Arrive AI Appoints Ian Geise as Head of Commercialization

Rhea-AI Summary

Arrive AI (NASDAQ:ARAI) appointed Ian Geise as Head of Commercialization, effective January 21, 2026. Geise will lead go-to-market strategy, align Sales and Marketing, own pipeline and forecasting, support strategic enterprise deals, and partner with Product, Engineering and Operations to influence roadmap. His background includes national retail launches at Sirius and DIRECTV and commercialization roles at VOXX, including responsibility for a Sirius retail rollout across more than 15,000 points of sale. Geise will be based in Fishers, Indiana and will work on-site with Arrive AI leadership.

Positive

• Appointment effective Jan 21, 2026
• Led national retail launch across 15,000+ points of sale
• Experience in subscription and hardware commercialization

Negative

• No quantified revenue targets or timeline disclosed
• No compensation or equity terms disclosed for the hire

News Market Reaction

+4.65%

4 alerts

+4.65% News Effect

+$4M Valuation Impact

$88M Market Cap

0.2x Rel. Volume

On the day this news was published, ARAI gained 4.65%, reflecting a moderate positive market reaction. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $4M to the company's valuation, bringing the market cap to $88M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 Revenue: $7,450 Q3 2025 Net Loss: $2.24 million 9M 2025 Revenue: $98,175 +5 more

8 metrics

Q3 2025 Revenue $7,450 Quarter ended Sep 30, 2025 (10-Q)

Q3 2025 Net Loss $2.24 million Quarter ended Sep 30, 2025 (10-Q)

9M 2025 Revenue $98,175 First nine months 2025 (10-Q)

9M 2025 Net Loss $8.90 million First nine months 2025 (10-Q)

Cash Balance $816,715 As of Sep 30, 2025 (10-Q)

Pre-paid Share Purchase Capacity $40 million Streeterville Capital convertible notes (10-Q)

Share Repurchase Program $10 million Authorized through Mar 31, 2026 (2025 milestones release)

Drone Sector Estimate $59 billion by 2030 Drone sector market size estimate (Oct 30, 2025 release)

Market Reality Check

Price: $2.59 Vol: Volume 66,752 is 0.43x th...

low vol

$2.59 Last Close

Volume Volume 66,752 is 0.43x the 20-day average of 155,444, indicating subdued trading interest vs recent norms. low

Technical Shares at $2.58 trade below the 200-day MA $5.66 and sit 93.55% below the $40.00 52-week high, though 6.61% above the $2.42 52-week low.

Peers on Argus

ARAI gained 5.31% while close peers were mixed: LHSW up 9.34%, but ALAR, AISP, a...

1 Up

ARAI gained 5.31% while close peers were mixed: LHSW up 9.34%, but ALAR, AISP, and REKR down between 3–4%, and HPAI flat. Momentum scans show only one peer (ZENA) moving up, suggesting today’s move is stock-specific around the leadership announcement rather than a broad sector rotation.

Historical Context

5 past events · Latest: Jan 15 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 15	Drone test-site news	Positive	-5.5%	Indiana UAS test-site designation linked to Arrive Points™ infrastructure.
Jan 07	2025 milestones recap	Positive	-5.7%	Year-in-review of listing, index adds, buyback, deployments, patents.
Dec 22	Conference participation	Positive	-0.6%	Planned CES 2026 attendance to engage stakeholders on autonomous delivery.
Nov 14	Q3 2025 earnings	Negative	-0.3%	Reported minimal revenue, sizable losses, and ongoing investment in scaling.
Nov 10	New headquarters	Positive	+2.5%	Relocation to larger HQ to support rapid hiring and prototyping capacity.

Pattern Detected

Recent AI-themed and strategic news skewed positive in tone but often saw flat-to-negative next-day price reactions, indicating a pattern of muted or contrarian trading responses to operational milestones.

Recent Company History

Over the last few months, Arrive AI has highlighted several strategic milestones. On Oct 30, 2025, it tied its platform to Indiana’s emerging drone policy framework, and on Nov 10, 2025 it moved into a nearly 30,000 sq. ft. headquarters to support headcount growth toward ~60. Q3 2025 results on Nov 14, 2025 showed minimal revenue ($7,450) against heavy investment and losses. Subsequent updates on CES 2026 participation and Indiana’s UAS test-site designation emphasized ecosystem positioning. Today’s commercialization hire fits this ongoing shift from R&D toward scaled deployment and market adoption.

