Realbotix (XBOT.F) Q3 2026 earnings summary

Executive summary

• Transitioned to a pure-play AI robotics focus, exiting crypto staking and clearing legacy order backlogs, resulting in lower year-over-year revenues but a more normalized revenue cycle.

• Consolidated Q3-2026 revenue was $354,000, down from $595,000 year-over-year, reflecting strategic repositioning and resource allocation toward Realbotix LLC and away from legacy operations.

• Realbotix LLC and Intima operate as independent subsidiaries, targeting healthcare/education/hospitality and direct-to-consumer intimacy products, respectively.

• Upgraded accounting team has improved transparency and timeliness of financial reporting.

• Realbotix LLC is transitioning from demonstration to deployment, with new enterprise and consumer projects and a significant team expansion to over 20 FTEs.

Financial highlights

• Q3-2026 revenue was $354,000 (down from $595,000 YoY); nine-month revenue was $932,000 (down from $2,138,000 YoY).

• Intima LLC contributed $222,000 in Q3 revenue (down from $595,000 YoY); Realbotix LLC contributed $132,000 (up from $0 YoY).

• Gross margin for Q3 was 24.4% (down from 37.1% YoY), impacted by scale-up costs and a one-time overhead adjustment.

• Operating expenses rose to $1,821,000 in Q3 (from $1,318,000 YoY), reflecting investment in robotics and AI.

• Q3 included proceeds from the staggered sale of the Tokens.com domain, with $640,000 still outstanding, to be fully received by January 2027.

Outlook and guidance

• No formal sales guidance provided due to the nascent and unpredictable nature of the market, but internal plans are in place for growth.

• Realbotix LLC plans to launch Echo Generation One, a direct-to-consumer robot line, in 2026, with scaled production targeted for 2027.

• Lower price points for new robots ($12,000 tabletop, $55,000 full-size) and a streamlined online ordering process are expected to drive adoption.

• Intima LLC is focusing on infrastructure for embodied AI, with new product launches and expanded distribution planned.

• Management expects continued growth in demand for humanoid robotics and AI-driven products.