Faraday Future Intelligent Electric Inc. · NASDAQ:FFAI
Faraday Future Intelligent Electric — Q1 2026 Earnings Presentation
27 slides from Faraday Future Intelligent Electric's earnings presentation, May 14, 2026
Slide 1: Fiscal First Quarter 2026 Earnings Presentation
Faraday Future Intelligent Electric Inc. (Nasdaq: FFAI) Faraday Future Intelligent Electric Inc. (Nasdaq: FFAI) Fiscal First Quarter 2026 Earnings Presentation May 14, 2026 © 202 6 FAR ADAY FUT URE 1
Slide 2: No Offer or Solicitation; Forward Looking Statements
No Offer or Solicitation This prese ntation is not intended to and shall not c onstitute an offer to sell or the solicitation of an offe r to sell or the solicitation of an offe r to buy any se curities or a solicitation of any vote of approval, nor shall there be any sale of securities in any juris
Slide 3: Positioning & Strategy
P A R T I Positioning & Strategy Evolving Faraday Future into a U.S.-based Physical AI ecosystem company 3
Slide 4: A U.S.-based Physical AI Ecosystem Company
S T R A T E GI C E V O L U T IO N A U.S.-based Physical AI Ecosystem Company FF will officially evolve into a U.S.-based Physical AI ecosystem company, committed to an AI-first philosophy. Tw o Pr oduc t Engine s in EAI Robo tics 01 EAI Humanoid & Bionic Robots 02 EAI Automotive Robots Phase I prior
Slide 5: Phase I — A Disciplined, Capital-Light Path
E X E C U T IO N R O A D M A P Phase I — A Disciplined, Capital-Light Path EA I Strategi c Exec uti on Stan dpo int Device Humanoid & bionic robotics is our primary focus; Automotive robotics serves as a complementary business. Evolution through Brain Data Training ✓ Low Cost Growth EAI Ecosystem ✓
Slide 6: Highlights of Q1 & Subsequent Events
P A R T I I Highlights of Q1 & Subsequent Events Business · Finance · Capital Markets · System Building 6
Slide 7: First U.S. Company to Deliver Humanoid & Bionic Robots
E A I D E V I C E U P D A T E First U.S. Company to Deliver Humanoid & Bionic Robots Futurist 5'7" · 152 lbs Master 4'4" · 77 lbs Aegis Approx. 33 lbs Full-Size Professional EAI Humanoid Robot. Athletic EAI Humanoid Companion. Professional, Embodied-AI Quadruped Robot. 1,200+ Cumulative non-binding,
Slide 8: Brain Smarts Our Products
E A I B R A I N & OP E N SO U R C E & OP E N D E V E L O P E R P L A T F O R M Brain Smarts Our Products OP E N S OUR CE & OP E N D E V E LO PE R EAI BRAIN PLAT FO RM Bridging Simulation & Real-Robot Data Training Enabling System for Our Strategy Closed loop of efficient Sim2Sim and Sim2Real deploym
Slide 9: Data Fuels Our Strategy
D A TA F A C TO R Y U P D A T E Data Fuels Our Strategy R&D-to-sales loop closed in two months — first sales order signed and delivery begun. CENTRALI ZED DECENTRALI ZED Centralized Data Factory Decentralized Data Factory Full-stack in-house software suite: collection, validation, upload, Built our
Slide 10: Q1 2026 Financial Results
F IN A N C E Q1 2026 Financial Results Robotics emerged as the Company's new revenue engine in its inaugural quarter of deliveries. ↑ 62% YoY ↓ 18% YoY ↓ 33% YoY ↑ 148% QoQ Q1 2026 Revenue Loss from Operations G&A Expenses Stockholders' Equity $512K (vs. $316K) $35.9M (vs. $43.8M) $9.2M (vs. $13.7M)
Slide 11: Critical Funding & Structural Adjustments
C A P IT A L M A R K E T S Critical Funding & Structural Adjustments FE BR UA RY · A PRIL A PRI L AIxCrypto Equity Financing $12M U.S. Institutional Financing $45M Total subscription increased from $10M; $0.5M common stock + Lowest financing cost in recent years for existing shareholders; $11.5M Ser
Slide 12: AI FIRST — Governance & Closed-Loop Management
S Y ST E M B U IL D I N G AI FIRST — Governance & Closed-Loop Management AI S YS TEM TRANS FORM ATION C LOS ED - LO OP C OR PO RA T E GO V ER NA N C E Strengthening management from financing → performance PPTIA → AI-PPTI Maintain strategic continuity Overarching philosophy : AI F IRST Take better re
Slide 13: 2026 Outlook
P A R T I I I 2026 Outlook Strategy · Business · System · Finance · Capital 13
Slide 14: A Comprehensive Initiative for the Next Phase
F I V E K E Y T R A N S F OR M A T I O N S A Comprehensive Initiative for the Next Phase Strengthening our foundation, accelerating commercialization of our AI and mobility ecosystem, and rebuilding long -term market confidence. 01 02 03 04 05 Strategy Business System Finance Capital AI-powered fina
Slide 15: From Capital-Driven Growth to Revenue Validation
