Xometry (XMTR) Citizens JMP Technology Conference 2026 summary

Market overview and business model

• Operates a leading digital marketplace for custom manufacturing, targeting a fragmented, multi-trillion dollar global market previously dominated by offline processes.

• Uses AI to provide instant pricing, optimal manufacturer matching, and continuous feedback, driving rapid growth since inception.

• Achieved over 26% growth last year, with a large total addressable market still largely untapped.

Leadership transition and strategic focus

• Recent CEO transition aims to accelerate product-led growth, leveraging new C-suite talent from larger digital and tech companies.

• New CEO emphasizes continuity in vision, focusing on digitizing the offline marketplace and increasing online penetration.

• Executive Chairman will focus on strategic partnerships while the CEO leads operational execution.

AI and technology advancements

• AI is central to pricing, sourcing, and supplier matching, with recent hires from top tech firms enhancing capabilities.

• Improved proprietary datasets and more frequent training cycles have driven higher revenue, enterprise penetration, and margins.