FF EAI Robotics Ecosystem Inc. (Nasdaq ticker: FFR) highlighted on Monday a business update released by Faraday Future Intelligent Electric Inc. (Nasdaq ticker: FFAI).
The company stated that in September, the sales and shipments of FF EAI Robotics devices reached 265 units, setting a new monthly high; the cumulative sales and shipments for the third quarter were 575 units; from the end of February to the end of September, the total reached 817 units.
The company stated that on October 14th, Pacific Time, FFAI and FFR plan to jointly host a launch event to introduce new EAI Brain and Skills products, as well as new EAI devices within the FF education ecosystem. At that time, " Physical AI Spark Program " and related products will also be unveiled.
The company stated that last week, FF announced plans to acquire its EAI robotics business through the proposal of AIxC in order to advance the independent listing of that business. Following the announcement, the stock code for AIxC was officially changed to FFR.
The following are some statements from Jia Yueting, the founder and Global CEO of FFAI, in his weekly report:
Hello everyone, welcome to the 75th weekly report. It's time for our monthly sales report. In September, the sales and shipments of FF EAI Robotics devices reached 265 units, setting a new monthly record. The cumulative sales and shipments for the third quarter amounted to 575 units, and from the end of February to the end of September, the total reached 817 units.
In addition to EAI Devices Core, the sales and delivery of the other three core businesses are also accelerating. The number of signed developers and developer partners has exceeded 100, and we have also reached cooperation intentions with several developer infrastructure service providers.
In terms of Industry Productivity Solutions Core, in addition to educational ecosystem solutions, security and inspection will also be a focus in the fourth quarter. We are collaborating with several leading North American security and inspection companies to jointly develop and refine a multi-form 'Humanoid + Quadruped' solution.
Our self-developed security and inspection solutions are also expanding from outdoor environments to warehouse scenarios, and we continue to enhance our autonomous navigation, multi-modal perception, and dynamic obstacle avoidance capabilities in complex environments.
In terms of EAI Data Factory Core, in addition to serving our existing customers, we are also advancing cooperation with several leading AI industry enterprises and actively seeking new data customers and commercialization opportunities. Our capabilities in real-world data collection, processing, and delivery continue to improve.
This marks the successful completion of the actual deployment of our Q3 robots. The momentum from our 'One - Brain Multi - Form Multi - Capabilities Robot World 2.0' project, specifically the 'Five Success - defining - Powers' segment, is now being realized. As the first company in the United States to deliver humanoid and bionic robots, our first-mover advantage has begun to translate into a competitive lead. This continues to drive the momentum of our 'Four - Core Full - Stack AI' ecosystem and enhances our confidence in achieving our sales targets for the fourth quarter and the entire year.
Looking at our four major industry ecosystems again, the education and research ecosystem is moving from the exploration phase to an early stage of scaled growth, while the security and inspection ecosystem has entered the initial POC deployment phase. The industrial and logistics ecosystems are in the stage of channel expansion and the initiation of self-developed products, and the business and service ecosystems are verifying their operating revenues and advancing towards deeper and more professional partnerships.
Next is an important announcement. On October 14th, Pacific Time, FFAI and FFR plan to jointly host a launch event to introduce new EAI Brain and Skills products within the education ecosystem, as well as new EAI devices. At the event, we will also launch “Physical AI Spark Program” and its related products. We look forward to working with our partners to promote the replication and expansion of our ‘Four - Core Full - Stack AI’ robotics education ecosystem across the United States.
Last week, FF Robot World 2.0 and our ‘Four - Core Full - Stack AI’ ecosystem made their debut at the IROS 2026 held in Pittsburgh, attracting widespread attention. Several leading universities and research institutions expressed their interest in purchasing and collaborating during the event. We are also recruiting developers and partners to support our in-house research and development efforts, as well as hiring robotics talent to strengthen our team and accelerate the ‘Built in USA’ project.
Last week, we announced plans to complete the independent listing of our robotics business through a merger with AIxC. Following the announcement, the stock code for AIxC was officially changed to FFR, and there was a significant increase in market attention and brand recognition. Several mainstream media outlets, including The Financial Times, reported on this strategic reorganization as well as the independent listing of FFR.
If we successfully complete the proposed transaction, FFR will become a platform for the independent operation, financing, and growth of the robotics business. This will significantly accelerate the realization of its value and is also expected to alleviate the future financing needs of FFAI and potential dilution of equity. As the largest and controlling shareholder, FFAI will continue to share in the future value growth of the robotics business.
In the Middle Eastern market, after completing the sales and delivery of its first commercial order in August, FF signed agreements with six local partners on September 23rd. This has accelerated the development of the local ecosystem and made the Middle East an important strategic hub in FF's global robotics strategy. Thank you all, see you next week.
Regarding FF EAI Robotics Ecosystem Inc.
