ARAI

Image source: The Motley Fool. Thursday, Aug. 13, 2026 at 8:30 a.m. ET Chairman, CEO, and Founder - Daniel O'Toole Head of Commercialization - Ian Geise Chief Financial Officer - Piyush Phadke Chief Operating Officer - Mark Hamm Head of Marketing - Tasha Jones Chief Legal Counsel - John Ritchison Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good morning, everyone, and thank you for joining us today. On the call is Dan O'Toole, Arrive AI's Chairman, CEO, and Founder, along with Ian Geise, our Head of Commercialization, who's joining us for the first time today. The rest of Arrive AI's leadership team is also here to answer questions later in the call. The earnings press release issued this morning is available in the Investor Relations section of the company's website at arriveai.com. Before we begin, please note that today's remarks may include forward-looking statements regarding future financial results, operations, and performance. These statements are not guarantees of future results and are subject to risk and uncertainties that could cause actual outcomes to differ materially. We encourage investors to review the Risk Factors section detailed in Arrive AI's SEC filings, which are also available on the company's website. Now, I will turn the call over to Arrive AI's CEO, Dan O'Toole. Daniel O’Toole: Thank you. Hey everyone, Dan O'Toole here. Thank you for joining us today. We're going to keep our prepared comments concise, so let's get right to it. But I also want to say, why don't you ever see elephants hiding in trees? Because they've gotten really good at it. But I really want to say the elephant in the room has arrived with AI. We're seeing a huge uptick in big players wanting to explore deploying our technology, and that is what is really exciting. So let's get this going. To start this morning, I'd like to welcome Piyush Phadke as Arrive AI's new CFO, Chief Financial Officer, effective August 17th. As detailed in this morning's press release, Piyush brings more than two decades of Wall Street experience, including senior capital markets roles at Bank of America, BTIG, and Jefferies before moving into public company CFO leadership. That combination gives him a rare vantage point. He sat on the banking side, structuring financing for growth companies, and he sat in the CFO seat, managing the balance sheet and investor relationships that come with public company life. What stood out to me most is how aligned Piyush is with our vision for Arrive AI. He understands the scale of the opportunity in front of us in autonomous logistics. And he's just as focused as we are on translating this quarter's commercial traction into long-term shareholder value, which I will elaborate on shortly. We'll hear directly from him on future calls and in the investor conversations as we move forward. I also want to thank Todd Pepmeier for his contributions while here at Arrive AI. Now let's get into what's driving the business forward, including real commercial traction, continued technology progress and a clear opportunity ahead for Arrive AI. The prepared remarks you're about to hear will be delivered using AI-generated versions of both mine and our Head of Commercialization's voice, Ian Geise. That's the same format that we've used in the past. For us, this reflects how we think about artificial intelligence as a practical tool that can improve efficiency, scalability, and communication, the same philosophy that drives our platform and autonomous logistics network. After the prepared remarks conclude, we'll return to a live question-and-answer session on questions that were submitted ahead of this call. So with that said, let's begin the prepared remarks. Thanks, everyone. This quarter, we want to spend less time talking about where we're headed in the abstract and more time talking about the deals and partnerships and the progression we have made over the past several months. We expect to have more than a dozen AP3 Plus Arrive Points in stock and ready to ship by mid-September, representing our first wave of expanded availability and the solidification of our supply chain. Looking ahead, we're already developing the AP4, which is targeted for the first quarter of 2027 and will build on what AP3 Plus brings to the network. This is ideal timing to take advantage of the commercial traction we are seeing in the second half of the year. To walk through that in detail, I've asked Ian Geise, our Head of Commercialization, to join us today for the first time. Ian leads our commercial pipeline, and he's going to provide you with an inside look at where things stand. Ian Geise: Thanks, Dan. It's easiest to think about our pipeline across three industries where we're seeing the strongest traction right now: healthcare, manufacturing and specialty pharmacy delivery. In healthcare, Nexus AMR is pleased to partner with us to deliver end-to-end autonomous solutions for customers across multiple industries. The integration of Arrive AI's products into their automation portfolio enhances productivity and expands the value they deliver to healthcare organizations and other businesses facing persistent and growing labor challenges. Customers from around the world regularly visit the TECNEXUS Innovation Center, where they showcase best-in-class autonomous mobile robots and emerging technologies. Nexus is proud to feature Arrive AI's innovative solutions and has welcomed us as a key strategic partner. Hancock Regional Hospital remains our anchor healthcare deployment. And this quarter, Hancock expanded their network by adding an additional Arrive Point, enabling building-to-building movement. This is a significant milestone since demand for building-to-building movement and secure exchange will be paramount in healthcare and in large campus facilities. In manufacturing, we've partnered with DXC to bring our technology into large pharmaceutical manufacturing environments, facilities with a global footprint, each spanning 500,000 square feet or more where moving product across the campus, including by drone for longer distances, is a real operational need. DXC's systems integration expertise also helps us plug into large enterprise customers faster than we could on our own. We've also announced a letter of intent with LifeSpan Pharmacy and CarDon to explore an autonomous drone pharmacy delivery program. We are also engaged in early-stage discussions with several Fortune 500 companies regarding potential pharmaceutical delivery opportunities. We're also seeing broader momentum with our autonomous delivery partners. Avride, which builds autonomous delivery robots backed by one of the industry's longest-running autonomous driving programs, became the continuity partner for universities when Starship Technologies exited U.S. campus operations. By the end of this year, Avride expects to be operating on more than 20 campuses nationwide, working with Grubhub, Uber Eats and major food service operators. What's next for Avride is more campuses, expanded city deployments, faster and more reliable service, and most importantly, where we fit in, creating partnerships across the ordering and logistics stack so last-mile delivery becomes truly autonomous, end to end. This mutual goal will be key as we identify potential partners. As of today, we have a growing number of commercialization conversations underway, and a meaningful subset of those have already progressed into second- and third-round discussions. These later-stage conversations are with partners we believe are the most likely to move forward into formal agreements. We're introducing this framing to give you a clearer view into the momentum we're seeing and our traction with potential partners. At the same time, we'll continue to only treat agreements as firm once they're signed, and we'll announce each finalized partnership individually as it's secured. We expect to keep building on this across healthcare, manufacturing and specialty delivery in the coming quarters. Daniel O’Toole: Thanks, Ian. On the financial side, given the very recent CFO transition, I will walk through the highlights for the second quarter results. Second