Favorable Sanctions Open $100M Market Opportunity for Leading Drone Component Supplier Unusual Machines

Key 4Q24 Earnings Takeaways ⬇️

Unusual Machines $UMAC delivered record Q4 revenue of over $2.0M, representing a 31% sequential increase, with gross margins improving slightly to 28%. For the full year, revenue reached $5.65M, exceeding the company’s $5M target, and full-year gross margins also came in at 28%. The quarter marked another milestone for Unusual Machines, with enterprise sales, whic…

Muted 2025 Outlook and Falling Margins Signal Tough Road Ahead for 3D Systems

Key 4Q24 Earnings Takeaways ⬇️

3D Systems $DDD reported 4Q24 revenue of $111M, down 3% Y/Y and below consensus expectations of $115M. The shortfall was primarily driven by an $9M reduction related to a change in accounting estimates within the Regenerative Medicine program. This change reflects a change in milestone revenue recognition, deferring revenue until more stringent criteria are met, rather than indicating a lo…

Court Rules in Favor of Desktop Metal — Nano Must Close the Merger

In what has been the most highly anticipated development in the additive manufacturing space, the Delaware Court of Chancery today has ruled in favor of Desktop Metal $DM in its litigation against Nano Dimension $NNDM. The court found that Nano materially breached the merger agreement and rejected Nano’s counterclaims. Per the ruling, Nano must execute a national security agreement with CFIUS (the final hurdle to closing) within …