Company: VLDXW
Filing Date: 2025-08-20
Form Type: 424B4
Source: 0001641172-25-024892
Chunk: 306

Company: Velo3D, Inc.
Filing Date: 2025-08-20
Form: 424B4
Chunk 306
---
12.8 | % |     |              | 12.9 | % |
| Customer 10 |     |                             |    — | % |     |      |    — | % |     |                           |    — | % |     |      |    — | % |     |                          |  <10 | % |     |              | 10.8 | % |
| Customer 11 |     |                             |    — | % |     |      |  <10 | % |     |                           |    — | % |     |      |  <10 | % |     |                          |    — | % |     |              | 18.2 | % |

Revenue by Geographic Area

The Company currently sells its products in the geographic regions as follows:

Schedule of Revenue by Geographic Area

|          |     | 2025                        
 Three Months Ended June 30, 
 2025                        
 (In thousands)              |        |     | 2024 
 2024 |        |     | 2025                      
 Six Months Ended June 30, 
 2025                      |        |     | 2024 
 2024 |        |
|:---------|:----|:----------------------------|-------:|:----|:-----|-------:|:----|:--------------------------|-------:|:----|:-----|-------:|
| Americas |     | $                           | 10,731 |     | $    | 10,103 |     | $                         | 19,020 |     | $    | 19,476 |
| Europe   |     |                             |  2,748 |     |      |    176 |     |                           |  3,684 |     |      |    501 |
| Other    |     |                             |     93 |     |      |     65 |     |                           |    188 |     |      |    153 |
| Total    |     | $                           | 13,572 |     | $    | 10,344 |     | $                         | 22,892 |     | $    | 20,130 |

Contract Assets and Liabilities

There was $0.4 million and $0.9 million of revenue recognized during the three and six months ended June 30, 2025, respectively, included in contract liabilities as of December 31, 2024. The amount of revenue recognized during the three and six months ended June