quarter revenue was in line with Q1 at $14,700 for the quarter. Our recently announced expansion with Hancock is expected to produce incremental revenue in the third and fourth quarters this year. Excluding revenue from a non-recurring consulting project in the year-ago quarter, revenue was up slightly year over year. Net loss for the second quarter was $14.1 million compared to the $3.7 million net loss in the second quarter of 2025. However, the reported net loss includes $9.7 million in non-cash expenses related to the conversion of our outstanding notes. Excluding these non-cash expenses on a non-GAAP basis, net loss for the second quarter was $4.3 million. Cash and liquid investments on hand were $5.1 million at June 30th, an increase from $2.1 million in cash at December 31st. Our current cash burn rate is approximately $1.1 million per month. During the quarter, we completed the filing of an S-3 registration statement for up to $100 million. We also finalized the terms of our at-the-market offering, or ATM offering, up to a maximum capacity of approximately $15 million. The amount and timing of sales under that agreement will be disclosed quarterly as required. In addition, we retain the available capacity of $19 million in future prepaid advances under our previous 2025 equity line facility. I also want to speak directly to something I know is on a lot of people's minds, our ability to keep funding this business going forward. We continue to have real optionality in front of us right now on financing, and Piyush's capital markets background is already helping us sharpen how we think about those paths. Our current cash burn reflects deliberate investment in the team, technology, and infrastructure required to convert our commercial pipeline into scaled revenue. And we're being careful about which financing and operating decisions we make and when to do what's right for shareholders over the long term. At the same time, we are prudently managing operating and investment spend to drive growth while maintaining a disciplined focus on the balance sheet. I want to be direct about this. We are not in a position where we're at risk of running out of funds. We have options, and with Piyush's experience structuring financing for growth companies, we're working through them strategically and with real discipline. To wrap up, this quarter is about proof: real partnerships, real deployments and real momentum in our pipeline across healthcare, manufacturing and specialty delivery. We appreciate your continued support and engagement. With that, Ian and I will now return live for Q&A, along with the rest of our team. Operator: [Operator Instructions] And our first question comes from Jack Codera with Maxim Group. Jack Codera: You guys highlighted a couple of partnerships. And then you mentioned there, about a dozen Arrive Points kind of targeted to be ready to ship this, I think you said by the end of this year. I'm wondering how many Arrive Points do you have out there operating right now? And kind of how does that connect to, like for example, this like 20 campuses you're taking over? Is that like an incremental 20 Arrive Points? How should we be thinking about that? Daniel O’Toole: Yes, hey, real quick. Thanks for being on the call here, Jack. Dan O'Toole, CEO. I just want to say that the over a dozen units that we mentioned in the earnings call represents a huge multiplier of our past deployments. So while over a dozen isn't a huge number in the abstract, it really marks on our traction that we're seeing, and it's a huge multiplier on what we've had deployed so far. So I think the trajectory is really vertical for where we're going and what we're doing. I'm going to let Ian Geise, our Head of Commercialization, take the last part of that question. Go ahead, Ian. Ian Geise: Yes, just to clarify the statement on campuses, the news that was iterated in that statement had to do with Avride's takeover of Starship's departure from campuses to do on-campus delivery. We are in early conversations with Avride right now of employing the Arrive Point network into potential pilot programs in which we could increase efficiencies for unattended delivery. Jack Codera: Okay, yes, that's perfect clarification. And it's exciting to see that you're getting a multiplier on kind of what was existing out there. I guess, kind of the big question is, how should we think about -- what are the big sticking points that you're kind of seeing that will enable you to start talking about Arrive Points in -- kind of like hundreds of Arrive Points or thousands of Arrive Points? Do you think it's -- is it more about adoption? Do you need more manufacturing scope? I'd just like to get your thoughts like on the main sticking points. Daniel O’Toole: Thanks, Jack. We appreciate the thoughtful questions and the opportunity to share these answers that I'm sure a lot of people are thinking about. I'm going to ask Mark Hamm, our COO, to take that one. Mark? Mark Hamm: Yes, thanks, Jack, for the question. In Q1, we consolidated our roadmap, our product plan, our supply chain and the delivery of the 12 units in September. That's the first installment on new units -- it's called AP3 Plus -- that have our new operating system and our new software that enables operators and customers to see everything that's going on with their Arrive Points and their network. Then what comes in Q1 is AP4, which is the first product that will support multiple deliveries at once, AMR pickup and drop off at the same time, drone delivery. And that supply chain has been designed to scale to hundreds over the course of 2027. It remains to be seen if we deploy that many, but that's what we're looking at supply chain-wise. And then the following year, we would have prototypes at the end of next year for APX, the future generation, or AP5, you may hear it called, which is designed for even greater capacity and more automated handoffs in more situations. And that supply chain is being designed for thousands, tens of thousands. So it's a progression, a ramp. And kind of in parallel, once the supply chains are in place for that, then go-to-market follows that and provides the opportunities. Operator: Thank you. I would now like to turn the call back over to Arrive AI for questions. Daniel O’Toole: Yes, real quick. All right. This is Dan. I'm going to take this opportunity to introduce Piyush Phadke, our new CFO. Piyush, thanks for joining the call and thanks for joining the company. I'm really excited. I just -- I want to give a quick shout-out, I guess, to Adele with Alliance Advisors, our trusted partner, our investor relations firm. They knew we were looking to get a really like-minded, educated or streetwise, I guess you could say, CFO. Somebody that -- my personal wish list was somebody that was entrepreneurial, somebody that could navigate the capital markets, could narrate an earnings report to analysts and investors and be M&A-minded. And I think we've got exactly what we're looking for. Piyush, if you're there, I'd like to say hey to you and have you give a little bit of a background on yourself to our investors. Piyush Phadke: Sure. Thank you. Thank you, Dan. And thank you to the team and to investors who have joined this call. So I'm Piyush Phadke, I'm the new CFO of Arrive AI. I am very excited to be here. I really believe in the mission and believe we are the future of autonomous deliveries. You know, for me, joining was all about fit. I came to the office near Indianapolis last week and spent time, spent three days there with everyone, up from Dan to all the C-suite, the developers, engineers. And the thing that I noticed was just really the energy that, you know, that flows from Dan. But really, everyone was just so excited to be there and to be able to be building something that's going to be big. And I was able to see kind of a demo of an Arrive Point, and I had never seen it before other than kind of on the website. And it was really interesting to kind of see that live and see how the different technology works. So I'm really excited for the opportunity, and I'm looking forward to doing a lot of great