Arrive Ai Inc. · NASDAQ:ARAI
Arrive Ai — Investor Presentation (September 2026)
17 slides from Arrive Ai's investor presentation, Sep 8, 2026
Slide 1: Building the intelligent platform for the last inch
Building the intelligent platform for the last inch of the
Slide 2: Forward-looking statements
The statements of the company’s management in connection with this presentation or related events Fo rwa rd 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
Arrive Al at a Glance A Worlds frst fully asynchronous (22 2026 earnings reported; Streeterville note floor [AP3 Plus begins shipping to Investor Showcase at Arrive Al robotic medical delivery live three-industry pipeline reduced; $1.5m cost savings customers HO, featuring alive outdoor inside a hos
Slide 4: Leadership
Leadership Mark Hamm Piyush Neerav John Ritchison, Phadke Shah JD Dan O'Toole eo (30, Director Corporate Counsel, Director 20+ years in capital markets 20+ years in defense, 30+ years of legal and executive finance entrepreneurship, and ‘experience. At Arrive Al, he leadership across major Infrastru
Slide 5: The Arrive Point
The Arrive Point™ Asecure, 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, Temperature controlled stor
Slide 6: Autonomous delivery is the next big opportunity
Autonomous delivery is the next big opportunity The estimated price point for humanoid robot labor. Autonomous miles driven, all types Deliveries Deliveries
Slide 7: Robots and drones are ready. The infrastructure is not.
Robots and drones are ready. The infrastructure is not. Autonomous systems require shared infrastructure. The $480B* opportunity depends on solving this. ‘TRUCKLOAD DELIVERY COST (PER TON-MILE) LAST MILE DELIVERY COSTS (AVERAGE DOLLARS PER ORDER) 315 soo7 Autonomous logistics (A.K.A. ALM) should ope
Slide 8: Built for Network Effects
Built for Network Effects 01 02 03 amve ot SHARED INFRASTRUCTURE COMPOUNDS ‘Te 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 ft more useful forthe next one A$480B
Slide 9: Competitive Landscape
Competitive Landscape ‘Amazon Hub (Parcel Lockers) Full — drones, robots, Interoperability AMIS, AVS, couriers Courier drop Every transfer logged and Logged at éop-oft/sckup Chain of Custody ety pins Builtintoevery Arrive hese Rarely climate controled ‘One endpoint, any Multimodal Compatibility Huma
Slide 10: From Innovation to Commercial Scale
From Innovation to Commercial Scale 01 Live Deployments Operating installations validate the platform in real-world, mission-critical environments. 02 Expanding Pipeline Growing pipeline of partnership discussions and pilot programs across healthcare, pharma and logistics. 03 Enterprise Interest Ris
Slide 11: The Arrive Point Network
The Arrive Point Network WHAT IT IS ‘Infrastructure that connects drones, robots, and people so goods change hands securely, without anyone waiting Installed across homes, businesses, and healthcare systems Grows into one network, scaling city by city, partner by partner armive ot HOW IT WORKS ‘One
Slide 12: Prioritized Beachhead Markets
Prioritized Beachhead Markets Healthcare gional Hospital, ion to the outpatient Park 's first fully asynchronous robotic medical delivery inside a hospital. Phase 2 facility underway TIER 2 — NEAR-TERM. Specialty Pharmacy feSpan Pharmacy: nonbinding letter of intent fo TIER 3 — EXPLORATORY Manufactu
Slide 13: Our 5-year plan
Our 5-year plan + The future of logistics is autonomous drone & robotic delivery * Arrive Al is the essential Autonomous Last Mile (ALM) network & platform + At 100,000 Arrive Points | Revenue 0% NaS + 50% Marketplace & Al Services ( >) 10+ YEAR HISTORY (2026 2027 2028 2029 2030 RD Solutions econ ro
Slide 14: Annual KPIs, Funding & Dependencies
Annual KPIs, Funding & Dependencies 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 Continued capital Strategics' POs plus AP Network sponsor _Reinvest
Slide 15: Original thinking. Legally protected.
Original thinking. Legally protected. ‘Smart drone mailbox Secure delivery mailbox with sensors, climate control, and access tech built for drones, robots, and autonomous handoffs. PR Winch-based contactless delivery ‘Winch and drop system that allows drones to safely lower packages to the ground wi
Slide 16: Patents, Products & Competitive Blocking
Patents, Products & Competitive Blocking ‘Smart Drone Mailbox * Winch-Based Contactless Delivery PR Climate-Controlled Delivery Units + ¢O> Multi-User Autonomous <> Logistics arive of PRODUCT Core hardware design for AP3 and AP3 Plus PRODUCT Drone-mode compatibility on every Arrive Point PRODUCT Cli
Slide 17: Thank You
Thank You