Agility Robotics
Agility Robotics, Inc., publicly branded as Agility since March 2026, is an American robotics company that develops bipedal robots for industrial work. The company grew out of the Dynamic Robotics Laboratory at Oregon State University and states that it was founded in 2015. Its principal products are the Digit humanoid robot and Arc, cloud software for deploying and managing robot fleets. Agility is headquartered in Salem, Oregon, with engineering operations in Pittsburgh, Pennsylvania, and Fremont, California.[1][2]
Digit is designed for material handling in warehouses, distribution centers, and manufacturing plants. Publicly documented work includes a multi-year Robots-as-a-Service deployment at GXO Logistics, tests at Amazon, and commercial agreements with Schaeffler, Mercado Libre, and Toyota Motor Manufacturing Canada.[11][15][17][21][22] These programs differ in maturity and scope. Some are paid deployments, while others began as tests or pilots, and most published performance figures come from Agility or its customers rather than independent audits.
Agility became a public company on November 4, 2026, when it completed its business combination with Churchill Capital Corp XI; its shares were expected to begin trading on Nasdaq under the ticker AGLT on November 5.[46] It had agreed in June 2026 to combine with Churchill Capital Corp XI, a special purpose acquisition company; the SEC declared the joint Form S-4 registration statement effective on October 13, 2026, and Churchill XI shareholders were scheduled to vote on November 2, 2026. The companies expected the deal to close on November 4 and the combined company to begin trading on Nasdaq under the ticker AGLT on November 5, 2026, subject to that vote and other closing conditions.[24][39][42] The S-4 also disclosed that Agility had never generated positive operating cash flow, lost $138.1 million in 2025, and carried a going-concern warning from both management and its auditor.[36]

History
Research origins and founding
Agility's technical lineage began with ATRIAS, a human-scale research biped built in Oregon State University's Dynamic Robotics Laboratory. ATRIAS was designed around a spring-mass model of walking and running. Its four-bar, series-elastic legs and onboard power enabled untethered three-dimensional stepping, while experiments showed that the machine could reproduce important center-of-mass dynamics from the simplified model.[3] ATRIAS was a university research platform, not an Agility commercial product.
Jonathan Hurst, Damion Shelton, and Mikhail Jones founded Agility to commercialize work from the Oregon State laboratory. Hurst led the laboratory's research on dynamic bipedal locomotion, Jones worked on robot controls, and Shelton became the company's first chief executive. Agility's current corporate history dates the founding to 2015, although some older Oregon State publications describe the spinout as occurring in 2016.[1][2] The difference appears to reflect the start of the company versus later university reporting, so the earlier date should not be treated as an exact incorporation date without a corporate filing.
Cassie and the first Digit
Cassie, a leg-only biped, first walked in 2016 and was introduced as a research platform in 2017. Oregon State reported that its development was supported by a 16-month, $1 million grant from the Defense Advanced Research Projects Agency. Cassie carried forward the lab's compliant, dynamically balanced leg design while providing a platform on which researchers could study learned locomotion.[1][5]
Agility publicly unveiled Digit on February 19, 2019. The first design added a torso, two four-degree-of-freedom arms, sensors, and additional computing to the Cassie leg platform. At the time, Agility reported that the prototype could lift and stack boxes weighing up to 40 pounds, while deliveries were planned for the first quarter of 2020.[7] Agility and Ford announced a partnership in May 2019 to explore using Digit with an autonomous vehicle for last-mile delivery research. Ford later received the first two production units, but the project did not become a large commercial deployment.[8]
Agility reported in October 2020 that Digit had been shipping to customers since July of that year. The same announcement disclosed a $20 million funding round and said the company had raised $29 million in total at that point.[9]
Shift toward industrial deployment
In March 2023, Agility introduced a redesigned Digit for logistics work. The new design used tote-oriented end effectors and added a head and eye display intended to make robot status and motion easier for nearby workers to interpret. Early access ran through the Agility Partner Program.[13] The company subsequently concentrated its commercial work on repetitive material-handling steps that connect existing conveyors, autonomous mobile robots, and storage systems.