things with Dan and team. Daniel O’Toole: Thanks so much, man. We're looking forward to really leveraging your relationships and getting our sleeves rolled up and getting us to the next level. So really excited that you're on our team, man. I can't wait to hit the ground running here. I want to turn this over to Tasha Jones, our Head of Marketing. And she's going to tee us some questions up there. Tasha? Tasha Jones: Yes. The first question we have here, we received several questions about the stock price and the NASDAQ compliance, including concerns about a potential delisting or liquidity issues. This comes from Leon, Jake, Robert and [ Brenski ]. Daniel O’Toole: I'm going to -- the way we're going to format this, I'm going to assign questions so we're not tripping over each other. I'll assign answers. I'm going to take this one myself. Dan O'Toole, CEO. Obviously, the big thing every day is share price traction, delisting and all these kind of things. Yes, I can tell you this. We went public over a year ago, 5,000 pre-public investors on our cap table. We have everyone shoulder to shoulder with us when we think about share price, market traction, having a great product. There's a whole formula of specifics that come together that equal your share price, your market cap and how you're viewing the market. And I can tell you, when we went public a year ago, it was never in the plan to be profitable day one. It was never in the plan to be revenue neutral day one. What wasn't the plan was to lose money. And that wasn't because we wanted to lose money. It's just the reality. When you're running in a race, you don't start at the fastest speed, you start from a standing stop and you get faster and faster. Well, I can tell you, we are getting faster and faster. The amount of inbound inquiries that are coming into our company are bigger than we've ever seen. In the last 30 days, we've had more inquiries than we've had in the history of the company put together. The market is taking note of what we're doing and then realizing that autonomous delivery and pickup of all sorts will not happen without an Arrive Point in that ecosystem. We unlock autonomy. We're creating a frictionless environment between drones, robots, APs and people, and that is what the market needs. Scalability, when you're dropping things on the ground or picking them up from the ground, is a non-starter. When you add unattended delivery from Arrive AI, it all changes. And when you guys invest into this company, you invest in our IP. Our IP starts where autonomous delivery and pickup starts. So if you have a locker or a mailbox, that's fine. That's public domain, that's old. When you have this new element of autonomous delivery and pickup where everything is going, that is Arrive AI. We are building that infrastructure. We own the doorstep to every public business throughout the world. So that's where you're investing in. Tash, I'm going to hand it to you. Tasha Jones: Yes, so we also received a couple of questions asking us to describe our growth plan for the remainder of this year and next, including how we plan to scale revenue and secure purchase orders, letters of intent and strategic partner agreements. This was Raul and Albert's question. Daniel O’Toole: I'm going to hand it over to Ian. Ian is our Head of Commercialization. Go ahead, Ian. Ian Geise: Thank you for the question. I think we addressed most of that in my prepared statement, but I'll go ahead and answer it, especially off the great words that Dan just stated. And that is the amount of awareness that is now for the inefficiencies of drop-off, pickup throughout all of the different companies that have been launched, whether it's drone companies or robotics companies, there's more and more awareness for what is lacking, and that is indeed the Arrive Point of being able to do the handoff and the pickup. Nexus saw this clearly, and we created that partnership with Nexus and we're getting more and more leads that are coming in the pipeline for hospital systems, medical, pharmaceutical, and they keep growing exponentially. So we anticipate very big things from all of these different elements of our pipeline. And as Mark stated in terms of the product deployments, we are being very careful with how we are allocating that product and getting the best fit for the next 12 months and forward. Daniel O’Toole: Tash? Tasha Jones: Okay. So, this next one comes from Ryan, who's been with us since the DroneDek days. What do you feel has been the biggest challenge with running a new publicly traded company in front of such a broad audience with the ability to say whatever they want, whenever they want? And what's been the biggest advantage? Daniel O’Toole: You know, I would say no challenge, Ryan, just opportunity. Thanks for asking, and thanks for being with us since the beginning. Now I don't forget the OG guys, Brian Grigsby, [ Jeff Kong ], others. Appreciate everybody that's out there listening today. We know that you care. You know, just opportunity. No two days are the same, every day is an exciting new day. You come in, and then Piyush mentioned the energy in the office. Every day I come in here, it's palpable. You can see high morale. You can see a dizzying evolution of projects. People are prideful. Everyone's trying to outmaneuver the next guy with great ideas and pride and be able to show off. You know, we have a normal showcase of sharing what's happening here, and we all rally and share that every day. I'd be a hypocrite if I said anything was a negative. While there's things that aren't great sometimes, you gotta take the bad with the good. This is everything that I signed up for. It's better than I could have ever imagined. I know our share price is down, and I'm not diminishing that. But what I'm saying is, I've come up with a mantra, what goes down must go up. It's anti-gravity, and that's what we're doing here at Arrive AI. I welcome questions not just on these earnings calls, but everybody knows how to reach me, and I want to be there for you guys. So thank you for that question, Ryan. Tasha Jones: Okay. And this next one is -- we received a question about brand awareness, specifically how we're approaching marketing, given that many investors say they don't hear Arrive AI's name come up in their industries. Daniel O’Toole: Mark, you want to take that one? Mark Hamm: Yes. So just as we go through phases on developing our product and our supply chain, there are natural phases to how we develop our capabilities to go to market, and along with that, our brand. While it took a lot of attention and evangelizing the future of drone and robotic delivery to get here and to get funded and to put these resources and team in place, I think everybody's well aware of all the efforts, from Walmart and Zipline and just everybody out there, DoorDash. So that's no longer in question. What we're focused on now is kind of that rifle shot approach to enterprise accounts and partners that are really the early innovators, the strategic investors in infrastructure like ours and what does it mean to market to them account by account. So you probably don't run into a lot of advertising for GE or Rolls-Royce aircraft engines in your life because you're not the purchaser of those things. We're looking for those equivalents in our industry that need to understand the awareness, the trade-offs, the chain of custody advantages, the efficiency advantages that our network brings to their fleets and their communities and their campuses, and that's where our marketing is focused and our branding is focused on. Daniel O’Toole: Thank you. Tash? Tasha Jones: Yes. Finally, you guys have had some strong patent news internationally. What's next? Are you guys looking at Asia? This one is from Rohan. Daniel O’Toole: I'll tee that over at John Ritchison, our Chief Legal Counsel and our patent attorney. John? John Ritchison: Thanks, Dan. That's a great question. I appreciate that question from the standpoint, gives me a lead -- I'll lead into it to talk a little bit about our IP. I'm going to break it up into two parts. First, let me speak to the U.S. IP. We