Arrive Ai Inc. · NASDAQ:ARAI
Arrive Ai — Q2 2026 Earnings Presentation
17 slides from Arrive Ai's earnings presentation, 2026
Slide 1: Building the intelligent platform for the last inch of the autonomous last mile
Building the intelligent platform for the last inch of the autonomous last mile WWW.ARRIVEAI.COM © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.
Slide 2: Forward looking statements
2 The statements of the company’s management in connection with this presentation or related events Forward contain or may contain “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 19
Slide 3: Arrive AI at a Glance
3 W HY I NV E S T N O W Arrive AI at a Glance AUG 2025 AUG 2026 AUG 2026 SEP 2026 SEP 2026 World's first fully asynchronous Q2 2026 earnings reported; Streeterville note floor AP3 Plus begins shipping to Investor Showcase at Arrive AI robotic medical delivery live three-industry pipeline reduced; $1
Slide 4: Leadership
4 Leadership Dan Mark Piyush Neerav John Ritchison, O’Toole Hamm Phadke Shah JD CEO, Founder, Chairman COO, Director CFO CSO, Director Corporate Counsel, Director 37+ years as an 30+ years of leadership in 20+ years in capital markets 20+ years in defense, 30+ years of legal entrepreneur with three
Slide 5: The Arrive Point
5 S YS T E M OVE RV IE W The Arrive Point A secure, climate-controlled receptacle where autonomous deliveries start and end, providing the "last-inch" endpoint that gives drones and robots a target instead of a driveway full of obstacles. Multi-Modal Climate-Assisted Accepts drone, ground robot, Tem
Slide 6: Autonomous delivery is the next big opportunity
6 AMR DEL IV ERY BY T HE N U MBER S Autonomous delivery is the next big opportunity 1M+ $10/hr in Deliveries Source: WING 2028 The estimated price 1M+ point for humanoid Autonomous miles robot labor. Source: GXO driven, all types Source: NURO 5M+ 2M+ Deliveries Deliveries Source: Starship Source: Zi
Slide 7: Robots and drones are ready. The infrastructure is not.
7 Robots and drones are ready. The infrastructure is not. Autonomous systems require shared infrastructure. The $480B* opportunity depends on solving this. Autonomous logistics (A.K.A. ALM) should operate at higher utilization rates than human-in-the-loop systems, creating more cost-effective last-m
Slide 8: Built for Network Effects
8 MA RK E T P OSI T ION Built for Network Effects 01 SHARED INFRASTRUCTURE COMPOUNDS The most valuable technology businesses today are the ones that connect many participants to one shared layer. Arrive Points work the same way: every operator that joins the network makes it more useful for the next
Slide 9: Competitive Landscape
9 C O M P E T I T I V E L AN D S C A P E Competitive Landscape Zipline DoorDash Amazon Hub Oracle UPS Arrive AI (Drone/Robot (Delivery (Parcel Lockers) (Logistics Software) (Carrier Infra) Operator) Marketplace) Full — drones, robots, Interoperability AMRs, AVs, couriers Courier drop-off only Built
Slide 10: From Innovation to Commercial Scale
10 GROWTH STRATEGY From 01 02 Innovation to Live Deployments Expanding Pipeline Commercial Operating installations validate the Growing pipeline of partnership discussions and pilot programs across healthcare, pharma platform in real-world, mission-critical Scale environments. and logistics. Live Ho
Slide 11: The Arrive Point Network
11 HOW IT WORKS The Arrive Point Network WHAT IT IS HOW IT WORKS HOW IT MONETIZES • Infrastructure that connects drones, robots, • One endpoint accepts drone, robot, driverless • Network-as-a-Service: recurring fees for and people so goods change hands securely, vehicle, or courier drop-off and pick
Slide 12: Prioritized Beachhead Markets
12 GO -TO-MARKET Prioritized Beachhead Markets TIER 1 — PROVEN Healthcare Hancock Regional Hospital, live since August 2025. World's first fully asynchronous robotic medical delivery inside a hospital. Phase 2 expansion to the outpatient Parkway facility underway. TIER 2 — NEAR-TERM Specialty Pharma
Slide 13: Our 5-year plan
13 • The future of logistics is autonomous drone & robotic delivery • Arrive AI is the essential Autonomous Last Mile (ALM) network & platform Our 5-year plan • At 100,000 Arrive Points | Revenue = 50% NaaS + 50% Marketplace & AI Services 10+ YEAR HISTORY 2026 2027 2028 2029 2030 R&D Solutions Next-
Slide 14: Annual KPIs, Funding & Dependencies
14 5 - Y E A R P L AN , C O N T I N U E D Annual KPIs, Funding & Dependencies 2026 2027 2028 2029 2030 Over a Dozen 100+ Arrive Points in 1,000+ Arrive Points 10,000+ Arrive Points 100,000 Arrive Points - pilot deployed deployed first ALM network at ANNUAL KPI scale (ARRIVE POINTS) $40M+ ELOC to Con
Slide 15: Original thinking. Legally protected.
15 OUR PATENTS Smart drone mailbox Winch-based contactless delivery Original Secure delivery mailbox with sensors, climate control, and access tech built for thinking. drones, robots, and autonomous handoffs. Winch and drop system that allows drones to safely lower packages to the ground without lan
Slide 16: Patents, Products & Competitive Blocking
O U R PA T E N T S, C O N T IN UE D 16 Patents, Products & Competitive Blocking PRODUCT REVENUE OPPORTUNITY COMPETITIVE BLOCKING Core hardware design for AP3 and AP3 Protects Arrive Point hardware sales Blocks competitors from replicating Smart Drone Mailbox Plus and recurring Network-as-a-Service t
Slide 17: Thank You
Thank You [email protected] arriveai.com © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.