FF EAI Robotics sells 351 robot devices in October, topping 1,000 units since launch

October sales and the outlook for the year

The figures come from the company's Weekly Report 79, shared by YT Jia, Founder and Global CEO of FFR and FF. It is his first report since becoming CEO of FFR, which has now listed on the U.S. stock market. FFR describes itself as the first pure-play Four-Core Full-Stack AI humanoid and bionic robotics company.

According to the company, it began sales and deliveries at the end of February and continues to deliver at a positive unit gross margin. Jia said October's growth was in line with expectations. FFR currently expects average monthly sales and shipments of more than 400 units in both November and December.

That, the company says, gives it more confidence in reaching its full-year guidance of approximately 2,000 devices sold and shipped by the acquired robotics business, measured on a standalone basis.

Four industry ecosystems at different stages

Jia said commercialization of FFR's four industry ecosystems is accelerating, with Education leading. The status of each, as described by the company:

• Education: expanding quickly from Los Angeles into the Bay Area and Silicon Valley, with regional replication already showing results.
• Security and Inspection: has entered the proof-of-concept stage.
• Commercial and Services: FFR is working with customers to refine practical use cases and validate them in real scenarios.
• Industrial and Logistics: development continues, building product and technology capabilities for future volume.

FFR's stated goal is to become No. 1 in K-12 robotics education in the U.S. Its next goals are to lead robotics education nationwide, rank among the top three companies in the Physical AI robotics industry, and become one of the most valuable companies of the Physical AI era.

New York operations and the listing event

FFR and FFAI's New York regional operations are now running, and the company has begun recruiting business partners. The first phase covers New York, New Jersey, Massachusetts, southwestern Connecticut and eastern Pennsylvania. Jia named three priorities:

• Launching regional customer development, channel building and ecosystem partnerships, aiming for a closed-loop regional business spanning product sales, solution deployment and operating services. This includes speeding up the East Coast rollout of RoboShare, the company's robot-sharing platform.
• Strengthening investor relations and communicating more directly with the capital markets.
• Drawing on New York's and the East Coast's government-affairs and public-institution resources to help FFR expand faster.

Last week, FFR's listing closing and first Investor Day were held in New York. The company says its robots drew crowds in Manhattan streets and parks and at the event, and that outlets including CBS News and the New York Post covered it on location.

FFAI strategy and what it means

Jia also outlined the upgraded strategy at FFAI: a "Robotaxi Sharing Network + AI VisiCabin Operator + Physical AI Investment Holding Company." Using New York's capital markets and industry resources, FFAI plans to pursue investment, incubation and holding opportunities across the Physical AI value chain. The company says this will work alongside a Robotaxi business it is preparing in the Los Angeles area.

For the market, the report offers a view of how a newly listed robotics company is tracking against its own targets. All figures are company-reported and the guidance applies to the acquired robotics business on a standalone basis. The company says it will keep publishing the CEO Weekly Report every week.