3d Systems Corporation · NYSE:DDD

3d Systems — Investor Presentation (January 2013)

31 slides from 3d Systems's investor presentation, Jan 17, 2013

  1. Slide 1: Ul Ww L UN : oo ic) = Dd S & uy) oe >

    Ul 2 Ww L UN : oo ic) = Dd S & uy) oe > = = ~ © i) — O ~ al j=) NC > — © fi =) cH Of &

  2. Slide 2: Forward-looking statements

    This presentation contains forward-looking statements, as defined by federal and state securities laws. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlyi

  3. Slide 3: 3D printing becomes industrial strength

    3D printing becomes industrial strength 3D printing starts saving lives Customization becomes the norm Product innovation is faster ) New companies develop innovative business models built on 3D printing 3D print shops open at the mall Y New products with magical properties will tantalize us 7 New m

  4. Slide 4: Print Engines

    7 Print Engines Footprint ~100 Performance Materials World Class Customers 10 Innovation ma * 500 Resellers’ Centers ~1,100* ~1,200 Teammates Patents* *Reflects post Geomagic close

  5. Slide 5: Exclusive provider of end-to-end content-to-print solutions

    Exclusive provider of end-to-end content-to-print solutions Addressing multi-billion dollar, high-growth marketplaces Unmatched product performance and breadth Attractive ‘razor & blades’ model driving recurring revenue growth Entrepreneurial, experienced management team

  6. Slide 6: 3D Printer Forecast and PLM Forecast

    Sin ilions 3D Printer Forecast Product Lifecycle Management (PLM) Forecast $7.0 $60 “lo $60 $50 2 AN CAGE $5.0 sao sao $30 $30 $20 $2.0 so oi $0.0 $0 2013 2015, 2017 2019 2012 2013208 2015 2016 Source ah Repo source: cndina * Our solutions replace or complement traditional design-to-manufacturing al

  7. Slide 7: Increasing global R&D spend fuels demand for 3D printers

    Increasing global R&D spend fuels demand for 3D printers Compressed design-to-manufacture timelines accelerates adoption Product evolution drives increase in component count and complexity Democratization expands opportunity to consumers and manufacturers Sustainability attractiveness: reduced waste

  8. Slide 8: Patents

    Patents @ Issued & Pending* y) ‘ad 7 Print 3D Authoring | goo ' = Engines y Platform é V oon Materials W cos i 7 Centers y oe *Reflects post Geomagic close

  9. Slide 9: Global Reach, Local Presence

    Global Reach, Local Presence United States Europe + Rock Hill, SC * Benelux * Atlanta, GA * England * Andover, MA * France * Cambridge, MA * Germany * Denver, CO + Italy + Herndon, VA + Langhorne, PA + Lawrenceburg, TN * Switzerland Asia-Pacific * Morrisville, NC* * Australia * New York, NY * China

  10. Slide 10: Parallel Growth Paths

    arallel Growth Paths —7 ‘suoyyaduio 329410

  11. Slide 11: Focused Growth Pillars

    Focused Growth Pillars Accelerate 3D printer penetration Grow healthcare solutions Expand Quickparts services globally | __ Integrate 3D authoring platform ———| Build significant consumer presence 1

  12. Slide 12: Personal, Professional, Production printers

    PERSONAL PROFESSIONAL | propucrion | cotligiteS aa lf be el — Price: $1,300 - $20,000 Price: $20,000 - $250,0 Price: $250,000 - $950,000

  13. Slide 13: Biocompatible, Conformal Structures, Casting

    hoe : ny; Se - - Ed - - Biocompatible Conformal Structures Casting

  14. Slide 14: Quick-turn manufacturing services

    High-Volume eo X ; Sie Mid-volume dit: Low-Volume Quick-turn manufacturing services Latest additive and traditional capabilities in nine locations worldwide Instant online quoting with proprietary, integrated sales and manufacturing platform

