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Shape Robotics
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Q3 Presentation

Wed, 22 Nov, 2023, 11:00 – 12:00
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How does this Q&A work:

This company invites all interested, both current investors and potential investors to participate in this event, ask questions directly on this page before the event starts and upvote those questions you would like addressed.

The company will address as many questions as possible, and focus on those questions most wanted by investors.

Speakers at this event:

André Reinhard Fehrn
Chief Executive Officer

7 Questions

A
A**** *****
Nov. 22, 2023
Asked Live

In the future do you expect to be able or find it interesting to maybe acquire some companies that have other kind of school robots, 3D printers or something else in this regards, so that you can increase margins and use your strong position in the market to sell more of your own products?

S
S**** *****
Nov. 22, 2023
Asked Live

At the moment revenue is growing while EBITDA is not, because of investments as you say. At what point or what level of revenue do you believe that EBITDA will begin to increase as well and margins be better?

A
A**** *****
Nov. 6, 2023

Do you have an overview that you can provide us with looking at the winrate when bidding on projects and can you share why you usually win the different projects?

V
V**** *****
Nov. 6, 2023

Looking at your subscription possibilities. How far are you in the development and first applications of the AI Teacher assistant? And secondly, I believe you previously mentioned something about also potentially in the future look at premium subscription models for premium content, is that correct and in that case how far are you in creating premium content and developing extra subscriptions on this?

V
V**** *****
Nov. 6, 2023

Have you considered making your Mobile Steam labs a service, so it will not be considered a CAPEX expense by customers, but more of a service, where they can share mobile labs in certain areas and rent it per use? Pros ond cons in this regard?

S
S**** *****
Nov. 22, 2023

It seems like working capital is a big part of the business model. How should we think about this for the future when continuing to grow. Do you have enough capital and the right loan facilities in place to finance the tying up of working capital?

A
A**** *****
Nov. 22, 2023

Last time you mentioned that Skriware has a learnings platform that you find interesting. Can you explain a bit more about what that would mean for the future of Shape Robotics, will et be a feature to make the current and future product better and make you stand out or will it also be a potential revenue stream?