---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-104039"
form_type: "8-K"
ticker: "VELO"
cik: "0001825079"
company_name: "Velo3D, Inc."
filed_at: "2025-08-06T23:59:59+00:00"
generated_at: "2026-05-17T19:52:18.079777+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Velo3D Q2 revenue $13.6M (+32% YoY); reaffirms 2025 growth >30% and H1 2026 EBITDA positive

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-104039
- form_type: 8-K
- ticker: VELO
- cik: 0001825079
- company_name: Velo3D, Inc.
- filed_at: 2025-08-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1825079/000095017025104039/0000950170-25-104039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1825079/000095017025104039/vldx-20250806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-104039
- JSON: https://secwatch.observer/filing/0000950170-25-104039.json
- Plain text: https://secwatch.observer/filing/0000950170-25-104039.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.