Arrive AI
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Arrive AI (ARAI) investor relations material

Arrive AI Registration Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Registration Filing summary10 Feb, 2026

Company overview and business model

  • Focuses on developing a smart mailbox and platform system for secure, automated exchange of packages, goods, and medications using robots and drones.

  • Operates a Network-as-a-Service model, offering hardware-enabled access points, AI-driven services, and a marketplace for last-mile logistics.

  • Revenue streams include Mailbox-as-a-Service subscriptions, data/AI monetization, and operational platform fees.

  • Initial market focus is on medical operations, with plans to expand to assisted living, retail, and residential sectors.

  • Holds a robust patent portfolio covering smart mailbox technology, with exclusive rights licensed from the CEO.

Financial performance and metrics

  • Reported $98,175 in revenue for the nine months ended September 30, 2025, with no revenue in prior years.

  • Net loss of $8.9 million for the nine months ended September 30, 2025; accumulated deficit of $24.8 million as of September 30, 2025.

  • Cash and short-term investments totaled $2.7 million as of September 30, 2025, providing approximately 3.5 months of runway at current burn rates.

  • Operating cash flow was negative $5.0 million for the nine months ended September 30, 2025.

  • Raised $7.5 million from convertible debt and $448,000 from stock sales in the first nine months of 2025.

Use of proceeds and capital allocation

  • Proceeds from the resale of shares will not go to the company; all registration costs are borne by the company, while selling stockholders pay their own selling expenses.

  • Capital raised through convertible notes and stock sales is allocated to product development, scaling operations, and working capital.

  • Share repurchase program authorized up to $10 million in buybacks through March 2026.

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