  15. Slide 15: Integrated capture, mesh, surface, model & verify tools

    Integrated capture, mesh, surface, model & verify tools

  16. Slide 16: Customer logos

    DELPHI GM = 4edh — voneywell = Eohnson _ fo-n-hohmon stryker OAKLEY Auer FACITROEN AIRBUS = [ejutacat Fury HITACH DEX @ TOYOTA

  17. Slide 17: Motorsport

    Motorsport * Wind-Tunnel to On-Car Automotive Bridge Manufacturing High-Value Short Runs

  18. Slide 18: Benefits to the War Fighter

    Benefits to the War Fighter F-35 costs savings estimated from Representative Parts . % Priorities + Reduced multi-axis machining + Reduced machining/drilling + Reduced lead-times * Reduced part counts Enhanced design for manufacturing and assembly Increased number of parts qualified for 3D printing

  19. Slide 19: Personalized Medical Devices

    Personalized Medical Devices

  20. Slide 20: MCAD & Architecture

    MCAD & Architecture Trier 4 Itry | MNS Se Vitgee i’ was ty

  21. Slide 21: Education

  22. Slide 22: Consumer

  23. Slide 23: Entrepreneurial, Diverse Leadership

    Entrepreneurial, Diverse Leadershit e Avi Reichental CeO Damon Gregoire CFO *Reflects post Geomagic close McAlea GM PPS Rajeev Kulkarni GMcPS. Diana Kalisz CDO 23

  24. Slide 24: Comprehensive tool box

    We offer a comprehensive tool box... we sell our customers the right tool for the right job Our competitors sell different size hammers... to them every application looks like a nail

  25. Slide 25: Produce, Model, Capture, Inspect

    * Rapid Manufacturing * Specialty Materials * On-Demand Parts * Inspection * Precision Metrology * Inspection reporting * 3D Documentation PRODUCE * Model * Capture * Sculpt * Quick Turn * Design Verification + Functional Validation Positions 3D Systems to deliver complete, integrated solutions from

  26. Slide 26: Expanded 3D content-to-print capabilities & efficiencies

    Leadership: Expanded 3D content-to-print capabilities & efficiencies Technology: Leading modeling, scanning and sculpting design-to-manufacture solutions Domain: Expertise in 3D authoring solutions and platform architecture Channel: Deepens our relationships with 3D scanner OEMs and VARs Coverage: C

  27. Slide 27: Revenue and gross margin with guidance

    $400M 50% $345-365M 4T% $300M ee 45% $230M $200M iii $160M $113M 40% $100M Som 35% 2009 2010 2011 2012 Guidance lm Revenue -*Gross margin

  28. Slide 28: Revenue by product category

    Sin millions Printers & pout ts Other Products $84.9 Print Zou, fss0s Materials 2012 $76.4 2011 ($65.6 a - Services - $90.8 zou | sis9 $362 82% Healthcare 57% total revenue growth 6 organic revenue growth

  29. Slide 29: New products revenue and revenue elements

    Commercialized 11 new products during Nine Months 2012 Nine Months)12) toss Profit by, Category New Products Revenue $100.0 Printers & Other Products 28% Print Materials 40% Nine Months 2012 Revenue Elements Comparison to 2011 Integrated materials amounted to 63% of total materials revenue New produ

  30. Slide 30: Unmatched portfolio with leading brands

    ¢ Unmatched portfolio with leading brands ¢ Technology + financial strength and flexibility © Open-ended growth opportunities ¢ Innovative business model with end-to-end solutions ¢ Focused growth initiatives, organic and acquisitive _/ \_/}\_j\_/@\_/j\_ ¢ Experienced management team Y : Y v

  31. Slide 31: Ul Ww L UN : > x Cc is) <& =

    Ul 2 Ww L UN : 3 > x Cc is) <& =

3D Systems — Investor Presentation (January 2013) on 6ix