{"filings":[{"id":473236,"accession_number":"0001493152-26-023956","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-05-15T21:28:54+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Velo3D enters up to $100M at-the-market equity sales agreement with three agents","event_type":"other_material","confidence":"high","bullets":["Entered into Sales Agreement with Needham, Cantor Fitzgerald, and Craig-Hallum for at-the-market offering of up to $100M of common stock.","Sales agents to receive 3% commission on gross proceeds from sales of shares.","Terminated prior sales agreement with Needham dated February 2023; no penalties.","Company intends to use net proceeds for working capital and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40084,"accession_number":"0001193125-26-219334","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-05-12T20:01:30+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Velo3D Q1 revenue $13.8M, up 48% YoY; net loss -$7.0M; reaffirms FY26 outlook $60-70M","event_type":"earnings","confidence":"high","bullets":["Revenue $13.8M, up 48% YoY from $9.3M; GAAP gross margin 17.2% vs 7.5%.","GAAP net loss -$7.0M (EPS -$0.28) vs -$25.0M (-$1.87); non-GAAP net loss -$5.1M (-$0.20).","Reaffirms FY26 revenue outlook $60M-$70M; expects positive EBITDA in H2 2026.","Appointed Jim Suva as CFO; closed April 2026 registered direct offering of 3.57M shares for ~$50M gross.","Awarded $9.8M IDIQ contract with Defense Logistics Agency for JAMA program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95873,"accession_number":"0001493152-26-019195","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Velo3D prices $50M registered direct offering of 3.57M shares at $14.00/share","event_type":"other_material","confidence":"high","bullets":["Offering of 3,571,428 shares at $14.00 per share for gross proceeds of ~$50M.","Underwriter Cantor Fitzgerald receives 6.0% underwriting discount.","Net proceeds for working capital and general corporate purposes.","Expected to close on or about April 28, 2026, subject to customary conditions.","Shares offered under effective shelf registration statement (S-3) filed April 3, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95871,"accession_number":"0001493152-26-019014","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K/A","filed_at":"2026-04-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Velo3D files 8-K/A clarifying CEO Arun Jeldi's one-time performance stock option replaces annual equity for 4 years","event_type":"leadership","confidence":"high","bullets":["One-time option grant sized at 3% of outstanding shares, ten-year term, FMV exercise price.","Vesting tied to market cap milestones: 10% at $1B, 20% at $3B, 30% at $5B, 40% at $10B within 5 years.","Award covers 2026-2029 period, replacing routine annual equity grants.","Grant expected shortly after 2026 annual meeting, subject to sufficient shares under equity plan.","Amendment corrects prior 8-K that incorrectly described award as annual."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95872,"accession_number":"0001493152-26-015363","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Velo3D appoints James Suva as CFO effective April 6, 2026; details of compensation disclosed","event_type":"leadership","confidence":"high","bullets":["James Suva appointed CFO; base salary $380,000, target bonus 70% of base for FY2026.","Grant of 135,000 RSUs under 2021 Equity Incentive Plan; 25% vest May 15, 2027, then quarterly.","Employment is at-will; offer letter includes customary confidentiality covenants.","Suva reports to CEO Arun Jeldi; start date April 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109264,"accession_number":"0001193125-26-121871","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Velo3D reports FY2025 revenue $46M (+12% YoY); guides FY2026 rev $60-70M; appoints James Suva CFO","event_type":"earnings","confidence":"high","bullets":["FY2025 GAAP revenue $46.0M (vs $41.0M in FY2024); Q4 revenue $9.4M (vs $12.6M).","FY2025 GAAP net loss $71.4M ($4.33 loss per share); non-GAAP net loss $41.3M.","Guides FY2026 revenue $60-70M; expects to turn EBITDA positive in H2 2026.","Announced long-term capacity plan for up to ~400 production systems over next decade, with potential asset-backed financing.","Appoints James Suva as permanent CFO effective April 6, 2026; replaces acting CFO Bernard Chung."