Arrive AI Inc.

Good day and thank you for standing by. Welcome to the Arrive AI Inc. Second Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1-1 again. To submit a question via the webcast, click the Ask a Question button. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Kylie Conway, Senior Marketing and Communications Manager. Please go ahead.

Thank you, Daniel. And good afternoon, everyone. Thank you for joining us today. With me on the call are Dan O'Toole, Arrive AI's chairman, CEO, and founder, Mark Hamm, chief operating officer, Nirav Shah, chief strategy officer, Todd Pettmeyer, chief financial officer, and John Richardson, our chief legal officer. The earnings press release that was issued this afternoon is available in the investor relations section of the company's website, ArriveAI.com. Also, today we may make forward-looking statements with respect to future financial results. These statements are not guarantees of future performance, and the company's actual results may differ materially from the anticipated events, performance, or results expressed or implied by these forward-looking statements. Arrive.ai advises you to read the risk factors detailed in its SEC filing, which can also be accessed through the company's website. Now, I'll turn the call over to Dan O'Toole. Dan?

Thanks, Connie. Hey, everybody. Great to see you today. Quick question. Did anybody hear about the streaker in the church? He got caught by the organ. Did you guys know that? I wanted to start with some levity. This is our first-ever public earnings call, and so thanks for joining us to arrive at AI's inaugural earnings call. It's a privilege to speak with you today, and I want to begin by framing what we're building here, a foundational infrastructure for the future of autonomous last-mile logistics. Arrive AI is pioneering an autonomous last mile platform centered around our patented Arrive Points. Arrive Points are AI-powered smart delivery units that serve as nodes in our connected delivery network. Our technology enables secure, verifiable, and frictionless delivery for any courier, whether it's a drone, ground robot, or a traditional human driver. We're not just creating a product. we're creating a system that solves the most complex part of the delivery process, the last inch. Our platform provides chain of custody, ensuring every delivery is tracked and authenticated from the moment it enters an arrive point until it is retrieved. Our units include advanced features like climate assist for sensitive goods, such as pharmaceuticals and groceries, and they integrate seamlessly with existing smart home and city infrastructures. We are building the nervous system for a new era of automated logistics, one where packages arrive not only on time, but securely, intelligently, and precisely where they are needed. Our future is about moving from pilot projects to defining and dominating key market verticals. The pilot programs that we've launched with hospitals, retail partners, and municipalities are more than tests. They're validating capabilities for how our platform will operate and scales. We believe the future of logistics is not about a single delivery method, but an intelligent, interoperable network. Arrive AI is positioned to be the connective tissue between a rapidly expanding ecosystem of autonomous vehicles, drone fleets, and e-commerce platforms. We're focused on building a defensible mode of intellectual property and strategic partnerships. Our new patent grant for our intelligent chain of custody network isn't just a legal victory, it's a strategic asset that will protect our core technology as the market matures. As autonomous delivery becomes a reality, our technology will become an essential component of every last-inch interaction. We're looking beyond today's logistics problems to create solutions that will underpin the smart cities and automated economies of tomorrow. The delivering landscape is a large and dynamic market that is ripe for innovation. By focusing on the immediate pain points in delivery, we can drive significant cost savings and deliver a measurable return on investment for our partners. Our long-term vision is to build a differentiated universal network that serves all participants in the delivery ecosystem, including shippers, delivery services, and emerging autonomous networks. We aim to create a cohesive platform that not only solves today's challenges, but also anticipates and integrates the future of logistics. Further, we're thrilled to celebrate the current administration's proposed beyond visual line-of-sight rule entitled Unleashing America's Drone Dominance as a watershed moment for American innovation. This new regulation will safely integrate drones into our national airspace, allowing Arriva AI to deploy our solution for the $191 billion U.S. package delivery market. Our patented arrive points will enable a secure, verifiable, and frictionless chain of custody for every delivery, whether by drone, robot, or human. We're eager for Americans to enjoy the same fast, convenient, and sustainable delivery already popular in countries like India, where our partnership with Sky Air Mobility is just taking flight. We are ready to make the last inch of delivery better for everyone. From an investment standpoint, our strategy is built on disciplined, intelligent growth. We're not chasing short-term revenue. We're deploying capital to build a scalable and defensible business model. We are focused on three key areas. Number one, commercialization and operational excellence. We are investing in our AP3 and product roadmap units. As stated earlier, arrive points are temperature-assisted, AI-powered endpoints able to send and receive all deliveries. Think Tesla's universal nature of charging network. One platform for all electric cars and arrive point is one autonomous delivery endpoint for all shipments. This investment reduces hardware costs in our operational model to make deployments repeatable and efficient. Each successful pilot is a template for hundreds more, creating a clear pathway to commercial scalability. The second one, patents and partnerships. Our strategy to create a powerful patent portfolio and forge strategic partnerships with industry leaders. These relationships not only validate our technology, but also embed our platform into the broader ecosystem, accelerating our path to market. Three, building recurring value. Our revenue model is designed to deliver recurring revenue. As we sign on commercial partners like Allmart and Hancock Health, we're not just making a one-time sale. We are establishing a foundation for a platform as a service model where our revenue grows with every delivery, every data point, and every new arrive point deployed. Our recent successful capital raise gives us the runway to execute this strategy and build our revenue base without near-term liquidity pressure. We have the right team, the right technology, and a clear vision to build a legacy of enduring value for our shareholders. This quarter was about turning vision into action. We moved from R&D into execution, putting our AP3 units into the field, engaging real-world users, and sharpening our technology with every delivery. As the founder, I've never been more confident. We have the right team, the right tech, and now the right timing. We didn't just file patents this quarter. We protected a future logistics layer that others are just beginning to imagine. Our NASDAQ debut marked a new chapter And I want every shareholder to know we're building this for scale, for impact, and for legacy. The road to autonomous delivery is real, and Arrive AI is paving the last inch. This isn't just about deploying product. It's about defining the category. What we're building at Arrive AI doesn't exist anywhere else in the world. We are a networked, intelligent delivery infrastructure optimized for the last inch. Our pilots are teaching us how this system can serve hospitals, retail municipalities, and in time, millions of consumers. As we build, we're also learning, iterating fast, staying agile, and always focused on creating value where the complexity is highest and the stakes are real. I'd now like to turn this over to Mark Ham, Arrive AI COO, to provide further comments. Mark, take it over.