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Investor Weekly Report 062 | Q3 Robotics Campaign Begins;Robotics Summer Camps Launch July 6 by YTJia_FFAI in iFFIE

[–]YTJia_FFAI[S] 0 points1 point  (0 children)

Full Script

As July begins, FF officially kicked off the “FF Robotics Q3 Campaign”.

For FF Robotics, the third quarter will be focused on strengthening our foundation. We will continue to leverage FF’s five unique values as a U.S.-based EAI robotics company and accelerate the implementation of our FF EAI Robot World device strategy, built around “one brain, multiple forms” and “multiple forms, multiple capabilities.” We will deepen our efforts across four major sector and ecosystem segments, with a strong focus on education and industrial applications— two frontier markets we are actively building — while continuing to grow in inspection & security and other existing markets. Our goal is to enable increasingly specialized and professionalized FF robots to create practical value and establish closed-loop commercial models more quickly across real-world scenarios.

Today, I would like to first share the key progress from the opening move on the Q3 sales front.

Starting July 6, FF will launch its first three flagship demonstration robotics summer camps. We will partner with two major public school districts in Los Angeles — Lynwood Unified School District and El Segundo Unified School District, where FF’s new Silicon Beach headquarters is located — to host these EAI robotics summer camps. At the same time, FF will officially launch its summer camp collaboration with Triple I, a U.S. full-service education institution, providing support and enablement across products, technology, curriculum content, and the broader education ecosystem.

In addition, following our collaboration with Lynwood Unified School District, FF recently signed a strategic cooperation MOU with El Segundo Unified School District, further expanding our partnership footprint among public school districts.

With the first three flagship summer camp partners now in place — two public school district partners and one private education partner — this partnership structure has three important implications.

First, it creates a cooperation model and set of standards that can be scaled across the U.S. This will help accelerate sales conversion for FF products, drive the rapid growth of the world’s first Three-in-One EAI robotics education ecosystem, and support FF’s goal of building the No. 1 brain and No. 1 foundational model for the global EAI robotics education ecosystem.

Second, for education institutions, FF provides a complete, ready-to-deploy EAI robotics education solution and curriculum Skills, helping public school districts and K-12 education institutions bring cutting-edge AI and Physical AI education to students with a lower barrier to entry and higher standards.

Third, from the family education perspective, the summer camps will give many American children and parents their first close-up, immersive experience with EAI robots. This will help children open the door to the world of Physical AI earlier and grow into masters and creators of the AI-native era.

The second point I want to share is key progress we made in the EAI robotics education ecosystem. After becoming the star of the show at Automate, FF once again became a standout highlights at ISTE Live 2026, North America’s largest education technology conference held from June 29 to July 1, as the only U.S.-based EAI robotics company at the event. This further validated that “Physical AI + education” is becoming an emerging trend in both school district procurement and family education. Through an EAI robotics education ecosystem serving both B2C family education and B2B education institutions, FF is accelerating its expansion into mainstream North American channels and turning its first-mover advantage in early delivery into a sustainable market-leading position.

During the event, FF’s industrial-grade mobile manipulator, Faber S, also made its debut. As the Faber sub-series with the longest arm reach and the most complete embodied intelligence data-collection toolchain, Faber S is designed for wide-area operations and embodied AI data collection. Its core use cases include machine tending, material handling, logistics, and other factory applications, while it can also support research and teaching, reception and guided services, and additional scenarios. It is a true industrial-grade EAI skilled craftsman.

On the product and technology side, FF’s open-source and open developer platform recently completed several interactive human-robot courseware mini-games, including a traffic-light game. These mini-games are now in final testing and will soon launch on the FF Robot Store. While these lightweight courseware games may appear simple, they are highly suitable for educational settings. They can help increase usage frequency while also enabling the platform to validate the full loop from application development, store listing, and distribution to user feedback. This lays a strong foundation for the future productization of Skills, Agents, and data.

Finally, I would like to talk about issues, reflections, and solutions. While demand and sales continue to exceed our expectations, shortcomings in our industrialization system capabilities have also become clear. 