currently have 10 approved patents or issued patents. We've got 4 more pending in the patent office. And with that, we believe we've got covered the initial IP that we need for a strong moat to keep us in a competitive position. I think Piyush mentioned about the energy that he saw when he was there. I'd say it's more than energy. There's a lot of strength in our young engineers, the men and women that are out there have come up with a lot of great ideas. I don't know of any other -- I'm sure they're out there, but I don't know of any other company right off the top that's got their IP attorney right on-site with their engineers. That's one thing that we do, and we try to strongly take those ideas. Currently, we've got about 19 ideas that are in the hopper. Those are coming through at the rate as the engineers finish up their design and development. But again, that's the U.S. Now let me turn to the second part, and that's the international. We haven't talked much about the international, but we've been very strong in getting our patents across the pond and working out there. The specific question was Asia. We've got -- to date, we've got 13 issued patents. Most of those are in Asia, with the exception, I think, of South African and Brazil patents. The rest of them are in Asia proper, India, Singapore, Australia, Japan. I could list them, but that takes too much time. That's exciting from a standpoint that Asia is an immediate place that we have decided to start working hard on, trying to look at how we can take these international patents and doing some licensing with local concerns. The other part of international we don't talk about much -- and I don't want to get too technical, but that's Europe. Most of the people in this room know it, but I'm sure the people on the call don't. We just recently got approved with our first patent for the European Union. That opens up the entire European for us to go ahead and open up those additional countries. So along with the Asian efforts, we now have the strong results, and we'll start heading up into Europe with our international licensing opportunities. I'll turn it back to Dan. Daniel O’Toole: John, another quick question. You would agree that we have a strong first position patent portfolio in this space, right? John Ritchison: Yes. I don't have it memorized like Dan does, but we beat several strong companies, Amazon, UPS, FedEx, a few others. And with that, when I say beat, our patents got out and approved by the patent office before theirs did. So that put us in a first position. But I'd also be less than honest with you if I didn't say that a first position is nice, but our first position also comes with a strong number of claims. So we've got a lot of components and features in there. I thought that they were pretty well complete. And then I met these 40 engineers that we've got on-site that are thinking totally out of the box, so we've got a lot more stuff coming down the pipe. Daniel O’Toole: And one more patent that people don't think about us for, if you could just throw something up about this, our winch patent for a [ drone package ]. John Ritchison: Yes, we've got -- that was one of the things with our strategic purchase, we rolled in what we call around here, a winch patent, which is a different way to handle the product coming from the drones. It's unique, and it allows you to focus or drop that package in a much more organized and controlled method. Daniel O’Toole: Yes, thanks a lot. Hey, I just want to say, appreciate everybody listening to the call, caring enough to want to know what we're up to from a bird's eye view here at Arrive AI. I just want to say that the trajectory is strong. We are on track with every deliverable that we mark and take note of, and we are right on pace with every aspect of this business. We're running on all cylinders. Things are amazing in regard of getting recognized in the marketplace. And I want to thank everybody for joining the call today. Also, I want to give a shout-out to my son, Bryce O'Toole. He's listening from his investment banking internship in New York City right now. Go get them, Bryce. Thanks, everybody. Back to our operator. Operator: Thank you. This concludes the conference. Thank you for your participation. You may now disconnect. Before you buy stock in Arrive Ai, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Arrive Ai wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. 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Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management attributes current momentum to a significant uptick in interest from major players seeking to deploy autonomous delivery technology. The company is transitioning from abstract goals to concrete deals, focusing on healthcare, manufacturing, and specialty pharmacy delivery sectors. Strategic partnerships with Nexus AMR and DXC are being leveraged to integrate Arrive AI into existing automation portfolios and large-scale pharmaceutical environments. The anchor deployment at Hancock Regional Hospital has expanded to building-to-building movement, validating the demand for secure exchange in campus facilities. Management views their intellectual property as the 'frictionless' link between drones, robots, and people, effectively 'unlocking' the autonomy market. Operational focus has shifted toward a 'rifle shot' approach to enterprise accounts, targeting early innovators rather than broad consumer marketing. The recent appointment of a CFO with deep capital markets experience is intended to sharpen financing strategies and manage the transition to scaled revenue. The company expects to have over a dozen AP3 Plus units ready for shipment by mid-September, marking the first wave of expanded availability. Development of the AP4 is targeted for Q1 2027, featuring a supply chain designed to scale to hundreds of units and support multiple simultaneous deliveries. Long-term plans include the APX (or AP5) generation, with prototypes expected by late 2025 and a supply chain designed for thousands of units. Management anticipates that the expansion with Hancock Regional Hospital will produce incremental revenue in the third and fourth quarters of this year. The company is exploring international licensing opportunities, specifically targeting Asia and the European Union following recent patent approvals. The reported net loss of $14.1 million includes $9.7 million in non-cash expenses related to the conversion of outstanding notes. Current cash burn is approximately $1.1 million per month, with $5.1 million in cash and liquid investments as of June 30th. Management maintains that they are not at risk of running out of funds, citing optionality through a $100 million S-3 filing and a $15 million ATM offering. The company holds a first-position patent portfolio, claiming priority over major competitors like Amazon, UPS, and FedEx in specific autonomous delivery categories. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management clarified that the 'dozen units' shipping in September represents a significant multiplier over past deployments and indicates a vertical trajectory. The partnership with Avride is currently in early-stage conversations regarding pilot programs for unattended delivery on university campuses. The main 'sticking point' is the phased development of the supply chain; current efforts are focused on the AP3 Plus operating system and software. Scaling to hundreds of units is dependent on the AP4 launch in 2027, while scaling to thousands requires the APX generation designed for automated handoffs. CEO Dan O'Toole addressed share price concerns by stating the company is 'getting faster' and seeing record inbound inquiries in the last 30 days. He emphasized that the company was not planned to be revenue neutral on day one, but is now focused on converting IP value into market traction. The company has 13 issued international patents, mostly in Asia (India, Singapore, Australia, Japan), and is seeking local licensing partners. A recently approved patent for the European Union is expected to open up licensing opportunities across the entire EU market.

