Investor Weekly Report 061 | FF EAI Robotics Exceeds Expectations with 242 Units Delivered, Raises 2026 Target to 2,000
Investor Weekly Report 061 | FF EAI Robotics Exceeds Expectations with 242 Units Delivered, Raises 2026 Target to 2,000
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!”