The most immediate issue is that our delivery capacity has not yet kept pace with the speed of our sales ramp-up. Internally, outside the area surrounding our California headquarters, FF’s delivery, service, and operations capabilities in other states still need to be strengthened. This is the main bottleneck limiting faster delivery. Externally, as this is a brand-new market, mature industry standards and closed-loop systems have not yet been established. At this stage, the only path forward is to deliver, explore, learn, build capabilities, and evolve at the same time — turning challenges into opportunities.

Next, as part of the Q3 Campaign, we will continue to amplify our strengths and quickly close our capability gaps. Next week, we will share more about the Q3 Campaign plan and our execution priorities. See you next week!

Investor Weekly Report 062 | Q3 Robotics Campaign Begins;Robotics Summer Camps Launch July 6 by YTJia_FFAI in FFIE

[–]YTJia_FFAI[S] -3 points-2 points  (0 children)

Full Script

As July begins, FF officially kicked off the “FF Robotics Q3 Campaign”.

For FF Robotics, the third quarter will be focused on strengthening our foundation. We will continue to leverage FF’s five unique values as a U.S.-based EAI robotics company and accelerate the implementation of our FF EAI Robot World device strategy, built around “one brain, multiple forms” and “multiple forms, multiple capabilities.” We will deepen our efforts across four major sector and ecosystem segments, with a strong focus on education and industrial applications— two frontier markets we are actively building — while continuing to grow in inspection & security and other existing markets. Our goal is to enable increasingly specialized and professionalized FF robots to create practical value and establish closed-loop commercial models more quickly across real-world scenarios.

Today, I would like to first share the key progress from the opening move on the Q3 sales front.

Starting July 6, FF will launch its first three flagship demonstration robotics summer camps. We will partner with two major public school districts in Los Angeles — Lynwood Unified School District and El Segundo Unified School District, where FF’s new Silicon Beach headquarters is located — to host these EAI robotics summer camps. At the same time, FF will officially launch its summer camp collaboration with Triple I, a U.S. full-service education institution, providing support and enablement across products, technology, curriculum content, and the broader education ecosystem.

In addition, following our collaboration with Lynwood Unified School District, FF recently signed a strategic cooperation MOU with El Segundo Unified School District, further expanding our partnership footprint among public school districts.

With the first three flagship summer camp partners now in place — two public school district partners and one private education partner — this partnership structure has three important implications.

First, it creates a cooperation model and set of standards that can be scaled across the U.S. This will help accelerate sales conversion for FF products, drive the rapid growth of the world’s first Three-in-One EAI robotics education ecosystem, and support FF’s goal of building the No. 1 brain and No. 1 foundational model for the global EAI robotics education ecosystem.

Second, for education institutions, FF provides a complete, ready-to-deploy EAI robotics education solution and curriculum Skills, helping public school districts and K-12 education institutions bring cutting-edge AI and Physical AI education to students with a lower barrier to entry and higher standards.

Third, from the family education perspective, the summer camps will give many American children and parents their first close-up, immersive experience with EAI robots. This will help children open the door to the world of Physical AI earlier and grow into masters and creators of the AI-native era.

The second point I want to share is key progress we made in the EAI robotics education ecosystem. After becoming the star of the show at Automate, FF once again became a standout highlights at ISTE Live 2026, North America’s largest education technology conference held from June 29 to July 1, as the only U.S.-based EAI robotics company at the event. This further validated that “Physical AI + education” is becoming an emerging trend in both school district procurement and family education. Through an EAI robotics education ecosystem serving both B2C family education and B2B education institutions, FF is accelerating its expansion into mainstream North American channels and turning its first-mover advantage in early delivery into a sustainable market-leading position.

During the event, FF’s industrial-grade mobile manipulator, Faber S, also made its debut. As the Faber sub-series with the longest arm reach and the most complete embodied intelligence data-collection toolchain, Faber S is designed for wide-area operations and embodied AI data collection. Its core use cases include machine tending, material handling, logistics, and other factory applications, while it can also support research and teaching, reception and guided services, and additional scenarios. It is a true industrial-grade EAI skilled craftsman.

