SOBR Safe Inc (NASDAQ: SOBR) is a wearable technology company that develops and distributes alcohol and substance detection devices for workplace safety and consumer markets. Revenue comes from monthly subscriptions in two channels: a business-to-consumer channel and a business-to-business enterprise channel billed on a per-user basis. As of December 31, 2025, the company had 454 active business-to-consumer subscribers with an average monthly subscription length of 3.5 months, and 14 active enterprise subscribers with 257 total users. Revenue grew 105.6% in the year ended December 31, 2025, though the company remained in a net loss position and continued to fund operations through equity offerings, including a $2.0 million gross proceeds PIPE completed December 29, 2025. The company was incorporated in Delaware on August 10, 2007, and describes its current stage as emerging from early-stage development. David Gandini serves as Chief Executive Officer. Design, manufacturing, quality testing, and distribution for SOBRsafe devices take place in the United States.

Revenue model

Monthly subscriptions from business-to-consumer and business-to-business enterprise customers, with enterprise users billed on a per-user monthly basis. The company also pursues channel partner agreements and licensing and integration agreements as additional revenue strategies.

Products and services

SOBRsafe branded wearable alcohol and substance detection devices with accompanying software services. The company does not manufacture products itself, using contract manufacturers instead. A data analytics capability is described as a potential future monetization avenue, including possible insurance premium benchmarking through AI.

Customers and end markets

Two customer channels as of December 31, 2025: 454 active business-to-consumer subscribers and 14 active enterprise subscribers with 257 users. Enterprise customers are workplace organizations seeking to demonstrate substance-free environments. The company also identifies insurance providers as a potential future partner or customer segment.

Value-chain role

Distributor and software service provider. SOBRsafe designs products and contracts out manufacturing, quality testing, and distribution, all of which occur within the United States. The company employs four direct sales professionals serving both enterprise and channel partner relationships.

Geographic exposure

United States, based on the 10-K filed April 10, 2026, which states all design, manufacturing, quality testing, and distribution take place in the United States.

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

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