Phunware (PHUN) LD Micro 20th Annual Main Event Conference summary

Phunware 2.0 strategy and platform

• Shift from standalone apps and wayfinding to an AI-forward, intelligence-driven platform with modular components, expanding beyond spatially complex resorts.

• Hospitality systems such as PMS and multiple POS platforms are fragmented; the platform connects guest data and activity to help properties grow total revenue per available room (TRevPAR).

• Guest intelligence combines booking and loyalty data, real-time POS activity, location signals, and third-party data to personalize recommendations and improve engagement.

• Modules include AI Concierge, Itinerary Planner, push notifications, wayfinding, connected digital signage, and CRM or external marketing-stack integrations.

Hospitality products and traction

• AI Concierge moved from beta in 2025 to launch in January 2026; ~70% of app users interacted with it, with 40% more interactions than expected.

• Wailea Beach Resort reported 70% guest app adoption, is scheduled to receive AI Concierge, and signed up to pilot Itinerary Planner; it was described as the highest ancillary-revenue performer in its Hawaiian Islands flag.

• Real-time profiles can support personalized offers and itinerary changes, including weather-based recommendations; one Bahamas property has 3,800 rooms.

• Management positioned the offering as guest intelligence beyond transactional chatbots, with integration opportunities alongside existing hospitality vendors.

Healthcare opportunity

• Wayfinding, Itinerary Planner, and push reminders also apply to healthcare, supporting staff navigation across campuses and helping patients reach appointments.

• U.S. healthcare loses $150 billion annually from late and missed medical appointments, according to the presentation.

• Management cited multiple marquee healthcare systems and discussions with a system employing 18,000 staff across multiple buildings and campuses.