- Stratasys has shown zero interest in addressing the consumer market thus far: Evidently this is no longer true; Stratasys must see this acquisition as a way to further expand their business and keep up with 3D Systems, their main competitor.
- Stratasys’s business culture could not be farther away from MakerBot’s free-wheeling open source heritage: Still very true, but by operating MakerBot independently, Stratasys makes a wise choice to retain the MakerBot buzz machine.
- Stratasys is already busy integrating their previous acquisition, Objet: Again, by operating MakerBot independently they stay clear of contention with any remaining Objet operations.
- Stratasys’s business model involves sole-source premium-priced plastic filament, while filament sales are peripheral to MakerBot’s business model and in fact, MakerBot’s machines accept any filament, including low-cost generic products: This we must watch carefully. Will the new MakerBot change its stance on filament? Will they introduce proprietary cartridges as many other manufacturers have done?
- MakerBot CEO, Bre Pettis, has publicly stated “We’re going nowhere” when asked about such an acquisition: A true statement, but misleading. Pettis was correct in saying “going nowhere”, because Stratasys will operate MakerBot independently. They will remain the same, at least for now.
- MakerBot has just opened a new factory, demonstrating long-term intention to continue manufacturing units: Factory operations will also be separate, it appears. However, we could see Stratasys integrating MakerBot manufacturing at a future date to increase production or achieve efficiencies.
- MakerBot is too small to significantly change MakerBot’s bottom line: Evidently Stratasys believes personal 3D printing will increase significantly – or they believe the professional market (architects and designers) will be their focus for the future.