Faraday Future Intelligent Electric Inc. · NASDAQ:FFAI
Faraday Future Intelligent Electric — Investor Presentation (October 2026)
15 slides from Faraday Future Intelligent Electric's investor presentation, Oct 26, 2026
Slide 1: Leading the Future of America's Embodied AI Ecosystem
Leading the Future of America's Embodied Al Ecosystem 12 Years of Automotive Manufacturing Excellence, Now Powering Robotics. Oct. 2026 FF EAI Robotics Ecosystem Inc.
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation, dated October 26, 2026, including any investor materials or other document of which it forms a part (this "Communication"), contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Refo
Slide 3: Forward-Looking Statements (continued)
Forward-Looking Statements (continued) FFR's robotics operations business. FFR's limited operating history in robotics operations and commercialization and the absence of a meaningful revenue history; the early stage of RoboShare and the risk that customer demand, repeat demand, pricing, utilization
Slide 4: FFAI: A Physical AI Investment & Holding Platform
01 FFAI: A Physical AI Investment & Holding Platform Benchmarking Berkshire Hathaway — expanding across Physical AI through controlling stakes and M&A Analogy: Berkshire Hathaway vs. FFAI Berkshire Hathaway FFAI Core model Diversified: financial services & insurance, tech giants, manufacturing Focus
Slide 5: FFR Overview: An Embodied AI Company
02 FFR Overview: An Embodied AI Company, 12 Years of Automotive Capabilities Powering Robotics The first U.S. EAI robotics OEM to deliver humanoid and bionic robots, and No. 1 in U.S. cumulative shipments as of September 30, 2026 ■Company profile FFR is a U.S. Embodied AI (EAI) robotics OEM building
Slide 6: Four-Core Full-Stack AI Ecosystem: Evolution Flywheel
03 Four-Core Full-Stack AI Ecosystem: FFR's Ecosystem Evolution Flywheel ■Four-Core Full-Stack AI Ecosystem FFR's robotics business model combines EAI Brain and Developer Platform, EAI Devices, Industry Productivity Solutions, and EAI Data Factory. Each core operates independently while reinforcing
Slide 7: Four-Core Full-Stack AI Ecosystem: Business Progress
03 Four-Core Full-Stack AI Ecosystem: Business Progress 02 EAI Devices 817 units • Cumulative shipments with gross margin per unit • 2026 target: 2,001 units; ~130,000 units over five years • Focus on education, industry, security and inspection 01 EAI Brain & Developer Platform 100% deployment 100
Slide 8: Four-Core Full-Stack AI Ecosystem: EAI Devices
03 Four-Core Full-Stack AI Ecosystem: EAI Devices Three form factors, five series, 12 models: humanoids, quadrupeds and mobile manipulators Humanoid Futurist Flagship full-size humanoid 51 DOF · 172 cm/55 kg · Thor platform · 3D LiDAR · Education/ research/ indust rial training From $89,900 Master M
Slide 9: RoboShare: Rental Demand Drives Sales, Sales Expand Supply
04 RoboShare: Rental Demand Drives Sales, Sales Expand Supply A robot-sharing marketplace connecting customers, robot owners and local operators; one rental order turned a 5-robot plan into a 23-robot signed order ①Marketplace: three participants, one platform Customers Rent before buying Access rob
Slide 10: Financials & Valuation: Monthly Sales at Record Highs in 2026
04 Financials & Valuation: Monthly Sales at Record Highs in 2026; Quarterly Operating Cash Flow Turns Positive in Q3 2028 Actual shipments (monthly) → 2026E Shipment guidance + 2027E–2030E plan (annual): Units (bars) × Gross margin (line) + Revenue ACTUAL 2026 monthly shipments (units) 22 46 69 105
Slide 11: Financial Projections: Five-Year Financial Overview
Revenue grows 150x in five years, with ecosystem and software reaching 49% Revenue mix · device sales × ecosystem and software ($M) EBITDA turns positive in 2028, reaching +$361M in 2030E; gross margin rises from 10% to 54% EBITDA and Net Income ($M) Peak cumulative funding need of ~$150M (Q3 2028);
Slide 12: U.S. Peer Benchmarking: Significant Growth Potential for FFR
04 U.S. Peer Benchmarking: Significant Growth Potential for FFR FFR One Brain, Multi-forms Robot World Agility Robotics Single industrial humanoid: Digit Figure AI Single general-purpose humanoid: Helix FFR combines deliveries, positive gross margin and public-market liquidity Product form factors O
Slide 13: FFR Pro Forma Capitalization at Closing
05 FFR Pro Forma Capitalization at Closing Public float: ~13M shares, ~32% of common stock at closing (~11% fully diluted after approval) Holder At closing (before stockholder approval) After approval, as-converted (fully diluted) Can it be sold in the near term? Common stock Restricted preferred (a
Slide 14: 2026 Full-Year Guidance
06 2026 Full-Year Guidance Revenue, units shipped and average sales price for the full robotics offering (hardware devices + ecosystem) Units Shipped FY2026E 2,000 Full-year EAI robot shipments across all form factors Guidance reflects management's expectations for full-year 2026 as of October 26, 2
Slide 15: Thank you
Thank you Investor Contact for FFR FF EAI Robotics Ecosystem Inc Inc. (Nasdaq: FFR) 1990 E. Grand Ave. El Segundo, California 90245 Investor Relations Department [email protected] +1 (760) 452-8111 https://investors.ff.com/ Investor Contact for FFAI Faraday Future Intelligent Electric Inc. (Nasdaq: FFAI) 19
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