ARAI

MKT CAP:$27M

Arrive AI Inc.

Market Cap

$27M

Technology·Software - Infrastructure·🇺🇸 United States·NASDAQ

Technology·Software Infra·🇺🇸·NASDAQ

Stock Price

$0.75-$1.96 (-72.43%)

Apr 23, 2026

Company Details

Arrive AI Inc. operates subscription-based platform, a Mailbox-as-a-Service. Its mailbox enables automated delivery of packages, products, food, etc. on-demand, smart, secure, climate-controlled deliveries by couriers, drones, and robots. T...

CEO

Daniel Steven O'Toole

IPO Date

May 15, 2025

Website

www.arriveai.com

Key Metrics TTM

Revenue

$98.2K

— YoY

Net Income

-$10M

EPS (Diluted)

-$0.33

Free Cash Flow

-$5M

Revenue / Share

$0.00

Gross Margin

38.9%

Operating Margin

-9977.0%

Net Margin

-10433.4%

FCF Margin

-5601.5%

P/S

270.0x

P/E

—

Earnings Reports

FY 2025

Apr 15, 2026

NEW

$113.3KEPS -$0.40

Q3 2025

Nov 14, 2025

$7.5KEPS -$0.07

Q2 2025

Aug 14, 2025

$90.7KEPS -$0.15

Q1 2025

Jun 5, 2025

$0EPS -$0.07

FY 2024

Dec 31, 2024

$0EPS -$0.15

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q3 22	$0	$0	-$523.7K
Q4 22	$0	$0	-$429.6K
Q1 23	$0	$30.0K	-$1M
Q2 23	$0	-$30.0K	-$808.3K
Q3 23	$0	$0	-$509.2K
Q4 23	$0	$0	-$3M
Q1 24	$0	$0	-$915.8K
Q2 24	$0	$0	-$1M
Q3 24	$0	-$30.0K	-$805.4K
Q4 24	$0	-$30.0K	-$2M
Q1 25	$0	-$30.0K	-$2M
Q2 25	$90.7K	$90.7K	-$5M
Q3 25	$7.5K	$7.5K	-$2M

Valuation

Quarter	P/S	P/E
Q3 22	—	—
Q4 22	—	—
Q1 23	—	—
Q2 23	—	—
Q3 23	—	—
Q4 23	—	—
Q1 24	—	—
Q2 24	—	—
Q3 24	—	—
Q4 24	—	—
Q1 25	—	—
Q2 25	3859.4x	—
Q3 25	1159.9x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q4 23	-$722.1K	-$726.2K
Q1 24	-$602.5K	-$602.5K
Q2 24	-$751.5K	-$751.5K
Q3 24	-$605.5K	-$605.5K
Q4 24	-$329.8K	-$368.0K
Q1 25	-$546.7K	-$549.5K
Q2 25	-$3M	-$3M
Q3 25	-$1M	-$1M

Capital Expenditures

Quarter	CapEx
Q4 23	$4.1K
Q1 24	$0
Q2 24	$0
Q3 24	$0
Q4 24	$38.2K
Q1 25	$2.8K
Q2 25	$45.0K
Q3 25	$40.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q3 23	—	-2.8%
Q4 23	—	+625.5%
Q1 24	—	-13.6%
Q2 24	—	+83.4%
Q3 24	—	+58.2%
Q4 24	—	-47.7%
Q1 25	—	+115.9%
Q2 25	—	+212.4%
Q3 25	—	+105.8%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q4 23	$1M	—
Q1 24	$246.6K	—
Q2 24	$359.0K	—
Q3 24	$274.5K	—
Q4 24	$508.7K	—
Q1 25	$1M	—
Q2 25	$1M	1650.0%
Q3 25	$0	0.0%

OpEx Breakdown

Quarter	R&D	G&A	S&M	SG&A
Q3 22	$50.3K	$381.7K	$23.4K	—
Q4 22	—	$379.4K	$95.1K	—
Q1 23	$110.9K	$1M	$74.7K	—
Q2 23	$6.9K	$339.9K	$89.0K	—
Q3 23	—	$467.5K	$32.4K	—
Q4 23	$102.3K	$3M	$23.4K	—
Q1 24	$88.4K	$784.0K	$12.8K	—
Q2 24	$452.5K	$803.3K	$226.3K	—
Q3 24	$7.9K	$175.5K	$19.3K	—
Q4 24	$153.5K	$619.7K	$12.5K	—
Q1 25	$91.3K	—	—	$2M
Q2 25	$293.5K	$4M	$49.6K	—
Q3 25	$179.9K	$1M	$107.5K	—

Revenue Segments

Quarter	Consulting Services	Installation Services	Subscription Fees
Q2 25	$89.0K	$1.5K	$225
Q3 25	—	$2.2K	$5.3K

War Chest

Quarter	Cash	Short-term Investments	Total
Q2 24	$168.8K	$0	$168.8K
Q3 24	$291.8K	$0	$291.8K
Q4 24	$129.3K	$0	$129.3K
Q1 25	$295.4K	$0	$295.4K
Q2 25	$607.5K	$0	$607.5K
Q3 25	$816.7K	$0	$816.7K
Q4 25	$2M	$0	$2M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q3 22	30M	—	—
Q4 22	30M	0.0%	—
Q1 23	30M	-0.9%	—
Q2 23	30M	0.0%	—
Q3 23	30M	+0.9%	0.0%
Q4 23	30M	0.0%	0.0%
Q1 24	30M	0.0%	+0.9%
Q2 24	29M	-3.4%	-2.6%
Q3 24	30M	+3.6%	0.0%
Q4 24	30M	0.0%	0.0%
Q1 25	30M	0.0%	0.0%
Q2 25	32M	+5.2%	+9.0%
Q3 25	33M	+5.4%	+10.9%

Shares Outstanding