Xometry (XMTR) 46th Annual William Blair Growth Stock Conference summary

Market opportunity and growth

• Custom manufacturing market estimated at $275 billion within a $17 trillion total addressable market, with less than 1% online penetration.

• Marketplace revenue has grown nearly 40% year-over-year since going public in 2021.

• Gross profit and margins have increased annually, with a 100+ basis point step-up each year.

• Q1 was a record quarter: $205 million revenue, 40% marketplace growth, 53% gross profit growth, and record EBITDA.

• Active buyers and suppliers are growing rapidly, with organic supplier growth and record net new buyers.

Technology and AI-driven platform

• AI and machine learning are core to instant pricing, manufacturability analysis, and supplier matching.

• Proprietary data from millions of quoted parts powers continuous improvement in algorithms.

• Platform ensures certified suppliers and quality management, especially for regulated industries.

• Supplier and buyer experiences are being transformed to match leading e-commerce standards.

• Supplier app launched, improving engagement and operational efficiency.

Strategic partnerships and integrations

• Siemens partnership integrates marketplace natively into Siemens CAD and PLM software, expanding reach to millions of users.

• Siemens invested $50 million in common stock to signal commitment.

• Integration will enable instant pricing and order placement directly within Siemens software, streamlining procurement.

• Additional collaboration with Siemens’ Supplyframe and Thomas directory to enhance component sourcing.