Agility announced RoboFab, its Salem manufacturing facility, in September 2023. It launched Arc fleet-management software in March 2024 and signed its first publicly documented multi-year humanoid Robots-as-a-Service agreement with GXO that June.[12][14][15]
Peggy Johnson became chief executive officer on March 4, 2024, succeeding Shelton, who moved from the chief executive role into other company and board positions.[16] Agility's current leadership page lists Shelton as co-founder and chairman of the board.[1]
Public brand and legal name
On March 5, 2026, the company changed its public brand from "Agility Robotics" to "Agility." The company said the shorter name was intended to accommodate products and services beyond its original scope.[23] Securities filings and the proposed merger agreement continued to use the legal name Agility Robotics, Inc.; the rebrand did not itself establish a change in the corporate legal entity.[24]
Robot platforms
ATRIAS
ATRIAS, short for "Assume The Robot Is A Sphere," was designed to embody a reduced-order spring-mass model. The published 2016 design paper describes a 171 cm, 62 kg research robot with onboard batteries, real-time control, wireless communication, and series-elastic legs. Its purpose was to test whether control laws derived from a simpler locomotion model could produce stable behavior on a full three-dimensional machine.[3]
ATRIAS established several engineering ideas that continued into Agility's later robots: concentrating mass near the body, keeping leg inertia low, using mechanical compliance, and controlling balance dynamically rather than requiring the robot to pause in statically stable poses. The research platform lacked the perception and manipulation systems needed for industrial work.
Cassie
Cassie retained the bipedal research focus but was built as a repeatable platform for university and industrial laboratories. It has two legs and no torso, arms, or head. Its joint and spring arrangement lets researchers test controllers for walking, running, and disturbance recovery without first building a complete humanoid.
Peer-reviewed work on Cassie demonstrated that locomotion policies trained in simulation could transfer to the physical robot. A 2020 Conference on Robot Learning paper documented an iterative reinforcement-learning process and transferred variable-speed policies to Cassie without dynamics randomization or physical-robot fine-tuning.[4] This result concerned locomotion control on the research platform; it did not establish that Cassie or Digit could learn arbitrary warehouse tasks.
Cassie also served as an experimental platform for longer-distance running:
| Demonstration | Date | Documented result | Evidence boundary |
|---|---|---|---|
| Outdoor 5 km run | July 2021 | 53 minutes 3 seconds, untethered, on one battery charge | Oregon State included about 6.5 minutes of resets after two falls in the total time.[5] |
| 100 m sprint | May 11, 2022 | 24.73 seconds from a standing start, returning to a stand without falling | Oregon State reported that Guinness World Records recognized the result in September 2022.[6] |
Oregon State attributed both programs to neural-network control developed with reinforcement learning in simulation. The demonstrations showed locomotion capability under their test conditions, not general industrial reliability.[5][6]
Digit
Digit combines Agility's legged locomotion system with a torso, arms, perception sensors, onboard computing, and task-specific end effectors. The 2023 industrial redesign concentrated on moving standardized totes and interfacing with equipment already used in warehouses.[13]
The deployed Digit v4 and planned Digit v5 should be distinguished:
| Attribute | Digit v4, deployed | Digit v5, planned as of July 2026 |
|---|---|---|
| Commercial status | Operating in customer facilities | Agility planned a 2026 release |
| Carrying capacity | 35 lb (15.9 kg) | Up to 50 lb (22.7 kg), a management target |
| Battery and charging | Four-hour battery life; autonomous docking; investor materials describe a 2:1 charge ratio | Investor materials target a 10:1 charge ratio and up to about 22 hours of battery output in a 24-hour period |
| Work area | Current deployments use controlled workcells | Designed to operate alongside people without a safety barrier, subject to validation and certification |
| End effectors | Fixed or task-specific | Changeable end effectors planned |
The v4 figures are published product specifications or reported operating characteristics.[18][25] Every v5 figure in the table comes from Agility's June 2026 investor presentation and is forward-looking. The presentation states that the design, release timing, performance, certification, and production plans may change.[25] Digit v5 had not been shown in the cited filings to have completed general third-party certification or entered the reported customer workcells by the research cutoff. Agility unveiled the robot as Digit 5 on September 15, 2026, calling it its first humanoid engineered for cooperatively safe work at scale and saying early access was expected to begin in the first half of 2027; the launch specifications are covered in Agility Robotics Digit.[35] In late October 2026 Agility said early-access deliveries remained on track for the first half of 2027, with general availability targeted for the end of 2027.[42]
Control, simulation, and autonomy
Agility combines engineered dynamics with learned control. Current Digit development uses NVIDIA Isaac Sim and Isaac Lab to train whole-body controllers in simulated environments. An NVIDIA case study describes parallel reinforcement-learning episodes, cross-checks in the MuJoCo simulator, and transfer of the trained controller to warehouse and manufacturing deployments. NVIDIA and Agility describe this low-level controller as a software "motor cortex" for balance and coordinated motion.[31]
This approach separates several layers of the system. High-level workflow software assigns a task; perception and navigation identify objects, obstacles, and destinations; whole-body control coordinates feet, torso, and arms; and hardware safety functions can stop the machine. Training in simulation reduces the amount of risky trial and error on physical robots, but it does not remove the need for site testing, hazard analysis, or validation on the deployed hardware.
