Core Insights - Algorhythm Holdings' SemiCab platform enables customers to scale freight volumes by 300% to 400% without increasing operational headcount, showcasing significant productivity gains over traditional brokers [1][2] Group 1: Productivity Gains - The AI-driven Collaborative Transportation Platform allows individual operators to manage over 2,000 loads annually, compared to the traditional benchmark of approximately 500 loads per year per freight broker, resulting in a 4x improvement in workforce productivity [2][6] - SemiCab's technology automates network-level decision-making, enabling organizations to scale throughput without proportional increases in labor, infrastructure, or overhead [4][6] Group 2: Operational Efficiency - Traditional logistics operations rely heavily on manual workflows, which become inefficient as complexity increases; SemiCab's AI engine continuously learns and adjusts routing and capacity allocation in real time [3][5] - The platform supports improved margins and capital efficiency, allowing for lower costs per load and higher asset utilization as volumes grow [6][7] Group 3: Business Model and Expansion - SemiCab's model supports scalable growth with limited incremental fixed costs, reinforcing the company's asset-light, technology-driven business model [8] - The company plans to extend its AI-enabled operational leverage through its Apex SaaS platform in the U.S. and future international deployments, positioning itself for global expansion [9][10]

Core Insights - Algorhythm Holdings, Inc. has published a whitepaper demonstrating that its SemiCab platform can reduce empty freight miles by over 70% across active customer networks [1][3] - The global truckload transportation industry is valued at approximately $3 trillion annually, with inefficiencies leading to over $1 trillion lost each year due to empty miles [2] - Algorhythm estimates that, if deployed at scale, the SemiCab platform could eliminate up to $700 billion in global empty-mile waste [2] Industry Overview - The truckload transportation industry faces significant inefficiencies, with trucks driving empty nearly one out of every three miles [2] - In India, trucks run empty up to 40% of the time, which is significantly higher than the global average of 30-35%, contributing to elevated logistics costs and excessive fuel consumption [3] - Truck utilization in India is nearly 40% lower than in countries like the U.S. and China, indicating a need for improved logistics solutions [3] Company Technology and Impact - SemiCab's AI-driven Collaborative Transportation Platform addresses structural inefficiencies by enabling network-level planning and real-time load coordination [3][4] - The platform has demonstrated the ability to reduce empty-mile rates to below 10% in certain deployments, showcasing its effectiveness in lowering costs and increasing asset utilization [3][4] - The technology operates at the network level, pooling demand and supply across shippers, regions, and timeframes, which allows for structural efficiency improvements rather than temporary gains [7] Proven Results and Future Plans - Through live deployments in India, SemiCab's system-level planning model has enabled customers to achieve significant performance gains, which compound as network participation increases [5] - The company is extending its operating model to the United States with the Apex SaaS platform, aiming for asset-light recurring revenues and high profit margins [10] - The goal is to predict and optimize millions of load movements across hundreds of thousands of trucks worldwide, enhancing supply chain resilience and reducing emissions [11]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased to $1.7 million from $100,000 in Q3 2024, primarily due to the acquisition of SMCB Solutions Private Ltd [8] - Annualized Revenue Run Rate for SemiCab has tripled to over $7 million since January 2025, with expectations to generate around $2 million in Q4 2025 [8][9] - Gross loss for Q3 2025 increased to $351,000 from $32,000 in Q3 2024, with gross margin percentage improving to -20% from -25% [9][10] - Net loss for Q3 2025 decreased to $1.8 million from $2.1 million in Q3 2024, attributed to cost reduction measures [12] Business Line Data and Key Metrics Changes - The SemiCab business in India contributed $1.7 million in revenue during Q3 2025, while the legacy U.S. business generated $100,000 in Q3 2024 [8] - The company has added four new Fortune 500 clients in India and converted five pilot programs into multi-million dollar contract expansions [4] Market Data and Key Metrics Changes - The global truckload transportation market is approximately $3 trillion per year, with significant inefficiencies leading to over $1 trillion in costs due to empty miles [3] - Truck utilization rates in India improved to approximately 85%, outperforming the industry average by more than 20 percentage points [4] Company Strategy and Development Direction - The company is focused on disrupting freight logistics through AI and network optimization, with the launch of SemiCab APEX as a key initiative [15] - APEX is a high-margin SaaS product designed for rapid scalability and global adaptability, expected to improve overall profitability [15][16] - The go-to-market strategy for APEX targets enterprise shippers, 3PL warehousing customers, and carriers [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of SemiCab, particularly in the U.S. market due to the high margins associated with SaaS [26] - The company anticipates substantial revenue growth over the next 12 months, with expectations for SemiCab's annualized Revenue Run Rate to reach between $15 million and $20 million by the end of next year [9] Other Important Information - The company completed the sale of its legacy Singing Machine business, resulting in a clean financial presentation focused solely on core operations [2][7] - Operating expenses for Q3 2025 decreased to $1.2 million from $1.8 million in Q3 2024 due to cost reduction measures [11] Q&A Session Summary Question: Can you explain the go-to-market strategy for APEX? - The go-to-market strategy includes targeting enterprise shippers, 3PL warehousing customers, and carriers, with a focus on integrating APEX into existing TMS systems [19][20] Question: Is the U.S. market a better immediate target than India? - Management indicated that the U.S. market offers higher margins and easier scalability due to the SaaS model, while India presents significant growth opportunities but requires more operational resources [26][27]

