zSpace, Inc. (OTC: ZSPC)

zSpace, Inc. is a leading provider of augmented reality and virtual reality educational technology products focused on K-12 schools, career and technical education, and select international markets. The company designs and delivers a proprietary hardware and software platform that enables interactive, stereoscopic three-dimensional learning experiences without requiring VR goggles or specialty glasses. Its technology supports hands-on learning in science, technology, engineering, math, and skilled trades such as health sciences, automotive repair, and advanced manufacturing.

zSpace, Inc. generates revenue through the sale of its hardware, software, and services to educational institutions and training organizations. Primary products include the Inspire and Imagine laptops, which deliver autostereoscopic 3D graphics, and patented tracked styluses that allow users to interact with virtual objects in open space. The company also provides platform management software, end-user applications, implementation services, and professional development training to support customer adoption and effective use of its solutions.

The company operates through the following segments:

• Hardware: This segment includes the design and delivery of zSpace’s proprietary computing devices that enable the 3D learning experience. Key products are the Inspire Laptops, built in partnership with a major PC OEM for general K-12 and CTE use, and the Imagine Laptops, designed specifically for elementary school students with a smaller, lighter form factor. The segment also includes the patented tracked stylus, which features three buttons, haptic feedback, and eye-tracking integration to allow natural interaction with virtual objects as if they were physical.

• Software: This segment encompasses the development and delivery of platform management tools and end-user applications that run on zSpace devices. The software includes internally developed and third-party created applications covering K-12 STEM subjects such as Science, Math, and Health, as well as CTE-focused content in areas like Automotive, Advanced Manufacturing, Health, Agri-Sciences, and Unity3D® programming. The platform supports a growing library of curriculum-aligned modules designed for classroom and career training environments.

• Services: This segment provides implementation and professional development support to help customers deploy and effectively use zSpace solutions. In the United States, the company maintains a network of trainers with education experience to ensure positive user outcomes. Internationally, these services are delivered exclusively through third-party resellers who provide localized support and training to schools and institutions in global markets.

zSpace, Inc. holds a differentiated position in the educational technology market due to its proprietary autostereoscopic 3D platform that does not require headsets or glasses, offering a unique kinesthetic learning experience. The company competes with firms such as Chegg, Coursera, Instructure, Kahoot, and Powerschool in the broader edtech space, as well as with VR/AR companies like Avantis Education, Prisms VR, Interplay Learning, and Victory XR. Its competitive advantages include a broad and deep content library spanning multiple subjects and grade levels, patented hardware technology with eye-tracking and haptic feedback, and strong brand recognition as a trusted provider in K-12 and CTE markets across the United States.

zSpace, Inc. serves public school districts, community colleges, technical colleges, trade schools, and career training institutions primarily in the United States, with additional reach into over 50 countries through international resellers. The company’s platform is implemented in more than 3,500 of the approximately 13,000 U. S. public school districts, including over 80% of the largest 100 K-12 districts by student enrollment. Its CTE solutions have been deployed in approximately 73% of the public school districts it serves, reflecting strong adoption in career-focused education programs.