Arrive AI : Q1 2026 - Investor Presentation (33fa1e)

Published: 2026-05-05 10:14:39 ET ARAI

Published on 05/05/2026 at 10:14 am EDT

Dan O'Toole

Mark Hamm

Todd Pepmeier

Neerav Shah

John Ritchison, JD

CEO, Founder, Chairman COO, Director CFO CSO, Director Corporate Counsel, Director

37+ years as an entrepreneur with three successful exits, leading Arrive AI's growth, NASDAQ listing, and product expansion.

30+ years of leadership in logistics, tech, automation and innovation driving product, engineering, and operations to scale Arrive AI.

28+ years in financial leadership across healthcare and automation, guiding Arrive AI's strategy and public market transition.

20+ years in defense, entrepreneurship, and infrastructure, he drives Arrive AI's long-term growth and public market strategy.

30+ years of legal experience. At Arrive AI, he leads IP strategy, compliance, and legal operations for scale and public readiness.

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, catalyze, and monetize ecosystems of complementary offerings and customers, leveraging network

effects, business models, and data to enhance value and drive

innovation collectively.

Market cap calculated as closing share price × shares outstanding as of March 31, 2026. Source: SEC EDGAR, historical price lookup Yahoo Finance.

1M+

Autonomous deliveries of all types

1M+

Deliveries

1M+

Deliveries

$20/hr in

2030

The estimated price point for humanoid

robot labor.

5M+

Deliveries

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-mile delivery ecosystems. The potential of the autonomous last mile has only begun to be realized.

Source: ARK Investment Management LLC, Big Ideas 2026, p. 103.

UBIQUITOUS

Residential

Campuses

Businesses

UNATTENDED & INTEROPERABLE

Drones

Robots

Driverless vehicle

Delivery Person

AUTONOMOUS MULTI MODAL LOGISTICS

Robots

Arrive Points™

Drones

savings by ushering in multiple modes of delivery so partners scale faster and deliver a better customer experience.

Who we are

We are building the infrastructure for autonomous delivery. A network that connects drones, robots, and people to securely exchange goods.

What we do

We enable secure, unattended delivery and pickup so packages can move anytime, without requiring someone to be there. We also help delivery providers make more money by improving efficiency and utilization.

How we deploy

We install intelligent delivery endpoints, Arrive Points, across homes, businesses, and healthcare systems. These endpoints connect into a growing network that supports all delivery types, enables real-time coordination and routing, and scales city by city, partner by partner.

As EV's converged to Tesla's standard charging network

NOT A PRODUCT. A NETWORK.

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

ARRIVE POINT™ NETWORK

Asynch delivery and pickup Multimodal network

Secure and chain of custody

50% Transactional revenue

ARRIVE POINT™ EXCHANGE

Dynamic pricing

Manage gate time and space Doubling drone and robot ROI

AI SERVICES

Leveraging AIoT data Arbitrage across delivery providers

Growth insights for partners

Arrive Point™ Network

Arrive Point™ Exchange

AUTONOMOUS LAST MILE

AI Services

Hospital Network

Quick Commerce

Autonomous logistics transcends all types of delivery

Since 91% of all items shipped are 5 pounds or less

Retail Delivery

Specialty Pharmacy

Business Delivery

Food Delivery

10+ YEAR HISTORY

ACCESS TO PUBLIC MARKETS - NASDAQ DIRECT LISTING ARAI

2026

2027

2028

2029

2030

PHASE

R&D Solutions Early Market Learning, Deliver Solutions

Next-gen Product Design

Transform Learning and Solutions into Scalable Product

Next-gen Product Pilot

Interoperable Arrive Point™ Network for all ALM Strategics

Product Refined for Scale Learnings from 100's deployed feed AP Redesign for Scale, Unit, Economics, Manufacturing

Product Manufacture Ramp

Scale Production of New AP to 1,000 units per month

Scaled Network Availability

Scale Production to 10,000+ AP units per month

MOAT

Cornered Foundational Patent Portfolio

Horizontal Counterposition

Strategic Deployments

Plans for Scaling begin.

Pilot-Strategics obtain priority during scaling

Network Economics + Switching Costs

Network Effects + Data Volume for AI

INVESTMENT

$15+M Crowd Funding & Angels

Use $40M+ ELOC to Develop and Scale Product

Next-gen AP Assembly, Inventory, and Deployment

Strategics' POs + Manufacturing Funding

AP Network Sponsor Financing Model

Reinvest all Revenue into Growth

GROWTH

Leading IP + Understand Market

+ Unique PoV

AP3 Product Improvements Realized & Sold

110000++

Arrive Points™ in Pilot

11,000000++

Arrive Points™ Deployed

1010,0,00000++

Arrive Points™ Deployed

110000,,000000

AP's World's First ALM Network

Plan subject to change without notice. March-2026 v8

Smart drone mailbox

Secure delivery mailbox with sensors, climate control, and access tech built for drones, robots, and autonomous handoffs.

Winch-based contactless delivery

Winch and drop system that allows drones to safely lower packages to the ground without landing for precise, contactless deliveries.

OUR PATENTS

UNITED STATES

14 total filed

ISSUED 10

INTERNATIONAL

77total filed

ISSUED 12

PENDING

CLAIMS

168

COUNTRIES

Climate-controlled delivery units

Locker system with hot and cold zones, sensors, and mobile support for temperature sensitive deliveries like groceries and medicine.

Multi-User Autonomous Logistics

This patent allows multiple people or businesses to securely share one Arrive Point, improving delivery efficiency and coordination across drones, robots, and couriers.

A horizontal network for all delivery providers

We provide a shared infrastructure layer that connects drones, robots, and human into one interoperable network.

The infrastructure the industry needs to scale

Today, most autonomous delivery systems struggle to turn profits due to fragmented operations and low utiliation. We are the missing layer that turns hardware investment into returns.

https://WWW.ARRIVEAI.COM

As foundational as the shipping container

Just as the shipping container standardized global trade, we are standardizing how goods are securely transferred in the last mile.

arriveai.com

Disclaimer

Arrive Ai Inc. published this content on May 05, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 05, 2026 at 14:12 UTC.