Arc deployment software
Arc is Agility's cloud platform for configuring, operating, and monitoring Digit deployments. The company unveiled it at MODEX on March 11, 2024. Its initial functions included facility mapping, workflow definition, robot-status monitoring, troubleshooting, and reporting of uptime, throughput, and mean time between incidents. It also exposed interfaces for warehouse management, warehouse execution, and manufacturing execution systems.[14]
By March 2025, Agility said Arc could dispatch and coordinate autonomous mobile robots from MiR and Zebra Robotics. The same update listed charger support, workcell emergency-stop integration, webhooks, remote monitoring, and enterprise-system interfaces.[18] These capabilities describe Agility's platform offering. Whether a function is enabled at a particular customer site depends on that site's integration and approved workflow.
Agility supplies Digit through both direct sales and service arrangements. The GXO agreement is explicitly structured as Robots-as-a-Service, with Digit hardware and Arc deployment software used together.[15] Agility has not published the prices in its customer contracts. The Form S-4 gives illustrative, management-estimated pricing for Digit v5 only (for example, a RaaS fee of $8,500 per robot per month); the filing says these estimates were not reviewed or verified by independent third parties and that actual contract terms are subject to negotiation.[36] They are therefore not a published price list.
Manufacturing and facilities
RoboFab is Agility's 70,000-square-foot assembly facility in Salem, Oregon. The company announced it in September 2023 and described it as a factory built specifically for humanoid production. Its stated design capacity is more than 10,000 robots per year, with hundreds planned in the first year and more than 500 workers at full capacity.[12] These are facility capacity and staffing plans, not evidence that Agility has produced 10,000 robots in any year.
The facility uses modular assembly cells for major robot subsystems rather than a conventional heavy-automation line. Locating manufacturing in Salem kept it near the company's Oregon engineering roots. The current company site identifies Salem as the headquarters and RoboFab location, Pittsburgh as an engineering, testing, validation, and skills-development office, and Fremont as its Bay Area software and capabilities center.[1]
Agility opened the 60,000-square-foot Fremont facility on July 16, 2026. The company said it would use the site to train, test, and develop robot skills and planned to hire nearly 200 people across software, machine-learning, and field-operations roles.[32] The hiring figure was a plan announced at opening, not a reported headcount.
Commercial deployments and customer programs
Agility's customer announcements cover tests, pilots, purchase intentions, and operating service contracts. Treating every announcement as an equivalent fleet deployment would overstate the public evidence. In its September 2026 Form S-4, Agility said Digit v4 was "deployed or committed for deployment across nine customer facilities" and had accumulated more than 65,000 hours of operation in customer environments, naming Schaeffler, GXO, Toyota Motor Manufacturing Canada, Amazon, and Mercado Libre as customers.[36] The filing did not break the nine facilities down into active and committed sites.
