{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-219334","form_type":"8-K","ticker":"VELO","cik":"0001825079","company_name":"Velo3D, Inc.","filed_at":"2026-05-12T20:01:30+00:00","discovered_at":"2026-05-12T20:03:00.467377+00:00","generated_at":"2026-05-12T21:38:17.295294+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Velo3D Q1 revenue $13.8M, up 48% YoY; net loss -$7.0M; reaffirms FY26 outlook $60-70M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-219334","json":"https://secwatch.observer/filing/0001193125-26-219334.json","markdown":"https://secwatch.observer/filing/0001193125-26-219334.md","text":"https://secwatch.observer/filing/0001193125-26-219334.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1825079/000119312526219334/0001193125-26-219334-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1825079/000119312526219334/velo-20260512.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-12T21:38:17.295294+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dcc0f111ad0df10f0127002f92e4751bd01edbc1","claim":"Velo3D, Inc. reported first quarter ended March 31, 2026 results: revenue $13.8 million, net income ($7.0), EPS ($0.28). Guidance reaffirmed.","evidence_excerpt":"Velo3D Announces First Quarter 2026 Financial Results • Revenue of $13.8 million, up 48% year-over-year • Gross margin of 17.2% • Reaffirms outlook for 2026 revenue between $60 million and $70 million and to turn EBITDA positive in the second half of 2026 FREMONT, Calif., May 12, 2026 - Velo3D, Inc. (Nasdaq: VELO) (“Velo3D” or the “Company”), a leader in additive manufacturing (“AM”) technology known for transforming aerospace and defense supply chains through world-class metal AM, today announced financial results for its first quarter ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1825079/000119312526219334/0001193125-26-219334-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$13.8 million"},{"label":"Net income","value":"($7.0)"},{"label":"EPS","value":"($0.28)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}