Figure will scale out robots in industrial/commercial workforce in 2026 via its signed customers.

Figure will scale out robots in industrial/commercial workforce in 2026 via its signed customers. | Uh so we have like multiple clients now we've signed uh they are like buying or leasing robots from us and we are going to get those out at scale in 2026. We have we know exactly what like where we're going geography wise what use cases are going to be deployment schedules. Uh we want those to be figure 3es. | Commercial deployment milestones 2026

Key catalyst: Commercial deployment milestones 2026

Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count

Uh so we have like multiple clients now we've signed uh they are like buying or leasing robots from us and we are going to get those out at scale in 2026. We have we know exactly what like where we're going geography wise what use cases are going to be deployment schedules. Uh we want those to be figure 3es.

Figure 03 with BMW (second customer signed late 2025). 2026 scale-out underway.

Beneficiaries (24)

Adverse (5)

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  "context": "the second thing is we want to scale out robots in industrial commercial workforce. Uh so we have like multiple clients now we've signed uh they are like buying or leasing robots from us and we are going to get those out at scale in 2026.",
  "to_year": 2026,
  "verbatim": "Uh so we have like multiple clients now we've signed uh they are like buying or leasing robots from us and we are going to get those out at scale in 2026. We have we know exactly what like where we're going geography wise what use cases are going to be deployment schedules. Uh we want those to be figure 3es.",
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      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
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      "measurement_criterion": "Figure achieves production rate of one Figure 03 humanoid every hour at BotQ (24x throughput improvement over January rate of one per day)"
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      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
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      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
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... (truncated)