金属3D打印机制造商Velo3D（VLD）在第四季度的收入增长了55.2％，因为对其的需求迅速增加Sapphire系统。
In the course of Q4 2021, Velo3D generated $10.4 million in revenue, which is not only a significant increase on the $6.7 million it brought in during Q4 2020, but 19.5% more than the$8.7 million it reported in Q3 2021。这种增长突飞猛进的驱动是由其订单积压的强烈转换所驱动，该公司在本季度完成了创纪录的八个装置，其中包括新的一个新装置蓝宝石XCmachine.
However, despite Velo3D’s revenue performance, its shares have dipped 8.4% in the two days since its results came out, potentially due to profitability factors such as its low adjusted EBITDA of -$14.7 million, and gross margin of 16%, the latter of which it has attributed to the high initial costs associated with the Sapphire XC’s launch.
Velo3D首席执行官本尼·布勒（Benny Buller）说：“随着我们超过我们的第四季度和2021财政年度的收入预测，我们的表现反映了强大的执行，并超过了预订的目标。”，这将是我们2022年增长的重要驱动力。”
“Customer demand for our industry-leading Sapphire systems remains high as we help some of the world’s most innovative companies create the future using our advanced AM technology.”
Velo3D的第四季度2021财务
自从其第二次出版的财务中在纽约证券交易所公开in September 2021, Velo3D hasn’t broken down its income by segment, but has made it clear that its growth in Q4 2021 was primarily driven by system sales. The 8 machines the firm fitted during the quarter took its annual figure to 23, and it went on to achieve another 13 bookings, taking its FY 2021 total to 34, 10 more than its initial goal.
Buller在谈到Velo3D的收益电话会议时解释说，采用其系统的这种快速上升归功于其客户群的扩大。尽管这些客户中的大多数曾经源于航空航天部门，但越来越多的公司在能源，航空，国防，合同和工业制造业中运营的公司已经开始转向金属3D印刷，现在它们占其帐户的75％以上。
随着Velo3D继续扩大IPO后，其运营费用也增加了，依次上涨了26％，至2080万美元。该公司称，这种支出的增加是由于其销售团队的扩大，实现其增长目标以及增加的设施成本以及与公开交易相关的成本所必需的。
Addressing Velo3D’s profitability on the call, Buller revealed that its low gross profit can be accounted for by the “favorable pricing” offered to its first Sapphire XC customer, on the basis that it committed to buying ten of the systems before they’d even been fully-developed, in addition to the efficiency of their production, which will improve over time.
“We are gaining experience in the manufacture of these systems,” explained Buller on the call. “With every system we ship, we are gaining a lot of experience, and with this, we amortize the labor over many more systems. We are much more efficient, there is much less waste and we document the manufacturing process better. So, all those drive a dramatic improvement in gross margin.”
| Velo3D Financials（$） | Q3 2021 | Q4 2021 | 区别 （％） | Q4 2020 | Q4 2021 | 区别 （％） |
| 收入 | 8.7m | 10.4m | +19.5 | 6.7m | 10.4m | +55.2 |
| 毛利率 | 17％ | 16％ | -5.8 | 35% | 16％ | -54.2 |
| 净亏损 | -66.6m | -144m | +362.4 | -4.2m | -144m | +242.8 |
| 现金和投资 | 297m | 223m | -24.9 | 16m | 223m | +1293.7 |
Planning for growth in FY 2022
正如Buller在Velo3D的收益电话中提到的那样，其系统传统上已经找到了航空航天应用，尽管它最近扩展到新行业，但有证据表明，其机器在该领域仍在强劲。
During Q2 2021, for instance,Launcher透露它正在与velo3d合作ansys开发升级liquid oxygen (LOX) turbopumpfor its E-2 rocket engine. Since then, in Q4 2021, the firm has extended its partnership with Velo3D,购买第二台蓝宝石3D打印机，目的是利用其钛沉积能力开始为E-2生产轨道压力容器。
Looking ahead, however, Velo3D says that it intends to continue to focus on attracting new customers, hence it has doubled its sales force over the last 12 months. The company is also ramping up its European operations via its recently-established EU sales and service teams, in addition the opening of a new facility in Germany, which when fully built-out, will be able to produce 400 systems per year.
On Velo3D’s call, Buller suggested that the resulting machines could find a significant amount of traction among contract manufacturers. As a result, the firm is working closely with its existing clients in this area, and it has formed a business development team dedicated solely to securing what its CEO calls the “part design wins,” that are likely to be vital to driving service provider adoption.
Velo3D充满信心
布勒在结束的讲话中坚持认为，尽管全球供应链问题持续存在，但他对Velo3D的扩张充满信心，并为2022财年提供了8900万美元的不变指导。提到俄罗斯入侵乌克兰，正如他的许多同时代人所做的那样，Velo3D的首席执行官表示，其供应多元化和积压为其提供了“强大的知名度”。
在2021财年结束时，该公司拥有创纪录的23天订单积压，其中包括18台蓝宝石XC机器，并拥有2.23亿美元的现金，在流动性方面仍然处于健康状况。考虑到这一点，Buller得出的结论是，Velo3D“有足够的资源来满足其新的客户目标”，并且现在将“继续投资于下一代技术”。
Buller总结道：“展望未来，鉴于我们的行业领先技术，对我们的增长计划的持续执行以及强劲的客户需求，我们对我们的长期机会感到兴奋。”“专门针对2022年，我们的战略重点将着重于扩大美国和欧洲的新客户和现有的客户足迹，这反映了对我们蓝宝石XC系统的需求不断增长。”
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特色图片显示了蓝宝石3D打印机生产设施的渲染。通过velo3d图像。
