FF EAI Robotics Ecosystem (FFR) investor relations material

Strategy and market

• Robotics pivot began in early 2026, with product sales starting in March; strategy centers on one AI “brain” and an open platform supporting multiple robot forms and tasks.

• Market thesis: robotics could be a fast-growing industry over the next 10–20 years, with 10B device opportunities over the next decade, per the speaker’s estimate.

• Product approach emphasizes practical near-term uses over relying solely on general-purpose humanoids; the portfolio spans humanoids, quadruped robots and wheeled mobile manipulators.

Products and applications

• Humanoids target entertainment, performance and hospitality; quadrupeds target education and security; wheeled mobile manipulators target factory and logistics tasks.

• Security dogs combine cameras, LiDAR, 3D mapping, temperature detection and sirens; a proposed model has one guard oversee 20 dogs across sites.

• Basic quadrupeds sell for ~$4,000, with advanced configurations at $20,000–$30,000; Nova is priced at $2,500 and Nova Mini at $200–$300.

• Wheeled industrial robots are described as costing 20% of the average humanoid robot price; RoboShare offers rentals at $300, $500 or $1,000 per day, depending on use.

Traction and ecosystem

• 817 robots had shipped by end-September 2026, including more than 250 in September; monthly deliveries set records from March through September.

• The four-part ecosystem links devices, real-world data, the AI brain and industrial productivity solutions; the flywheel aims to use more devices to build data and improve robot capabilities.

• Brain platform was 100% deployed, with 100 skills and 200 developers; data factory output reached 2,000 hours/month in August 2026, with a 20,000-hours/month target by year-end.

• Data factory revenue reached $400,000 by October 2026; data is packaged and tagged for large AI companies’ model training.