AIXC

• Core Strategic Shift: AIXC transitioned from strategic planning to focused execution in Q2 2026, re-prioritizing all resources toward the commercial launch of RoboShare, the company's top initiative for the second half of 2026. All other long-term projects (including the EAI platform and RWA tokenization) are sequenced behind RoboShare with delayed timelines. • RoboShare Marketplace Launch: The company launched the RoboShare on-demand robot sharing and matchmaking marketplace at Automate 2026, making the platform available publicly via RoboShare.com. The platform supports both whole-machine and service-based robot rentals, and a City Partner Program for local network operators has been introduced. Preparations for the initial Los Angeles pilot are underway across sales, customer service, logistics, training, and third-party robot onboarding, with initial rental activity targeted to begin in August 2026. Over the first 90 days of the pilot, management will monitor key performance metrics to inform future expansion decisions to additional markets. • Robot Second Lifecycle Initiative: AIXC introduced the Robot Second Lifecycle concept, which aims to capture ongoing value from robots after their initial sale by onboarding pre-owned and third-party owned robots to the RoboShare marketplace as rental supply, eliminating the need for the company to invest additional capital in expanding inventory. The company is also developing standardized inspection, valuation, and recirculation standards to support data-driven residual value assessment and a future pre-owned robot sales business. • AI and Ecosystem Development: The company continued advancing its broader AI agent strategy, beginning initial internal enterprise testing of core AI agent capabilities in April 2026 to refine workflow integration and vertical use cases. Proof-of-concept initiatives continue with strategic partners (including lead partner Faraday Future), though all long-term ecosystem development is deprioritized in favor of near-term RoboShare execution. • Capital and Share Discipline: No new shares were issued in Q2 2026, leaving total common shares outstanding unchanged from the end of Q1 2026. Management continues to evaluate external strategic opportunities to strengthen the business across AI, robotics, and real-world connectivity, and will update investors on material developments as they occur.

• Management maintains its near-term execution priority of launching initial RoboShare rental activity in Los Angeles in August 2026, with initial revenue recognition expected to occur in Q3 2026, assuming operational readiness and compliance with accounting requirements. • The company forecasts that RoboShare marketplace and related software infrastructure revenue will be the largest contributor to full-year 2026 revenue, with expected month-over-month growth in platform activity following the August launch. Management does not provide specific full-year 2026 guidance for revenue, net loss, or operating expenses, consistent with prior practice. • Operating expense normalization and further cost decline are expected following the Q2 2026 reduction from $4.33 million in Q1 2026 to $2.96 million in Q2 2026. • All expansion decisions for RoboShare beyond the Los Angeles pilot, as well as milestone timelines for other long-term initiatives, will be determined based on pilot performance and available resources, with updates provided as milestones are finalized.

AIX Crypto Holdings did not report separate product segment revenue results for the second quarter of 2026, as the company remains in the pre-commercialization stage for its core robotic and digital platform offerings. No active revenue-generating segments are broken out in the provided transcript, with all current activity focused on development and preparation for the upcoming RoboShare marketplace launch.

• The company's Form 10-Q discloses conditions that raise substantial doubt about AIXC's ability to continue as a going concern. • Liquidity remains constrained: as of June 30, 2026, the company held only $577,000 in cash and cash equivalents, plus $5.2 million in volatile exchange-traded digital assets that are not cash equivalents. • Digital asset holdings are subject to material price fluctuations, which caused a $984,000 unrealized loss in Q2 2026, and can lead to unexpected changes in the company's total asset value. • The RoboShare Los Angeles pilot launch is subject to operational readiness and execution risk, and there is no guarantee that initial activity will launch on schedule or generate expected revenue. Future expansion of the platform depends entirely on positive pilot performance, which is not guaranteed. • All forward-looking statements are subject to inherent uncertainties that could cause actual results to differ materially from management expectations, as outlined in the company's SEC filings.

Q: What is AIXC's main operating priority for the rest of 2026? / A: RoboShare commercialization is the explicit primary operating and resource priority for H2 2026. The company is targeting initial marketplace rental activity in Los Angeles for August 2026, subject to operational readiness. Management will only update the market after material operating milestones are achieved, and revenue recognition will follow applicable accounting rules regardless of launch timing. This re-prioritization formalizes the strategic shift outlined in prepared remarks that concentrates all available resources on the near-term commercial initiative.

Q: Why did operating expenses decline quarter-over-quarter from Q1 2026 to Q2 2026? / A: Total operating expenses fell from ~$4.3 million in Q1 to ~$3 million in Q2, driven by three main factors. First, Q1 included large front-loaded prepaid marketing amortization for the RoboShare brand launch, leaving only a small fraction of these costs to amortize in Q2, resulting in a $563,000 reduction in marketing expenses. Second, the company strengthened its in-house legal and accounting departments, cutting reliance on expensive external third parties, leading to a $135,000 reduction in legal expenses and a $328,000 reduction in accounting expenses. The overall decline reflects deliberate reallocation of resources to RoboShare operations rather than uncontrolled cost growth.

Q: How is the company managing its current constrained liquidity position? / A: As of Q2 end, the company held ~$577,000 in cash and $5.2 million in volatile non-cash-equivalent digital assets, with operating cash use falling from ~$4.5 million in Q1 to ~$3.4 million in Q2 alongside the overall decline in operating expenses. The near-term plan strictly prioritizes spending on RoboShare commercialization and core operating needs, while continuing to cut discretionary costs. Management is actively evaluating additional sources of capital to support ongoing operations, and the pace of pilot expansion, hiring, and broader rollout will be gated by available liquidity, operational readiness, and pilot performance.