Market Pulse Summary

This announcement adds a commercialization leader as Arrive AI seeks to move from product validation...

Analysis

This announcement adds a commercialization leader as Arrive AI seeks to move from product validation toward broader market adoption. Against a backdrop of modest revenue ($98,175 for the first nine months of 2025) and a Q3 2025 net loss of $2.24 million, filings highlight both growth ambitions and going-concern risks. Investors may track how this role influences pipeline development, enterprise deals, and conversion of partnerships into revenue, especially given prior ecosystem and policy wins around Indiana’s drone initiatives and the company’s expanded headquarters capacity.

Key Terms

forward-looking statements, net loss, operating expenses, convertible notes, +4 more

8 terms

forward-looking statements regulatory

"contain or may contain "forward-looking statements" within the meaning of Section 21E"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

net loss financial

"Revenue reached just $7,450 for the quarter and $98,175 for the first nine months of 2025, all from consulting, installation, and initial subscription services after generating no revenue in 2024. Operating expenses were high, with Q3 2025 operating costs of $1.66 million and a net loss of $2.24 million"

Net loss is the amount by which a company’s total costs and expenses exceed its total income during a reporting period, after taking into account taxes and one‑time items. It matters to investors because repeated or large net losses can shrink a company’s cash and owner value, reducing its ability to pay dividends, invest for growth or borrow money — like a household spending more than it earns and dipping into savings to cover the shortfall.

operating expenses financial

"Operating expenses were high, with Q3 2025 operating costs of $1.66 million"

Operating expenses are the routine costs a company pays to keep its business running day to day — things like salaries, rent, utilities, office supplies, and marketing. Investors watch them because they reduce the profit available to shareholders and reveal how efficiently a company runs; lower or well-controlled operating expenses (relative to revenue) are like trimming household bills to improve savings.

convertible notes financial

"up to $40 million of pre-paid share purchase capacity with Streeterville Capital via convertible notes"

Convertible notes are a type of short-term loan that a company receives from investors, which can later be turned into company shares instead of being paid back in cash. They matter to investors because they offer a way to support a company early on while giving the potential to own a stake in its success if the company grows and later raises more funding.

restricted stock unit financial

"restricted stock unit award of 7,292 RSUs on October 6, 2025"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

equity incentive plan financial

"on October 6, 2025 under the 2023 Equity Incentive Plan"

An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.

form 4 regulatory

"reported an insider stock purchase by its Chief Executive Officer... The Form 4 was signed"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

10-q regulatory

"Arrive AI Inc. Quarterly Earnings Report"

A 10-Q is a company’s required quarterly filing with U.S. regulators that provides updated financial statements, management discussion of results, and disclosures about risks, legal matters and operational changes. Think of it as a quarterly report card and progress update that lets investors track recent performance, spot trends or warning signs between annual reports, and make informed buy/sell decisions based on the latest verified financial and business information.

AI-generated analysis. Not financial advice.

FISHERS, INDIANA / ACCESS Newswire / January 22, 2026 / Arrive AI, (NASDAQ:ARAI), an autonomous delivery network company built around patented, AI-powered Arrive Points^™, today announced the appointment of Ian Geise as Head of Commercialization, effective as of January 21, 2026. In this role, Geise will spearhead Arrive AI's transition from product innovation to market adoption, accelerating revenue scalability and aligning Sales and Marketing into a unified commercial engine.

Geise brings decades of experience driving go-to-market execution, partnerships, and national product launches across consumer technology, subscription media, and connected hardware ecosystems. His career includes leadership roles at DIRECTV, Sirius Satellite Radio, and VOXX International, where he worked at the intersection of content, hardware, retail distribution, and customer experience in highly competitive, fast-evolving markets.

"Ian joins Arrive AI at a pivotal moment in our growth," said Dan O'Toole, Founder and CEO of Arrive AI. "As we move from proven technology to scaled deployment, commercialization becomes mission-critical. Ian's ability to translate complex platforms into compelling value propositions, align teams around revenue, and build market momentum makes him an ideal leader for this next phase."

