🔹 Revenue: $0.687M (Est. $0.691M) 🔴; +209% YoY
🔹 EPS: ($0.54) (Est. ($0.32)) 🔴
🔹 Delivery Volume: UP +66% QoQ; UP +300% YoY
🔹 Fleet: 1,000+ robots deployed; targeting 2,000 by mid-Dec 2025
Guidance:
🔹 FY25 Revenue: > $2.5M
🔹 FY26 Revenue: ~10x 2025 (preliminary indication)
Segment:
🔹 Fleet Revenues: $0.433M; UP +31% QoQ
🔹 Branding Revenues: UP +120% QoQ
Other Metrics:
🔹 Daily Supply Hours: UP +713% YoY
🔹 Coverage: 3.0M+ people across 1.0M+ households
🔹 Restaurants Served: 3,600+ across the U.S.
🔹 Shares Outstanding: ~67.8M (as of Sep 30, 2025)
🔹 Liquidity: $210M at quarter-end; +$100M equity raise completed in Oct 2025
Commentary:
🔸 “We’re on track to deploy 2,000 robots before year-end, advancing toward a 10x revenue increase next year.”
🔸 “We’re investing in autonomy and platform strength, integrating Phantom Auto and Vayu to expand a more diverse revenue stack.”
Strategic Updates:
🔹 New multi-year strategic partnership with DoorDash for U.S. rollout
🔹 Market expansion: launched Chicago; recent expansion in Dallas, Miami, Los Angeles
🔹 Acquisitions: Vayu (AI foundation model autonomy) and Phantom Auto (ultra-low-latency teleoperation)