| Customer | Publicly documented program | Status supported by cited sources |
|---|---|---|
| Amazon | Amazon announced in October 2023 that it would test Digit for tote recycling at its Sumner, Washington robotics research facility. Amazon's Industrial Innovation Fund had invested in Agility in 2022.[10][11] | Test program; Amazon did not publish a fleet size or an independently audited success rate in the cited announcement. |
| GXO Logistics | GXO and Agility signed a multi-year Robots-as-a-Service agreement in June 2024 following a 2023 proof of concept. At the Spanx fulfillment facility near Atlanta, Digit moves totes from autonomous mobile robots to conveyors under Arc control.[15] GXO identifies the site as Flowery Branch, Georgia.[41] On October 26, 2026, the companies announced an expansion to GXO sites in Statesville, North Carolina, and Lebanon, Tennessee, with deployments expected to begin in early 2027 using Digit 4 and to move to Digit 5 once it is commercially available.[41] | Paid commercial deployment. Agility reported that the deployment passed 100,000 tote moves in November 2025.[19] The 2027 expansion was an announced agreement, not an operating deployment, as of November 1, 2026.[41] |
| Schaeffler | Schaeffler made a minority investment and agreed in November 2024 to purchase Digit robots for its plant network. Agility's 2026 investor presentation identifies a Digit v4 deployment in Cheraw, South Carolina.[17][25] | Investment, purchase agreement, and company-reported active deployment. The statement about possible use across 100 plants by 2030 is an aspiration, not a committed fleet count.[17] |
| Mercado Libre | The companies announced a commercial agreement in December 2025, starting with fulfillment work at Mercado Libre's San Antonio, Texas facility and allowing later exploration in Latin America.[21] | Commercial agreement and initial Texas deployment plan; no public robot count or throughput result in the cited release. |
| Toyota Motor Manufacturing Canada | TMMC signed a Robots-as-a-Service agreement after a pilot and said Digit would support manufacturing, supply-chain, and logistics work at its Ontario operations.[22] | Commercial agreement announced February 19, 2026; the official release did not specify a fleet size. |
| AGCO | Agility said AGCO announced a commercial agreement on October 20, 2026 for a Digit pilot at its Hesston, Kansas production facility.[40] | Pilot expected to begin in 2027.[40] |
The 100,000-tote figure is more informative than a demonstration because it records repeated cycles in a live workflow. It remains a company-reported cumulative count, however, and Agility did not publish the underlying event log, uptime distribution, intervention rate, or independent audit with the announcement.[19] Similar limits apply to deployment-hour and accuracy figures in investor materials.
In an October 26, 2026 commercial update, Agility also said three unnamed manufacturers (a global automaker, an automotive technology and components supplier, and a consumer-products manufacturer) were in paid programs, and that it had a pipeline of more than 30 prospective customers in active discussions or its Customer Acceleration Program. The prospects included two potential subcontractor engagements supporting a branch of the U.S. Armed Services, which Agility described as early-stage discussions with no agreements signed.[40]
Safety, standards, and certification
NRTL field evaluation
In November 2025, Agility announced that a Digit installation at an e-commerce fulfillment site had passed a field evaluation performed by an OSHA-recognized Nationally Recognized Testing Laboratory (NRTL). The company cited machinery and robot-safety standards including ANSI B11.0, ISO 12100, ISO 13849, ISO 10218, and ANSI/RIA R15.08.[20]
The wording requires several qualifications. OSHA recognizes independent laboratories and the test standards within their scopes; OSHA does not itself test or certify Digit.[29] Agility did not identify the laboratory or publish its field-evaluation report. The company also states that field evaluations are site-specific.[20] The result therefore supports the evaluated installation and configuration. It is not evidence of unrestricted approval for every Digit, every workcell, or unguarded operation beside the public.
OSHA states that it has no robotics-specific workplace standard. Its robotics pages instead point employers to applicable general-industry requirements and voluntary consensus standards.[28] Employers and system integrators still have to assess hazards from motion, falling, electrical equipment, stored energy, maintenance, interaction with other machines, and reasonably foreseeable misuse at each installation.
Developing standard for dynamically stable robots
Traditional industrial-robot standards do not fully address a legged machine that must continuously control its own balance. ISO began developing ISO 25785-1 for dynamically stable industrial mobile robots, including bipedal and quadrupedal machines. As of July 28, 2026, the ISO catalog listed the document as ISO/CD 25785-1, a committee draft under development, not a published International Standard.[27]
This distinction matters because Agility's investor presentation described a "new ISO safety standard approved" while identifying ISO 25785-1.[25] Committee approval to advance a draft is not final publication or product certification. Digit v5's proposed cooperative-safety design therefore remained a product plan against an evolving standards framework at the cutoff date.
