25 slides from Faraday Future Intelligent Electric's investor presentation, Sep 28, 2026
Slide 1: Leading the Future of America's Embodied AI Ecosystem
Sep. 2026 Leading the Future of America's Embodied AI Ecosystem 12 Years of Automotive Manufacturing Excellence, Now Powering Robotics. FF EAI Robot World FF EAI Robotics Ecosystem Inc.
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, 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 Reform Act of 1995, as amend
Slide 3: Agenda Contents
A G E N D A Contents 01 Company overview & investment highlights An EAI and physical AI company applying 12 years of automotive expertise to robotics, just before value is unlocked 02 Four-Core Full-Stack AI Ecosystem —— A unique source of competitive advantage in the industry The Four-Core Full-Sta
Slide 4: FFR Overview: An Embodied AI Company, Years of Automotive Capabilities Powering Robotics
01 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 shipments up to date ■Company profile FFR is a U.S. Embodied AI (EAI) robotics OEM building a Four-Core Full-Stack AI Ec
Slide 5: Management Team: Deep EAI Industry Experience & FFAI Group Empowerment
01 Management Team: Deep EAI Industry Experience & FFAI Group Empowerment FF Robotics & FFAI Management Team YT Jia FFAI Founder & CEO Background • EAI ecosystem builder • Founder of LeEco ecosystem and FFAI • 26 years of industry experience Jerry Wang FFAI Executive Chairman AIXC CEO Background • F
Slide 6: Investment Highlights: The Entry Point Before Value Is Unlocked
01 Investment Highlights: The Entry Point Before Value Is Unlocked An opportunity to own a stake in a potential top-three robotics ecosystem among U.S. Nasdaq-listed companies, supported by strategic, business and capital-markets advantages 01 Strategic advantages Built in USA Twelve years of automo
Slide 7: Four-Core Full-Stack AI Ecosystem: FFR's Ecosystem Evolution Flywheel
02 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 8: Four-Core Full-Stack AI Ecosystem: Business Progress
02 Four-Core Full-Stack AI Ecosystem: Business Progress 02 EAI Devices 550+ units • Cumulative shipments with positive contribution 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
Slide 9: Four-Core Full-Stack AI Ecosystem: EAI Brain & Developer Platform
02 Four-Core Full-Stack AI Ecosystem: EAI Brain & Developer Platform Key takeaway The EAI Brain is FFR's proprietary software stack, with a four-layer architecture spanning skill applications to system support. Built on the NVIDIA ecosystem, it serves general users and professional developers throug
Slide 10: Brain Blocks programming and developer tools
01 Brain Blocks programming Block-based programming platform · Full path from Blocks to ROS 2 · No-code deployment across robot models · Natural-language Vibe Coding 02 EAI Souls engine A robot "soul" and personality engine · Customizable character, voice and knowledge bases · More personalized comp
Slide 11: Four-Core Full-Stack AI Ecosystem: EAI Devices
02 Four-Core Full-Stack AI Ecosystem: EAI Devices Three form factors, five series, 11 models: humanoids, quadrupeds and mobile manipulators Humanoid Futurist Flagship full-size humanoid 51 DOF · 172 cm/55 kg · Thor platform · 3D LiDAR · Education/research/industrial training From $89,900 Master Mid-
Slide 12: Industry Productivity Solutions & Developer Platform: Four Core Use Cases
Education A learning platform for K–12 and research All six series & Navi Industry Manufacturing, logistics and material handling Security / inspection Patrol, monitoring and industrial inspection Faber Aegis Commercial services Reception, guided tours, entertainment and services All six series Four
Slide 13: EAI Data Factory: Proprietary Data OS
Proprietary Data OS · Centralized + decentralized · Four data types · High-margin revenue with repeat purchases Business model — centralized + decentralized Centralized data factory 1,000 m² · 50+ devices · 6 real-world environments 01 Simulation + egocentric capture Proprietary full-stack software;
