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Realbotix (XBOT.F) investor relations material
Realbotix Emerging Growth Conference 88 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and technology
Designs and manufactures AI-powered humanoid robots for entertainment, customer service, and companionship, with all production in the U.S.
Combines proprietary AI software with modular hardware, enabling lifelike expressions, motion, and vision.
Robots feature human-like appearance, customizable faces, and can wear human clothing for non-threatening integration in public spaces.
Modular design allows for easy transport, part replacement, and face swapping, enhancing versatility and reducing downtime.
Robots can run both proprietary and third-party AI models, including ChatGPT, Perplexity, and custom solutions tailored to client needs.
Unique features and competitive advantages
Only robots in the market with true vision systems, enabling emotional recognition, situational awareness, and autonomous interaction.
Vision system is patented and allows for face tracking, color recognition, and real-time interpretation of human emotions.
Multilingual capabilities, supporting over 100 languages, with real-time translation and lip-syncing for global deployment.
Can operate 24/7 when plugged in, unlike competitors that require frequent recharging.
Customizable AI enables robots to serve as product experts or tailored assistants in various industries.
Market applications and case studies
Target verticals include hospitality, retail, healthcare, education, and entertainment venues.
Deployed in high-profile locations such as Times Square and Las Vegas malls, demonstrating autonomous operation and customer engagement.
Used by major clients like Ericsson and featured in media interviews and social platforms, generating significant public interest.
Robots have been used for ticketing, concierge, and product information roles, showcasing versatility.
Market for humanoid robots projected to surpass the global auto industry, with limited direct competition.
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- 5 FebCRNO
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Operating profit doubled YOY in Q4 2025, led by digital and global content growth. - 5 Feb033780
Record revenue, profit, and shareholder returns driven by global expansion and real estate growth. - 5 FebCMS
2025 adjusted EPS up 8%+ to $3.61, beating guidance, with a $24B capital plan and higher 2026 outlook. - 5 FebBTU
Q4 net income fell, but Centurion ramp-up and U.S. demand support future growth. - 5 FebFGA
Record Q3 revenue and strong backlog support positive outlook despite operational risks. - 5 FebDIS
Strong market, young fleet, and disciplined growth support high returns and positive 2026 outlook. - 5 FebHP
EBITDA beat expectations, margins held, and $260M debt repaid despite a $97M net loss. - 5 FebAPOLLOTYRE
Record revenue, profit growth, expansion plans, and improved financials mark Q3 FY26. - 5 FebKRNY
Q2 2026 net income was $9.4M, with margin expansion, strong capital, and improved asset quality.
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