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SOBR Safe (SOBR) investor relations material
SOBR Safe The Gateway Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic direction and market focus
Transitioned from fleet and warehousing to behavioral health due to greater market fit and opportunity.
Behavioral health and consumer markets are now the primary focus, with B2B sales targeting 46,000 U.S. facilities.
Addressable market includes 28.9 million individuals with alcohol use disorder, with 2.5–2.8 million actively seeking solutions.
International expansion underway in Australia, New Zealand, India, Italy, the UK, and the Netherlands.
Licensing and partnership opportunities are being explored for future growth, especially after establishing credibility.
Product innovation and competitive positioning
Developed proprietary transdermal alcohol detection technology, offering earlier and longer detection than breathalyzers.
Devices include a stationary SilverCheck for check-in/out and a wearable band for continuous monitoring, both managed via a unified dashboard.
Pricing is significantly lower than main competitor Soberlink, with monthly SaaS models and device sales.
Third-party validation and over 1.8 million tests confirm superior performance to leading ankle monitor sensors.
European patent secured for the SilverCheck device, enabling licensing opportunities in Europe.
Financial and operational highlights
Revenue and recurring revenue are increasing, with about a year’s worth of cash and no debt.
55 devices installed in facilities, 500 users, and 300 Sobersure bands ordered, indicating early market traction.
E-commerce platform launched to enable B2B and B2C customers to self-manage purchases and subscriptions.
Sales force of four plus a lead, with management handling international and licensing deals.
Board strengthened with new members and scientific advisors, supporting governance and technology partnerships.
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