zSpace, Inc. (ZSPC)
OTHER OTC:ZSPC
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Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-6.75Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: encouraging operational progress (sequential revenue/bookings recovery, gross margin expansion, meaningful cost reductions, product launches and notable deployments) alongside material top-line and retention challenges (22% YoY revenue decline, ACV down 13%, NDRR at 65% for the reported cohort), geopolitical order disruptions, constrained funding visibility in target markets, and a modest absolute cash balance. Management's actions (expense cuts, product innovations, and a Board strategic review) and sequential improvements provide cautious optimism, but significant YoY declines and renewal shortfalls prevent a clearly positive view.Company Guidance
Sequential Revenue and Bookings Recovery
Revenue grew 8% sequentially off Q4 2025 weakness, and bookings for the quarter were $6.1M (down 8% YoY) but up 81% sequentially, indicating improving demand momentum in early 2026.
Gross Margin Expansion and Improved Profitability
Gross margin expanded to 53%, up 5.6 percentage points versus Q1 2025 and up 3.9 percentage points sequentially from Q4 2025; gross profit was $2.8M and gross profit improved 17% versus Q4 2025.
Successful Cost Reduction and Lower Operating Spend
Operating expenses (ex-stock comp) were $4.9M, down 35% YoY; people-related costs (54% of OpEx) were down 43% YoY. Management cites an operating expense run-rate of ~ $19M (ex-stock comp).
Software Mix and Recurring Revenue Strength
Software and services comprised 47% of revenue (up from 43% in Q1 2025) and outperformed hardware (software/services down 15% YoY vs total revenue down 22%), reflecting higher-margin revenue mix.
Recurring Software Metrics and Normalized Performance
Annualized contract value (ACV) of renewable software was $10.1M (down 13% YoY) but up 2% sequentially; normalized for two large customer impacts, ACV would be $11.2M (down 4% YoY) and net dollar revenue retention (NDRR) would be 82%.
Product and Content Launches
Began shipping zStylus One (next-generation stylus) with a granted U.S. patent and additional patents pending; released a new zSpace Studio update with expanded curriculum-aligned model libraries and enhanced modeling capabilities.
Notable Customer Deployments and Partnerships
Expanded deployments include Danbury Public Schools scaling to full classroom sets (30 devices/school), Kansas WorkforceONE expanding statewide to nearly all 96 counties, and a mobile CTE learning lab in Colorado with Briggs & Stratton.
Improved Cash Position Year-over-Year
Cash, cash equivalents and restricted cash were $2.9M as of March 31, 2026, up from $1.1M as of March 31, 2025, reflecting improved liquidity versus the prior year period.
ZSPC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZSPC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $0.23 | $0.20 | -15.22% |
Mar 30, 2026 | $2.83 | $2.84 | +0.35% |
Nov 13, 2025 | $18.00 | $18.59 | +3.28% |
Aug 14, 2025 | $63.50 | $56.00 | -11.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does zSpace, Inc. (ZSPC) report earnings?
zSpace, Inc. (ZSPC) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is zSpace, Inc. (ZSPC) earnings time?
zSpace, Inc. (ZSPC) earnings time is at Aug 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZSPC EPS forecast?
ZSPC EPS forecast for the fiscal quarter 2026 (Q2) is -0.13.