Hi there,

 

I keep on hearing about how terribly the industry is doing. We don’t see it. Quite the opposite: We keep on beating our record quarters by significant margins. We’re winning almost every deal we’re going after, and there’s no shortage of them…

 

I hear machine vendors are particularly affected (one older, privately held German maker just borrowed money for the first time) by the downturn. That may be due to their blatant overselling in the last decade. Not only did they SPAC at valuations 100+ times their revenue on outsized projections, but they also pushed machines into the immature market.

 

Apparently, there are now 800+ metal additive machines in the Los Angeles area alone. Most those machines will be operating extremely low OEE. Until that capacity starts to sweat, machine sales will continue to underperform.

 

Maybe machine OEM’s would have been better served, listening to the customer, incrementally improving their machines and really focusing on making them production ready rather than overselling? That’s what we’ve been doing for the last decade, and maybe that’s why things are different for us?

 

2 of the latest changes are an example:

 

• Secure Build Checkout: Manage your build prep process on local, networked PCs with our Secure Build Checkout. Designed to control and automate a portion of the additive printing process that was previously controlled through manual intervention. 

• Check out files and pull them directly from Authentise onto a Build Prep PC where you can load them directly into various Machines’ Build Prep Software (and therefore push the files to the machines). Changes made to the files while checked out are then reuploaded to the Authentise platform for traceability and record keeping.

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