Arrive AI Inc (NASDAQ: ARAI) is an early-stage drone and automated delivery technology company that develops secured smart mailbox systems designed to receive drone and mobile robot deliveries. Revenue comes from commercializing proprietary automated locker and mailbox hardware, with $113,250 in total revenue recorded for the fiscal year ended December 31, 2025, compared to zero revenue in FY2024. The company operates under an exclusive patent license agreement with CEO Daniel O'Toole, covering technologies for secured drone delivery mailboxes, making it heavily dependent on that related-party arrangement. As of April 10, 2026, cash and cash equivalents were approximately $8.2 million, funded primarily through convertible note financing with Streeterville Capital, LLC. The company carries a going concern qualification, has a net loss of $12,826,384 for FY2025, and relies on additional capital raises to fund operations. It competes against other smart mailbox and drone delivery automation companies, many of which have substantially greater resources.

Revenue model

Transactional and product-based revenue from the sale and commercialization of secured drone delivery mailbox hardware. FY2025 revenue was $113,250 (fiscal year ended December 31, 2025), the company's first recorded revenue versus zero in FY2024. The company also licenses technology from its CEO in exchange for license fees under a related-party patent license agreement.

Products and services

Arrive Points (generations AP1 through AP6 referenced in the FY2025 10-K), which are secured automated locker and mailbox units designed for drone and mobile robot delivery receipt. Technologies are licensed from CEO Daniel O'Toole under an exclusive patent license agreement executed May 26, 2020, and amended in December 2024 and March 2025.

Customers and end markets

End market is drone and automated last-mile delivery. Specific customer identities and counts are not disclosed in the filing excerpts. The company targets recipients of drone and mobile robot deliveries as the primary end user.

Value-chain role

Hardware developer and manufacturer of last-mile delivery reception infrastructure, sitting at the endpoint of drone and mobile robot delivery networks. Technology is licensed from the CEO and commercialized by the company.

Geographic exposure

United States. The company is incorporated and operates in the U.S. and is listed on the Nasdaq Global Market. No international operations are referenced in the filing excerpts.

Competitors

Other smart mailbox for automation companies (unnamed in filing)

Source: SEC 10-K, filed 2026-04-15

Industry: Services-To Dwellings & Other Buildings