FatPipe Inc Highlights Proven Fail-Proof Autonomous Vehicle Connectivity Solutions to Avoid Waymo San Francisco Outage-like Situations

Rhea-AI Summary

FatPipe (NASDAQ:FATN) highlights its convergent connectivity solution for autonomous vehicles that combines GEO and LEO satellites with 4G/5G cellular and software-defined multipath switching.

During Project Darwin trials in London, individual networks showed 10–20% coverage gaps, but the convergent architecture with sub-second failover raised overall connectivity availability to 99%+, enabling session-continuity for ambulances and other AV use cases.

FatPipe positions the technology as a mitigation for single-network outages and invites evaluations of its products.

Positive

• Trials achieved 99%+ overall connectivity availability
• Sub-second failover switching across GEO/LEO/4G/5G networks
• Demonstrated on ambulances in London under Project Darwin

Negative

• Each individual network showed 10–20% coverage gaps during trials

Key Figures

Single-network coverage gaps 10%–20% Coverage gaps for each individual network during autonomous vehicle trials

Connectivity availability 99% Overall availability using FatPipe multipath failover in Project Darwin trials

Q2 FY2026 revenue $3,959,231 Quarter ended September 30, 2025, per 10‑Q filing

Q2 gross margin 92% Quarter ended September 30, 2025, per 10‑Q filing

Six‑month revenue $7,895,154 Six months ended September 30, 2025, per 10‑Q filing

Six‑month net income $697,808 Six months ended September 30, 2025, per 10‑Q filing

Cash balance $6,229,021 As of September 30, 2025, supported by IPO proceeds

Notes payable $4,761,027 Total notes payable as of September 30, 2025, per 10‑Q filing

Market Reality Check

$2.52 Last Close

Volume Volume 81,804 is 2.03x the 20-day average of 40,308, indicating elevated activity pre‑news. high

Technical Price $2.58 is trading below the 200-day MA of $6.58, reflecting a weak longer-term trend.

Peers on Argus 3 Up

FATN was down 7.86% while momentum-screened peers like VHC, ARAI, and LHSW showed 5%–6% upside moves with no same-day news, pointing to stock-specific pressure rather than a sector-wide move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 16	Investor webinar invite	Positive	-5.3%	Invited investors to webinar highlighting margins, growth drivers, and positioning.
Nov 18	Shareholder letter	Positive	+8.8%	CEO addressed post‑IPO pressure and reaffirmed strategy and valuation context.
Nov 04	Earnings update	Neutral	-6.6%	Reported Q2 FY2026 growth in billings and margins but year-over-year revenue decline.
Oct 23	K-12 SD-WAN deal	Positive	-0.7%	Completed $1.4M 210+ site SD-WAN deployment for large U.S. school district.
Oct 16	Bank deployment	Positive	-15.8%	Announced completion of 108-site SD-WAN deployment for a regional bank.

Pattern Detected

Recent FATN news, even when operationally positive, often coincided with negative next-day price reactions, with only the shareholder letter seeing a positive move.

Recent Company History

This announcement underscores FatPipe’s autonomous vehicle connectivity capabilities, building on a pattern of news emphasizing deployments and growth. Over the past few months, FATN reported Q2 FY2026 results with high margins, highlighted major SD‑WAN rollouts for a school district and a regional bank, and engaged investors via a shareholder letter and an December 16, 2025 webinar. Despite fundamentally positive themes, four of the last five releases saw negative price reactions, suggesting cautious sentiment around execution and growth quality.

Market Pulse Summary

This announcement highlights FatPipe’s role in ensuring resilient connectivity for autonomous vehicles, using multi‑network architectures to reach 99% availability in real‑world trials. It complements earlier disclosures of strong gross margins and notable SD‑WAN deployments. Investors may focus on how these technical capabilities translate into recurring revenue growth in future filings, while monitoring customer concentration, debt levels, and progress on additional deployments or partnerships.

Key Terms

autonomous vehicles technical

"Recent service disruptions involving Waymo autonomous vehicles in San Francisco..."

Vehicles that use on-board sensors, cameras and software to navigate and drive without a human actively controlling them; think of them as robotic chauffeurs that can perceive roads, make decisions and follow traffic rules. For investors, they matter because they can reshape transportation costs, create new revenue streams (rides, logistics, software) and change regulatory and liability risks, so their adoption affects manufacturers, tech suppliers, insurers and transportation demand.

5G technical

"difficulty maintaining reliable 5G connectivity, forcing service pauses..."

5G is the fifth generation of wireless technology that provides faster internet connections, lower latency, and greater capacity than previous networks. It enables quicker downloads, smoother streaming, and more reliable connections for devices. For investors, 5G represents a significant upgrade in technology infrastructure that can drive growth in related industries such as smartphones, smart cities, and the Internet of Things.

GEO satellite technical

"combining GEO satellite, LEO satellite, and 4G/5G cellular networks..."

A geo satellite is a spacecraft placed in a high circular orbit so it appears fixed over one spot on Earth, like a weather vane glued above a city. For investors, these satellites are important because they provide continuous wide-area services — such as TV broadcasting, internet backbone links, and weather monitoring — that can generate steady revenue but also involve high upfront launch costs, long technical lifespans, and regulatory spectrum risks.