S T R A T E GY OU T L O OK From Capital-Driven Growth to Revenue Validation Capital-Driven Growth → Revenue Validation & Long-Term Ecosystem "Revenue-first" operating philosophy is our highest near-term priority. N E AR - T E RM ME DIU M-TE RM LONG -TE RM Commercial Breakthroughs Scaled Growth Integ
Slide 16: Robotics as Core Growth Engine
P R O D U C T , T E C H N OL O GY & B U S I NE SS O U T L OO K Robotics as Core Growth Engine Demand Drivers — Four Product Lines & Key Use Cases 2026 AN NUAL SH IP PI NG TAR GE T Education (the largest use case in the first phase of the robotics industry’s B2C market) 1,500 Security & Inspection Re
Slide 17: FF EAI Robotics Product Family
E A I R OB O T I C S P O R TF O L I O FF EAI Robotics Product Family SPECIES 01 SPECIES 02 SPECIES 03 Humaniform Quadrupedal Mobile Manipulator Futurist Aegis 5'7" · 152 lbs Approx. 33 lbs Reception · Home · Touring Patrol · Sentry · R&D Coming Soon Mobile Operations · Lab $34,990 – $119,990 $2,490
Slide 18: AI-PPTI Management Framework
S Y ST E M S & OR G A N I ZA T IO N AI-PPTI Management Framework Building upon PPTIA, evolving toward AI-PPTI — accelerating the transition to a productized, platformized, AI-native operating model. AI P P T I Information Artificial Intelligence Policy Process Tools Technology Governance: data, AI C
Slide 19: Strategic Finance Empowerment
F I N A N C I A L O U T L O OK Strategic Finance Empowerment T HR E E L E VEL S O F E M PO WE R ME NT 01 02 03 Mindset Shift AI Empowerment Process Redesign Under the new "AI + human" management From "business recording" to "business AI brain embedded into accounting; automate model — redesign finan
Slide 20: Long-Term, Value-Oriented Capital Structure
C A P IT A L OU TL O O K Long-Term, Value-Oriented Capital Structure Internally Generated Reduce High-Cost Attract Long-Term $ Revenue ↓ Short-Term Debt ★ Capital Rely on internally generated revenue and Gradually upgrade financing approach; Engage strategic and institutional investors operating cas
Slide 21: Q&A Open the Floor
INVESTOR QUESTIONS Open the Floor Q&A Addressing a selection of shareholder questions submitted in advance. A PPE ND IX Unaudited balance sheets and financial statements as of and for the three months ended March 31, 2026. 21
Slide 22: APPENDIX – Q1 2026 Consolidated Balance Sheets (1/2)
APPENDIX – Q1 2026 CONSOLIDATED BALANCE SHEETS (1/2) APPENDIX – Q1 2026 CONSOLIDATED BALANCE SHEETS (1/2) (In thousands) March 31, 2026 December 31, 2025 Assets Current assets Cash and cash equivalents $ 12,231 $ 34,927 Rest ricted cash 29 27 Digit al assets 6,197 10,250 Accounts receivabl e 273 257
Slide 23: APPENDIX – Q1 2026 Consolidated Balance Sheets (2/2)
APPENDIX – Q1 2026 CONSOLIDATED BALANCE SHEETS (2/2) APPENDIX – Q1 2026 CONSOLIDATED BALANCE SHEETS (2/2) (In thousands) March 31, 2026 December 31, 2025 Other financing liabiliti es, l ong term portion 47,714 46,867 Operating lease liabilities, l ong term portion 12,165 3,471 Notes payable, long t
Slide 24: APPENDIX – Q1 2026 Consolidated Income Statement (1/2)
APPENDIX – Q1 2026 CONSOLIDATED INCOME STATEMENT (1/2) APPENDIX – Q1 2026 CONSOLIDATED INCOME STATEMENT (1/2) (In thousands) Three Months Ended March 31 2026 2025 Revenue $ 512 $ 316 Cost of revenue 11,890 21,381 Gross profit (11,378) (21,065) Operating expenses Research and development 6,990 6,419
Slide 25: APPENDIX – Q1 2026 Consolidated Income Statement (2/2)
APPENDIX – Q1 2026 CONSOLIDATED INCOME STATEMENT (2/2) APPENDIX – Q1 2026 CONSOLIDATED INCOME STATEMENT (2/2) (In thousands) Three Months Ended March 31, 2026 2025 Less: Net Loss attri butable to noncontrolli ng interest 3,461 — Net Loss attributable to Faraday Future Intelligent Electric Inc. $ (38
Slide 26: APPENDIX – Q1 2026 Consolidated Statement of Cash Flows (1/2)
APPENDIX – Q1 2026 CONSOLIDATED STATEMENT OF CASH FLOWS (1/2) APPENDIX – Q1 2026 CONSOLIDATED STATEMENT OF CASH FLOWS (1/2) (In thousands) Three Months Ended March 31 2026 2025 Cash flows from operating activit ies Net loss $ (42,317) $ (10,278) Adjustments to reconcile net loss to net cash used in
Slide 27: APPENDIX – Q1 2026 Consolidated Statement of Cash Flows (2/2)
APPENDIX – Q1 2026 CONSOLIDATED STATEMENT OF CASH FLOWS (2/2) APPENDIX – Q1 2026 CONSOLIDATED STATEMENT OF CASH FLOWS (2/2) (In thousands) Three Months Ended March 31 2026 2025 Cash flows from investing activities Purchase of digi tal assets (338) — Sale of digi tal assets 2,107 — Pay ments for prop
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