3D Systems(DDD)2021-06-08 16:32Key Points Company and Industry Overview * Company: 3D Systems Corporation (NYSE:DDD) * Industry: Additive Manufacturing * Focus: High reliability products and applications in healthcare and industrial sectors Core Views and Arguments * Purpose Statement: To become a leader in additive solutions and applications for high reliability products. * Strategy: Focus on additive manufacturing, exit non-additive activities, and invest in growth. * Market Segmentation: Healthcare and industrial business segments. * Growth Trajectory: Returning to profitability and on a strong growth trajectory. * Competitive Advantage: Unique combination of printing equipment, design and manufacturing capability, software, and materials. * Target Market: High-end applications with moderate to mid-range volume and complexity. * Healthcare: Strong position in dental, medical, and regenerative medicine. * Industrial: Focus on aerospace, high-end automotive, and racing. * Software: Prioritize software and materials development for industrialization and automation. * Acquisitions: Focus on printers, software, and materials. Other Important Points * Divestiture: Sold on-demand manufacturing business to focus on additive manufacturing. * Service Bureaus: Will continue to support service bureaus as customers and partners. * Investor Day: September 9, 2021, to discuss long-term growth and margin profile. * Financials: Double-digit growth, 44% gross margins, and 13.5% EBITDA margins in Q1 2021. References [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59]