Sigma Labs, Inc. (NASDAQ:SASI) Q4 2022 Earnings Call Transcript

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Troy Jensen : Congrats on the results. Maybe, Jacob, to start with you. I just want to dig a little bit more into the market activity that you’re seeing. Is it mainly just the partners within the market active with you guys now developing the partnerships? Or is it the customer adoption you’re really starting to see? And I’d love to know who of the partnership do you think it really drives the biggest opportunity for you guys?

Jacob Brunsberg : Certainly. I think it’s actually both, a little bit. So certainly, from a partner connectivity perspective with OEM and software, I think the macroeconomic environment is creating a more open environment in the additive community. I think from the end user perspective, for the people who are doing production now, you’re starting to see a lot of people who are collecting a lot of data and now figuring out how to make their operations more profitable. And quality is one of the largest hidden costs in 3D printing. So I think that’s a big driver of why you’ve started to see in some of the trade shows and the talk sessions and things like that, the topics and themes having a lot more quality and cost undertone to them here.

And so as we are presenting a path to a lower-cost quality solution and one that’s more scalable, I think we’re feeling a lot of resonance from the end user base. So I’d say both for there, but — for us, the attachment to OEM APIs is really the big one for us. Before Sigma is retrofitting on the machines, the ability now to connect and have partners there is a whole additional total addressable market that really just wasn’t there in Sigma staff.

Troy Jensen : Yes. Perfect. Okay. How about — can you expand a little bit on Dimension post processing, what you’re doing exactly with polymers?

Jacob Brunsberg : Yes. Yes. No, great question. I think we entered the SLS space from a monitoring perspective, earlier in 2022. That kind of brought us into spheres of new additional steps post processing being one of those in that space. And as we build out our software tools, a lot of are items that we built out here are modules to look at quality data over time. And what we found is this is kind of relevant from the whole digital quality chain. And so what we have done is kind of started to build out that quality module with Dimension so that we can connect the further quality chain all the way through post processing to end part to kind of know how that part is progressing through its life cycle. And I think we’ll have plenty of opportunity as well to take some of the things that we built and apply them to either earlier items in the process or later, really to focus again is connecting more of the digital quality stream and keeping it in one user experience versus having to have multiple different things you’re jumping around from.

Operator: Thank you. Ladies and gentlemen, we have reached the end of the question-and-answer session. And I would now like to turn the call back over to Jacob Brunsberg, CEO, for closing comments. Over to you, sir.

Jacob Brunsberg : Thanks. I’d just like to thank everyone for joining us today. We look forward to continuing to update you as we progress, especially as we get towards the launch of our software-only products targeted for Q2. I appreciate the time and talk soon.

Operator: Thank you. Ladies and gentlemen, this concludes today’s teleconference. You may disconnect your lines at this time. Thank you for your participation.

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