AMC Robotics (AMCI) investor relations material

Executive summary

• Achieved net income of $146k for Q1 2026, reversing a net loss of $77k in Q1 2025, driven by a strategic shift to higher-margin revenue streams and cost discipline.

• Total revenue declined 34% year-over-year to $1.2 million, mainly due to reduced product sales, but gross margin expanded to 86% from 27% as revenue mix shifted toward revenue-sharing and services.

• Completed a business combination and PIPE financing in December 2025, strengthening liquidity and capital structure.

• NovaArm transitioned from development to live warehouse deployment via a strategic partnership, targeting commercial launch in Q2 2026.

• Kyro platform showcased at CES and Tokyo Security Show, generating significant industry interest.

Financial highlights

• Revenue: $1.2 million (down 34% year-over-year).

• Gross profit: $1.0 million (up 109% year-over-year); gross margin: 86%.

• Operating expenses: $892k (down 28% year-over-year), with a sharp reduction in sales and marketing costs.

• Net income: $146k, compared to a net loss of $77k in Q1 2025.

• Cash and cash equivalents: $6.6 million as of March 31, 2026.

Outlook and guidance

• Management expects continued focus on profitability, cost efficiency, and expansion of intelligent security solutions and AI robotics ecosystem.

• Liquidity is expected to be sufficient for at least the next twelve months, with potential for additional financing to support growth.

• Forward-looking statements highlight potential growth opportunities and ongoing business strategy.