SOBR Safe (SOBR) The Gateway Conference 2025 summary

Strategic focus and market positioning

• Transitioned from fleet/warehousing to behavioral health, targeting 46,000 U.S. facilities and consumer markets.

• Emphasizes B2B behavioral health, with additional opportunities in judicial, family law, and consumer segments.

• Addressable market includes 28.9 million with Alcohol Use Disorder, with 2.5–2.8 million actively seeking solutions.

• International pilots underway in Australia, New Zealand, India, Italy, UK, and the Netherlands.

• Licensing and global expansion strategies are being developed, with a focus on partnerships.

Product innovation and competitive advantages

• Offers SOBRcheck (stationary) and SOBRsure (wearable band) for alcohol detection, both managed via a unified dashboard.

• Uses transdermal skin touch technology for earlier and longer alcohol detection compared to breathalyzers.

• Devices are non-invasive, real-time, and more hygienic, addressing behavioral health sensitivities.

• Gen 2 version launched in Q4 2023, with comprehensive branding and digital strategy.

• European patent for SOBRcheck recently granted, enabling licensing opportunities in Europe.

Financial and operational highlights

• Revenue and recurring revenue are increasing, with about a year of cash on hand and no debt.

• 55 devices installed in facilities, 500 users, and 300 SOBRsure bands ordered.

• Pricing: $199 per band, $15.99–$34.99/month; SOBRcheck $799 plus $250/month minimum, $10/user SaaS.

• Competes with SOBRlink at a significantly lower price point, gaining early traction.

• New e-commerce platform enables B2B and B2C customers to self-manage purchases and subscriptions.