Form 8-K

8-K — Velo3D, Inc.

Accession: 0001493152-26-046400

Filed: 2026-10-09

Period: 2026-10-08

CIK: 0001825079

SIC: 3559 (SPECIAL INDUSTRY MACHINERY, NEC)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — form8-k.htm (Primary)

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

WASHINGTON,

D.C. 20549

FORM

8-K

CURRENT

REPORT

PURSUANT

TO SECTION 13 OR 15(d) OF THE

SECURITIES

EXCHANGE ACT OF 1934

Date

of Report (Date of earliest event reported): October 8, 2026

Velo3D,

Inc.

(Exact

name of registrant as specified in its charter)

Delaware

001-39757

98-1556965

(State

or other jurisdiction

incorporation)

(Commission

File

Number)

(IRS

Employer

Identification

No.)

2710 Lakeview

Court,

Fremont, California

94538

(Address of principal executive

offices)

(Zip Code)

(408)

610-3915

Registrant’s

telephone number, including area code

N/A

(Former

name or former address, if changed since last report.)

Check

the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under

any of the following provisions:

☐

Written communications

pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant

to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications

pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications

pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities

registered pursuant to Section 12(b) of the Act:

Title

of each class

Trading

Symbol(s)

Name

of each exchange on which registered

Common

stock, $0.00001 par value per share

VELO

The

Nasdaq Stock Market LLC

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405

of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging

growth company ☐

an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item

7.01 Regulation FD Disclosure.

October 8, 2026, Arun Jeldi, Chief Executive Officer of Velo3D, Inc. (the “Company”), published a social media post on his

personal X account (@AJeldi2), addressing certain of the Company’s financial outlook and guidance. A copy of the post is furnished

as Exhibit 99.1 to this Current Report on Form 8-K and incorporated into this Item 7.01 by reference.

The

information furnished pursuant to this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section

18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that

section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “Securities

Act”), or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Cautionary

Note Concerning Forward-Looking Statements

This

Current Report on Form 8-K, including Exhibit 99.1, contains forward-looking statements within the meaning of Section 27A of the Securities

Act and Section 21E of the Exchange Act relating to, among other things, the Company’s revenue guidance, its customer relationships,

and its expected performance through the end of the fiscal year ending December 31, 2026. These statements may be identified by words

such as “expect,” “will,” “continue,” “guidance,” “progressing,” “on

track” and similar expressions, although the absence of these words does not mean that a statement is not forward-looking. These

statements are based on current expectations and are subject to risks, uncertainties and other factors that could cause actual results

to differ materially from those expressed or implied, including risks related to achieving the Company’s guidance, maintaining

customer relationships, executing its business strategy, and general business and macroeconomic conditions, as well as the other risks

described in the “Risk Factors” sections of the Company’s most recent Annual Report on Form 10-K and Quarterly Reports

on Form 10-Q filed with the Securities and Exchange Commission. The Company assumes no obligation, and does not intend, to update these

forward-looking statements as a result of future events or developments.

Item

9.01 Financial Statements and Exhibits.

(d)

Exhibits

Exhibit

No.

Document

99.1

X Social Media Post, dated October 8, 2026

104

Cover Page Interactive Data File (embedded within the

Inline XBRL document)

SIGNATURES

Pursuant

to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its

behalf by the undersigned hereunto duly authorized.

Velo3D, Inc.

Date: October 8, 2026

By:

/s/

Terence Wynn

Name:

Terence Wynn

Title:

Interim

Chief Financial Officer

EX-99.1

Filename: ex99-1.htm · Sequence: 2

Exhibit

99.1

Post from Arun Jeldi

“$velo

No change in revenue guidance and no customer impact with recent changes . We are progressing exceptionally well towards the year

end . Kudos to the Entire Velo team .”

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