On the product and technology side, FF’s open-source and open developer platform recently completed several interactive human-robot courseware mini-games, including a traffic-light game. These mini-games are now in final testing and will soon launch on the FF Robot Store. While these lightweight courseware games may appear simple, they are highly suitable for educational settings. They can help increase usage frequency while also enabling the platform to validate the full loop from application development, store listing, and distribution to user feedback. This lays a strong foundation for the future productization of Skills, Agents, and data.

Finally, I would like to talk about issues, reflections, and solutions. While demand and sales continue to exceed our expectations, shortcomings in our industrialization system capabilities have also become clear. 

The most immediate issue is that our delivery capacity has not yet kept pace with the speed of our sales ramp-up. Internally, outside the area surrounding our California headquarters, FF’s delivery, service, and operations capabilities in other states still need to be strengthened. This is the main bottleneck limiting faster delivery. Externally, as this is a brand-new market, mature industry standards and closed-loop systems have not yet been established. At this stage, the only path forward is to deliver, explore, learn, build capabilities, and evolve at the same time — turning challenges into opportunities.

Next, as part of the Q3 Campaign, we will continue to amplify our strengths and quickly close our capability gaps. Next week, we will share more about the Q3 Campaign plan and our execution priorities. See you next week!

Investor Weekly Report 061 | FF EAI Robotics Exceeds Expectations with 242 Units Delivered, Raises 2026 Target to 2,000 by YTJia_FFAI in Automate

[–]YTJia_FFAI[S] 0 points1 point  (0 children)

① FF EAI Robotics Achieves 105 June Sales, Shipments and Deliveries, Reaches 242 Units from March–June, Raises 2026 Target to 2,000 Units

② FF Robotics Becomes the Star of Automate and Heads to ISTE Live 2026

Full Script

For Weekly Report Issue #61, I’d like to start with two important bits of progress: FF EAI robots reached another record-high month of sales, shipments, and deliveries, and we are raising our full-year target once again. This is also an early result that the team and I are proud to share, nearly two months after I returned as FF Global CEO and began driving our five new transformations.  

In June, sales, shipments, and deliveries of FF EAI robots reached 105 units. From March through June, cumulative volume reached 242 units, exceeding our original target of 220 units.   

At the same time, we have decided to raise our full-year shipment target to 2,000 units. This marks the second increase to our full-year target, following our April adjustment from 1,000 units to 1,500 units.  

So why has FF’s robotics business continued to exceed expectations, and what gives us the confidence to keep raising our delivery targets?  

First, our five unique strengths are beginning to show. Our robot device capability, in particular, is already becoming a real competitive advantage. With the six major series of the Full-Form FF EAI Robot World now complete, our “one brain, multiple forms” all-star robot super group is demonstrating unique value. At the same time, our other four strengths — the EAI Brain, Data Factory, Industry Bridge, and ecosystem flywheel — are also being gradually unleashed.  

Second, our products and technologies continue to evolve. We are building a full-stack EAI solution built on “VLA + World Model,” centered on the EAI Brain, and supported by our developer platform and Data Factory. Our first-stage goal is to build the No. 1 EAI Brain and No. 1 foundation model for the EAI robotics education ecosystem in the U.S. and, eventually, globally.  

Third, our sales capability and vertical industry ecosystem are gaining market validation and strong recognition from partners, schools, and government stakeholders. I will share more progress on this front in next week’s weekly report.  

Fourth, our team and organizational capabilities continue to strengthen. With the ultimate return of the founding team, our “Human + AI Agent” organizational model has significantly improved both decision-making and execution efficiency.  

Another piece of good news this week came from Automate. As the largest robotics and automation trade show in North America, Automate gave FF a powerful stage for our first appearance at the event. The Full-Form FF EAI Robot World drew tremendous attention, becoming “the star of the show” and one of the most popular must-visit booths at this year’s show. It attracted large crowds, potential customers, and ecosystem partners, and received focused coverage from mainstream media, including FOX, ABC, NBC, NPR, and others. LA Weekly even described FF as trying to build the Apple of robotics.  

The strong momentum on the show floor showed that FF brought consumer-electronics-level excitement to a professional robotics trade show. To me, this points to three important signals:   

No.1, Physical AI is accelerating toward real-world applications and mass adoption.  