LEO satellite technical

"combining GEO satellite, LEO satellite, and 4G/5G cellular networks..."

A LEO satellite is a spacecraft that orbits relatively close to Earth (a few hundred to about 1,200 miles up) to provide services such as internet, phone, or imaging. Because they sit closer than traditional satellites, they deliver faster responses and clearer images—think of them as neighborhood cell towers in space—and they matter to investors because building, launching and operating LEO constellations requires large capital, creates new revenue opportunities, and faces regulatory, launch-cost and technological risks that can affect returns.

4G/5G cellular networks technical

"combining GEO satellite, LEO satellite, and 4G/5G cellular networks..."

Mobile 4G and 5G networks are the wireless systems that carry internet and phone calls to smartphones and devices; think of them as increasingly fast and wider highways for digital traffic. They matter to investors because faster, more reliable networks enable new services, higher data usage and device sales, and require large infrastructure investment—factors that can change company revenue, costs and competitive position in telecom, tech and consumer markets.

software-defined multipath technology technical

"combined using FatPipe's software-defined multipath technology, with sub-second failover..."

Software-defined multipath technology is a way to send digital traffic over several physical routes at once, with software deciding which route to use in real time. Like a GPS that switches you to the fastest, least congested road, it boosts speed, avoids single points of failure, and balances load, so networks and storage systems stay responsive and available. For investors, it can mean lower downtime risk, better performance without costly hardware upgrades, and a competitive feature for vendors.

AI-generated analysis. Not financial advice.

SALT LAKE CITY, UTAH / ACCESS Newswire / December 23, 2025 / Recent service disruptions involving Waymo autonomous vehicles in San Francisco have drawn attention to a core challenge in autonomous mobility: dependence on a single network or network access technology. During a widespread power and infrastructure outage, Waymo vehicles reportedly experienced difficulty maintaining reliable 5G connectivity, forcing service pauses and stalled operations.

Autonomous vehicles require continuous, real-time connectivity to operate safely and effectively. When cellular networks degrade or become unavailable, vehicles without true network diversity can lose communication entirely.

FatPipe Inc (NASDAQ:FATN) has already addressed this challenge through real-world autonomous vehicle deployments designed for network failure scenarios. Project Darwin, a Consortium of the European Space Agency, University of Oxford, Virgin Media O2, and Hispasat, among others selected FatPipe for its sub-second seamless switching technology and demonstrated a convergent connectivity architecture combining GEO satellite, LEO satellite, and 4G/5G cellular networks into a single, resilient solution for autonomous vehicle operations and demonstrated the technology on the streets of London on ambulances. See our Autonomous Vehicle presentation here: https://www.fatpipeinc.com/autonomous-vehicle-networking-technology

During live trials, each individual network experienced coverage gaps of 10 percent to 20 percent. However, when combined using FatPipe's software-defined multipath technology, with sub-second failover, overall connectivity availability increased significantly to 99+%.

"Although we were out of coverage between 10 percent and 20 percent of the time for each of the networks, the convergent solution increased the overall availability of connectivity to 99 percent of the time," said Rodrigo Barreto, Lead Architect at Darwin.

This architecture allows autonomous vehicles to dynamically switch between available networks without session loss or application interruption, maintaining connectivity even during carrier outages, power failures, or infrastructure disruptions.

FatPipe previously showcased this capability in collaboration with Project Darwin, demonstrating ubiquitous communications for autonomous vehicles. Additional details are available here:
https://www.fatpipeinc.com/about/releases/releases-2022/01282022

As autonomous vehicle deployments expand in dense urban environments, resilient multi-network connectivity is becoming a requirement rather than an enhancement. FatPipe's solution is designed to help autonomous mobility providers prevent service disruptions like those recently observed in San Francisco.

Interested parties are encouraged to contact FatPipe for evaluation of FatPipe products.

Company Contact
FatPipe Inc
Phone: +1 801.683.5656 x1140
Email: Investor.ir@fatpipeinc.com

SOURCE: FatPipe Networks

View the original press release on ACCESS Newswire

FAQ

What did FatPipe announce on December 23, 2025 about autonomous vehicle connectivity (FATN)?

FatPipe said its convergent GEO+LEO+4G/5G solution with software-defined multipath achieved 99%+ connectivity availability in Project Darwin trials.

How did FatPipe achieve 99%+ availability in Project Darwin trials?

By combining multiple networks and using sub-second seamless switching to avoid session loss when single networks had gaps.

What specific coverage gaps did FatPipe report during the trials?

FatPipe reported that each individual network experienced coverage gaps of 10%–20% during live trials.

Which partners participated in the Project Darwin demonstrations with FatPipe?

Project Darwin included the European Space Agency, University of Oxford, Virgin Media O2, and Hispasat among others.

Does FatPipe claim its solution works during city outages like the San Francisco event?

FatPipe positions its convergent architecture as a mitigation for single-network outages and says it can maintain connectivity during carrier outages and infrastructure disruptions.