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Robo.ai CEO Issues Letter to Investors on 2025 Financial Results: Company Reaching Inflection Point with Positive Cash Flow and Business Order Delivery

  • Robo.ai Inc. (NASDAQ: AIIO) filed its 2025 annual financial report on May 1, 2026, with CEO Benjamin Zhai outlining strategic reorganization since May 2025.
  • The AI software segment is advancing data training operations with partner DaBoss to generate tens of thousands of hours of real-world interaction data while exploring further partnerships to address large-scale data storage costs.
  • Smart hardware subsidiary Robus confirmed commercial validation vehicle deliveries, with the initial batch accepted globally \& a second batch accepted in South Asia on April 10, 2026.
  • Management promotes the "R2R" (Robot World to Real World) business model under its "Machine Economy" strategy, integrating AI, robotics, \& blockchain via Arkreen's eCandle distributed solar project in Africa.
  • The 2025 net loss was driven by non-cash items including share issuance expenses \& impairment provisions, though overall net cash flow turned positive due to cost controls.
  • A divestiture of a Cayman-based subsidiary is expected to generate a potential asset disposal gain of approximately $60 million.
  • Shanghai Jidu Auto entered judicial restructuring on April 29, 2026, positioning itself as a potential strategic investment target for Robo.ai to enhance smart mobility capabilities.
  • Management acknowledges Middle East geopolitical challenges but identifies ongoing opportunities in the region for independent supply chains \& technology integration.