As filed with the U.S. Securities and Exchange Commission on October 21, 2025. Registration No. 333-290716 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALGORHYTHM HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) Delaware 3652 95-3795478 (I.R.S. Employer Identi ...

As filed with the U.S. Securities and Exchange Commission on October 21, 2025. Registration No. 333-290716 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALGORHYTHM HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) Delaware 3652 95-3795478 (I.R.S. Employer Identi ...

REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALGORHYTHM HOLDINGS, INC. (Exact name of registrant as specified in its charter) | elaware | | --- | Registration No. 333-[●] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) Delaware 3652 95-3795478 (I.R.S. Employer Identification No.) 6301 NW 5th Way, Suite 2900 Fort Lauderdale, FL 33309 (954) 596-100 ...

Registration No. 333-[●] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALGORHYTHM HOLDINGS, INC. (Exact name of registrant as specified in its charter) | elaware | | --- | (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) Delaware 3652 95-3795478 (I.R.S. Employer Identification No.) 6301 NW 5th Way, Suite 2900 Fort Lauderdale, FL 33309 (954) 596-100 ...

Core Insights - Algorhythm Holdings, Inc. reported significant operational and financial improvements in Q2 2025, transitioning into a high-growth AI technology company focused on logistics and distribution [3][4]. Financial Highlights - Revenue for Q2 2025 increased to $2.7 million, up from $2.4 million in Q2 2024, primarily due to the acquisition of SemiCab India [4][5]. - Gross profit margin improved to 35.1% in Q2 2025 from 13.3% in the same period last year, with gross profit reaching approximately $1.0 million [5]. - Total operating expenses decreased by $4.8 million to $1.7 million in Q2 2025 compared to $6.5 million in Q2 2024 [5]. - Net loss decreased to $0.8 million in Q2 2025 from $6.1 million in the same period last year, reflecting a $3.9 million reduction in operating lease impairment and lower general and administrative expenses [5][6]. Business Developments - The acquisition of SemiCab India and the sale of the Singing Machine business have transformed Algorhythm into a technology-focused company, significantly reducing cash burn and strengthening the balance sheet [3]. - SemiCab's business has seen a nearly 300% growth in annualized revenue run rate, increasing from approximately $2 million in January to over $7 million [3]. - The fleet size of SemiCab increased from 140 to 450 trucks, with plans to expand to over 1,000 vehicles by the end of 2025 to meet growing demand [5]. Strategic Contracts - SemiCab secured five new contracts with leading multinational fast-moving consumer goods (FMCG) companies in India, expanding its presence in the high-growth logistics market [5]. - Existing contracts were expanded, with lanes and volumes increasing by 100% to 200%, indicating significant revenue growth potential [5].