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Realbotix (XBOT.F) investor relations material
Realbotix Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Transitioned to a pure-play AI robotics focus, exiting crypto staking and clearing legacy order backlogs, resulting in lower year-over-year revenues but a more normalized revenue cycle.
Consolidated Q3-2026 revenue was $354,000, down from $595,000 year-over-year, reflecting strategic repositioning and resource allocation toward Realbotix LLC and away from legacy operations.
Realbotix LLC and Intima operate as independent subsidiaries, targeting healthcare/education/hospitality and direct-to-consumer intimacy products, respectively.
Upgraded accounting team has improved transparency and timeliness of financial reporting.
Realbotix LLC is transitioning from demonstration to deployment, with new enterprise and consumer projects and a significant team expansion to over 20 FTEs.
Financial highlights
Q3-2026 revenue was $354,000 (down from $595,000 YoY); nine-month revenue was $932,000 (down from $2,138,000 YoY).
Intima LLC contributed $222,000 in Q3 revenue (down from $595,000 YoY); Realbotix LLC contributed $132,000 (up from $0 YoY).
Gross margin for Q3 was 24.4% (down from 37.1% YoY), impacted by scale-up costs and a one-time overhead adjustment.
Operating expenses rose to $1,821,000 in Q3 (from $1,318,000 YoY), reflecting investment in robotics and AI.
Q3 included proceeds from the staggered sale of the Tokens.com domain, with $640,000 still outstanding, to be fully received by January 2027.
Outlook and guidance
No formal sales guidance provided due to the nascent and unpredictable nature of the market, but internal plans are in place for growth.
Realbotix LLC plans to launch Echo Generation One, a direct-to-consumer robot line, in 2026, with scaled production targeted for 2027.
Lower price points for new robots ($12,000 tabletop, $55,000 full-size) and a streamlined online ordering process are expected to drive adoption.
Intima LLC is focusing on infrastructure for embodied AI, with new product launches and expanded distribution planned.
Management expects continued growth in demand for humanoid robotics and AI-driven products.
- CES debut drives demand for lifelike AI robots as company targets rapid scaling and Nasdaq listing.XBOT.F
Emerging Growth Virtual Conference 78 - Q2-2026 revenue fell as focus shifted to AI robotics, but one-time gains drove profit and Nasdaq progress.XBOT.F
Q2 2026 - Reverse takeover to NASDAQ, $125M valuation, and lifelike AI robots drive growth and visibility.XBOT.F
Investor presentation - Debt-free, scaling robotics and AI, with strong cash and a major Nasdaq deal pending.XBOT.F
Q1 2026 - Revenue up 121%, gross margin up, net loss narrowed, and company is now debt-free.XBOT.F
Q4 2025 - Reverse takeover secures Nasdaq listing, majority ownership, and growth capital with no dilution.XBOT.F
M&A announcement - AI-enabled humanoid robots for companionship drive growth in entertainment and healthcare.XBOT.F
2024 Sidoti Virtual Micro-Cap Conference - Net income hit $3.4M as assets and revenue soared, with AI robot growth accelerating.XBOT.F
Q3 2024 - FY-2024 revenue up 378% to $1.3M, strong cash position, and major CES media exposure.XBOT.F
Q4 2024
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