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109263,"accession_number":"0001493152-26-009149","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Velo3D amends convertible notes to allow conversion of accrued interest into common stock","event_type":"other_material","confidence":"high","bullets":["The $5M January 2025 Note (held by CEO's Arrayed) now allows conversion of principal plus accrued interest into 16.38/share at any time.","The $10M February 2025 Note (held by board member Thieneman) amended to convert principal plus accrued interest at $10.50/share, but only upon national exchange listing or default.","The January 2025 Note was transferred from Thieneman Properties to Arrayed (CEO entity) immediately before amendment on March 4, 2026.","Interest rate previously reduced to 12% per annum; maturity extended to Feb 14, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109262,"accession_number":"0001493152-26-007601","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Velo3D CEO Jeldi gets $650K salary, bonus up to 100%, stock options with valuation-based vesting","event_type":"other_material","confidence":"high","bullets":["Annual base salary set at $650,000 effective January 1, 2026.","Annual incentive bonus of up to 100% of base salary based on performance objectives.","Annual stock option grant equal to 2-3% of outstanding common stock with vesting tied to enterprise valuation milestones: 10% at $1B, 20% at $3B, 30% at $5B, 40% at $10B.","Compensation approved by Compensation Committee on February 13, 2026.","CEO Arun Jeldi's prior compensation terms replaced effective January 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125758,"accession_number":"0001493152-25-029070","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"Velo3D raises $30M via PIPE at $8.25/share; new and existing institutional investors participate","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of ~$30M from 3.6M shares at $8.25 each; led by $20M from new fundamental institutional investor.","Proceeds to fund general corporate purposes and capex, especially for space/defense Rapid Production Services (RPS).","Placement agents: Lake Street Capital Markets and Lucid Capital Markets; 6.0% cash fee paid.","Directors and executive officers subject to 90-day lock-up; Company agrees to 90-day ban on Variable Rate Transactions.","Closing occurred December 23, 2025; resale registration statement must be filed within 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125757,"accession_number":"0001493152-25-028653","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Velo3D wins $32.6M defense contract, cuts FY2025 revenue guidance to $45-55M due to government shutdown","event_type":"other_material","confidence":"high","bullets":["Signed $32.6M OTA contract with DoW Defense Innovation Unit for Project FORGE to resolve manufacturing bottleneck for critical weapon system.","Revised FY2025 revenue guidance to $45-55M, down from prior range (not disclosed), citing Q4 government shutdown delays.","Contract includes option to develop largest-format LPBF printer in U.S. via Velo3D's Rapid Production Solution.","Velo3D to work with DIU, U.S. Navy, and industry prime to prototype and qualify additively manufactured components.","CEO Arun Jeldi highlights Velo3D as only U.S.-based industrial-scale OEM with domestically developed LPBF technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125756,"accession_number":"0001493152-25-027594","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["1.01","2.01","2.03","5.02","9.01"],"status":"ready","headline":"Velo3D CFO resigns effective year-end; enters $10M sale-leaseback of printers","event_type":"leadership","confidence":"high","bullets":["Hull Xu resigns as CFO effective Dec 31, 2025; not due to any disagreement with company.","Board appoints controller Bernard Chung as acting CFO effective Dec 31, 2025; he previously served as acting CFO from Sep 2023 to Apr 2024.","Company sells $10M of Sapphire/Sapphire XC printers and equipment to Varilease Finance via sale-leaseback.","Lease has 36-month base term; Thieneman Construction (controlled by director) is co-lessee and jointly liable.","Debt subordination agreements with Thieneman entities subordinating security interests in the equipment to Varilease."