---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-095890"
form_type: "8-K"
ticker: "ZSPC"
cik: "0001637147"
company_name: "zSpace, Inc."
filed_at: "2026-08-13T20:05:11+00:00"
generated_at: "2026-08-13T20:07:26.958103+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# zSpace Q2 2026: revenue down to $5.4M but swings to $0.3M net income; margins at 56%

## Summary
- Revenue $5.4M vs $7.5M YoY; bookings $6.0M down 14%; backlog $3.8M; EMEA orders delayed/returned due to Iran war.
- Net income $0.3M vs net loss $6.1M; adjusted EBITDA loss narrowed to $0.9M from $4.5M; gross margin 56%, up 1,380 bps.
- Eliminated over $12M debt via lender conversions to equity; one-time gain will not recur; cash $0.9M vs $1.4M YoY.
- ACV $9.4M down 13% YoY; NDRR 66% (83% normalized, excluding two customer losses in Q3 2025).
- Board's strategic alternatives review remains ongoing; appointed VR Expert as first European master reseller.

## SEC filing metadata
- accession: 0001104659-26-095890
- form_type: 8-K
- ticker: ZSPC
- cik: 0001637147
- company_name: zSpace, Inc.
- filed_at: 2026-08-13T20:05:11+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1637147/000110465926095890/0001104659-26-095890-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1637147/000110465926095890/zspc-20260813x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-095890
- JSON: https://secwatch.observer/filing/0001104659-26-095890.json
- Plain text: https://secwatch.observer/filing/0001104659-26-095890.txt

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