Arrive AI (ARAI) investor relations material

Market opportunity and industry context

• Autonomous delivery is positioned as a major growth area, with over 1 million autonomous deliveries already completed and significant cost savings projected compared to human-driven logistics.

• The platform economy is accelerating, with leading market cap companies leveraging platform-based ecosystems for value creation and innovation.

• The autonomous last mile market is estimated at $480B, with infrastructure as the key bottleneck to unlocking its full potential.

Business model and platform strategy

• The company is building a ubiquitous, interoperable network—Arrive Point™—to connect drones, robots, and people for secure, unattended delivery and pickup.

• Revenue is split between Network-as-a-Service (NaaS) and transactional marketplace/AI services, aiming to double drone and robot ROI.

• The infrastructure is designed to be as foundational as the shipping container, standardizing last-mile goods transfer and enabling industry-wide scaling.

Technology and intellectual property

• The platform supports multimodal logistics, integrating drones, robots, driverless vehicles, and delivery personnel for flexible, efficient delivery.

• Patents cover smart drone mailboxes, winch-based contactless delivery, climate-controlled lockers, and multi-user logistics endpoints, with 14 US and 77 international filings.

• Intelligent endpoints (Arrive Points) are deployed across homes, businesses, and healthcare, enabling real-time coordination and city-by-city scaling.