Arrive AI Inc.

Good morning, everyone, and thank you for joining us today. On the call is Dan O'Toole, Arrive AI's chairman, CEO, and founder, along with Ian Geise, our head of commercialization, who's joining us for the first time today. The rest of Arrive AI's leadership team is also here to answer questions later in the call. The earnings press release issued this morning is available in the investor relations section of the company's website at arriveai.com. Before we begin, please note that today's remarks may include forward-looking statements regarding future financial results, operations, and performance. These statements are not guarantees of future results and are subject to risk and uncertainties that could cause actual outcomes to differ materially. We encourage investors to review the risk factors section detailed in Arrive AI's SEC filings, which are also available on the company's website. Now, I will turn the call over to Arrive AI CEO, Dan O'Toole. Thank you.

Hey, everyone. Dan O'Toole here. Thank you for joining us today. We're going to keep our prepared comments concise, so let's get right to it. I also want to say, why don't you ever see elephants hiding in trees? Because they definitely get at it. But I really want to say the elephant in the room has arrived at AI. We're seeing a huge uptick in big players wanting to explore deploying our technology, and that is what is really exciting. Let's get this going. To start this morning, I'd like to welcome Piyush Bhadki, who has arrived at AI's new CFO, Chief Financial Officer, effective August 17th. As detailed in this morning's press release, Piyush brings more than two decades of Wall Street experience, including senior capital markets, roles at Bank of America, BTIG, and Jefferies, before moving into public company CFO leadership positions. That combination gives him a rare vantage point. He sat on the banking side, structuring financing for growth companies, and he sat in the CFO seat managing the balance sheet and investor relationships that come with public company life. What stood out to me most is how aligned Pugh is with our vision for live AI. He understands the scale of the opportunity in front of us in autonomous logistics, and he's just as focused as we are on translating the supporters commercial traction, and long-term shareholder value, which I will elaborate on shortly. We'll hear directly from him on future calls and in the investor conversations as we move forward. I also want to thank Todd Pepmeier for his contributions while here at Alive AI. Now let's get into what's driving the business forward, including real commercial traction, continued technology progress, and a clear opportunity ahead for Alive AI. The prepared remarks you're about to hear will be delivered using AI-generated versions of both mine and our Head of Commercialization's voice, Ian Geise. That's the same format that we've used in the past. For us, this reflects how we think about artificial intelligence as a practical tool that can improve efficiency, scalability, and communication, the same philosophy that drives our platform and autonomous logistics network. After the prepared remarks conclude, we'll return to a live question and answer session of questions that were submitted ahead of this call. So, with that said, let's begin the prepared remarks.

Thanks, everyone. This quarter, we want to spend less time talking about where we're headed in the abstract and more time talking about the deals and partnerships and the progression we have made Over the past several months, we expect to have more than a dozen AP3 Plus arrive points in stock and ready to ship by mid-September, representing our first wave of expanded availability and the solidification of our supply chain. Looking ahead, we're already developing the AP4, which is targeted for the first quarter of 2027, and will build on what AP3 Plus brings to the network. This is an ideal timing to take advantage of the commercial traction we are seeing in the second half of the year. To walk through that in detail, I've asked Ian Geise, our head of commercialization, to join us today for the first time. Ian leads our commercial pipeline, and he's going to provide you with an inside look at where things stand.