FF EAI Robotics Ecosystem Inc (Nasdaq ticker: FFR) is a humanoid AI ( EAI ) robotics company headquartered in the United States, and is acquiring the FF EAI Robotics business. Upon completion of the acquisition, the company will focus on the research and development, manufacturing, commercialization, and deployment of intelligent robotics technologies, products, and industry solutions.
The company is committed to building a “four-core full-stack” AI ecosystem that covers the entire lifecycle of robots, including EAI Brain and developer platforms, EAI devices, industry productivity solutions, as well as EAI data factories. Guided by the technical and product philosophies of “One Brain, Multi-forms, Multi-capabilities”, the company aims to empower humanoid, bionic, and other robot forms through a unified EAI Brain, and continuously expand their multi-tasking and multi-scenario capabilities. This ecosystem is designed to support the entire lifecycle of robots, including research and development, deployment, data collection and training, operation, and commercial applications.
FF EAI Robotics has achieved commercial delivery of humanoid and bionic robot products. Through a variety of robot products, the EAI technology platform, closed-loop data capabilities, and industry solutions, this business continues to promote the large-scale application of robots in real scenarios. The company also operates the RoboShare robot sharing and service platform, which connects robot assets, service capabilities, customer needs, and ecological partners, further strengthening its robot commercialization and service ecosystem.
For more information, please visit: www.ff.com
For investor information, please visit: https :// investors.ff.com /
Forward-looking Statements
This communication, as well as the accompanying presentations, press releases, investor materials, and other documents (collectively referred to as “this communication”), contain “forward-looking statements” as defined by the U.S. Private Securities Litigation Reform Act of 1995 and other securities laws, regarding FF EAI Robotics Ecosystem Inc (“FFR”, “the Company”, “we”, or “us”) and its industry. Except for statements of historical facts, all statements, including any financial projections, regarding future events, company strategy, transformation to a robotics business, RoboShare plans, digital asset disposal plans, proposed acquisitions of FF EAI Robotics businesses, forecasts referenced in this communication, changes in company names and stock codes, any related financing, and the expected benefits and timing of such matters, company objectives, anticipated or proposed actions or results, are forward-looking statements. Such forward-looking statements can typically be identified by words such as “may”, “might”, “will”, “shall”, “should”, “expects”, “plans”, “anticipates”, “could”, “intends”, “targets”, “projects”, “contemplates”, “believes”, “estimates”, “predicts”, “potential”, “goal”, “objective”, “seeks”, “likely”, “continue”, or their negative forms, or other similar expressions; the absence of these words does not mean that a statement is not a forward-looking statement. These statements reflect the Company’s current expectations and projections regarding future events as of the date of this communication and are necessarily based on estimates and assumptions that management deems reasonable but that are inherently uncertain.FFR cannot guarantee that these forward-looking statements or financial forecasts will necessarily be accurate.
The actual results may differ significantly from those expressed or implied in the forward-looking statements due to various risks and uncertainties, including but not limited to:
Proposed transaction. The terms listed are not binding and may not result in a final agreement; the proposed transaction may not obtain approval from a special committee composed of independent directors, shareholders, or applicable regulatory authorities, and may not be completed according to the stated terms, or may not be completed at all; conditions for the completion of the transaction and the ability of each party to meet these conditions; timing of the transaction and associated costs; issuance of a large number of shares as consideration and the resulting dilution; proposed special stock dividends and the company's ability to announce and pay such dividends; the counterparty to the transaction is a controlling shareholder of the company, which presents an inherent conflict of interest; the company's dependence on the counterparty for transition, supply, and support after the transaction is completed; the scope and enforceability of the proposed non-compete and governance arrangements; potential consequences of the transaction under NASDAQ listing rules, including the possible need to meet initial public offering requirements in the event of a change in control or business nature; the company's ability to integrate and operate the acquired business; and the risk that the performance of the acquired business may differ from expectations.
Predictions. The forecasts referenced in this communication were prepared by the management of FFAI for the FF EAI Robotics business on an independent entity basis and do not reflect the company's current operations, transaction-related expenses, or the situation of the merged company. The company has not independently verified these forecasts, nor has it adopted them as performance guidelines. These forecasts were not prepared for public disclosure or in compliance with the public guidelines of the U.S. Securities and Exchange Commission (SEC) or the American Institute of Certified Public Accountants regarding forward-looking financial information. No independent registered accounting firm has reviewed, compiled, or performed any procedures regarding these forecasts, nor has any opinion or other form of assurance been provided. The forecasts reflect estimates and assumptions that are inherently uncertain and subject to change, including those resulting from due diligence and reviews by the company's special committee and its financial advisors. Actual results may differ significantly.
Liquidity, capital, and ongoing operations. The company has limited cash and liquidity, and has a history of operating losses and negative operating cash flows; according to periodic reports, there are significant doubts regarding the company's ability to continue as a going concern; the company needs to obtain additional financing under acceptable conditions, and may not even be able to secure such financing, which could lead to a significant dilution of existing shareholders, including any financing related to the proposed transaction. Such financing may not be completed or the terms may not be as favorable as expected; the company's ability to fund its operations before and after disposing of its digital asset positions; and the company's ability to meet NASDAQ's continued listing requirements, including shareholder equity, minimum stock price, and other applicable standards.