Cooperative-safety program with NVIDIA
On June 22, 2026, NVIDIA announced Halos for Robotics and named Agility as the first company integrating parts of the system into a proprietary robot-safety design. The announced work combines NVIDIA IGX Thor and Halos Core with Agility's safe-human-detection system. Agility also planned to participate in NVIDIA's accredited AI Systems Inspection Lab before seeking final third-party certification.[26]
The announcement concerns development and certification readiness. It does not show that an unguarded Digit v5 deployment had already received certification. NVIDIA described planned evaluation against functional- and AI-safety standards including IEC 61508, ISO 13849, and ISO/IEC TR 5469.[26] On October 22, 2026, Agility said Digit 5 would standardize on NVIDIA IGX Thor modules for onboard compute, making NVIDIA the exclusive onboard-compute supplier for the general-availability version, and repeated that it would use the Halos AI Systems Inspection Lab ahead of final third-party certification.[45]
In April 2026, the National Institute of Standards and Technology separately proposed a baseline performance benchmark for humanoid robots. The project covers locomotion, manipulation, coordinated movement, whole-body awareness, and limited reasoning tasks, and was still being developed with industry and research participants.[30] A capability benchmark is distinct from a safety certification, but its unfinished status illustrates the continuing lack of common public measures for comparing humanoid performance.
Funding and proposed public listing
Agility has disclosed several funding milestones:
| Date | Financing event | Publicly disclosed amount and scope |
|---|---|---|
| October 2020 | Funding round led by DCVC, with participation from Playground Global, TDK Ventures, and others | $20 million; Agility said this brought total funding to $29 million.[9] |
| April 2022 | Series B led by DCVC and Playground Global, with Amazon's Industrial Innovation Fund participating | $150 million.[10] |
| September 2025 | Series C investment involving NVentures, NVIDIA's venture-capital arm | Amount and valuation were not disclosed in Agility's announcement.[34] |
| June 25, 2025 to March 30, 2026 | Series C-3 closings | $66.1452 per share; the term sheet contemplated up to $400.0 million in new cash. Series C closings produced about $162.4 million of net proceeds in 2025.[36] |
| Through December 31, 2025 | Cumulative gross proceeds reported in the Form S-4 | Approximately $395.8 million, primarily through preferred equity.[36] |
| May 2026 reporting date | Cumulative equity funding reported in Agility's investor presentation | More than $390 million since inception, excluding grants.[25] |
| July 2026 | Simple agreements for future equity (SAFEs) | $100 million.[36] |
Media reports in 2025 described an approximately $400 million Series C at a $1.75 billion pre-investment valuation, figures Agility's Series C announcement did not confirm. Agility's September 2026 Form S-4 later stated that the Series C-3 term sheet contemplated up to $400.0 million in new cash, but the net proceeds it reports from 2025 Series C closings (about $162.4 million) were well below that ceiling. The same filing's fairness-opinion analysis gives Agility's post-money valuation as of the June 25, 2025 Series C-3 financing as approximately $1.985 billion.[36]
On June 24, 2026, Agility and Churchill Capital Corp XI entered a definitive business-combination agreement. The SEC filing and joint announcement described a $2.5 billion pre-money equity value and more than $620 million in expected gross proceeds, including approximately $200 million from a common-stock private investment in public equity.[24] These are proposed transaction terms, not cash already received by Agility. The filing says closing depends on Churchill shareholder approval, SEC review of a Form S-4 registration statement, regulatory and exchange approvals, and other conditions. Churchill publicly filed the Form S-4 registration statement with the SEC on September 4, 2026; it put the PIPE at $201,025,000 of Churchill XI common stock at $10.00 per share.[36] The SEC declared the registration statement effective on October 13, 2026. The record date for the vote was September 14, 2026, and Churchill XI set its extraordinary general meeting for November 2, 2026.[39]
After Churchill XI's redemption deadline passed, the companies said on October 30, 2026 that Agility's expected gross capital raise was about $465 million before transaction expenses, well below the more than $620 million projected when the deal was announced. The new total consisted of about $164 million from Churchill XI's trust account (against about $424 million held in trust before redemptions), about $201 million from the Foxconn-led PIPE, and $100 million of equity funding already received after the deal was announced, an amount that matches the July 2026 SAFE financing disclosed in the S-4.[36][39][42] The companies said the transaction was expected to close on November 4, 2026, with trading on Nasdaq as AGLT beginning November 5, and that existing Agility shareholders would roll their equity into the combined company subject to a 180-day lock-up.[42] The companies announced on November 4, 2026 that the business combination had been completed.[46]
Agility's investor presentation also reported more than $300 million of multi-year Digit v5 orders. Its footnote says the figure relates to 1,000 robots under three-year service contracts, is subject to contractual milestones, includes warrants that vest as robots are deployed, and is not current-period revenue.[25] The order figure should therefore not be equated with recognized sales or completed deployments. The Form S-4 repeats the figure as $300 million of committed multi-year orders as of May 2026, subject to contractual milestones, product features, and specifications.[36] The Robot Report described the orders as coming from one customer.[38] The S-4's financial-statement notes separately describe a May 2026 agreement with a customer that is also a related party, under which Agility will issue 453 common-stock purchase warrants per robot sourced if that customer sources at least 1,000 robots, or 453,000 warrants in total.[36]
