Company: ARAI
Filing Date: 2025-11-14
Form Type: 10-Q
Source: 0001493152-25-023457
Chunk: 33

Company: Arrive AI Inc.
Filing Date: 2025-11-14
Form: 10-Q
Item: Part I, Item 1
Chunk 33
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udited financial statements and the notes presented
herein included in this Form 10-Q and the audited financial statements and the other information set forth in the Prospectus that forms
a part of our Registration Statement on Form S-1 (File No. 333-284042) which was filed with the Securities and Exchange Commission on
December 23, 2024 and amended on Form S-1/A on May 13, 2025. In addition to historical information, the following Management’s
Discussion and Analysis of Financial Condition and Results of Operations contains forward-looking statements that involve risks and uncertainties.

Company
Overview

Arrive
AI pioneered the smart mailbox for drone deliveries, evolving into a leader in the Autonomous Last Mile (“ALM”). Today, we
are transforming last-mile logistics by enabling secure, seamless exchanges between drones, robots, and people. Our mission is to connect
these systems through a universal ALM network of Arrive Points™—smart lockers and mini-cross-docks—powered by an AI-driven
ALM platform. This network unlocks exceptional efficiency, accelerating adoption in medical, retail, e-commerce, and beyond, making Arrive
AI the intelligent choice for the final inch of automated delivery.

Our
patented Arrive Points™ deliver a smart, secure, and seamless solution for automated last-mile delivery. These innovative docks
streamline exchanges by eliminating manual intervention and technical barriers, ensuring efficient data validation and synchronization.
With robust security, precise tracking, and support for diverse goods—including temperature-controlled options for food and medicine—Arrive
Points enhance chain of custody and product integrity. By bridging physical and digital interfaces, they are paving the way for scalable,
fully autonomous delivery networks.

We
expect to have three primary revenue streams:

1.
The Company is currently generating revenue through subscription services for Arrive Points, along with installation, support, and infrastructure
agreements with customers. We provide our ALM access points to both businesses and consumers through monthly and annual subscription
fees. This turnkey service includes hardware, software, support, maintenance, installation/uninstallation, and financing for long-term
deployed assets. In Q4 of 2024 we installed third-generation Arrive Points (“AP3” units), which began revenue operation in
2025.

2.
Data monetization via models and insights generated by machine learning and artificial intelligence (“ML” and “AI”).
Machine learning facilitates our systems’ ability to learn and improve from experience using data patterns, while artificial intelligence
en