Physix Frontier · News Briefing Card (TMTPost · Nov 1, 2026)

Agility Robotics to list on Nasdaq Nov 5, 2025 revenue $1.78M

KEY FACTS

  • Agility Robotics will list on Nasdaq on November 5, 2026, under the ticker AGLT.
  • The company recognized full-year 2025 revenue of $1.782 million, of which about 63.5% came from related parties.
  • The SPAC trust account shrank from about $424 million to about $164 million, with redemptions exceeding 60%.
  • Digit 5 has locked in over $300 million in multi-year orders, corresponding to about 1,000 units, with customers being related parties.
  • At the GXO Georgia site, Digit has cumulatively moved 100,000 totes with an accuracy rate of about 98%.

KEY DATA

$1.782 million2025 recognized revenue
$2.5 billionPre-money valuation
Over $300 millionDigit 5 order value
90 minutesDigit 5 single-charge runtime

PHYSIX OBSERVATION

This prospectus strips away the fig leaf of embodied intelligence: revenue depends on related parties, orders unlock based on capability, and the single-unit calendar fill rate is only about 15%. Going public is not the finish line; it forces public markets to reprice the company using a leasing company's lens. What the industry should guard against is not whether the valuation is high or low, but telling discounted future cash flows as if they were current performance.

Source: TMTPost report