Stratasys Ltd. (SSYS) Q2 2024 Earnings Call Transcript Summary
Stratasys Ltd. (SSYS) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Stratasys Ltd. (SSYS) Q2 2024 Earnings Call Transcript:
以下是Stratasys Ltd. (SSYS) 2024年第二季度業績會簡報摘要:
Financial Performance:
金融業績：
Stratasys reported a consolidated revenue of $138 million in Q2 2024, a decrease of 13.6% from the previous year. Product revenue decreased by 14.2%, and service revenue, including Stratasys Direct, decreased by 12.2%.
The company experienced a GAAP net loss of $25.7 million and a non-GAAP net loss of $3 million for the quarter.
Despite a drop in revenues, the non-GAAP gross margin grew to 49% for the quarter, attributed mainly to a higher mix of consumable sales with strong margins.
在2024年第二季度，Stratasys的營業收入爲13800萬美元，較去年同期下降13.6%。產品收入下降了14.2%，服務收入（包括Stratasys Direct）下降了12.2%。
公司第二季度GAAP淨虧損爲2570萬美元，非GAAP淨虧損爲300萬美元。
儘管收入下降，但非GAAP毛利率在本季度達到49%，主要歸因於耗材銷售額的增加，該銷售額具有較高利潤率。
Business Progress:
業務進展：
Stratasys witnessed growth in consumable sales reflecting strong system utilization, particularly noting a shift from prototyping to manufacturing applications.
The company achieved milestones with new product introductions including the SAF High-Def printing capabilities, new materials developed in partnership with BASF, the J5 Digital Anatomy 3D Printer, and an advanced GrabCAD IoT platform.
There is a focus on expanding software offerings with the introduction of GrabCAD Print Pro and Streamline Pro which support multiple 3D printing technologies.
The company announced a strategic partnership with AM Craft to advance additive manufacturing in the aviation industry.
Stratasys在耗材銷售方面取得了增長，反映出系統利用率強勁，尤其是從原型製作轉向製造應用。
公司在新產品推出方面取得了里程碑，包括SAF High-Def打印能力、與巴斯夫合作開發的新材料、J5 Digital Anatomy 3D打印機以及先進的GrabCAD物聯網平台。
公司正在專注於擴大軟件產品，推出GrabCAD Print Pro和Streamline Pro，支持多種3D打印技術。
公司宣佈與Am Craft達成戰略合作伙伴關係，推動航空業的增材製造。
Opportunities:
機會：
Stratasys sees continuous demand for consumables and is focusing on expanding its presence in the manufacturing sector, highlighted by new technologies and materials that cater to specific industries like aviation, medical, and automotive.
The software expansion, particularly the GrabCAD suite, represents a growing segment enabling cross-technology print preparation and operations management.
stratasys看到耗材持續需求，並專注於擴大在製造業板塊的業務，特別是針對航空、醫療和汽車等特定行業的新技術和材料。
軟件擴展，特別是GrabCAD套件，代表着一個不斷增長的領域，可以實現跨技術的打印準備和運營管理。
Risks:
風險：
Stratasys is facing challenges due to high interest rates and macroeconomic uncertainties, leading to reduced capital equipment spending by customers. The company is undertaking a restructuring plan to reduce costs, including a workforce reduction by about 15% by year-end, aiming for $40 million in annual cost savings starting in the first quarter of 2025.
stratasys面臨高利率和宏觀經濟不確定性帶來的挑戰，導致客戶減少資本設備支出。公司正在實施重組計劃，以降低成本，包括到2025年年底將工作人員減少約15％，目標是從2025年第一季度開始節省4000萬美元的年度成本。
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譯文內容由第三人軟體翻譯。