FF EAI Robotics Sales and Shipments Reach a Record 265 Units in September and 817 Units Cumulatively, No. 1 in U.S. Robotics Deliveries

We can all ignore the continuing comedy with the stock price, yes it breached $1.2

Let's do the simple math, what does the amazing "Record 265 units" mean.

In Q2 2026, FF reported 220 units shipped yielding $836,000 in revenue.
This established a historic blended ASP of ~$3,800 per unit during active delivery months.

Estimated September Revenue = 265 units x $3,800 ASP = approx $1M

Monthly cash burn: ~$10M+
(Jia has doubled down on the exhibitions, conferences, marketing and imported even more types of robots from more companies, this cash burn could only increase)

Let's ignore the real -1280% gross margin in FFAI's Q2, let's allow Jia using "contribution margin"
At 30% gross contribution margin: $1M in gross sales generates roughly ~$300,000 in gross profit.

Remember, the revenue become FFR's now, not "FFAI"'s

you tell me

Isn't No. 1 in U.S. Robotics Deliveries with 265 units delivered in September amazing?

Now folks, a good question for the high school math exam
Based on above figures, how many robots does FF need to sell just to break even.

Required Monthly Units = Monthly Burn / Gross Profit per unit = $10,000,000 / $1,174 = 8518 units
Required Annual Units sale = 102,216 units

*Jia's target is 2,000 units in 2026）In SEC filings, FFR targets 60,000 units annually by 2030.

isn't it the definition of comedy?

and, that's only about using gross profit, imaging if we calculate using net profit margin