Phunware (PHUN) Investor presentation summary

Strategy and offering

• Phunware 2.0 centers on one AI-enabled Guest Intelligence Platform, sold as a recurring subscription to operators of complex properties.

• Hospitality is the current commercial focus; healthcare campuses and senior living are stated expansion targets.

• The model is designed to expand by module and property, rather than require project-by-project rebuilds.

Product capabilities

• AI Concierge was commercially released in January 2026 and is in production; answers use property knowledge bases and can include routes, calls, and booking links.

• Guest app adoption during stays was above 70%; AI Concierge engagement was ~40% above internal forecasts.

• Indoor positioning supports live location, indoor guidance, and finding property destinations; location data can enrich guest profiles.

• AI Itinerary Planner is in beta and not yet generally available; the Location-Aware Data Layer is in development.

• The platform combines guest, property, behavioral, location, PMS, and transaction data to support recommendations, navigation, and engagement.

Commercial traction

• A leading Hawaii resort has above 70% app adoption during stays and leads its brand's Hawaiian Islands portfolio in ancillary revenue per occupied room.

• The resort announced an AI Concierge agreement in July 2026, extending the deployed platform into AI-driven guest interactions.

• Platform-wide running 12-month customer retention was above 95%; this metric is not specific to AI Concierge.