UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39453 Markforged Holding Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 92-3037714 (State or oth ...

Markforged Holding Corporation (NYSE:MKFG) Q2 2023 Results Conference Call August 10, 2023 5:00 PM ET Company Participants Austin Bohlig - Director, IR Shai Terem - President, CEO Assaf Zipori - CFO Conference Call Participants Shannon Cross - Credit Suisse Brian Drab - William Blair Operator Greetings, and welcome to the Markforged's Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. [Operator Instructions]. As a reminder, this conference is being recor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39453 Markforged Holding Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 92-3037714 (State or other ju ...

财务数据和关键指标变化 - 第一季度收入同比增长10.2%至24.1百万美元 [12] - 毛利润为11.9百万美元,毛利率为49.3%,较上年同期的53.6%有所下降 [12][13] - 净亏损为13.3百万美元,每股亏损0.07美元 [13] 各条业务线数据和关键指标变化 - FX20打印机的生产成本持续下降,有助于推动毛利率的扩张 [8][9][18][19][20] - PX100打印机在汽车、奢侈品、消费电子和电信行业的需求显著增加,预计将在第三季度开始出货 [23][24] 各个市场数据和关键指标变化 - 所有地区的需求都有所增长,尤其是美国市场 [26][27] - 欧洲市场增长强劲,得益于该地区新任命的强有力领导 [41][42][43] 公司战略和发展方向及行业竞争 - 公司专注于制造业市场,为客户提供灵活和有弹性的生产平台,满足制造业数字化转型和供应链韧性的需求 [6][7][26][27] - 航空航天市场是FX20的重点目标,已经开始与客户合作生产新一代飞机所需的复合材料部件 [9] - 公司正在推进新产品的开发和推出,并持续优化成本结构,以实现盈利增长 [8][10] 管理层对经营环境和未来前景的评论 - 尽管宏观环境存在一定不确定性,但公司第一季度的强劲表现反映了其战略和执行的成功 [6][27][29] - 公司有信心在不需要额外融资的情况下实现盈利 [10] - 管理层对公司未来的发展前景保持乐观态度 [6][7][26][27] 问答环节重要的提问和回答 问题1 **Troy Jensen 提问** 询问FX20在航空航天市场的应用情况,是否主要用于生产大型Onyx部件还是ULTEM连续碳纤维部件 [17][18] **Shai Terem 回答** 公司看到FX20在ULTEM和连续纤维部件方面都有很好的应用,客户对这些材料的需求很大 [18] 问题2 **Greg Palm 提问** 询问公司毛利率指引下降的原因,与第一季度的强劲表现存在矛盾 [28][29][30][31][32][33][34] **Shai Terem 和 Mark Schwartz 回答** 第一季度毛利率提升主要得益于FX20生产成本下降和供应链状况改善,但公司仍缺乏完全的市场可见性,因此保持谨慎态度 [29][30][32][34] 问题3 **Jared Maymon 提问** 询问公司对全年收入指引的假设,是否考虑了宏观经济环境可能恶化的情况 [51][52][53] **Shai Terem 和 Mark Schwartz 回答** 公司在制定指引时考虑了一定程度的宏观不确定性,但目前看来市场环境有所好转,公司保持谨慎态度,希望再观察一个季度后再做出调整 [52][53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39453 Markforged Holding Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 92-3037714 (State or other j ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39453 Markforged Holding Corporation (Exact name of Registrant as specified in its Charter) Delaware 98-1545859 (State or other juris ...

Markforged Holding Corporation (NYSE:MKFG) Q4 2022 Earnings Conference Call March 6, 2023 5:00 PM ET Company Participants Austin Bohlig - Director, IR Shai Terem - President and CEO Mark Schwartz - CFO Conference Call Participants Greg Palm - Craig Hallum Capital Group Ashley Lessen - Credit Suisse Brian Drab - William Blair Troy Jensen - Lake Street Capital Markets Jim Suva - Citigroup Noelle Dilts - Stifel Operator Greetings, and welcome to the Markforged's Fourth Quarter 2022 Earnings Conference Call. [O ...