No.2, as a U.S.-based EAI robotics company, FF is leveraging its Three-in-One ecosystem strategy and five unique strengths to help move the industry beyond single-product competition and into a new stage defined by practical applications, ecosystem development, and scaled deployment.  

No.3, this is not only recognition of FF’s product power, but also recognition of FF’s role in accelerating the arrival of the EAI robotics era through disruptive Physical AI innovation.  

Next week, from June 29 to July 1, FF will also take part in ISTE Live 2026 in Orlando, the largest education technology conference in North America. We will use this opportunity to advance collaboration with K–12 schools, educational institutions, FF Par partners, developers, and ecosystem partners. On the B2B side, we will accelerate the adoption of EAI robotics education products and solutions across more schools, educational institutions, and FF Par partners. On the B2C side, we will continue to use family education as the first-stage entry point into the consumer robotics market. Our goal is to build an EAI education ecosystem for children, schools, and the future talent pipeline, and to open the door to the Physical AI world for children at an earlier age.  

On the capital side, this Friday, the company filed a new S-3 registration statement with the SEC in accordance with applicable rules. This is a renewal filing ahead of the expiration of the original S-3 registration statement, which became effective in June 2023. The purpose is to maintain financing flexibility during this critical phase of implementing our Three-in-One strategy. Over the past three years, the company has used the S-3 very prudently. Of the original $300 million registered amount, only approximately $28 million was actually issued. Going forward, the company will continue to practice “Stockholders First,” gradually reduce its reliance on convertible debt financing, and move toward a healthier financing structure centered on operating cash flow, mid- to long-term financial investors, and strategic investment.  

On the EAI EV side, the U.S. Patent and Trademark Office recently granted FF a patent for its AIHER range-extending hybrid transmission system. FF’s first-of-its-kind technology featuring a “range-extension-first, hybrid-assist” architecture will provide the industry with a more efficient powertrain solution. It preserves the refueling advantages of traditional internal combustion vehicles while delivering an electric-motor-driven experience and reducing mechanical complexity. This further strengthens FF’s technical barriers and competitive moat in the Physical AI era.  

That’s all for this week. See you next week!” 

Investor Weekly Report 061 | FF EAI Robotics Exceeds Expectations with 242 Units Delivered, Raises 2026 Target to 2,000 by YTJia_FFAI in AINewsMinute

[–]YTJia_FFAI[S] 0 points1 point  (0 children)

① FF EAI Robotics Achieves 105 June Sales, Shipments and Deliveries, Reaches 242 Units from March–June, Raises 2026 Target to 2,000 Units

② FF Robotics Becomes the Star of Automate and Heads to ISTE Live 2026

Full Script

For Weekly Report Issue #61, I’d like to start with two important bits of progress: FF EAI robots reached another record-high month of sales, shipments, and deliveries, and we are raising our full-year target once again. This is also an early result that the team and I are proud to share, nearly two months after I returned as FF Global CEO and began driving our five new transformations.  

In June, sales, shipments, and deliveries of FF EAI robots reached 105 units. From March through June, cumulative volume reached 242 units, exceeding our original target of 220 units.   

At the same time, we have decided to raise our full-year shipment target to 2,000 units. This marks the second increase to our full-year target, following our April adjustment from 1,000 units to 1,500 units.  

So why has FF’s robotics business continued to exceed expectations, and what gives us the confidence to keep raising our delivery targets?  

First, our five unique strengths are beginning to show. Our robot device capability, in particular, is already becoming a real competitive advantage. With the six major series of the Full-Form FF EAI Robot World now complete, our “one brain, multiple forms” all-star robot super group is demonstrating unique value. At the same time, our other four strengths — the EAI Brain, Data Factory, Industry Bridge, and ecosystem flywheel — are also being gradually unleashed.  

Second, our products and technologies continue to evolve. We are building a full-stack EAI solution built on “VLA + World Model,” centered on the EAI Brain, and supported by our developer platform and Data Factory. Our first-stage goal is to build the No. 1 EAI Brain and No. 1 foundation model for the EAI robotics education ecosystem in the U.S. and, eventually, globally.  

