Velo3d, Inc. · NASDAQ:VELO
Velo3d — Investor Presentation (August 2025)
19 slides from Velo3d's investor presentation, August 2025
Slide 1: Investor Presentation | August 2025
INVESTOR PRESENTATION | August 2025
Slide 2: Disclaimer
Disclaimer FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, with respect to Velo3D, Inc. (“Velo3D” or the “Company”). Words
Slide 3: Company Overview
Company Overview We are visionary, innovative, collaborative, and bold – unlocking the next generation of metal 3D printing Founded Headquarters Employees1 Our Winning Differentiators 2014 k CA Fremont, 133 § Disruptive Additive Manufacturing (“AM”) Platform: What We Do • Proprietary laser powder be
Slide 4: Arrayed Additive & Velo 3D – Stronger Together
Arrayed Additive & Velo 3D – Stronger Together Arrayed Additive, a leader in lightweight additive manufacturing technology, expands market opportunities, provides production scale, and significantly strengthens balance sheet Supplier of magnesium & Strategic Rationale aluminum components to top OEMs
Slide 5: Diverse Customer Base: Defense, Space, Aviation, and Energy
Diverse Customer Base: Defense, Space, Aviation, and Energy Velo3D’s customers are some of the biggest names in the industry Defense / Aerospace Space 3 Active Efforts 4 Active Efforts Leading Aerospace/Defense OEM Energy/Semiconductors CM Leading Semiconductor Equipment Supplier Page 5
Slide 6: Geopolitics Demands Domestic Supply Chain
Geopolitics Demands Domestic Supply Chain Key drivers of reshoring: national security, economic resilience, simplified supply chain, localized production • Reshoring to be key investment theme of the next 5-10 years • Annualized US manufacturing construction spend rose 86% to $237 billion (2022 – 20
Slide 7: Industry Tailwinds Driving Large Addressable Market Adoption
Industry Tailwinds Driving Large Addressable Market Adoption Our differentiated technology gives us a competitive advantage in the untapped global market opportunity for high-value metal parts 3D – Printing Metals Market Overview1,2 • The metal 3D printing market was valued at $1.19 billion in 2025
Slide 8: Autonomous Factory Solution for National Readiness
Autonomous Factory Solution for National Readiness The AWS of Advanced Manufacturing Key Challenge The Opportunity Enabling Mission-Critical Metal Parts Critical Parts production is slow, Build a resilient, intelligent, and q On Demand fragmented, and dependent on autonomous manufacturing network us
Slide 9: Our Rapid Production Solutions (RPS) vs. Traditional Mfg.
Our Rapid Production Solutions (RPS) vs. Traditional Mfg. Velo3D’s RPS model offers a next-generation, digital-first manufacturing approach built for speed, complexity, and mission-critical industries, without compromising performance, lead time, or traceability Key Factors Traditional Manufacturing
Slide 10: Go-to-Market Strategy: Key Markets with High Demand
Go-to-Market Strategy: Key Markets with High Demand Securing domestic supply and partnering with local governments to meet growing demand amid geopolitical shifts § Defense industrial base must scale quickly - PRC, Russia § Process needs to be repeatable – Golden File capability DoD/Primes § Onshori
Slide 11: Near-term Demand Proof Points
Near-term Demand Proof Points US Navy Programs Large Suppliers to Leading Semiconductor Customer Large Defense Primes and Affiliates USAF Programs Equipment Supplier • Large print size • Large print envelope size and • Build volume and throughput • Technological superiority to produce complex geomet
Slide 12: Attractive Business Model
Attractive Business Model Shifting business model to parts printing through RPS will drive long-term revenue and EBITDA growth 1 Rapid Production Solutions (RPS) • Accelerate time to market via hosted systems Revenue Mix ($M) RPS • Scalable and recurring revenue stream Services System Sales GR CA 2
Slide 13: Focus on Profitability
Focus on Profitability 1 Implementing New 2 3 Executing Growth 4 Strengthened Improving Efficiency Business Model Strategy Balance Sheet § Launched Rapid Production § Right-sized company for § Backlog of $16M exiting Q2 Solutions (RPS) – parts current business model 2025 production § Completed senio
Slide 14: Partnering with Local Governments for Expansion
Partnering with Local Governments for Expansion Location: In Discussion • Multiple state / county sites in consideration • Focusing on manufacturing and technology hubs • Strategically located to major cities with significant infrastructure already in place • Strong local governmental support • Part
Slide 15: Join Us at the Inflection Point
Join Us at the Inflection Point • First-mover in mission-critical AM with proven IP • Transforming into high-margin recurring revenue business • Deep traction in defense and aerospace • Visionary team and marquee customer base Page 15
Slide 16: Appendix
Appendix Vv”
Slide 17: Executive team has the vision and experience to execute
Executive team has the vision and experience to execute Arun Jeldi Chief Executive Officer & Hull Xu Michelle Sidwell Zachary Murphree Director Chief Financial Officer Chief Revenue Officer Chief Strategy Officer +1 11+ +1 29+ +1 30+ 8+ 14+ Years with Company Years Experience Years with Company Year
Slide 18: Our Fully Integrated Metal AM Solution Platform
Our Fully Integrated Metal AM Solution Platform Redefining metal AM with support-free, mission-critical precision Our Software Solutions Our Metal AM Family of Printers § Powers all Sapphire printers with custom print Flow instructions based on part geometry, ensuring precision and reducing support
Slide 19: Technology Advantage to Drive Long-Term Growth
Technology Advantage to Drive Long-Term Growth Print file portability – service support offerings Commodity Incumbents Metal AM Peers Binder Jetting or Technology Powder Bed Fusion Powder Bed Fusion Metal filled FDM Reproduce legacy parts without redesign Print file portability across global fleet (