Financial condition
The Form S-4 contained Agility's first publicly filed audited financial statements, covering 2024 and 2025. They show revenue that remains very small next to the company's spending.[36]
| Item | 2025 | 2024 |
|---|---|---|
| Total net sales | $1.78 million | $0.31 million |
| Of which, sales to related parties | $1.13 million | $0.03 million |
| Cost of goods sold | $4.47 million | $0.46 million |
| Research and development expenses | $91.6 million | $53.4 million |
| Selling, general and administrative expenses | $45.8 million | $16.2 million |
| Loss from operations | $140.2 million | $69.7 million |
| Net loss | $138.1 million | $70.6 million |
| Net cash used in operating activities | $99.8 million | $70.7 million |
Gross profit was negative in both years, which the filing attributes to Agility's early stage of commercialization and manufacturing scale-up. The 2025 increase in related-party sales came mainly from sales of Digit robots to one investor. A large part of the growth in operating expenses was non-cash: about $21.5 million of the research-and-development increase and about $15.3 million of the selling, general, and administrative increase came from stock-based compensation, driven by remeasuring liability-classified awards at a higher company valuation.[36] The Robot Report noted that the $2.5 billion pre-money valuation was roughly 1,400 times Agility's 2025 revenue.[38]
According to the filing, Agility had used $261.9 million in operating activities since inception, had raised gross proceeds of about $395.8 million (mostly preferred equity) through December 31, 2025, and had an accumulated deficit of $313.1 million at that date. It held $103.0 million in cash and cash equivalents, plus $2.1 million of long-term restricted cash.[36]
Going-concern warning
Agility's management concluded that its existing cash would not be enough to fund operations and meet obligations for at least one year after the financial statements were issued. The S-4 risk factor states: "Without consideration of the proposed business combination transaction, Agility has concluded there is substantial doubt about its ability to continue as a going concern, which could materially adversely affect the Post-Closing Company's business, financial condition, and the value of your investment." Grant Thornton LLP, Agility's auditor since 2024, included an explanatory going-concern paragraph in its report on the 2024 and 2025 financial statements.[36]
Management's plans cited the Series C closings (about $162.4 million of net proceeds in 2025 and about $5.0 million more in 2026), the $100 million SAFE financing in July 2026, and the proposed business combination. It concluded that these plans did not remove the substantial doubt, because completing the merger was not fully within Agility's control and was not considered probable under the applicable accounting standard (ASC 205-40). The filing also warned that, even if the deal closed, its proceeds might not be enough to fund operations for a year.[36] Churchill XI made a separate going-concern disclosure about itself, tied to its working-capital needs and the deadline by which it could be required to liquidate its trust account.[36]
Cash flow, RaaS economics, and competition
The S-4 says Agility "has had negative cash flow from operating activities since inception," expects to keep incurring losses for the foreseeable future, and cannot assure that it will reach positive operating cash flow "in the near future or at all."[36] It also identifies the Robots-as-a-Service model as unproven. In the filing's words, "Agility's RaaS model has not yet demonstrated profitability at scale"; returns depend on Digit's useful life and durability, maintenance and repair costs, customer renewal rates, and unit economics over each contract. Because Agility keeps ownership of deployed robots, it bears the risk of damage, theft, higher servicing costs, and early replacement, and it must spend capital up front before subscription revenue arrives. The company also states that it has no experience maintaining or servicing its products at large scale.[36]
The filing includes illustrative Digit v5 unit economics. Agility describes them as management estimates that third parties have not reviewed or verified:[36]
| Assumption | RaaS model | Ownership model |
|---|---|---|
| Customer payments | $8,500 per robot per month, including software and maintenance, plus a deployment fee of about $25,000 | About $200,000 up front, a deployment fee of about $20,000, and about $36,000 a year for Arc software and maintenance |
| Assumed useful life | 5 years | 5 years |
| Bill of materials | About $150,000 per robot at commercial launch; targets of about $75,000 at 1,000 robots a year and about $30,000 at 10,000 robots a year | Same |
| Agility's own service costs | About $15,000 a year per robot, plus a one-time deployment cost of $15,000 | Same |
According to The Robot Report's summary of the filing's illustrative figures, these assumptions imply cumulative revenue of about $535,000 per robot over five years under RaaS and about $400,000 under ownership.[38]
The S-4 names Boston Dynamics, Tesla, Figure AI, Apptronik, 1X Technologies, Sanctuary AI, Hexagon, and NEURA Robotics as well-funded competitors, and says many of them have significantly greater financial, technical, and marketing resources than Agility.[36] See Boston Dynamics, Tesla Optimus, Figure AI, Apptronik, 1X Technologies, Sanctuary AI, Hexagon, and NEURA Robotics.