Slide 14: One Brain, Multiple Forms: Robot World
Futurist Master Master Mini Compact humanoid for education, research and competition. Nova Entry-level humanoid to start your embodied AI learning journey. Faber Aegis Navi Aegis Ultra-W Pro lightweight wheel- legged quadruped for security patrol and home companionship. Aegis Mega A Mid-size industr
Slide 15: One Brain, Multiple Forms vs. One Form, Multiple Capabilities: FFR vs. Tesla/Figure
03 One Brain, Multiple Forms vs. One Form, Multiple Capabilities: FFR vs. Tesla/Figure FFR's "One Brain, Multiple Forms; Multiple Forms, Multiple Capabilities" approach underpins a platform-based EAI ecosystem, with advantages across form-factor coverage, use-case adaptability, and ecosystem opennes
Slide 16: Customer Acquisition: Channels × Use Cases × Open Ecosystem
04 Customer Acquisition: Channels × Use Cases × Open Ecosystem Sales channels, four core use cases and an open ecosystem jointly accelerate customer acquisition and global expansion ①Sales channels: reach and convert customers through 5+1+1 FF PAR B2B PAR partners / integrators and equity participat
Slide 17: FCC and ICTS policy tailwinds create a competitive moat
Management views the new policy as supporting U.S. EAI robotics rather than eliminating the category: a place-of-production standard excludes foreign-made finished robots and encourages domestic manufacturing. For FFR, this is a policy-driven reshaping of the landscape — with FFR on the benefiting s
Slide 18: Built in USA roadmap: factory opening in 2026, first new product in February 2027
Built in USA roadmap: factory opening in 2026, first new product in February 2027 Phase 1 Core capabilities · through July 2026 Initial development of three cores: 1. EAI Brain and Developer Platform 2. Industry Productivity Solutions 3. EAI Data Factory U.S. manufacturing site assessment and planni
Slide 19: Financials & Valuation: Monthly Sales at Record Highs; Operating Cash Flow Turns Positive in Q3 2028
06 Financials & Valuation: Monthly Sales at Record Highs in 2026; Quarterly Operating Cash Flow Turns Positive in Q3 2028 Actual shipments (monthly) → 5-year plan (annual): Units (bars) × Gross margin (line) + Revenue ACTUAL 2026 monthly shipments (units) 22 46 69 105 152 158 Mar Apr May Jun Jul Aug
Slide 20: 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 21: Valuation Benchmarking: FF Robotics at $200M vs. Peers
06 Valuation Benchmarking: FF Robotics at $200M vs. Peers 2027E P/S = market cap ÷ 2027E consensus revenue (FactSet / Capital IQ) · U.S. split into "Specialized Robotics" and "Embodied AI Robotics" Greater China listings · embodied AI / collaborative robots + FFR Unitree Mkt cap $32.9B · 27E revenue
Slide 22: U.S. Peer Benchmarking: Significant Growth Potential for FFR
06 U.S. Peer Benchmarking: Significant Growth Potential for FFR FFR One-Brain Multi-Form Robot World Agility Robotics Single industrial humanoid: Digit Figure AI Single general-purpose humanoid: Helix The only investment combining deliveries, positive contribution margin and public-market liquidity
Slide 23: AIXC Cap Table Overview
06 AIXC Cap Table Overview Source: AIXC Cap Table · Shares (USD) 21,108,884 Total Outstanding Common Stock Authorized 225,000,000 shares 579,518 Warrant Outstanding 601 Series A-2 Preferred Stock Authorized 15,000,000 shares 4,122 Series B Preferred Stock Authorized 15,000,000 shares Outstanding vs.
Slide 24: Appendix: Agility Robotics: $2.5B Valuation Prices In Long-Term Scale
Appendix Agility Robotics: $2.5B Valuation Prices In Long-Term Scale Business scale: still early-stage ■Current revenue Nearly pre-revenue; offering materials present cash uses without a separate revenue line ■2025 cash uses $102M (opex $111M = SG&A $37M + R&D $74M) ■Flagship product Digit v5 launch
Slide 25: Thank you
Thank you