REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Arrive AI Inc. (Exact Name of Registrant as Specified in its Charter) As filed with the Securities and Exchange Commission on February 10, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 (State or Other Jurisdiction of Incorporation or Organization) Delaware 7340 85-0935006 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 9100 Fall View Drive Fis ...

PEACHTREE CORNERS, GA AND INDIANAPOLIS, IN / ACCESS Newswire / February 9, 2026 / Arrive AI (NASDAQ:ARAI), an autonomous delivery network company built around patented, AI-powered Arrive Pointsâ"¢, will conduct a live demonstration at Curiosity Lab at Peachtree Corners on Tuesday, February 10, from 1:00-2:00 p.m. ET, showcasing the latest in end-to-end autonomous package delivery and service. ...

Core Insights - The article emphasizes that speed is crucial for success in today's market, highlighting that Arrive AI is leading in this aspect [1] Company Overview - Arrive AI is positioned as a frontrunner in the market due to its rapid pace of innovation and execution [1] Industry Trends - The current market environment demands relentless innovation and quick adaptation, making speed a non-negotiable factor for companies [1]

Core Insights - Arrive AI has appointed Ian Geise as Head of Commercialization to lead the company's transition from product innovation to market adoption [1] - The new role aims to accelerate revenue scalability and unify Sales and Marketing into a cohesive commercial engine [1] Company Developments - The appointment of Ian Geise is effective as of January 21, 2026 [1] - Arrive AI focuses on an autonomous delivery network utilizing patented, AI-powered Arrive Points™ [1]

Core Insights - Arrive AI emphasizes the strategic significance of Indiana being designated as a federal Unmanned Aircraft System (UAS) testing site, marking the first such designation in over a decade [1][2] Group 1: Strategic Importance - The UAS testing site designation positions Indiana as a hub for next-generation autonomy development, testing, and regulatory validation, aligning with the Indiana Initiative for Drone Dominance [2] - The recognition allows Arrive AI to build autonomous delivery infrastructure in Indiana, enhancing learning, execution, and long-term impact [3][4] Group 2: Infrastructure and Investment - Global investment in autonomous and drone-enabled logistics is projected to reach tens of billions of dollars over the next decade, with a critical bottleneck in secure, compliant delivery at the final destination [4][5] - Arrive AI focuses on developing an AI-powered autonomous delivery network that addresses the last-mile delivery challenge, particularly in healthcare and regulated environments [5][6] Group 3: Regulatory Environment - The establishment of the UAS testing site indicates a shift from experimentation to national deployment frameworks, providing Arrive AI with early exposure to FAA standards and real-world testing [6][7] - This strategic milestone positions Arrive AI as essential infrastructure as autonomy scales, benefiting from reduced capital intensity and liability associated with operating aircraft [7][8] Group 4: Ecosystem and Partnerships - Indiana's ecosystem, supported by military assets and top-tier research institutions, is expected to attract advanced manufacturing investment and next-generation logistics innovation [8][9] - Arrive AI's development aligns with the state's efforts to shape national policy and deployment pathways for autonomous systems, reinforcing its long-term infrastructure goals [9]

Core Insights - Arrive AI is focused on real-world autonomy in the autonomous delivery sector, emphasizing secure, AI-powered solutions for healthcare and enterprise environments [1] - The company will participate in CES 2026 to engage with industry stakeholders and assess emerging trends in autonomous delivery [1] - The leadership team, including COO Mark Hamm, will represent the company, highlighting its commitment to system reliability and applied AI in complex, regulated environments [1]

Revenue and Income - Total revenues for the three months ended September 30, 2025, were $7,450, with $5,275 from subscription services and $2,175 from installation fees[136]. - The company recognized total revenues of $98,175 for the nine months ended September 30, 2025, with $89,000 from consulting services[145]. - For the nine months ended September 30, 2025, total revenue was $8,281,262, representing a 157% increase compared to $3,225,920 in the same period of 2024[148]. - Other income rose to $83,454, a 183% increase from $29,523, mainly from payroll tax refunds and state tax credits[152]. Expenses - Operating expenses for the same period increased by 100% to $1,657,731, driven by a 73% rise in general and administrative expenses to $1,370,347[138]. - General and administrative expenses for the nine months ended September 30, 2025, were $7,551,884, reflecting a 215% increase from $2,395,881 in the prior year[147]. - General and administrative expenses increased by $5,156,003 to $6,156,003, primarily due to a $4,359,704 rise in salaries and benefits, including $1,866,531 in one-time success bonuses[149]. - Research and development expenses rose significantly to $179,854, a 2,165% increase compared to the prior year[140]. - Research and Development expenses were $564,585, an increase of $15,706 from the prior year, driven by higher independent contractor spend[150]. - Marketing expenses decreased by $116,367 to $164,793, attributed to one-time television advertising costs in the prior year[151]. Cash Flow and Financing - Net cash used in operating activities was $5,048,431, an increase of $3,088,984 compared to $1,959,447 in the same period of 2024[161]. - Net cash provided by financing activities was $7,772,302, including $7,530,000 from convertible debt issuance[166]. - As of September 30, 2025, cash on hand was $816,715, and short-term investments totaled $1,918,995, providing approximately three and a half months of runway[156]. Shareholder Actions - The company has initiated a share repurchase program of up to $10 million from September 8, 2025, through March 31, 2026[132]. - As of September 30, 2025, the company had 34,213,387 shares outstanding, with potential dilution scenarios indicating a 22% increase if maximum Streeterville shares are issued[130][131]. Employee and Operational Growth - The company had 33 full-time salaried employees as of September 30, 2025, compared to 8 in the same period last year, reflecting significant hiring in product development and marketing[159]. Future Plans and Developments - The company installed third-generation Arrive Points ("AP3" units) in Q4 of 2024, which began revenue operation in 2025[124]. - The company plans to leverage machine learning and artificial intelligence for data monetization and insights generation[125][126]. - The ALM Marketplace is being developed to optimize access schedules and space availability for the Arrive Points network[127]. Net Loss - The company reported a net loss of $8,904,672 for the nine months ended September 30, 2025, offset by non-cash items including stock-based compensation of $3,134,655[162].

