When you think about the next wave of education technology, you hear a lot of buzzwords — AR, VR, AI — but not many companies are turning those ideas into an actual, profitable business.
zSpace (NASDAQ: ZSPC) is one of the few that’s doing it.
Acquisitions and Expansion
zSpace isn’t just building hardware — they’re building a full ecosystem.
The company has been making smart acquisitions in education and technology that strengthen its AR/VR learning platform and expand its software library. Each deal deepens what they can offer schools, universities, and training programs that already rely on zSpace technology.
The CEO made it clear: these acquisitions are part of a long-term plan, not short-term headlines. Every acquisition adds value through recurring software revenue and stronger customer retention.
Profitability on the Horizon
When I asked about profitability, the CEO was direct — it’s coming.
zSpace is laser-focused on reaching profitability in the near term, powered by a clear shift in its revenue mix. Hardware sales used to drive the business, but the focus now is on recurring software and service contracts that provide consistent cash flow and stronger margins.
They’ve already started to see the results of that pivot, with margins improving and schools expanding their usage. The foundation for profitability is being built right now.
Cash Flow and Capital Strategy
We also talked about how they plan to manage growth and capital.
The CEO broke it down simply — zSpace wants to grow cash flow organically through renewals, software expansion, and long-term partnerships. While access to capital will always matter, the focus is on self-sustained growth instead of constant equity raises.
That’s the kind of discipline that builds trust with investors.
Big News Coming
And yes — there’s big news coming.
The CEO hinted at major announcements tied to partnerships, expansion, and new market opportunities. They didn’t drop every detail, but it’s clear that the next phase for zSpace is already in motion — and could be transformational for the company.
Keep your eyes on this one.
Marathon Money Take
zSpace is quietly becoming one of the most focused, execution-driven players in immersive education. They’re not chasing hype — they’re building real, revenue-generating technology with staying power.
Between the acquisitions, the focus on profitability, and the news that’s on the way, zSpace (NASDAQ: ZSPC) is positioning itself for a powerful breakout.
Watch the full interview now on Inside the Ticker — exclusively on Marathon Money.
This is where real conversations with real CEOs happen.
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