Here are 1-3 brief analogies to describe Kornit Digital (KRNT):

• The Tesla of industrial digital textile production. (Highlights its disruptive, high-tech, and sustainable approach to an established manufacturing industry)
• A 3D printing company, but for fabric. (Emphasizes its digital, on-demand, and precise manufacturing capabilities for textiles, akin to how 3D printing works for objects)

• Direct-to-Garment (DTG) Printing Systems: Digital printers designed for high-quality, on-demand printing directly onto finished apparel like t-shirts and hoodies.
• Direct-to-Fabric (DTF) Printing Systems: Digital textile printers that print directly onto rolls of fabric, enabling versatile production for fashion, home decor, and other textile applications.
• Consumables: Proprietary inks, primers, and other chemicals essential for optimal performance and color vibrancy across their printing platforms.
• Software Solutions: Integrated software suites that manage print workflow, optimize designs, and ensure color accuracy for their digital textile printing systems.

Kornit Digital (KRNT) primarily sells its advanced digital printing solutions, including printers, software, and consumables, to other businesses (B2B) within the global textile and garment industry.

While Kornit's financial reports, such as its Form 20-F, indicate that a small number of distributors and direct customers have accounted for a substantial portion of its revenues in recent periods, the company does not publicly disclose the specific names of these major customers or their stock symbols. This is common for companies selling capital equipment and supplies to a broad, specialized industry, where customer relationships are often governed by confidentiality agreements and the customer base, while perhaps concentrated, is not universally known by name.

Instead of specific named companies, Kornit's customer base consists of various types of businesses:

• Apparel and Garment Manufacturers: Companies involved in producing clothing, sportswear, and fashion items, utilizing Kornit's systems for on-demand, sustainable, and high-quality digital printing. This includes both established brands and contract manufacturers.
• Print-on-Demand (POD) and E-commerce Fulfillment Businesses: Companies specializing in personalized or customized textile products, often fulfilling orders placed online. They leverage Kornit technology for efficient, scalable, and versatile production of items like t-shirts, hoodies, and accessories.
• Textile Decorators and Screen Printers: Businesses, including traditional screen printers, that are transitioning or expanding into digital textile printing to offer greater design versatility, shorter production runs, faster time to market, and more sustainable practices.
• Fashion Brands and Retailers: Brands and retailers looking to enhance their supply chain with direct-to-garment or direct-to-fabric printing capabilities, enabling faster prototyping, sampling, and localized, demand-driven production.
• Home Decor and Interior Design Companies: Businesses that produce printed textiles for home furnishings such as upholstery, curtains, and bedding, where Kornit's technology offers flexibility in design and production volumes.

Kornit Digital's market is characterized by a multitude of players from small to large enterprises worldwide, all seeking to leverage digital printing for its speed, customization capabilities, and sustainability advantages.

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Ronen Samuel, CEO

Ronen Samuel has served as CEO of Kornit Digital since August 2018, bringing over 25 years of extensive business management experience in various international organizations. Prior to joining Kornit, he spent 18 years in leadership roles at HP, where he was instrumental in scaling up HP's Indigo & PageWide presses business in Asia Pacific and Japan from a startup to a mature and profitable operation. He also served as Vice President and General Manager of the HP Indigo and WebWide presses business across EMEA, achieving rapid growth. Samuel has a proven track record of managing multiple P&Ls and developing new business models and market opportunities. He holds a BA in Business Administration, LL.B. Law, and an MBA from Northwestern University/Kellogg School of Management, and previously served as a pilot in the Israel Air Force.

Lauri Hanover, CFO

Lauri Hanover was appointed Chief Financial Officer in November 2022, having previously served on Kornit Digital's Board of Directors since March 2015. Her background includes several CFO positions at companies that were later acquired, such as ClickSoftware (acquired by Salesforce), Attunity (acquired by Qlik), and EZchip Semiconductor (acquired by Mellanox Technologies). She also served as VP Finance at Ceragon Networks, and held financial management roles at NICE Systems Ltd., Sapiens International Corporation N.V., and Scitex Corporation Ltd., and was a Senior Financial Analyst at Philip Morris Inc. (Altria). She holds a Bachelor of Arts from the University of Pennsylvania, a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania, and an MBA from New York University.

Kobi Mann, CTO

Kobi Mann has served as Chief Technology Officer at Kornit Digital since January 2020, having joined the company in 2004 as an R&D Chemist. As one of Kornit's founders, he brings over 15 years of experience in Inkjet Technology and has played a critical role in the design and execution of core projects and processes within the company. His tenure at Kornit includes managing and leading R&D Chemistry, technology groups, and the design of Kornit's Ink plant. Mann holds a B.Sc. in Chemistry and an Executive MBA from Bar Ilan University.

