Arrive AI Inc.

What they do

Arrive AI designs and deploys a smart mailbox and platform system for secure exchange of packages, goods, food, and medications between people, robots, and drones. It was incorporated in 2020 as Dronedek Corporation, became Arrive Technology Inc. in 2023 and Arrive AI Inc. in 2024, and began commercial operations and revenue in 2025. The company generates revenue today from Arrive Point subscriptions plus installation, support, and infrastructure agreements; its third-generation units (AP3) began revenue operation in 2025.

Revenue drivers

• Arrive Point subscriptions and turnkey services — Currently the only revenue-generating line: subscription fees plus installation, support, maintenance and financing for deployed AP3 smart lockers; total 2025 revenue was $113,250.
• Data monetization (planned) — Future ML/AI-generated models and insights from network transactional and environmental data, expected on AP4 and AP5 units; no revenue disclosed to date.
• Arrive Point Exchange / ADM marketplace (planned) — A platform for scheduling, space optimization, notifications and delivery matching within the ALM ecosystem, described as part of the AP5 development and pilot program; no revenue disclosed to date.

Recent performance

Revenue remains minimal: full-year 2025 revenue was $113,250, and quarterly revenue was $90,725 (2025-06-30), $7,450 (2025-09-30), $14,925 (2026-03-31) and $14,700 (2026-06-30). Net loss widened to $12.8M in 2025 from $4.5M in 2024, with diluted EPS of -$0.40 versus -$0.16. Operating cash flow was -$8.3M in 2025 versus -$2.3M in 2024. At 2026-06-30 total assets were $12.4M, liabilities $7.7M and shareholders' equity $4.7M, with $3.0M of cash and equivalents reported as of 2026-08-13.

Strategy

Management describes a universal ALM network of Arrive Points (AP3 today; AP4 and AP5 in development) supporting all drone and robotic delivery systems. It intends to sell access points to businesses and consumers via monthly and annual subscriptions, with hardware, software, support, maintenance, installation and financing bundled into a turnkey service. It has secured pilot programs with a regional hospital and a specialty pharmaceutical delivery company. Data monetization and the Arrive Point Exchange marketplace are positioned as future revenue layers tied to AP4/AP5. The company also states it may need to raise additional capital to develop technology and scale operations.

Risks

• Going-concern and cash burn — Operating cash outflow was $8.3M in 2025 against $113,250 of revenue, and cash plus equivalents was $3.0M as of 2026-08-13.
• IP licensed from the CEO — Rights to the secured drone delivery mailbox technology are licensed exclusively from CEO Daniel O'Toole under a 2020 agreement amended in 2024 and 2025, creating stated reliance and conflict-of-interest risk.
• Dilution and variable conversion — As of 2026-06-30 there were 51,859,347 shares outstanding and up to 57,224,915 fully diluted; roughly 16,090,884 shares may be issuable at a market discount under the Streeterville Purchase Agreement.
• Listing and governance — The company reported delisting notices or listing-rule failures on 2026-06-05 and 2026-07-24, and ceased to be a Nasdaq controlled company around 2026-04-09 while still relying on exemptions for board independence and committee composition.

Outlook

Management says the AP3 units that began revenue operation in 2025 are the current commercial base and points to AP4 and AP5 plus the Arrive Point Exchange as future capabilities. It cites hospital and pharmaceutical delivery pilots as early validation and is targeting medical, retail and e-commerce use cases. No specific revenue, margin or deployment targets are given in the provided excerpts, and the company explicitly flags the need to raise additional capital and access its convertible note facility.