At Sirius Satellite Radio, Geise was responsible for the national retail launch of Sirius across more than 15,000 points of sale, including Best Buy, Walmart, Circuit City, and RadioShack. At DIRECTV and Sirius, he gained deep experience in subscription-based business models, national partner ecosystems, and consumer acquisition at scale during transformative periods in how consumers access media and information.

At VOXX International, a global leader in consumer electronics and automotive technology, Geise expanded his expertise into hardware-driven ecosystems, retail execution, and brand strategy. He worked closely with retailers, distributors, and partners to align product innovation with market demand, strengthening brand presence and accelerating commercialization across multiple product categories.

As Head of Commercialization, Geise will:

• Develop and execute go-to-market strategies for new and existing Arrive AI products

• Define target markets, buyer personas, use cases, and product packaging strategies

• Lead Sales and Marketing teams toward shared revenue goals and early market traction

• Own pipeline development, forecasting, and revenue performance

• Guide product positioning, messaging, and demand generation

• Support strategic enterprise deals and key partnerships

• Partner with Product, Engineering, and Operations to influence roadmap based on market signal

• Help position the Arrive AI story for analysts, investors, and the press

"I am thrilled to be offered the opportunity to join the leadership team at Arrive AI," said Ian Geise, Head of Commercialization. "After spending time meeting the team and participating in ideation and strategic sessions, I knew this was a group I wanted to be part of. The culture and experience at Arrive AI bring me back to my startup days at DIRECTV and Sirius, where everyone is focused on one goal-winning as a team. Arrive AI is positioned to be the solution for the autonomous delivery ecosystem, and I'm incredibly proud to be part of this journey."

Geise will be based in Fishers, Indiana, working on-site with Arrive AI's leadership and cross-functional teams.

About Arrive AI

Arrive AI's patented Autonomous Last Mile (ALM) platform enables secure, efficient delivery to and from a smart, AI-powered mailbox, whether by drone, ground robot or human courier. The platform provides real-time tracking, smart logistics alerts and advanced chain of custody controls to support shippers, delivery services and autonomous networks. By combining artificial intelligence with autonomous technology, Arrive AI makes the exchange of goods between people, robots and drones frictionless and convenient. Its system integrates with smart home devices such as doorbells, lighting and security systems to streamline the entire last-mile delivery experience. Learn more at www.arriveai.com (http://www.arriveai.com/) and via the company's press kit.

Media contact: Kylie Conway media@arriveai.com

Investor Relations Contact: Alliance Advisors IR ARAI.IR@allianceadvisors.com

Cautionary Note Regarding Forward Looking Statements

This news release and statements of Arrive AI's management in connection with this news release or related events contain or may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements, including but not limited to statements related to the expectation that Mr. Geise will spearhead Arrive AI's transition from product innovation to market adoption, accelerating revenue scalability and aligning Sales and Marketing into a unified commercial engine, and the expectation that the Company will move from proven technology to scaled deployment in the future, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "plans", "believes", "potential", "will", "should", "could", "would", "optimistic" or "may" and other words of similar meaning. These forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors which may be beyond our control. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. Potential investors should review Arrive AI's filings with the United States Securities and Exchange Commission for more complete information, including the risk factors that may affect future results, which are available for review at www.sec.gov (http://www.sec.gov/). Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.

SOURCE: Arrive AI Inc.

View the original press release on ACCESS Newswire

FAQ

Who is Ian Geise and what role did Arrive AI (ARAI) appoint him to on January 21, 2026?

Ian Geise was appointed Head of Commercialization at Arrive AI, effective January 21, 2026.

What will Ian Geise do as Head of Commercialization at Arrive AI (ARAI)?

He will develop go-to-market strategies, align Sales and Marketing, own pipeline and forecasting, and support strategic deals and partnerships.

Where will Ian Geise be based while working for Arrive AI (ARAI)?

Ian Geise will be based in Fishers, Indiana and will work on-site with Arrive AI leadership and cross-functional teams.

What relevant experience does Ian Geise bring to Arrive AI (ARAI)?

He has commercialization and launch experience at DIRECTV, Sirius (national retail rollout across 15,000+ points of sale) and VOXX.

Did Arrive AI (ARAI) provide revenue targets or a commercialization timeline with the Ian Geise appointment?

No; the announcement does not include quantified revenue targets or a specific commercialization timeline.