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125755,"accession_number":"0001193125-25-274173","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Velo3D Q3 revenue $13.6M, net loss improves to $11.8M, backlog $21.1M; reaffirms FY25 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $13.6M vs $8.2M YoY; GAAP gross margin fell to 3.2% from 49.4%.","GAAP net loss $11.8M ($0.69/shr) vs $23.1M ($37.54/shr) YoY; non-GAAP net loss $9.2M.","Backlog $21.1M; RPS backlog up 22% QoQ; new customers >9% of Q3 bookings.","Public offering of 5.83M shares at $3.00, gross proceeds ~$17.5M; uplisted to Nasdaq.","Reaffirms FY25 revenue $50-60M and EBITDA positive target in H1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":36532000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142486,"accession_number":"0001641172-25-024975","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Velo3D prices $17.5M public offering at $3.00/sh, uplists to Nasdaq (VELO)","event_type":"other_material","confidence":"high","bullets":["Offering of 5,833,333 shares at $3.00 per share; gross proceeds ~$17.5M.","Net proceeds ~$15.5M; additional 875,000-share option to underwriter.","Proceeds for working capital, capex, and general corporate purposes.","Common stock to trade on Nasdaq Capital Market under ticker VELO starting Aug 19.","Lake Street Capital Markets is sole book-running manager; offering closed Aug 20."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142485,"accession_number":"0001641172-25-024603","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Velo3D amends $15M convertible notes: maturity extended to Feb 2027, interest cut to 12%","event_type":"debt","confidence":"high","bullets":["January Note ($5M): maturity extended from Apr 2025 to Feb 14, 2027; interest reduced from 60% to 12% per annum; conversion price lowered to $16.38/share.","February Note ($10M in two tranches): maturity extended to Feb 14, 2027; interest reduced from 30% to 12%; conversion price cut to $10.50/share.","Both notes are held by entities controlled by board member Kenneth Thieneman; amendments avoid immediate default on overdue principal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142484,"accession_number":"0000950170-25-104039","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Velo3D Q2 revenue $13.6M (+32% YoY); reaffirms 2025 growth >30% and H1 2026 EBITDA positive","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $13.6M vs $10.3M YoY; GAAP gross margin improved to -11.7% from -28.0%.","GAAP net loss $13.8M ($0.98/share); non-GAAP net loss $11.3M ($0.81/share) vs $21.7M loss in Q2 2024.","Backlog $15.9M at June 30, grewing to $17.8M as of July 25, driven by RPS demand from Space and Defense.","Signed CRADA with NAVAIR, $4M MSA with Vaya Space, $22M partnership with Amaero, and $15M MSA with Momentus.","Reaffirmed 2025 annual revenue growth >30% and expectation to be EBITDA positive in first half of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":22892000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142483,"accession_number":"0001641172-25-021026","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Velo3D implements 1-for-15 reverse stock split effective July 28 to pursue national exchange listing","event_type":"other_material","confidence":"high","bullets":["Outstanding shares reduced from ~211M to ~14M; fractional shares rounded up.","Stock trades under symbol VLDXD for 20 business days, then returns to VLDX; CUSIP changed to 92259N 302.","Warrant exercise prices and shares adjusted proportionately; public warrants now $6,037.50 per 1/525 share.","Split approved by stockholders June 27, board set ratio July 18; authorized shares remain 500M.","Primary intent: meet bid price requirements for potential national securities exchange listing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142482,"accession_number":"0001641172-25-017477","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Velo3D shareholders approve reverse stock split and written consent; Board elected","event_type":"other_material","confidence":"high","bullets":["Stockholders elected Adrian Keppler (192,982,263 votes for) and Jason Lloyd (193,034,548) as Class I directors.","Ratified Frank, Rimerman + Co. LLP as independent auditor for FY2025 (200,188,533 for, 58,515 against).","Approved reverse stock split at ratio 1:5 to 1:50, exact ratio set by Board without further shareholder vote.","Approved amendment to allow stockholder action by written consent (191,459,746 for, 320,822 against, 1,348,048 abstentions).","Certificate of amendment to remove prohibition on written consent filed July 1, 2025 and effective same day."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160523,"accession_number":"0001641172-25-011746","cik":1825079,"company_name":"Velo3D, Inc.","ticker":"VELO","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Velo3D COO Bradley Kreger departs effective May 19, 2025","event_type":"leadership","confidence":"high","bullets":["Bradley Kreger, Chief Operating Officer, separated from Velo3D by mutual agreement effective May 19, 2025.","Separation was not due to any disagreement with the company's operations, policies, or practices.","No replacement named at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}