158 Software-Defined 3D Printers Could Real Time Printing Data From Sent To 3D Printer Shift Some Economics Back To Sensors on Customer Printers: Manufacturer Geometry Printer Manufacturers Temperature Moisture With sensor-equipped 3D printers, 3D printing equipment manufacturers can collect data from customer print jobs and Over-The-Air Updates Improve improve their fleets of printers in the field with over-the-air Each Print software updates. This data feedback loop could help 3D G Margin Structure N printing companies capture more economics than they do I T N 3D Printing Manufacturers Vs. Mature Tools Company I today. R P Gross Margin EBITDA Margin 3D While companies may be reluctant to share data, AI-enabled 50% 40% manufacturing solutions should create better outcomes for 30% 3D printing equipment companies and their customers 20% 10% 0% -10% -20% -30% Average of 3D Printer Manufacturers Illinois Tool Works (Latest 12 Months) (Latest 12 Months) EBITDA: Earnings before interest, taxes, depreciation, and amortization. Sources: ARK Investment Management LLC, 2024, based on data from S&P Capital IQ, 2024. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

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