Arrive AI
Builds secure delivery endpoints connecting people, couriers, robots, and drones.
Something off on this page? Send us feedback.
Profile
Builds Arrive Point smart delivery endpoints and software that coordinate secure exchanges among people, couriers, robots, and drones. Latest reported revenue was recurring subscription revenue; commercialization remains early, initial deployments include medical delivery, and operations rely on external financing while losses exceed revenue.
Builds Arrive Point hardware and a software platform for secure package exchanges among people, couriers, ground robots, and drones. The endpoint combines controlled access, tracking, chain-of-custody, temperature assistance, and pickup functions for parcels, food, supplies, and medicine.
Operations are based in Fishers, Indiana, with initial commercial work including robotic medical delivery deployments. Latest reported revenue came from recurring subscriptions, while the product strategy centers on patent-protected endpoint features and integrations across delivery modes.
Commercialization remains early and the business is founder-led, with Daniel S. O’Toole serving as chief executive since inception. Commercial activity remains centered on deployments and partnerships, and operations continue to rely on external financing while losses exceed revenue.
Company facts
Key statistics
Year to date −91.6% · Average volume (30d) 571.3K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$0.09 | −$0.28 | −211.1% | $200.0K | $14.7K | −92.7% | −7.73% |
| May 15, 2026Q1 FY26 | −$0.12 | −$0.14 | −16.7% | $200.0K | $14.9K | −92.5% | −6.08% |
| Apr 15, 2026Q1 FY26 | −$0.13 | −$0.06 | +53.8% | $15.1K | $15.1K | 0.0% | +2.97% |
| Nov 14, 2025Q3 FY25 | −$0.13 | −$0.07 | +46.2% | — | $7.5K | — | −10.73% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $90.7K | $7.5K | $15.1K | $14.9K | $14.7K | |
| Gross profit | $0 | $90.7K | $7.5K | $15.1K | −$41.3K | $14.7K | |
| Operating income | −$2.0M | −$4.5M | −$1.7M | −$2.1M | −$4.7M | −$4.5M | |
| Net income | −$2.0M | −$4.7M | −$2.2M | −$3.9M | −$6.4M | −$14.1M | |
| Diluted EPS | −$0.07 | −$0.15 | −$0.07 | −$0.11 | −$0.18 | −$0.39 | |
| Gross margin | — | 100.0% | 100.0% | 100.0% | -276.6% | 100.0% | |
| Operating margin | — | -5,002.9% | -22,151.4% | -14,255.2% | -31,246.7% | -30,290.9% |
Fiscal years (4-quarter sums)FY23 $0 · FY24 $0 · FY25 $113.3K
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $5.1M · Total debt $5.4M · Total assets $12.5M · Shareholders' equity $4.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 47.73M · Float 21.74M · 45.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Daniel Steven O'Toole · director, 10 percent owner, officer: Chief Executive Officer | 23.16M | 48.51% | Form 4 | Nov 19, 2025 |
| Streeterville Capital LLC | 3.42M | 9.90% | 13G | Dec 12, 2025 |
| John David Ritchison · director | 1.30M | 2.73% | Form 4 | Jun 12, 2025 |
| Geode Capital Management, LLC | 175.7K | 0.37% | 13F | May 15, 2026 |
| BlackRock, Inc. | 94.5K | 0.20% | 13F | May 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 19, 2025 | Neerav Dilip Shah | director, officer: Chief Strategy Officer | +1,390 | $3.53 |
| Nov 18, 2025 | Daniel Steven O'Toole | director, 10 percent owner, officer: Chief Executive Officer | +11,142 | $3.50 |
Peers
- Amazon
Closed-network lockers and integrated e-commerce delivery at global scale
- Pitney Bowes
Enterprise smart lockers with secure access and SaaS tracking
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arrive AI | $0.2274 | +0.13% | $10.7M | — | — | 206.0 | −83.8% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Pitney Bowes | $17.21 | 0.00% | $2.36B | 14.5 | 10.1 | 1.3 | −2.3% |
| Median | 17.9 | 19.3 | 2.5 | +8.7% |