Slide 1: Third Quarter 2025 Supplementary Slides
Third Quarter 2025 Supplementary Slides November 10, 2025 1
Slide 2: Disclaimer: Forward Looking Statement
Disclaimer Forward Looking Statement This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1996. The company’s actual results may differ from its expectations, estimates and projections and conseq
Slide 3: Uplisted to Nasdaq Capital Market
Uplisted to Nasdaq Capital Market Uplisting and successful offering strengthen liquidity, investor confidence and long-term growth potential • Marks significant milestone in growth journey • Enhances visibility, liquidity and shareholder value • Successfully completed public offering of 6.7 million
Slide 4: RPS (Rapid Production Solutions) is Gaining Traction
RPS (Rapid Production Solutions) is Gaining Traction Proven traction from new go-to-market strategy, with both new and existing customers, particularly in the defense and Space industries where domestic supply chain resiliency is a priority Repeat Customers Continue to Space and Defense Drive Demand
Slide 5: Velo3D & U.S Navy: $6 Million Partnership for Ship Repairs
Velo3D & U.S Navy: $6 Million Partnership for Ship Repairs Agreement to develop and qualify copper nickel alloy (CuNi) for use in its line of Sapphire printers Supports the Navy’s Maritime Industrial Base Program to accelerate ship repair, modernization, and maintenance. Technology focus: • Uses Las
Slide 6: Velo3D & DEVCOM AvMC: $4 Million Strategic Partnership for Space Propulsion
Velo3D & DEVCOM AvMC: $4 Million Strategic Partnership for Space Propulsion Participating in a Manufacturing & Sustainment (M&S) program focused on advancing high-throughput, cost- effective additive manufacturing processes to support defense applications • Collaboration with RTX and Raytheon Techno
Slide 7: Velo & Linde AMT: Supporting U.S. Navy
Velo & Linde AMT: Supporting U.S. Navy Agreement to supply domestically produced CuNi (70-30 Copper-Nickel) powder • Creates a fully domestic AM supply chain ⁻ U.S.-made powder, printers and parts ⁻ Strengthens national manufacturing resiliency and fleet readiness • Production Capabilities ⁻ Linde A
Slide 8: RPS: AS9100D certified
RPS: AS9100D certified Confirms Velo3D’s RPS system meets the world’s most rigorous aerospace quality standards • AS9100D ⁻ Represents the highest international quality management standard for aviation, space and defense supply chains ⁻ Ensures compliance with stringent requirements for repeatabilit
Slide 9: Velo & Dyndrite Integration
Velo & Dyndrite Integration Integration empowers advanced AM research and production by providing precise, scalable, and repeatable control over additive manufacturing processes • Key Capabilities of Integration: ⁻ Provides vector-level control of laser speeds and feeds ⁻ Enables precise toolpath op
Slide 10: Financial Overview
New Financial Overview Confidential & Proprietary | 10
Slide 11: Financial Summary
Financial Summary YTD YTD ($ in millions) Q3’25 Q3’24 Q3 2025 Q3 2024 Total Revenue $13.6 $8.2 $36.5 $28.4 3D Printer and Parts Sales 12.0 1.0 31.6 17.4 Support Service / License / Recurring Revenue 1.6 7.2 4.9 11.0 Cost of Goods sold 13.2 4.2 37.0 30.0 Gross Profit 0.4 4.1 (0.5) (1.6) % Gross Margi
Slide 12: FY 2025 Guidance
2023 Outlook 2025 FY 2025 Guidance as of November 10, 2025 Revenue: $50M - $60M - >30% annual growth Gross margin: >30% exiting 2025 Non-GAAP Opex: $40M - $50M* Capex: $15M - $20M Expect to achieve EBITDA profitability 1H 2026* * The Company has not provided a reconciliation of non-GAAP operating ex
Slide 13: Thank You!
Thank You!
Slide 14: Disclaimer: Non-GAAP Financial Information
Disclaimer Non-GAAP Financial Information The Company uses non-GAAP financial measures, such as Non-GAAP / Adjusted operating expenses, EBITDA, Adjusted EBITDA, Adjusted EBITDA excluding merger related transactional costs, loss on convertible note modification, and Non-GAAP net (loss), to help it ma
Slide 15: Non-GAAP Reconciliation to Non-GAAP Adjusted Operating Expenses
Non-GAAP Reconciliation to Non- GAAP Adjusted Operating Expenses (Unaudited) 15 15
Slide 16: Non-GAAP Reconciliation - Adjusted EBITDA
Non-GAAP Reconciliation - Adjusted EBITDA (Unaudited) 16
Slide 17: Non-GAAP Reconciliation - Non-GAAP Net Loss
Non-GAAP Reconciliation - Non-GAAP Net Loss (Unaudited) 17