Velo3D (VELO) Q2 FY26 earnings call

Velo3D delivered strong Q2 FY26 results, marked by significant revenue growth and gross margin expansion, driven by increasing demand in aerospace, defense, and energy markets. The company strengthened its balance sheet and is expanding manufacturing capacity with the new Livermore campus, positioning itself for continued growth and aiming for EBITDA positivity in H2 FY26. This strategic expansion and focus on data-driven manufacturing are key to its long-term vision.