SOBR Safe (SOBR) investor relations material

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.