Velo3d, Inc. · NASDAQ:VELO
Velo3d — Q1 2026 Earnings Presentation
12 slides from Velo3d's earnings presentation, May 12, 2026
Slide 1: First Quarter 2026 Supplementary Slides
First Quarter 2026 Supplementary Slides May 12, 2026 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 1995. The Company’s actual results may differ from its expectations, estimates and projections and conseq
Slide 3: RPS Momentum Drives Q1 Pipeline Growth
RPS Momentum Drives Q1 Pipeline Growth Strong Q1 pipeline momentum driven by our refined go-to-market model and Defense opportunities Repeat Customers Continue to Total Backlog* Drive Demand While Adding New Defense Pipeline * $ in millions Customers Generation $31 $30 12/ 31/2 025 3/ 31/20 26 Backl
Slide 4: Velo3D: Awarded $9.8 Million Five-Year IDIQ Contract by Department of War
Velo3D: Awarded $9.8 Million Five-Year IDIQ Contract by Department of War Supports Defense Logistics Agency JAMA Pilot Parts Program to accelerate additive manufacturing adoption • Establishes flexible, rapid procurement pathway for 3D-printed components across all military branches • Deploys indust
Slide 5: Financial Overview
Financial Overview Confidential & Proprietary | 5
Slide 6: Financial Summary
Financial Summary ($ in millions) Q1’26 Q4’25 Q1’25 Total Revenue $13.8 $9.4 $9.3 3D Printer and Parts Sales 12.0 7.6 7.5 Support Service / License / Recurring Revenue 1.8 1.8 1.8 Cost of Goods sold 11.4 16.4 8.6 Gross Profit 2.4 ($6.9) 0.7 % Gross Margin 17.2% (73.6%) 7.5% Total Operating Expenses
Slide 7: FY 2026 Guidance
2023 Outlook 2026 FY 2026 Guidance as of May 12, 2026 • Revenue in the range of $60 million to $70 million • Sequential improvement in gross margin o Greater than 30% gross margin in second half of 2026 • Non-GAAP adjusted operating expenses in the range of $45 million to $55 million • Capital expen
Slide 8: Thank You!
Thank You!
Slide 9: 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, and Non-GAAP net (loss), to help it make strategic decisions, establish budgets and operational goals for managing its business, analyze it
Slide 10: Non-GAAP Reconciliation - Non-GAAP Net Loss
Non-GAAP Reconciliation - Non-GAAP Net Loss (Unaudited) Confidential & Proprietary | 10
Slide 11: Non-GAAP Reconciliation - Adjusted EBITDA
Non-GAAP Reconciliation - Adjusted EBITDA (Unaudited) Confidential & Proprietary | 11
Slide 12: Non-GAAP Reconciliation - Non-GAAP Adjusted Operating Expenses
Non-GAAP Reconciliation - Non-GAAP Adjusted Operating Expenses (Unaudited) Confidential & Proprietary | 12