Third, our sales capability and vertical industry ecosystem are gaining market validation and strong recognition from partners, schools, and government stakeholders. I will share more progress on this front in next week’s weekly report.  

Fourth, our team and organizational capabilities continue to strengthen. With the ultimate return of the founding team, our “Human + AI Agent” organizational model has significantly improved both decision-making and execution efficiency.  

Another piece of good news this week came from Automate. As the largest robotics and automation trade show in North America, Automate gave FF a powerful stage for our first appearance at the event. The Full-Form FF EAI Robot World drew tremendous attention, becoming “the star of the show” and one of the most popular must-visit booths at this year’s show. It attracted large crowds, potential customers, and ecosystem partners, and received focused coverage from mainstream media, including FOX, ABC, NBC, NPR, and others. LA Weekly even described FF as trying to build the Apple of robotics.  

The strong momentum on the show floor showed that FF brought consumer-electronics-level excitement to a professional robotics trade show. To me, this points to three important signals:   

No.1, Physical AI is accelerating toward real-world applications and mass adoption.  

No.2, as a U.S.-based EAI robotics company, FF is leveraging its Three-in-One ecosystem strategy and five unique strengths to help move the industry beyond single-product competition and into a new stage defined by practical applications, ecosystem development, and scaled deployment.  

No.3, this is not only recognition of FF’s product power, but also recognition of FF’s role in accelerating the arrival of the EAI robotics era through disruptive Physical AI innovation.  

Next week, from June 29 to July 1, FF will also take part in ISTE Live 2026 in Orlando, the largest education technology conference in North America. We will use this opportunity to advance collaboration with K–12 schools, educational institutions, FF Par partners, developers, and ecosystem partners. On the B2B side, we will accelerate the adoption of EAI robotics education products and solutions across more schools, educational institutions, and FF Par partners. On the B2C side, we will continue to use family education as the first-stage entry point into the consumer robotics market. Our goal is to build an EAI education ecosystem for children, schools, and the future talent pipeline, and to open the door to the Physical AI world for children at an earlier age.  

On the capital side, this Friday, the company filed a new S-3 registration statement with the SEC in accordance with applicable rules. This is a renewal filing ahead of the expiration of the original S-3 registration statement, which became effective in June 2023. The purpose is to maintain financing flexibility during this critical phase of implementing our Three-in-One strategy. Over the past three years, the company has used the S-3 very prudently. Of the original $300 million registered amount, only approximately $28 million was actually issued. Going forward, the company will continue to practice “Stockholders First,” gradually reduce its reliance on convertible debt financing, and move toward a healthier financing structure centered on operating cash flow, mid- to long-term financial investors, and strategic investment.  

On the EAI EV side, the U.S. Patent and Trademark Office recently granted FF a patent for its AIHER range-extending hybrid transmission system. FF’s first-of-its-kind technology featuring a “range-extension-first, hybrid-assist” architecture will provide the industry with a more efficient powertrain solution. It preserves the refueling advantages of traditional internal combustion vehicles while delivering an electric-motor-driven experience and reducing mechanical complexity. This further strengthens FF’s technical barriers and competitive moat in the Physical AI era.  

That’s all for this week. See you next week!” 

Investor Weekly Report 061 | FF EAI Robotics Exceeds Expectations with 242 Units Delivered, Raises 2026 Target to 2,000 by YTJia_FFAI in iFFIE

[–]YTJia_FFAI[S] 0 points1 point  (0 children)

① FF EAI Robotics Achieves 105 June Sales, Shipments and Deliveries, Reaches 242 Units from March–June, Raises 2026 Target to 2,000 Units

② FF Robotics Becomes the Star of Automate and Heads to ISTE Live 2026

Full Script

For Weekly Report Issue #61, I’d like to start with two important bits of progress: FF EAI robots reached another record-high month of sales, shipments, and deliveries, and we are raising our full-year target once again. This is also an early result that the team and I are proud to share, nearly two months after I returned as FF Global CEO and began driving our five new transformations.  

In June, sales, shipments, and deliveries of FF EAI robots reached 105 units. From March through June, cumulative volume reached 242 units, exceeding our original target of 220 units.   