Competitor's bankruptcy prediction
The disclosures drew attention partly because of a public exchange a year earlier. On November 7, 2025, after Agility's corporate X account joked about a claim by Brett Adcock, the chief executive of rival Figure AI, Adcock replied: "You'll be bankrupt in <12 months." In a follow-up post he wrote that "because of poor engineering choices and almost no progress over the past 10 years, they're unlikely to survive as things stand." Agility answered that it would "circle next November for a quick check-in on that."[43][44] Adcock's prediction was the opinion of a competitor's chief executive, not a financial analysis. As of November 1, 2026, Agility was still operating and expected a gross capital raise of about $465 million if its pending listing closed, $100 million of which it had already received.[42]
Leadership
Agility's official leadership pages and July 2026 appointment announcement list the following principal executives:
| Person | Role as of July 28, 2026 |
|---|---|
| Peggy Johnson | Chief executive officer |
| Jonathan Hurst | Co-founder and chief robot officer |
| Damion Shelton | Co-founder and chairman of the board |
| Pras Velagapudi | Chief technology officer |
| Jennifer Hunter | Chief operating officer |
| Michael Beer | Chief financial officer |
| Daniel Diez | Chief business officer |
| Ana Lang | Chief legal and people officer |
| Marco Marroquin | Chief hardware officer |
Beer became chief financial officer on July 23, 2026. Hunter, who had held combined finance and operations responsibilities, continued as chief operating officer.[1][33] Mikhail Jones is documented as a company co-founder and early software leader, but he is not listed among the principal executives on the current company page.[2]
Evidence boundaries
Several kinds of evidence appear in public accounts of Agility, and they should not be merged into one claim of commercial maturity:
- A product demonstration shows that a robot completed a task under a particular setup. It does not establish uptime or economics in sustained operations.
- A pilot or test documents customer evaluation but not necessarily a paid production contract.
- A commercial agreement establishes a customer relationship; it does not prove the number of robots delivered unless the parties disclose that figure.
- Company-reported tote counts, deployment hours, accuracy, orders, and pipeline values are useful operating indicators, but the underlying records are not public in the cited sources.
- RoboFab's 10,000-unit figure is design capacity. It is not annual production.
- The S-4 unit economics (subscription fee, purchase price, bill of materials, useful life) are illustrative management estimates, not observed contract terms.
- The NRTL announcement concerns a site-specific field evaluation. OSHA recognition applies to the laboratory, and the unpublished report prevents independent review of the exact scope.
- Digit v5 specifications, cooperative-safety capability, release timing, customer orders, and merger proceeds were forward-looking as of the cutoff.
Maintaining these distinctions permits a factual account of Agility's documented progress without converting customer, investor, or marketing statements into independent measurements.
Continue reading
- Humanoid Robot"Humanoid" redirects here. For the London-based robotics company, see Humanoid (company).Mentioned 3 times above
- Warehouse robotA warehouse robot is an AI-driven machine that automates the movement, storage, picking, sorting, and inventory management of goods inside warehouses, distribution centers, and fulfillment facilities.Listed in See also
- Machine LearningMachine learning (ML) is a branch of artificial intelligence that gives computers the ability to learn from data and improve their performance on tasks without being explicitly programmed.Listed in See also
- Physical AIPhysical AI is a contested umbrella term for artificial intelligence systems whose decisions are coupled to sensing and action in the physical world.Listed in See also
- Digital twinA digital twin is a virtual replica of a physical object, process, or system that is continuously updated with real-time data from its physical counterpart, so the digital copy mirrors the structure, context…Listed in See also
- NVIDIA HalosNVIDIA Halos is a full-stack, comprehensive safety system developed by NVIDIA that unifies AI compute and safety across silicon, systems, software, and tools and services.Listed in See also
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References
- ^1 ^2 ^3 ^4 ^5 ^6Company. Agility Robotics. Accessed July 28, 2026.
