Xometry (XMTR) investor relations material

Market opportunity and digital transformation

• Custom manufacturing is a $275 billion market, with only 1% currently online, presenting significant growth potential for digital platforms.

• Transitioning from offline, manual processes to an e-commerce experience enables faster, more transparent, and global access to custom parts.

• Growth is driven by a secular shift from offline to online, not limited to any single industry or process.

• Online experiences are resonating, with 45% growth compared to 0% for other marketplaces in the same period.

• Macro trends and supply chain disruptions accelerate the shift to online sourcing, creating further opportunities.

Supplier and enterprise engagement

• Suppliers are treated as equal partners, with a dedicated Workcenter platform providing job access, performance metrics, and financial visibility.

• Expansion prioritizes certified partners and global growth, with significant pushes in India, Vietnam, Europe, and Turkey.

• Enterprise clients are increasing order sizes, with more accounts surpassing $10 million in annual spend.

• Integration with procurement platforms and tools like Teamspace enhances enterprise adoption and collaboration.

Strategic partnerships and technology integration

• Deep integration with Siemens will embed pricing and manufacturability intelligence directly into Siemens Design Center, rolling out across all versions starting in 2027.

• This partnership eliminates the need for add-ins and enables instant, guaranteed pricing and timelines within the design workflow.

• The proprietary data and AI models developed over a decade provide unique market pricing and manufacturability insights, forming the basis for further integrations across the manufacturing ecosystem.