3d Systems Corporation · NYSE:DDD
3d Systems — Investor Presentation (January 2015)
34 slides from 3d Systems's investor presentation, January 2015
Slide 1: 3D Systems Investor Presentation
WWW.3DSYSTEMS.COM|NYSE:DDD
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements, as defined by federal and state securities laws. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, perfor
Slide 3: Trends and Drivers
TRENDS AND DRIVERS Our bold investments in healthcare and metals are delivering category growth rates that substantially outperformed industry growth, validating our early and decisive actions Free Design & Complexity Manufacturing Our stepped up growth investments that started some Drives are Reima
Slide 4: Leadership Fosters Innovation
LEADERSHIP FOSTERS INNOVATION DIVERSE | EXPERIENCED | ENTREPRENEURIAL Jeff Blank VP Global Amy Decker Ted Hull EVP, Finance & Chuck Hull Engineering & Chief Development Officer VP, Human Resources Chief Financial Officer EVP & Chief Technology Officer Calvin Hur Diana Kalisz VP & General Manager And
Slide 5: High Growth – Abundant Opportunity
HIGH GROWTH – ABUNDANT OPPORTUNITY Size of 3D Printing Industry 3D Printing and Additive Manufacturing 4-Year Hiring Trends 25,000 The number of job ads requiring workers with 20,000 3DP skills increased 1,834% in 4 years! Millions of Dollars 15,000 10,000 5,000 0 2013 2016 2018 2020 Source: Wohlers
Slide 6: Aerospace
AEROSPACE COMPLEXITY| WEIGHT | MANEUVERABILITY | FUEL EFFICIENCY SOURCE: GE|Atlantic Conference
Slide 7: Mass Production, Accuracy and Efficiency
MASS PRODUCTION, ACCURACY AND EFFICIENCY ProX 800 SLA
Slide 8: Transportation
TRANSPORTATION DESIGN | VALIDATE | TOOL | BRIDGE | CUSTOMIZE | MANUFACTURE
Slide 9: Transformative Metal Technology
TRANSFORMATIVE METAL TECHNOLOGY.
Slide 10: Personalized Medicine
PERSONALIZED MEDICINE FROM TRAINING ROOM TO OPERATING ROOM Leftmost Image Source: Starkey Hearing Technologies Source: Conformis
Slide 11: Tough Parts & Production Efficiency
TOUGH PARTS & PRODUCTION EFFICIENCY ProX 500 Plus SLS
Slide 12: Desktop Engineering
DESKTOP ENGINEERING
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Slide 14: On-Demand?
ON-DEMAND?
Slide 15: All the Print Engines to Succeed
ALL THE PRINT ENGINES TO SUCCEED DESIGN | MODEL | PROTOTYPE | COMMUNICATE | TOOL | CAST | MANUFACTURE 15
Slide 16: Engineered Materials | Performance Parts
ENGINEERD MATERIALS|PERFROMANCE PARTS ~120 MATERIALS: PLASTICS | NYLONS | METALS | WAXES | COMPOSITES | CERAMICS High-Definition | Snap-Fit Elastomeric | Flexible Durable | High-Temperature Full Color Precision Metals Multi Materials
Slide 17: Digital Thread | Platform Connectivity
DIGITAL THREAD|PLATFORM CONNECTIVITY
Slide 18: Slide 18
Slide 19: Healthcare Revenue Growth
HEALTHCARE REVENUE GROWTH $ in millions • Delivering impressive top $37.4 and bottom line results • Added Medical Modeling, Simbionix and LayerWise to enhance expertise and $27.5 expand our capabilities • Provides a digital thread $21.8 $21.7 from training room to $18.9 operating room $16.9 • 121% g
Slide 20: Direct Metal Printing
DIRECT METAL PRINTING Nine Months Revenue • Decisive investments contributed to revenue growth of 241% in the first nine months of the year compared to ProForma results of the 30 same 2013 period 25 • Outsold manufacturing capacity in every quarter since we acquired Phenix Systems 20 • Production no
Slide 21: Revenue by Category & Geography
REVENUE BY CATEGORY & GEOGRAPHY NINE MONTHS $ in millions 27% $200 35% All categories are $150 29% contributing to growth $100 Products growth driven by plastic, nylon, composite $50 and metal 3D printers An expanding customer $0 Products Materials Services base and increasing 2013 2014 utiliz
Slide 22: New Products Contribution
NEW PRODUCTS CONTRIBUTION $ in millions Nine Months 2014 $250 $207.1 $200 $156.0 $150 $100 $89.0 $50 $0 2012 2013 2014 Announced 11 new products Nine months new products Expect increasing in first nine months of 2014 revenue increased 33% over contribution from new 2013 products - Products are consi
Slide 23: Global Reach | Local Presence
GLOBAL REACH | LOCAL PRESENCE 23
Slide 24: Education & Digital Literacy
EDUCATION & DIGITAL LITERACY 24
Slide 25: CubePro C
CubePro’C The First Affordable Full-Color Plastic 3D Printer. we jioosy Be fed fe -Revolutionary color Cubeerale Mnixing technology. — Pall “i Pioneering.
Slide 26: 3D Lifestyle
3D LIFESTYLE
Slide 27: Edibles
EDIBLES Source: Chris Hoover, Modernist Cuisine LLC
Slide 28: 3D Systems Digital Platform
3D SYSTEMS DIGITAL PLATFORM… 3D Home Printers and Affordable Personal Consumer Apps and Perceptual Tools Cloud fulfillment services Scanning Software
Slide 29: Marketplace Positioning
MARKETPLACE POSITIONING Ve NI © 2 wo e f gs, |B A ; ® §& & f © 2 OF io = : / 3B 8 Qi = SiO RG Ss: o GS S “| @ @ 2 5 go OF wa > ¢ @ §} 3 Indirect prototypes Cloud Printing _ Medical parts Indirect parts v Perceptual devices G Cloud platforms Digital threading Consumer printers Materials
Slide 30: Focused Strategy
FOCUSED STRATEGY MEDICAL | MATERIALS | METALS | MANUFACTURING | MAINSTREET
Slide 31: Gartner Curve
GARTNER CURVE expectations 3D Printing forUirand Gas — § ing and Supply Chain ‘Classroom 3D Printing 3D Bioprinting Systems 3D 3D Printing Service Bureaus Enterprise 3D Printing Macro 3D Printing Intellectual Property Protection (3D Printing) As of July 2014 - Peak of Innovation Trough of - Plateau
Slide 32: High Speed, Continuous Fab-Grade 3D Printing
HIGH SPEED, CONTINUOUS FAB-GRADE 3D PRINTING
Slide 33: Bottom Line
BOTTOM LINE • Our bold investments in healthcare and metals are delivering category growth rates that substantially outperformed industry growth, validating our early and decisive actions • Our stepped up growth investments that started some twelve some months ago are leveling off and our operating
Slide 34: Thank You
THANK YOU WWW.3DSYSTEMS.COM|NYSE:DDD