AMC Robotics reported 54% year-over-year growth in recurring AI and cloud revenue-sharing revenue during Q2 2026 as the company deliberately reduced lower-margin, inventory-intensive product sales in favor of AI, cloud and service-based revenue.
The transition caused reported revenue to decline to $937,000 from $1.4 million, but the economics of that revenue improved significantly. Gross profit increased to approximately $800,000 from $300,000 and gross margin expanded to 80% from 19%.
Operating loss narrowed to $157,000 from $735,000, while net loss improved to $176,000 from $229,000. EBITDA loss was $177,000 compared with $219,000 in the prior-year quarter. AMC Robotics ended June with $4.5 million of cash.
The recurring AI and cloud revenue comes partly through a revenue-sharing collaboration with Kami Vision, a related party. AMC Robotics says the arrangement is conducted on commercially reasonable, arm’s-length terms and combines complementary AI and computer-vision capabilities across its robotics and autonomy platform.
While reducing traditional product sales, the company is simultaneously preparing for hardware commercialization through NovaArm. Its Vietnam subsidiary has agreed to lease a 6,150-square-meter manufacturing facility in Bắc Ninh, with initial production targeted for the second half of 2026 and approximately $3.5 million planned for buildout and equipment.
AMC Robotics is also working with Sunward Logistics USA, which it has designated as NovaArm’s first deployment customer and strategic partner, as it prepares for commercial field deployment.
The company invested an additional $1 million in Etronium AI through two SAFEs during April and May. Management views the investment as another way to add AI capabilities that could complement its robotics and intelligent-security platform.
KEY QUOTES:
“This quarter, we continued to advance AMC Robotics toward commercialization while strengthening the technology and capabilities that support our long-term platform strategy. Securing our 6,150-square-meter manufacturing facility in Bắc Ninh is an important step toward launching NovaArm™ in the second half of 2026, while our work with Sunward Logistics continues to prepare the platform for its first deployment. We are also expanding our AI capabilities through strategic initiatives, including our $1.0 million investment in Etronium AI, which we believe can complement and strengthen our broader robotics and intelligent security platform. Our shift toward higher-margin recurring revenue is gaining traction, with AI and cloud revenue from Kami increasing 54% year over year and gross margin reaching 80% in the second quarter. We believe advancing these initiatives will lead to establishing the foundation for a scalable robotics business as we move toward commercial deployment.”
AMCI – Press Releases Detail.pdf
Sean Da, Chairman of the Board and Chief Executive Officer of AMC Robotics
