Faraday Future Intelligent Electric (FFIE) Investor presentation summary

Strategic positioning

• Strategy centers on a Physical AI holding platform using controlling stakes and M&A; the robotics business became separately listed after the acquisition completed in October 2026.

• Four-core model spans Brain and Developer Platform, Devices, Industry Productivity Solutions, and Data Factory, with a flywheel linking devices, data, capabilities and deployments.

• Robotics operations draw on 12 years of automotive R&D, manufacturing, supply-chain, quality and compliance capabilities; approximately $4B was invested, with 50% allocated to R&D.

Robotics operations and product portfolio

• Cumulative shipments reached 817 units at September 30, 2026, with positive unit gross margin; portfolio spans 3 form factors, 5 series and 12 models.

• Brain platform reports 100% deployment, 100 skills and 200 developers; its core stack includes AI interaction, VLA, manipulation and WBC.

• U.S. manufacturing plans include a Hanford facility and a first robot expected off the in-house line in February 2027.

• Data Factory collection was 2,100 hours/month in August 2026, with targets of 20,000 hours/month by year-end and 50,000 real-world hours for the year; data revenue exceeded $400,000.

Commercial model

• RoboShare connects customers, robot owners and local operators through an asset-light marketplace; revenue comes from rental commissions and direct services, including project coordination and operating support.

• A $33,000 one-year education rental converted a 5-robot plan into a signed 23-robot order, adding 18 units and expanding the purchase mix from 1 to 3 models.

• Rental order value differs from recognized marketplace revenue, and purchased robots do not automatically become rentable supply.