This article first appeared on GuruFocus. Revenue: Second quarter revenue was $14,700, in line with Q1. Net Loss (GAAP): Net loss for Q2 was $14.1 million, compared to a $3.7 million net loss in Q2 2025. Net Loss (Non-GAAP): Excluding $9.7 million in non-cash expenses related to note conversion, non-GAAP net loss was $4.3 million. Cash Position: Cash and liquid investments were $5.1 million at June 30, up from $2.1 million at December 31. Cash Burn: Current cash burn rate is approximately $1.1 million per month. Product Availability: Expects to have more than a dozen AP3+ Arrive Points in stock and ready to ship by mid-September. Future Product: Developing AP4, targeted for Q1 2027, designed to support multiple deliveries at once, AMR pickup/drop-off, and drone delivery. Warning! GuruFocus has detected 4 Warning Signs with ARAI. Is ARAI fairly valued? Test your thesis with our free DCF calculator. Release Date: August 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Arrive AI Inc (NASDAQ:ARAI) is expanding its commercial pipeline with new partnerships in healthcare, manufacturing, and specialty pharmacy delivery, including collaborations with Nexus AMR, DXC, and Lifespan Pharmacy. The company is scaling its product availability, with over a dozen AP3+ arrive points expected to be in stock and ready to ship by mid-September, marking a significant increase from prior deployments. Arrive AI Inc (NASDAQ:ARAI) has strengthened its intellectual property portfolio, with 10 issued US patents, 13 international patents (mostly in Asia), and a new European Union patent, positioning it as a first mover in the autonomous delivery space. The company has appointed a new CFO, Piyush Phadke, who brings over two decades of capital markets experience, which could enhance financial strategy and investor relations. Cash and liquid investments increased to $5.1 million as of June 30, up from $2.1 million at the end of 2025, providing a stronger financial cushion. The company has secured additional financing options, including a $100 million S-3 registration statement and a $15 million ATM offering, to support future growth. Arrive AI Inc (NASDAQ:ARAI) reported a net loss of $14.1 million for Q2 2026, a significant increase from the $3.7 million loss in the same period last year, even after excluding non-cash expenses. Revenue remained flat at $14,700 for the quarter, indicating minimal commercial traction despite the announced partnerships and pipeline growth. The company's cash burn rate is approximately $1.1 million per month, which could deplete its $5.1 million cash reserves within a few quarters if revenue does not scale. The company faces potential NASDAQ delisting concerns due to its low stock price, which could impact investor confidence and liquidity. The company's reliance on non-cash expenses, such as the $9.7 million related to note conversions, highlights financial complexity and potential dilution for shareholders. The company's growth plan is heavily dependent on future partnerships and product launches (AP4, AP5) that are still in development, with no guaranteed revenue impact in the near term. Q: How many Arrive Points are currently operating, and how should we think about the connection between the targeted deployment of over a dozen AP3+ units by mid-September and the potential for expansion, such as the 20 campuses mentioned with Avrod?A: Dan O'Toole (CEO) clarified that the over a dozen units represent a "huge multiplier" of past deployments, marking significant traction and a vertical trajectory. Ian Geise (Head of Commercialization) added that the campus news refers to Avrod taking over Starship's departure from US campuses, and Arrive AI is in early conversations to employ the Arrive Point network in potential pilot programs to increase efficiencies for unattended delivery. Q: What are the main sticking points that will enable the company to scale from a dozen Arrive Points to hundreds or thousands?A: Mark Hamm (COO) explained that the 12 AP3+ units shipping in September are the first installment of a new product with a new operating system. The AP4, targeted for Q1 2027, will support multiple deliveries, AMR pickup/drop-off, and drone delivery, with a supply chain designed to scale to hundreds during 2027. The future AP5/APX generation, with prototypes expected at the end of next year, is being designed for thousands to tens of thousands of units, representing a progression in both product capability and supply chain scale. Q: Can you address investor concerns regarding the stock price, potential NASDAQ delisting, and liquidity issues?A: Dan O'Toole (CEO) acknowledged the share price decline but emphasized that the company was never expected to be profitable or revenue-neutral on day one. He highlighted that inbound inquiries over the last 30 days have exceeded the company's entire history, noting that autonomous delivery cannot happen without an Arrive Point in the ecosystem. He reiterated that the company's IP, which starts where autonomous delivery and pickup begin, represents the infrastructure for the "doorstep to every home of business throughout the world." Q: What is the growth plan for the remainder of this year and next, including scaling revenue and securing purchase orders and strategic agreements?A: Ian Geise (Head of Commercialization) stated that there is growing awareness of the inefficiencies in drop-off and pickup across drone and robotics companies, which is driving leads. The partnership with Nexus is generating exponentially growing leads in hospital systems, medical, and pharmaceutical sectors. The company is being careful in allocating product deployments to ensure the best fit for the next 12 months and beyond. Q: What has been the biggest challenge and the biggest advantage of running a new publicly traded company in front of a broad audience?A: Dan O'Toole (CEO) framed it as "no challenge, just opportunity," citing the palpable energy and high morale in the office. He acknowledged the share price is down but expressed a mantra of "what goes down must go up," emphasizing his commitment to being accessible to investors and welcoming questions. Q: How is the company approaching marketing and brand awareness, given that many investors say they don't hear Arrive AI's name in their industry?A: Mark Hamm (COO) explained that the company is moving from broad evangelizing of drone and robotic delivery to a "rifle-shot approach" focused on enterprise accounts and strategic partners. He compared this to how GE or Rolls-Royce don't advertise to consumers because they aren't the purchasers, emphasizing a focus on account-by-account marketing to early innovators and strategic investors in infrastructure. Q: What is next for the company's international patent strategy, particularly regarding Asia?A: John Richardson (Chief of Legal Counsel) detailed that the company has 10 issued US patents with four more pending, plus 19 ideas in the pipeline. Internationally, they have 13 issued patents, mostly in Asia (India, Singapore, Australia, Japan), and are looking to license with local concerns. He also announced the recent approval of their first patent for the European Union, which opens up the entire European market for licensing opportunities. Q: Can you provide details on the company's financial position and funding strategy?A: Dan O'Toole (CEO) reported Q2 revenue of $14,700, in line with Q1, with a net loss of $14.1 million including $9.7 million in non-cash expenses. On a non-GAAP basis, the net loss was $4.3 million. Cash and liquid investments were $5.1 million at June 30, up from $2.1 million at year-end, with a monthly cash burn of approximately $1.1 million. The company filed an S-3 registration for up to $100 million and finalized an ATM offering of up to $15 million, retaining $19 million in prepaid advances. O'Toole emphasized they are "not at risk of running out of funds" and have strategic options, with the new CFO's capital markets background helping to sharpen their approach. