Xometry Earnings Call Transcripts
Fiscal Year 2026
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The meeting covered board transitions, approval of all proposals, and a major Siemens partnership. Strategic focus is on digital transformation of the marketplace and seamless B2B experiences, with risks highlighted in SEC filings.
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The company reported record growth in revenue, profit, and user base, driven by its AI-powered manufacturing marketplace and expanding global network. A strategic partnership with Siemens will embed its platform in widely used industrial software, while leadership transitions and new equity raise position it for further expansion.
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The marketplace is rapidly expanding its digital footprint in custom manufacturing, driven by proprietary AI, product innovation, and a transformative Siemens partnership. Accelerating revenue, improved margins, and deepening enterprise and international penetration highlight strong momentum and significant future growth potential.
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Record Q1 results with 36% revenue growth, expanding margins, and strong cash flow were driven by AI-powered marketplace advances and a major Siemens partnership, which is expected to accelerate global reach and profitability. Full-year guidance was raised on continued momentum.
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A digital manufacturing marketplace is accelerating growth through AI-driven pricing, enterprise integration, and product expansion. Leadership changes and investments in technology and supplier tools support a $1 billion near-term revenue goal and improving margins.
Fiscal Year 2025
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Record Q4 and 2025 results featured 30% revenue growth and expanding profitability, driven by AI-powered marketplace innovation and strong enterprise adoption. 2026 guidance calls for at least 21% revenue growth and higher margins, with continued investment in technology and global expansion.
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Q3 2025 saw record revenue and profit growth, with marketplace revenue up 31% year-over-year and gross margin expanding to 35.7%. Strong enterprise and international momentum, new AI-driven product launches, and disciplined cost management led to raised full-year guidance and a positive outlook for 2026.
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Accelerated growth is driven by deeper enterprise penetration, international expansion, and AI-powered platform enhancements. Leadership from large-scale companies and ongoing investments in technology and supplier services support scaling toward multi-billion revenue, with strong gross margins and a robust financial position.
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Q2 saw strong growth in buyers, revenue, and gross margins, driven by AI-powered quoting, expanded supplier networks, and enterprise adoption. International business is growing rapidly, and new tech initiatives like TeamSpace, ERP integrations, and a revamped Thomas platform are enhancing efficiency and profitability.
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Q2 2025 saw record revenue and gross margin, with 23% year-over-year growth and strong enterprise traction. Guidance for 2025 was raised, reflecting robust demand and continued AI-driven innovation, while management remains cautious on the macro environment.
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Active buyers and suppliers have grown rapidly, with marketplace revenue up 27% year-over-year and gross margin expanding to 33.5%. AI-driven technology, enterprise-focused tools, and international expansion underpin strong growth, profitability, and resilience.
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An AI-powered custom manufacturing marketplace is expanding globally, growing wallet share among large enterprise buyers, and enhancing platform stickiness with new tools like Teamspace and WorkCenter. Financial performance is strong, with raised growth outlook, improving margins, and positive EBITDA.
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Q1 2025 saw 23% revenue growth and a return to positive adjusted EBITDA, driven by strong marketplace expansion and enterprise adoption. Guidance for 2025 was raised, with continued focus on domestic sourcing, technology investment, and operating leverage.
Fiscal Year 2024
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Q4 2024 saw record revenue, gross profit, and marketplace margin, with strong growth in enterprise and international segments. 2025 guidance calls for accelerated revenue growth, continued margin expansion, and positive full-year Adjusted EBITDA, despite temporary Q1 margin headwinds from global sourcing investments.
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Custom manufacturing marketplace leverages AI for instant pricing and optimal supplier matching, driving rapid revenue and margin growth. International expansion and enterprise collaboration tools fuel further scale, with breakeven and profitability targets in sight.
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Q3 2024 saw record revenue, gross profit, and marketplace margin, with strong buyer and supplier growth and accelerating international expansion. Guidance for 2024 and 2025 points to continued double-digit marketplace growth and improving profitability.
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Record revenue and gross profit were achieved, driven by AI-powered marketplace growth and expanding international operations. Product innovation, supplier network expansion, and the Thomas acquisition are fueling both buyer and supplier engagement, with a clear path to profitability and long-term growth.
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Q2 2024 saw record revenue and gross margins, with 19% year-over-year revenue growth and a 70% improvement in adjusted EBITDA loss. Marketplace and international segments drove results, while guidance remains strong for the rest of 2024.
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A rapidly growing AI-driven manufacturing marketplace is expanding its global reach, improving gross margins, and targeting profitability through operational efficiency and strategic investments. The platform's value proposition is reinforced by strong customer and supplier growth, with a focus on enterprise and international expansion.