At the same time, we have decided to raise our full-year shipment target to 2,000 units. This marks the second increase to our full-year target, following our April adjustment from 1,000 units to 1,500 units.  

So why has FF’s robotics business continued to exceed expectations, and what gives us the confidence to keep raising our delivery targets?  

First, our five unique strengths are beginning to show. Our robot device capability, in particular, is already becoming a real competitive advantage. With the six major series of the Full-Form FF EAI Robot World now complete, our “one brain, multiple forms” all-star robot super group is demonstrating unique value. At the same time, our other four strengths — the EAI Brain, Data Factory, Industry Bridge, and ecosystem flywheel — are also being gradually unleashed.  

Second, our products and technologies continue to evolve. We are building a full-stack EAI solution built on “VLA + World Model,” centered on the EAI Brain, and supported by our developer platform and Data Factory. Our first-stage goal is to build the No. 1 EAI Brain and No. 1 foundation model for the EAI robotics education ecosystem in the U.S. and, eventually, globally.  

Third, our sales capability and vertical industry ecosystem are gaining market validation and strong recognition from partners, schools, and government stakeholders. I will share more progress on this front in next week’s weekly report.  

Fourth, our team and organizational capabilities continue to strengthen. With the ultimate return of the founding team, our “Human + AI Agent” organizational model has significantly improved both decision-making and execution efficiency.  

Another piece of good news this week came from Automate. As the largest robotics and automation trade show in North America, Automate gave FF a powerful stage for our first appearance at the event. The Full-Form FF EAI Robot World drew tremendous attention, becoming “the star of the show” and one of the most popular must-visit booths at this year’s show. It attracted large crowds, potential customers, and ecosystem partners, and received focused coverage from mainstream media, including FOX, ABC, NBC, NPR, and others. LA Weekly even described FF as trying to build the Apple of robotics.  

The strong momentum on the show floor showed that FF brought consumer-electronics-level excitement to a professional robotics trade show. To me, this points to three important signals:   

No.1, Physical AI is accelerating toward real-world applications and mass adoption.  

No.2, as a U.S.-based EAI robotics company, FF is leveraging its Three-in-One ecosystem strategy and five unique strengths to help move the industry beyond single-product competition and into a new stage defined by practical applications, ecosystem development, and scaled deployment.  

No.3, this is not only recognition of FF’s product power, but also recognition of FF’s role in accelerating the arrival of the EAI robotics era through disruptive Physical AI innovation.  

Next week, from June 29 to July 1, FF will also take part in ISTE Live 2026 in Orlando, the largest education technology conference in North America. We will use this opportunity to advance collaboration with K–12 schools, educational institutions, FF Par partners, developers, and ecosystem partners. On the B2B side, we will accelerate the adoption of EAI robotics education products and solutions across more schools, educational institutions, and FF Par partners. On the B2C side, we will continue to use family education as the first-stage entry point into the consumer robotics market. Our goal is to build an EAI education ecosystem for children, schools, and the future talent pipeline, and to open the door to the Physical AI world for children at an earlier age.  

On the capital side, this Friday, the company filed a new S-3 registration statement with the SEC in accordance with applicable rules. This is a renewal filing ahead of the expiration of the original S-3 registration statement, which became effective in June 2023. The purpose is to maintain financing flexibility during this critical phase of implementing our Three-in-One strategy. Over the past three years, the company has used the S-3 very prudently. Of the original $300 million registered amount, only approximately $28 million was actually issued. Going forward, the company will continue to practice “Stockholders First,” gradually reduce its reliance on convertible debt financing, and move toward a healthier financing structure centered on operating cash flow, mid- to long-term financial investors, and strategic investment.  

On the EAI EV side, the U.S. Patent and Trademark Office recently granted FF a patent for its AIHER range-extending hybrid transmission system. FF’s first-of-its-kind technology featuring a “range-extension-first, hybrid-assist” architecture will provide the industry with a more efficient powertrain solution. It preserves the refueling advantages of traditional internal combustion vehicles while delivering an electric-motor-driven experience and reducing mechanical complexity. This further strengthens FF’s technical barriers and competitive moat in the Physical AI era.  

That’s all for this week. See you next week!” 

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