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Accomplished Wall Street Executive, Piyush Phadke, Appointed CFO, bringing 20+ Years of Capital Markets Experience to Help Drive Arrive AI's Growth INDIANAPOLIS, IN / ACCESS Newswire / August 13, 2026 / Arrive AI (NASDAQ:ARAI) (the "Company"), an autonomous delivery network company built around patented, AI-powered Arrive Points™, today reported financial results for the second quarter ended June 30, 2026, and provided an update on its commercial pipeline progress, product development, and operational milestones. In addition, the Company announced the appointment of Mr. Piyush Phadke as Chief Financial Officer. The Company will host a conference call and webcast today at 8:30 AM Eastern Time to review results, discuss recent developments, and answer investor questions. Operational Highlights During the second quarter, Arrive AI: Strengthened its partnership with Nexus AMR, whose site introduces hospitals to new delivery technology, including Arrive AI's, throughout the year. Continued its partnership with DXC, supporting deployment of the company's technology into pharmaceutical manufacturing environments. Expanded engagement with Avride, which became the continuity partner for university campus delivery when Starship exited that space and expects to operate on more than 20 campuses by year end. Upgraded infrastructure at Hancock Regional Hospital, the company's anchor healthcare deployment, in preparation for a unit upgrade. Advanced its improved AP3 Plus platform and is on track to have over a dozen units to ship in September, pulling forward Arrive OS and NIQ technology from the company's next-generation platform. Continued development of AP4, which is on track for a first quarter 2027 launch, supporting multi-tenant pickup and delivery by autonomous mobile robots. Continued development of its next-generation APX platform, targeting a technology-showcase prototype by the end of 2027. Capital Markets Executive Piyush Phadke Appointed CFO Arrive AI appointed Piyush Phadke as its new Chief Financial Officer, effective August 17, 2026, succeeding Todd Pepmeier. Mr. Phadke brings a proven track record as a public-company CFO, built on more than two decades of capital markets experience, including senior roles at Bank of America, BTIG, and Jefferies before moving into executive finance leadership. His progression from Wall Street capital markets to executive leadership roles gives Arrive AI a senior finance leader who understands both sides of the table as the company converts its growing commercial pipeline into durable financial momentum. "Arrive AI is at an important inflection point," said Dan O'Toole, Founder and CEO of Arrive AI. "We are seeing commercial interest build across healthcare, manufacturing and specialty pharmacy delivery, and we are continuing to strengthen the technology platform behind it all. Piyush understands both the opportunity in front of us and the work required to capture it. He is highly aligned with our vision, and his capital markets experience will help the company build on this momentum and create long-term shareholder value." Q2 2026 Financial Highlights Revenue was $14,700 for the second quarter, compared to $90,725 in the second quarter of 2025; revenue in the prior-year period included a non-recurring consulting contribution. Net loss was $14.1 million for the second quarter, compared to a net loss of $3.7 million in the second quarter of 2025. The increase was driven primarily by a $9.7 million non-cash loss on conversion of convertible notes payable. Cash and cash equivalents were $3.0 million at quarter end, with an additional $2.2 million in investments at fair value, for a combined $5.2 million. This compares to $2.1 million in cash at year end 2025. Operating cash outflow was approximately $3.3 million for the second quarter, in line with the same period of 2025. "Our operating cash use this quarter reflects deliberate investment in the team, technology, and infrastructure required to convert our commercial pipeline into scaled recurring revenue," said Dan O'Toole. "As we execute against this opportunity, we have meaningful financing optionality and will remain disciplined in evaluating paths that best support the company's long-term strategy and shareholder interests." Earnings Call Details Title: Arrive AI Inc. Q2 2026 Earnings CallDate: August 13, 2026Time: 8:30 AM EDT (Live Event)Duration: 60 minutesWebcast Link: https://edge.media-server.com/mmc/p/rjf42jfk If you are an analyst and would like to join the call to ask questions, please contact Alliance IR at [email protected]. A replay of the call will be available after the event on Arrive AI's website at arriveai.com/investor-relations. Following opening remarks from Founder and CEO Dan O'Toole, portions of the prepared comments will be delivered using AI-assisted voice technology as part of the company's continued exploration of practical AI applications in business communications. About Arrive AI Arrive AI (NASDAQ:ARAI) is building the infrastructure for autonomous logistics through a network of intelligent delivery endpoints that enable secure, asynchronous exchange of goods. The company's platform supports drones, ground robotics, and human couriers, solving the "last inch of the last-mile" challenge across logistics, healthcare, and enterprise delivery. Media Contact Tasha [email protected] Investor Relations Contact Alliance Advisors [email protected] Cautionary Note Regarding Forward-Looking Statements This news release and statements of Arrive AI's management in connection with this release or related events may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events and expected business and financial performance and often include words such as "expects," "anticipates," "intends," "plans," "believes," "potential," "will," "should," "could," "would," "optimistic," or "may," and similar expressions. These statements are based on information available as of the date of this release and reflect management's current views and assumptions. They are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors that may be beyond the company's control. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this release. Potential investors should review Arrive AI's SEC filings, including risk factors, available at www.sec.gov. Arrive AI undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date of this release, except as required by law. ARRIVE AI INC.CONDENSED BALANCE SHEETS ARRIVE AI INC.CONDENSED STATEMENTS OF OPERATIONS (Unaudited) ARRIVE AI INC.CONDENSED STATEMENTS OF CASH FLOWS For the Six Months Ended June 30, 2026 and 2025 (Unaudited) SOURCE: Arrive AI Inc. View the original press release on ACCESS Newswire

Live event will review Q2 results and cover recent business developments INDIANAPOLIS, IN / ACCESS Newswire / July 30, 2026 / Arrive AI (NASDAQ:ARAI), an autonomous delivery network company built around patented, AI-powered Arrive Points™, announced today that it plans to release its second quarter 2026 financial results on Thursday, August 13, 2026, before the market opens. After the earnings release goes out, members of Arrive AI's leadership team will host a conference call and webcast at 8:30 AM Eastern Time to review the results, talk through recent developments, and address the company's strategic and operational goals. Event Details Title: Arrive AI Inc. Q2 2026 Earnings Call Date: August 13, 2026 Time: 8:30 AM EDT (Live Event) Duration: 60 minutes Webcast Link View the live webcast at https://edge.media-server.com/mmc/p/rjf42jfk. Analysts who want to join the call to ask questions can contact Alliance IR at [email protected]. Investor Questions Ahead of Earnings Call Arrive AI welcomes questions from investors and the broader community ahead of its upcoming earnings call. The company will open its Ideas Board for question submissions the week of August 4, 2026, giving people a window to submit questions before the call. Details on how to submit, including the link, will follow closer to that date. Submitted questions may be reviewed and addressed by management during the earnings call, time permitting. A replay of the call will be available after the event on Arrive AI's website at arriveai.com/investor-relations. A Note About the Earnings Call Format In keeping with Arrive AI's focus on artificial intelligence and automation, the company may continue to explore new formats for its earnings calls. After opening remarks from Founder and CEO Dan O'Toole, parts of the prepared comments may be delivered using AI-assisted voice technology. The company will clearly disclose any use of this during the call. The ideas, strategy, and financial results discussed will remain those of Arrive AI's leadership team. This reflects the company's commitment to showing real-world applications of AI in business communications. About Arrive AI Arrive AI (NASDAQ:ARAI) is building the infrastructure for autonomous logistics through a network of intelligent delivery endpoints that enable secure, asynchronous exchange of goods. The company's platform supports drones, ground robotics, and human couriers, solving the "last inch of the last-mile" challenge across logistics, healthcare, and enterprise delivery. Forward-Looking Statements This news release and statements of Arrive AI's management in connection with this release or related events may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events and expected business and financial performance and often include words such as "expects," "anticipates," "intends," "plans," "believes," "potential," "will," "should," "could," "would," "optimistic," or "may," and similar expressions. These statements are based on information available as of the date of this release and reflect management's current views and assumptions. They are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors that may be beyond the company's control. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this release. Potential investors should review Arrive AI's Registration Statement and other filings, including risk factors, available at the U.S. Securities and Exchange Commission website at www.sec.gov. Arrive AI undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date of this release, except as required by law. Media Contact Tasha JonesMarketing Communications Manager, Arrive [email protected] Investor Contact Alliance Advisors [email protected] SOURCE: Arrive AI Inc. View the original press release on ACCESS Newswire

