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zSpace (NASDAQ: ZSPC) CEO: Big News Coming | The Future of AR/VR Education & Profitability

·24 min·1 clip

zSpace says software is now the main push because it raises margins and control.

1. Marathon Money Podcast’s Kenny interviews zSpace CEO Paul about zSpace, NASDAQ: ZSPC, and its AR-focused education business. 2. Paul speaks as zSpace’s CEO and long-time company leader, saying he has been with the company since inception for 19 years. 3. The episode asks whether zSpace’s AI and augmented reality tools can turn classroom engagement into software revenue and profitability. 4. Paul says zSpace started deep in R&D and built augmented reality experiences that “jump out of a screen” and use an intuitive stylus. 5. He says the company entered the education market about 10 years ago and used biology to get students, including girls, interested in learning. 6. Paul says zSpace is in over 3,500 of the 13,000 U.S. public school districts and focuses heavily on grades 3 through 12. 7. He says the business also serves career and technical education, naming welding, automotive, HVAC, advanced manufacturing, AI robotics, and healthcare. 8. Paul cites a Texas Tech study on middle schools that showed average grade scores went up 16% with zSpace. 9. He says that result comes from “learning by doing,” which helps students retain information better. 10. Kenny presses on the shift from hardware toward software licensing and says the company’s Q1 software mix looked stronger. 11. Paul says an earnings release is due in about 30 days and that the IPO focus was U.S. growth, software expansion, and international expansion. 12. He says zSpace acquired two companies early this year and that one bolted onto software to improve margins. 13. Paul describes Career Explorer, released about a month ago, and says it is being used in middle schools, high schools, and some community colleges. 14. He says Career Explorer lets students explore careers such as radiologist, surgeon, welder, and carpenter. 15. Paul says zSpace is also working on health and healthcare, advanced manufacturing, and transportation as major CTE focus areas. 16. He says the company has over 75 granted patents and claims no direct competition in U.S. education. 17. Kenny and Paul talk in an interview style that is investor-oriented, with frequent questions about margins, acquisitions, and future product releases. 18. Paul’s answers are detailed and operational, while Kenny keeps the pace conversational and tied to retail investor concerns. 19. Listeners interested in AR, edtech, and small-cap software turns. 20. Listeners focused on general market commentary without operating details.

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