Strategic transformation and disposal of digital assets. There are risks associated with fundamental changes in the company's business strategy, as well as the reallocation of resources from the digital asset treasury strategy to robot operations; whether the company can dispose of its digital asset positions in an orderly manner under acceptable conditions; the risk that the actual amount realized from disposal may be significantly lower than the book value due to price fluctuations, market depth, timing of execution, custody or transfer restrictions, or other limitations; tax, accounting, and regulatory consequences of such disposals; ongoing volatility and regulatory uncertainties related to digital assets and cryptocurrencies during the liquidation period; a significant portion of the company's assets is concentrated in a single equity investment, including investments in related parties, along with related liquidity issues, valuation uncertainties, holding period, and transfer restrictions; and risks arising from the company's relationships and agreements with related parties and major shareholders.
Robot operation business. The company has limited experience in robot operation and commercialization, and lacks meaningful revenue records; RoboShare is still in its early stages, so customer demand, repurchase demand, pricing, utilization rates, or unit economics may not develop as expected; the company relies on a few customers, a single initial geographic market, and individual activities or collaborations, and any loss of such relationships or changes in terms could have a disproportionate impact; the company depends on third-party robot owners, operators, suppliers, original equipment manufacturers, and local partners, as well as their willingness to provide robots on the platform; there are risks related to the availability, cost, quality, maintenance, transportation, insurance, and technological obsolescence of robots and related equipment, as well as supply chain, tariffs, and trade measures that affect these factors; and the company's ability to expand into more markets and attract and retain participants at both ends of the market.
Operation, safety, and liability. The risks of property damage, personal injury, or death associated with the operation of humanoid robots, quadruped robots, and other autonomous or semi-autonomous machines in environments near performers, employees, guests, and the public, including at live events and in uncontrolled settings; product liability, venue liability, negligence, and related claims; as well as the adequacy, scope, availability, and cost of coverage under company insurance and compensation under contracts with customers, owners, and suppliers; the allocation of responsibilities among the company, robot owners, venue operators, event organizers, and customers; licensing, permits, occupational safety requirements, and specific regulatory regulations for events; and the reputational consequences of any safety incidents.
Technology, data, and intellectual property. Interruptions, failures, defects, or cyberattacks on systems, networks, telecommunications, or services; limitations in the performance, reliability, and autonomy of robotic systems and the software, models, and networks that support their operation; the company's collection, use, storage, transmission, and protection of personal information, including images collected during the deployment of robots as well as any biometric or bioidentical data, as well as the evolving privacy, biometric, and artificial intelligence laws and regulations in the judicial jurisdictions where the company operates or intends to operate; the company's ability to acquire, maintain, protect, and enforce intellectual property rights, as well as to respond to claims of infringement or misappropriation by third parties; and the company's dependence on third-party technologies, platforms, and licenses.
Legal, regulatory, and general risks. Regulatory conditions in the industry in which the company operates and in the judicial jurisdictions; current or future laws and regulations, as well as new interpretations of existing laws and regulations, including those applicable to digital assets, robots, autonomous systems, consumer protection, advertising, and endorsements; the company's market arrangements or the way they are described may be interpreted by regulatory authorities or courts in a manner different from what the company expects; counterparty non-performance of contractual obligations; litigation, regulatory inquiries, investigations, and law enforcement actions, along with their costs and outcomes; business, economic, market, and capital market conditions; industry competition; changes in market demand for the company's products and services and pricing; the company's ability to promptly define, design, and launch new products and services that meet customer needs; the company's ability to attract, retain, and motivate qualified employees (including key management personnel); the company's ability to manage growth and transformation; and the company's ability to maintain effective internal controls over financial reporting and disclosure procedures.
The above factors are not exhaustive. For more risks and uncertainties, please refer to the documents submitted by the company to the U.S. Securities and Exchange Commission (SEC), including the 10-K annual report for the fiscal year ending December 31, 2025, the 10-Q quarterly reports, and subsequent documents. These documents can be found on the SEC website at www.sec.gov. Investors are advised to review the disclosures regarding liquidity, capital resources, and ongoing operations in these reports.
The forward-looking statements in this communication are only valid as of the date of this document. Except as required by law, FFR or any other party has no obligation to update or revise any forward-looking statements or financial projections contained herein due to new information, future events, or other reasons. This communication is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities, nor does it constitute investment, tax, or legal advice, or any investment recommendation. It also does not take into account the investment objectives or financial circumstances of any individual. FFR reserves the right to modify or replace all or part of the information in this document at any time without notice to any recipients. Readers are advised not to rely too heavily on these forward-looking statements. This reminder is made in accordance with the Safe Harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, and these forward-looking statements are intended to be protected under those provisions.