Financial Data and Key Metrics Changes - In Q3 2025, the company reported a net loss of $2.2 million, compared to a loss of $0.8 million in Q3 2024 and $4.7 million in Q2 2025, indicating improved financial performance year-over-year [11][12] - Cash and short-term liquid investments increased to $2.7 million at the end of Q3, up by $2.1 million from the previous quarter [12] - The company announced a $10 million share buyback program, with 19,700 shares repurchased, reflecting confidence in its intrinsic value [13] Business Line Data and Key Metrics Changes - The company operationalized two new ArrivePoints into monthly service, leading to an increase in recurring subscription revenue [11] - Project-based consulting revenue is expected to fluctuate, as these projects typically last three to four months and culminate in recurring subscriptions [11] Market Data and Key Metrics Changes - The company expanded partnerships with AllMart, ACT Antigua, and Skye Air Mobility in India for international module deployment, indicating growth in international markets [7][14] - Regulatory momentum from the FAA's proposed beyond visual line of sight rule is seen as a key enabler for autonomous operations in the U.S. [7] Company Strategy and Development Direction - The five-year roadmap positions the company as a critical autonomous logistics management network, aiming for a 20x valuation increase by year five [8] - The focus is on commercialization and operational excellence, productizing the third-generation AP3 units, and refining the platform for scale [19][20] - The company is pursuing an America-first manufacturing strategy to strengthen domestic production capacity and reduce dependency on foreign supply chains [15] Management's Comments on Operating Environment and Future Outlook - Management believes the company is at the precipice of several catalyzing events that could lead to substantial share price appreciation [19] - The transition from pilot programs to scalable deployments is emphasized, with ongoing projects serving as proof points for nationwide expansion [19] - The company is focused on executing strategic priorities, including team expansion and advancing the AP3 line for scalability and cost efficiency [20] Other Important Information - The company secured its ninth U.S. patent, reinforcing its leadership in autonomous delivery innovation [17] - The legal and compliance infrastructure has been expanded to manage data, privacy, and cybersecurity across domestic and international markets [18] Q&A Session Summary Question: What is the thought of the next expansion step after current hospital testing? - The next step involves linking Hancock's satellite facilities to the main hospital autonomously [26] Question: What competitive advantages does the company have in the drone space? - The company is future-proofed by a multimodal strategy that is agnostic to delivery methods, enhancing utility with regulatory support [31] Question: What is the detailed growth plan for Arrive AI in the next few years? - The growth strategy includes establishing a network paradigm with major partners and rolling out geographically, similar to Uber's approach [35] Question: How is the company balancing innovation with governance and transparency? - The company maintains a culture of transparency and regular updates, ensuring compliance and operational readiness [36] Question: What is the timeline for the availability of ArrivePoints for customers? - The rollout will take several years, focusing on establishing network capabilities with partners before reaching end users [40] Question: What is the target pricing for ArrivePoints? - The company is innovating on pricing models, aiming for low price points and potential sponsorships to make them affordable [43] Question: How is the growth being financed given the current revenue trajectory? - The company is using proceeds from its equity line to fund operations and R&D, with a runway extending into 2027 based on current forecasts [86]

Core Insights - Arrive AI reported its business results for Q3 2025, highlighting significant team expansion and hiring goals [1] Group 1: Business Performance - The company announced key highlights for Q3 2025, including the hiring of nearly 30 professionals during the quarter [1] - Arrive AI aims to achieve a total of 60 new hires by year-end, focusing on AI, software, and product engineering [1]

Core Viewpoint - Arrive AI is set to report its third quarter fiscal results on November 14, 2025, before the market opens, indicating a focus on transparency and communication with investors [1] Company Summary - Arrive AI operates an autonomous delivery network that utilizes patented AI-powered Arrive Points™ [1] - The company will conduct a conference call and webcast at 9:30 AM Eastern Time to discuss its results and strategic progress following the earnings release [1]