FFR shipped a record 351 robots in October — but won't say how many are humanoids
October set a monthly record as cumulative sales passed 1,000 units. FFR doesn't break out the mix, and the revenue math points to cheap devices.
FF EAI Robotics Ecosystem (FFR) sold and shipped 351 robot devices in October, a monthly record, and cumulative sales since late February reached 1,168 units, the company said in its November 1 weekly investor update. The Nasdaq-listed company also said its New York regional operations are now running and it has begun recruiting business partners across the Northeast.
October beat the previous monthly record of 265 units, set in September. FFR said it expects average monthly shipments of more than 400 units in November and December, which would put it on track for its full-year guidance of about 2,000 devices. It also said it continues to deliver at a positive gross margin.
What the update does not say is what the 351 devices actually are. The release gives no breakdown by model, and the lineup spans everything from the $299 FF Nova Mini, an educational robot for children, to the $2,490 FF Nova, a 49.7-centimeter developer humanoid whose first production run is limited to 100 units. The robotics business had disclosed about $1.52 million in cumulative revenue through the end of September — against 817 units shipped by then, roughly $1,860 per unit on average — which points to low-priced devices doing most of the volume.
The New York push covers New York, New Jersey, Massachusetts, southwestern Connecticut, and eastern Pennsylvania in its first phase. FFR laid out three priorities: building a regional business around its four industry ecosystems — education, security and inspection, commercial and services, and industrial and logistics — including a faster East Coast rollout of RoboShare, its robot-sharing platform; closer investor relations; and deeper engagement with government and public institutions. The region is also hiring.
The update is YT Jia's first weekly report as FFR's chief executive. FFR completed its acquisition of Faraday Future's robotics business on October 23 and held its listing ceremony and first Investor Day in New York the following week. Jia said the company's robots drew crowds on Manhattan streets and in parks, with CBS News and the New York Post covering them on location.
Jia said FFR has become No. 1 in K-12 robotics education in the U.S., and its next goal is to lead robotics education nationwide and rank among the top three in the physical AI robotics industry. FFR also describes itself as the first U.S. company to deliver both humanoid and bionic robots. Jerry Wang, who recorded the report with Jia outside the New York regional office, called FFR 'the No. 1 robot deliverer in the U.S.' All three are the company's own claims; FFR publishes no independent ranking and no model-by-model sales breakdown.
For now, the 351 is a volume record, not a humanoid milestone. The number to watch is November: guidance implies more than 400 units, and whether the mix ever gets disclosed will say more about the humanoid business than the headline count.