打印市场。

In terms of the firm’s proprietary product line, its recently-launched商店机器Studio System 2它将使其能够针对汽车和电子行业的新客户,从而增加收入。最近,桌面金属也与统一实验室发射新颖的可烧铝粉, a move that reflects its commitment to organic as well as inorganic growth.

一排EnvisionOne 3D打印机。
桌面金属对EnvisionTec的收购为其提供了现成的收入来源。通过EnvisionTec的照片。

2021年雄心勃勃的前景

Looking to the year ahead, Desktop Metal is anticipating moderate growth between Q4 2020 and Q1 2021, followed by “more substantial acceleration” from Q2 onwards. In fact, the company is predicting such a significant increase in sales activity during 2021, that it expects to generate over $100 million in revenue, a rise of over 600% compared to 2020.

In order to achieve its lofty revenue ambitions, Desktop Metal has earmarked some of the $595.4 million it had in reserve at the turn of the year for further acquisitions, but according to the firm’s CFO James Haley, the company also remains focused on achieving growth on all fronts, including building on its existing portfolio.

Haley总结道:“在过去的几个月中,我们大大扩展了我们的销售,营销,工程和管理团队,以确保我们对快速轨道有机增长有充分的态度。”“ [2021年]我们计划在增长方面达到加速器,并继续在有机和无机机遇上进行大量投资。”

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Featured image shows an engineer using Desktop Metal’s Shop System. Photo via Desktop Metal.