This article first appeared on GuruFocus. Release Date: May 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Arrive AI Inc (NASDAQ:ARAI) has made significant progress in optimizing and stabilizing its supply chain and manufacturing operations through a new partnership in India, improving reliability and cost structure. The company is on track for an improved AP3 release in July, with broader availability expected in October, which is expected to accelerate customer deployments and recurring revenue generation. Arrive AI Inc (NASDAQ:ARAI) has brought software development fully in-house, leading to operational efficiencies and improved performance of its current AP3 units. The company has strengthened its patent portfolio to 10 U.S. utility patents and is expanding its international patent protection, with 77 international patents pending. Arrive AI Inc (NASDAQ:ARAI) has secured a standstill agreement with Streeterville Capital, reducing market volatility and strengthening its capital markets position. Arrive AI Inc (NASDAQ:ARAI) reported a net loss of $6.4 million for the first quarter, a significant increase from the $2 million loss in the same quarter of 2025. The company's revenue remains low, with total revenue for the first quarter at $14,925, primarily from a single deployment at Hancock Health. The cash burn rate is approximately $3 million per quarter, with expectations of a modest increase in the fourth quarter. Arrive AI Inc (NASDAQ:ARAI) is still in the early stages of commercialization, with a focus on building infrastructure and technology rather than generating significant revenue. The company faces regulatory hurdles in international markets, particularly concerning drone operations, which could impact its expansion plans. Warning! GuruFocus has detected 4 Warning Signs with ARAI. Is ARAI fairly valued? Test your thesis with our free DCF calculator. Q: Can you discuss the potential of healthcare as a repeatable vertical for Arrive AI, particularly with the Hancock Health deployment? A: Dan O'Toole, CEO: The Hancock Health deployment has been a significant showcase for us, demonstrating ROI by allowing healthcare professionals to focus on their areas while automation handles routine tasks. This has opened up additional opportunities within Hancock, and we see labor pressures and nursing shortages as ongoing challenges that our solutions can address across the country. Q: How are you balancing international opportunities with the need to deepen your presence in the U.S.? A: Dan O'Toole, CEO: We are focusing on a home-first approach to efficiently deploy human resources and capital. While international markets may have fewer restrictions, iterating close to home allows us to quickly learn and apply those insights to our next-gen products. Q: What is the current cash runway, and how are you managing capital requirements for ongoing projects? A: Todd Peppmeier, CFO: Our cash burn is about $3 million per quarter, and we have approximately $8.5 million in cash and short-term investments, providing about eight months of runway. We have a standstill agreement with Streeterville Capital, reducing volatility and allowing us to access capital at a lower cost when needed. Q: Can you provide an update on revenue sources and pilot programs? A: Todd Peppmeier, CFO: Over 90% of our revenue comes from the Hancock Health deployment. We are in the early stages of building our platform and technology, focusing on long-term opportunities rather than immediate revenue. We have a robust cycle of inbound interest and are preparing for larger deployments. Q: What are the key commercialization milestones and operational scale expectations for the next 12 to 18 months? A: Mark Hamm, COO: We are in the realization phase, building next-gen AI-enabled products and improving our AP3 platform. We plan to release an improved AP3 in July and increase availability in Q4. Our digital demo with strategic partners will lay the groundwork for larger deployments and next-gen Arrive Points by the end of next year. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

INDIANAPOLIS, IN / ACCESS Newswire / May 15, 2026 / Arrive AI (NASDAQ:ARAI), an autonomous delivery network company built around patented, AI-powered Arrive Points™, today announced financial results for the first quarter ended March 31, 2026, and provided an update on operational milestones, product development, and strategic progress. The company will host a conference call and webcast today at 8:30 AM Eastern Time to review results, discuss recent developments, and answer investor questions. "We continue to believe our most important metric right now is operational progress and milestone achievement," said Founder and CEO Dan O'Toole. "Over the last quarter, we strengthened our supply chain, advanced our software infrastructure, expanded internal development capabilities, progressed toward larger-scale deployment readiness, and continued building the foundation for long-term autonomous logistics infrastructure." Recent Operational Highlights During the quarter, Arrive AI: Expanded and stabilized manufacturing operations through a new manufacturing partnership in India for the AP3, the company's current Arrive Point model. Remained on track for an improved AP3 release in July, with broader availability expected beginning in October Continued development of its next-generation APX platform Advanced Arrive OS, the company's internally developed operating system and deployment software layer Fully internalized software development operations to improve efficiency and reduce third-party costs Continued preparations for a digital demonstration initiative planned for Texas later this year Expanded its patent portfolio to 10 U.S. utility patents Held its first Board meeting with newly appointed director Mike Fitz of T-Mobile for Business Q1 2026 Financial Highlights Revenue of approximately $14,925, consisting entirely of recurring subscription revenue Net loss of approximately $6.4 million, compared to approximately $2 million in Q1 2025 Approximately $5.7 million in cash and $2.8 million in short-term investments at quarter end Quarterly operating cash outflow of approximately $3 million, primarily related to team expansion and infrastructure development The company also announced it recently reached a standstill agreement with Streeterville Capital that management believes will help reduce share price volatility associated with routine conversion activity while preserving capital flexibility moving forward. Under the standstill agreement, Streeterville Capital has agreed not to deliver any Purchase Notices through December 31, 2026, except on any trading day when the closing price of the Common Shares is at least 15% above the Nasdaq Minimum Price. Additional details will be included in a Form 8-K filing. "As we continue executing, our focus remains straightforward: strengthen the platform, expand deployments, improve scalability, and maintain discipline on capital allocation, positioning Arrive AI for long-term growth within autonomous logistics," O'Toole added. Earnings Call Details: Title: Arrive AI Inc. Q1 2026 Earnings Call Date: May 15, 2026 Time: 8:30 AM EDT (Live Event) Duration: 60 minutes Webcast Link: https://edge.media-server.com/mmc/p/4ovfitm5. If you are an analyst and would like to join the call to ask questions, please contact Alliance IR at [email protected]. A replay of the call will be available after the event on Arrive AI's website at arriveai.com/investor-relations. Following opening remarks from Founder and CEO Dan O'Toole, portions of the prepared comments will be delivered using AI-assisted voice technology as part of the company's continued exploration of practical AI applications in business communications. About Arrive AI Arrive AI (NASDAQ:ARAI) is building the infrastructure for autonomous logistics through a network of intelligent delivery endpoints that enable secure, asynchronous exchange of goods. The company's platform supports drones, ground robotics, and human couriers, solving the "last inch of the last-mile" challenge across logistics, healthcare, and enterprise delivery. Media Contact Kylie Conway [email protected] Investor Relations Contact Alliance Advisors IR [email protected] Cautionary Note Regarding Forward-Looking Statements This news release and statements of Arrive AI's management in connection with this release or related events may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events and expected business and financial performance and often include words such as "expects," "anticipates," "intends," "plans," "believes," "potential," "will," "should," "could," "would," "optimistic," or "may," and similar expressions. These statements are based on information available as of the date of this release and reflect management's current views and assumptions. They are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors that may be beyond the company's control. