Arrive Ai Inc. · NASDAQ:ARAI
Arrive Ai — Q1 2026 Earnings Presentation
15 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 Forward The statements of the company’s management in connection with this presentation or related events 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 looking Reform A
Slide 3: Leadership
3 Leadership Dan Mark Todd Neerav John O’Toole Hamm Pepmeier Shah Ritchison, JD CEO, Founder, Chairman COO, Director CFO CSO, Director Corporate Counsel, Director 37+ years as an 30+ years of leadership 28+ years in financial 20+ years in defense, 30+ years of legal entrepreneur with three in logist
Slide 4: Platforms lead the market cap race
4 Platforms lead the market cap race Platforms dominate market value 7 of the Top-10 Companies by Market Cap are Platforms AI is accelerating the platform economy The next wave of growth and innovation in AI is being led by Platforms. Platforms multiply value through ecosystems Platforms connect, ca
Slide 5: Autonomous delivery is the next big opportunity
5 Autonomous delivery is the next big opportunity 1M+ $20/hr in Deliveries 2030 The estimated price 1M+ point for humanoid robot labor. Autonomous deliveries of all types 1M+ Deliveries 5M+ Deliveries WWW.ARRIVEAI.COM © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.
Slide 6: Robots and drones are ready. The infrastructure is not.
6 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-mi
Slide 7: We unlock the last 50%
7 UBIQUITOUS Residential Campuses Businesses We unlock UNATTENDED & INTEROPERABLE the last 50% Drones Robots Driverless vehicle Delivery Person savings by ushering in multiple modes of delivery so partners scale faster and deliver a better customer experience. AUTONOMOUS MULTI MODAL LOGISTICS Robots
Slide 8: We are not just a product. We are the network that makes autonomous delivery work
8 Who we are How we deploy We are building the infrastructure for autonomous delivery. A We install intelligent delivery endpoints, Arrive Points, across network that connects drones, robots, and people to securely homes, businesses, and healthcare systems. These endpoints exchange goods. connect in
Slide 9: Not a product. A network.
9 NOT A PRODUCT. A NETWORK. Autonomous delivery As EV’s converged to will converge to a Tesla’s standard ubiquitous, charging network interoperable Arrive Point™ Network WWW.ARRIVEAI.COM IVEAI.COM © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.
Slide 10: Last mile platform for industry innovation
10 Last mile platform for industry innovation Building "Highest Common Denominator" infrastructure to support and catalyze industry innovation, similar to the original iPhone vs the feature phone industry. 50% Network-as-a-Service 50% Transactional revenue ARRIVE POINT™ NETWORK ARRIVE POINT™ EXCHANG
Slide 11: Autonomous logistics transcends all types of delivery
11 Quick Commerce Hospital Network Autonomous logistics Retail Delivery transcends all types of delivery Since 91% of all items shipped are 5 pounds or less Food Delivery Business Delivery Specialty Pharmacy WWW.ARRIVEAI.COM © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.
Slide 12: Our 5-year plan
12 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 = 50% NaaS + 50% Marketplace & Al Services ACCESS TO PUBLIC MARKETS - NASDAQ DIRECT LISTING ARAI 10+ YEAR HIST
Slide 13: Original thinking. Legally protected.
13 OUR PATENTS Original Smart drone mailbox Winch-based contactless Secure delivery mailbox with sensors, delivery climate control, and access tech built for thinking. Winch and drop system that allows drones drones, robots, and autonomous handoffs. to safely lower packages to the ground without lan
Slide 14: Winner takes all
14 Winner A horizontal network for all delivery providers We provide a shared infrastructure layer that As foundational as the shipping container Just as the shipping container takes connects drones, robots, and human into standardized global trade, we are one interoperable network. standardizing ho
Slide 15: Thank You
Thank You investorrelations@arriveai.com arriveai.com © 2026 ARRIVE AI INC. ALL RIGHTS RESERVED.