Chris Govier, EVP Strategic Business Development & Marketing

Chris Govier became EVP Strategic Business Development & Marketing in January 2024, after serving as Kornit Digital's EMEA President since April 2019. He brings over 20 years of extensive experience from Xerox Corporation, where he consistently drove significant turnover and business transformations. His work at Xerox involved leading substantial business initiatives across Europe, the Middle East & Africa, and emerging markets, with a focus on the Graphic Communications business line. Govier also held various general management and sales leadership roles, including General Manager for the Middle East Region and for the Xerox Central Eastern Europe Distributor Group.

Omer Kulka, CMO

Omer Kulka has held the position of Chief Marketing Officer at Kornit Digital since September 2017. He joined Kornit in 2011 with extensive prior experience in the semiconductor industry, encompassing roles in R&D, marketing, and business management. At Kornit, he has held several managerial positions, including Director of the Wide-format division and Director of Product Marketing. Kulka holds a BSc in Computer Science, a BA in Philosophy, and an MA in History and Philosophy of Sciences and Ideas from Tel Aviv University.

Kornit Digital operates in several addressable markets related to digital textile printing, direct-to-garment (DTG) printing, and footwear decoration, primarily on a global scale.

• The global digital textile printing market is expected to grow from approximately USD 4.320 billion in 2025 to USD 6.115 billion by 2030, at a compound annual growth rate (CAGR) of 7.20%. Other estimates for the global digital textile printing market indicate it was valued at USD 2.5 billion in 2022 and is projected to reach USD 8.46 billion by 2032, growing at a CAGR of 13.1%. Additionally, the market is expected to reach USD 2.85 billion in 2025 and grow at a CAGR of 7.32% to reach USD 4.06 billion by 2030.
• For Direct-to-Garment (DTG) printing, the global market was estimated at USD 1.92 billion in 2024 and is projected to grow to USD 3.90 billion by 2030, with a CAGR of 13.0% from 2025 to 2030. The clothing/apparel segment within DTG alone was valued at USD 985.7 million in 2024 and is expected to more than double by 2030. The DTG printing market is also projected to exceed USD 1382.96 million by 2035, growing at a CAGR of 4.4%. Furthermore, the global DTG Printing Machine market size was valued at USD 913.68 million in 2022 and is projected to reach USD 7.45 billion by 2030, growing at a CAGR of 13.50% from 2023 to 2030.
• Kornit Digital is also expanding into the footwear market, which represents a total addressable market of approximately 1 billion pairs annually, equating to about 2 billion print impressions. This is a global opportunity.

• Expansion of the All-Inclusive Click (AIC) Model: Kornit Digital is strategically focusing on the continued adoption and expansion of its All-Inclusive Click (AIC) model, which is a usage-based, recurring revenue model. This model is gaining traction across regions and is becoming a preferred business model for customers scaling digital production, leading to growth in annual recurring revenue.
• Penetration of the Bulk Apparel and Mass Production Market: The company is actively working to accelerate digital adoption in mass apparel production, aiming to replace traditional screen printing with its agile, on-demand digital solutions. The expansion of installations of systems like Apollo and Atlas MAX PLUS is driving this growth in bulk apparel production.
• Introduction and Growth of New Products and Technologies: Kornit Digital is investing in innovation and launching new solutions. This includes the development and expansion of systems like the Apollo and Atlas MAX PLUS, as well as new ventures such as a digital footwear solution, which is expected to open new high-potential market areas.
• Capitalizing on Industry Trends (Speed, Quality, Sustainability): Kornit's solutions are designed to meet the increasing demand for speed, creativity, and sustainability in the fashion and textile industries. The shift from traditional to digital production, driven by these mega-trends, positions Kornit to benefit from the ongoing transformation of the supply chain.

Share Repurchases

• Kornit Digital's Board of Directors authorized a program in September 2024 to repurchase up to $100 million of the company's ordinary shares.
• Since the beginning of 2023, the company has repurchased approximately 6.7 million shares for a total consideration of $164.8 million or $165 million.
• During the second quarter of 2025, the company repurchased 758,000 shares at an average price of $22.67 per share.

Share Issuance

No specific information available regarding the dollar amount of shares issued by Kornit Digital over the last 3-5 years.

Inbound Investments

• BlackRock, Inc. increased its stake in Kornit Digital on September 30, 2025, by adding 442,607 shares at $13.50 per share, reflecting a strategic interest.

Outbound Investments

No information available regarding instances where Kornit Digital made a strategic investment in another company.

Capital Expenditures

• Higher capital expenditures in the second quarter of 2025 resulted in the company experiencing negative free cash flow.