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this release. Potential investors should review Arrive AI's SEC filings, including risk factors, available at www.sec.gov. Arrive AI undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date of this release, except as required by law. ARRIVE AI INC. CONDENSED BALANCE SHEETS ARRIVE AI INC. CONDENSED STATEMENTS OF OPERATIONS (Unaudited) ARRIVE AI INC. CONDENSED STATEMENTS OF CASH FLOWS For the Three Months Ended March 31, 2026 and 2025 (Unaudited) SOURCE: Arrive AI Inc. View the original press release on ACCESS Newswire

INDIANAPOLIS, IN / ACCESS Newswire / May 5, 2026 / Arrive AI (NASDAQ:ARAI), an autonomous delivery network company built around patented, AI-powered Arrive Points™, announced today that the company intends to release its first quarter 2026 financial results on Friday, May 15, 2026, before the market opens. Following the issuance of the earnings release, members of Arrive AI's leadership team will host a conference call and webcast at 8:30 AM Eastern Time to review the results, discuss recent developments, and address the company's strategic and operational objectives. Event Details: Title: Arrive AI Inc. Q1 2026 Earnings Call Date: May 15, 2026 Time: 8:30 AM EDT (Live Event) Duration: 60 minutes Webcast Link: View the live webcast at https://edge.media-server.com/mmc/p/4ovfitm5. If you are an analyst and would like to join the call to ask questions, please contact Alliance IR at [email protected]. Investor Questions Ahead of Earnings Call Arrive AI welcomes questions from investors and the broader community in advance of its upcoming earnings call. To promote transparency and engagement, individuals are encouraged to submit questions through the Arrive AI Ideas Board at https://ideas.arriveai.com/board/9?code=AC8892D1. Submitted questions may be reviewed and addressed by management during the earnings call, time permitting. A replay of the call will be available after the event on Arrive AI's website at arriveai.com/investor-relations. A Note About the Earnings Call Format In keeping with Arrive AI's focus on artificial intelligence and automation, the company may continue to explore innovative formats within its earnings calls. Following opening remarks from Founder and CEO Dan O'Toole, portions of the prepared comments may be delivered using AI-assisted voice technology. The company will clearly disclose any such use during the call. The ideas, strategy, and financial results discussed will remain those of Arrive AI's leadership team. These technologies reflect the company's commitment to demonstrating real-world applications of AI in business communications. About Arrive AI Arrive AI (NASDAQ:ARAI) is building the infrastructure for autonomous logistics through a network of intelligent delivery endpoints that enable secure, asynchronous exchange of goods. The company's platform supports drones, ground robotics, and human couriers, solving the "last inch of the last-mile" challenge across logistics, healthcare, and enterprise delivery. Media Contact: Kylie Conway [email protected] Investor Relations Contact: Alliance Advisors IR [email protected] Cautionary Note Regarding Forward-Looking Statements This news release and statements of Arrive AI's management in connection with this news release or related events contain or may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "plans", "believes", "potential", "will", "should", "could", "would", "optimistic" or "may" and other words of similar meaning. These forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors which may be beyond our control. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. Potential investors should review Arrive AI's Registration Statement and other filings for more complete information, including the risk factors that may affect future results, which are available for review at www.sec.gov. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law. SOURCE: Arrive AI Inc. View the original press release on ACCESS Newswire

This article first appeared on GuruFocus. Total Revenue (Q4): $15,000, all recurring subscription revenue. Total Revenue (Full Year): Just over $113,000. Net Loss (Q4): $2.7 million, compared to $1.3 million in Q4 2024. Net Loss (Full Year): $12.8 million, compared to $4.5 million in the prior year. Cash on Balance Sheet: $2.1 million at year-end. Credit Facility Draw: $10 million executed in January 2026. Quarterly Cash Burn Rate: Approximately $3 million. Shares Outstanding: Approximately 47 million. Insider Ownership: Roughly 52%. Warning! GuruFocus has detected 3 Warning Signs with ARAI. Is ARAI fairly valued? Test your thesis with our free DCF calculator. Release Date: April 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Arrive AI Inc (NASDAQ:ARAI) has successfully raised capital through three crowdfunding campaigns and completed a direct public offering in May 2025, reflecting strong investor interest. The company has a robust portfolio of U.S. and international patents, securing a competitive advantage in the logistics industry. Arrive AI Inc (NASDAQ:ARAI) has formed strategic partnerships, such as with Autonomy and NVIDIA, to enhance its technology and accelerate development. The company has demonstrated real-world deployment success, notably with Hancock Health, showcasing its technology's potential in healthcare logistics. Arrive AI Inc (NASDAQ:ARAI) is focused on innovation, particularly in artificial intelligence, to improve logistics efficiency and create new revenue streams. Arrive AI Inc (NASDAQ:ARAI) reported a net loss of $2.7 million for the fourth quarter, with a full-year net loss of $12.8 million, indicating financial challenges. The company's revenue remains low, with only $15,000 in recurring subscription revenue for the fourth quarter, highlighting the need for significant growth. There are concerns about potential dilution due to the convertible notes payable financing structure, which could impact shareholder value. Arrive AI Inc (NASDAQ:ARAI) received deficiency letters from NASDAQ related to market capitalization and public float, posing a risk of delisting. The company is still in the early stages of deployment, with limited units in the field, which may delay scaling and revenue generation. Q: Can you speak to your recent team hiring and expansion progress? A: Dan O'Toole, CEO: We are just under 50 employees currently, with plans to hire about 40 more, leveraging AI to reduce the need for a larger workforce. This strategic hiring will help us manage operational costs effectively. Q: What can we extrapolate from the subscription revenue of about $15,000 in the fourth quarter? A: Todd Pepmeier, CFO: Over 90% of this revenue came from Hancock Health. Our deployments are limited as we focus on learning and market conditioning rather than immediate monetization. Q: Are you pursuing an acquisition pipeline? A: Dan O'Toole, CEO: We have a big appetite for M&A and are exploring opportunities that could be accretive from a revenue, strategic, or technological standpoint. Being a public company gives us leverage to use our stock as currency for acquisitions. Q: Can you provide a ballpark of how many arrive points you expect by year-end? A: Dan O'Toole, CEO: We are focusing on short-term deployments to gather learnings rather than permanent deployments. This approach helps us refine our products before scaling up. Q: How is AI allowing you to reduce your hiring plans? A: Neerav Shah, Chief Strategy Officer: We are implementing AI in workflows and customer service, which allows us to optimize operations and reduce the need for a larger workforce. This strategic use of AI is enhancing our efficiency and speeding up our time to market. For the complete transcript of the earnings call, please refer to the full earnings call transcript.