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Are 3D Systems' Cube Results Good News for Stratasys?

One of the highest-growth areas of 3-D printing is the consumer industry, but finding data to see just how fast this category is growing has been nearly impossible for the average investor -- until now.

One of the two 3-D printing juggernauts, 3D Systems (NYSE: DDD  ) , reported earnings on Tuesday, and investors were able to see how the company's Cube line of 3-D printers were performing for the first time. The lovable little printer churned out $25.8 million over the past nine months, an increase of 226% compared with the prior year. But how does that compare with 3-D printing juggernaut No. 2, Stratasys (NASDAQ: SSYS  ) , and its Makerbot brand of consumer printers?

In the following video, Motley Fool analyst Blake Bos goes over the Cube's results, compares the Cube results with those for Makerbot, highlights a possible new product for 3D Systems, and tells investors what to watch for going forward.

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  • Report this Comment On October 29, 2013, at 6:33 PM, analyze224 wrote:

    It's hard to say whether the rise in the stock price today stemmed from short covering because the report was less bad in some respects than ceratin of the shorts anticipated, or because the report genuinely satisfied the expectations of longs.

    Also, the revenue beat of approximately 3% appears to be within the scope of the 6% of sales that mgmt reported to be in the reseller channel. Thus the question - does the company's beat reflect greater than anticipated demand for their products or does it reflect sales to resellers for their inventory, or some combination of the two?

    There were other interesting details from the call that thus far don't seem to be getting much attention. For instance William Blair analyst, Brian Drab's question, about the co's downwardly revised earnings estimate for the year. (Notably, it was Drab, who stood up among the cheering of other analysts and spoke of the improbability of 3D meeting earnings targets for the year. Kudos to Brian Drab. He was right). Now he's asking whether the reduction in earnings expectations is related to increases in expenses, especially as mgmt claims, in the area of sales and marketing, or whether they are actually concerned about margin compression.

    Drab's question did not seem to receive a full and credible answer and there appeared to be an unannounced new protocol in which analysts were not kept on the line during mgmt's responses and there seemed not to be an opportunity for analysts to respond back, (unless perhaps if they were to get back in line to ask another question). We didn't seem to have the same opportunity to hear a complete exchange - the back and forth - that occurred in the 2nd quarter call and that was possible with the Q & A format that was used prior to today.

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Related Tickers

9/30/2016 4:02 PM
DDD $17.95 Up +0.29 +1.64%
3D Systems CAPS Rating: ****
SSYS $24.09 Up +0.14 +0.58%
Stratasys CAPS Rating: ****