3D Systems Corporation (DDD) Q3 2024 Earnings Call Transcript Summary
3D Systems Corporation (DDD) Q3 2024 Earnings Call Transcript Summary
Operating expenses for Q3 were $61.4 million, reflecting a sequential decrease due to restructuring actions.The following is a summary of the 3D Systems Corporation (DDD) Q3 2024 Earnings Call Transcript:
以下是3D系統公司(DDD)2024年第三季度業績電話會議記錄摘要:
Financial Performance:
財務表現：
3D Systems reported Q3 2024 revenues of $112.9 million, showing a decline of 9% from the previous year, primarily driven by a decrease in hardware system sales, partially offset by growth in material sales.
Non-GAAP gross margin for Q3 was 37.6%, affected by an increase in inventory obsolescence reserves. Adjusting for these reserves, the margin would be 40.2%.
Operating expenses for Q3 were $61.4 million, reflecting a sequential decrease due to restructuring actions.
3d系統報告2024年第三季度營業收入爲11290萬美元，較去年同期下降9%，主要受到硬件系統銷售下降的影響，部分抵消的是材料銷售增長。
Q3的非GAAP毛利率爲37.6%，受庫存過時性準備增加影響。調整這些準備後，毛利率將爲40.2%。
第三季度營業費用爲6140萬美元，反映了由於重組行動而造成的環比減少。
Business Progress:
業務進展：
3D Systems has seen a robust interest in new application development, with revenues from their industrial application group up 26% year over year.
The company continues to focus on high reliability markets including energy, oil & gas, and aerospace and defense. They have also expanded in the semiconductor ecosystem, aiding in the management of heat in data centers through advanced manufacturing of high-purity copper elements.
Significant enhancements in healthcare include growth in the dental segment and personalized health care solutions, like the new FDA-approved total ankle patient matched guides.
3d系統看到新應用開發受到極大興趣，其工業應用組的營業收入同比增長26%。
公司繼續專注於高可靠市場，包括能源、石油和燃料幣、航空航天與國防。他們還在半導體生態系統中擴展，通過高純度銅元件的先進製造幫助管理數據中心中的熱量。
醫療保健領域的顯著增強包括牙科領域的增長和個性化健康解決方案，比如新獲得FDA批准的全踝關節病人配對導向。
Opportunities:
機會：
The utilization rate of 3D Systems' installed base improved, evident from the rising sales of consumables.
Ongoing investments and innovations in the AI space are driving the demand for the company's products in semiconductor manufacturing and data centers, creating substantial growth opportunities.
The adoption of their new PSLA 270 platform and extended applications in healthcare, such as orthopedic surgical planning, are expected to open up new markets and enhance revenue streams.
3d系統已安裝基數的利用率提高，從耗材銷售上升的情況可以看出。
在人工智能領域持續投資和創新推動了公司在半導體制造和數據中心領域產品的需求，創造了可觀的增長機會。
其新PSLA 270平台的採用以及在醫療保健領域的延伸應用，如骨科手術規劃，預計將開拓新市場並增強營收流。
Risks:
風險：
Persistent macroeconomic and geopolitical uncertainties continue to impact customer CapEx spending, creating headwinds for hardware system sales.
Inventory management challenges due to a significant amount of inventory taken over from contract manufacturers, leading to increased reserves and impacting gross margins.
持續存在的宏觀經濟和地緣政治不確定性繼續影響客戶資本支出，給硬件系統銷售帶來了阻力。
由於從代工廠商手中接管了大量庫存，庫存管理的挑戰日益加劇，增加了預留並影響了毛利率。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
