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    Danny Eggerichs • Craig-Hallum Capital Group LLC

    Danny Eggerichs's questions to Stratasys Ltd (SSYS) leadership

    Danny Eggerichs's questions to Stratasys Ltd (SSYS) leadership • Q1 2025

    Question

    Danny Eggerichs, on for Greg Palm at Craig-Hallum, asked for more color on the rebound in consumables sales and customer utilization, and also inquired about capital allocation priorities following the Fortissimo investment.

    Answer

    CFO Eitan Zamir noted that consumables revenue returned to the $62-$63 million level, driven by higher utilization as customers shift more toward manufacturing. He reiterated the expectation for full-year 2025 consumables revenue to exceed 2024. CEO Yoav Zeif stated that the primary use of the new capital is for inorganic growth (M&A), positioning Stratasys to lead industry consolidation. He stressed that any acquisition must align with their strategy of focusing on proven use cases, recurring revenue, and profitability.

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    Danny Eggerichs's questions to Cavco Industries Inc (CVCO) leadership

    Danny Eggerichs's questions to Cavco Industries Inc (CVCO) leadership • Q3 2025

    Question

    Danny Eggerichs from Craig-Hallum Capital Group asked for an update on demand from a geographic perspective, seeking to identify any pockets of strength or lagging regions. He also inquired about activity from REITs in the current interest rate environment and the performance of the builder-developer channel.

    Answer

    President and CEO William Boor identified the Southeast and Texas as continuing to be strong markets, while noting that Florida remains a laggard. Regarding REITs, he explained that demand for filling existing communities is expected to be solid, whereas new development projects might be more sensitive to capital costs. He confirmed that the builder-developer channel, similar to communities, continues to trend upward as a percentage of total business.

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    Danny Eggerichs's questions to 3D Systems Corp (DDD) leadership

    Danny Eggerichs's questions to 3D Systems Corp (DDD) leadership • Q3 2024

    Question

    Danny Eggerichs, on for Greg Palm, inquired about the potential timing for achieving profitability in 2025 and asked for more detail on the size and opportunity of the Application Innovation Group (AIG).

    Answer

    CEO Jeffrey Graves stated that while he couldn't give a specific number for 2025 profitability, he is encouraged by rising application interest and cost management opportunities that could lead to positive EBITDA during the year. He clarified that the AIG's revenue is not material to the P&L, but its 26% year-to-date revenue growth is a critical positive indicator of future customer demand, especially in markets like semiconductors and data centers.

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