- ^1 ^2 ^32024 Oregon State University Faculty Innovator Award. Oregon State University Advantage, 2024.
- ^1 ^2ATRIAS: Design and validation of a tether-free 3D-capable spring-mass bipedal robot. Christian Hubicki et al., *The International Journal of Robotics Research* 35(12), 1497-1521, 2016.
- ^Learning Locomotion Skills for Cassie: Iterative Design and Sim-to-Real. Zhaoming Xie et al., Proceedings of the Conference on Robot Learning, PMLR 100, 317-329, 2020.
- ^1 ^2 ^3Bipedal robot developed at Oregon State makes history by learning to run, completing 5K. Oregon State University Newsroom, July 25, 2021.
- ^1 ^2Bipedal robot developed at Oregon State achieves Guinness World Record in 100 meters. Oregon State University Newsroom, September 27, 2022.
- ^Meet Digit: The Newest Robot From Agility Robotics. Agility Robotics, February 19, 2019.
- ^Agility Robotics and Ford Motor Company Announce Partnership. Agility Robotics, May 22, 2019.
- ^1 ^2Agility Robotics Raises $20 Million. Agility Robotics, October 2020.
- ^1 ^2Agility Robotics Raises $150M Series B Led By DCVC and Playground Global. Agility Robotics, April 22, 2022.
- ^1 ^2Amazon announces new fulfillment center robots, Sequoia and Digit. Amazon, October 18, 2023.
- ^1 ^2Opening RoboFab: World's First Factory for Humanoid Robots. Agility Robotics, September 18, 2023.
- ^1 ^2Agility Robotics Launches Next Generation of Digit. Agility Robotics, March 20, 2023.
- ^1 ^2Agility Robotics Brings Operational Visibility to Deployment of Digit Fleets with the Launch of Agility Arc. Agility Robotics, March 11, 2024.
- ^1 ^2 ^3 ^4GXO Signs Industry-First Multi-Year Agreement with Agility Robotics. GXO Logistics, June 27, 2024.
- ^Agility Robotics Appoints Peggy Johnson as Chief Executive Officer. Agility Robotics, March 4, 2024.
- ^1 ^2 ^3Agility Robotics Announces Strategic Investment and Agreement with Schaeffler Group. Agility Robotics, November 13, 2024.
- ^1 ^2Agility Robotics Announces New Innovations for Humanoid Robot Digit. Agility Robotics, March 31, 2025.
- ^1 ^2Digit Moves Over 100,000 Totes in Commercial Deployment. Agility Robotics, November 20, 2025.
- ^1 ^2Beyond the Hype. Agility Robotics, November 24, 2025.
- ^1 ^2Mercado Libre and Agility Robotics Announce Commercial Agreement to Deploy Humanoid Robots. Agility Robotics and Mercado Libre, December 10, 2025.
- ^1 ^2Agility Robotics Announces Commercial Agreement with Toyota Motor Manufacturing Canada. Agility Robotics and Toyota Motor Manufacturing Canada, February 19, 2026.
- ^Agility Gets a New Brand. Agility Robotics, March 5, 2026.
- ^1 ^2 ^3Churchill Capital Corp XI Form 8-K and transaction exhibits. U.S. Securities and Exchange Commission, June 24, 2026.
- ^1 ^2 ^3 ^4 ^5 ^6Agility and Churchill Capital Corp XI Investor Presentation. Exhibit 99.2 to Churchill Capital Corp XI Form 8-K, June 2026.
- ^1 ^2NVIDIA Announces Halos for Robotics. NVIDIA Newsroom, June 22, 2026.
- ^ISO/CD 25785-1: Robotics, safety requirements for dynamically stable industrial mobile robots, Part 1. International Organization for Standardization. Status accessed July 28, 2026.
- ^Robotics: Standards. Occupational Safety and Health Administration. Accessed July 28, 2026.
- ^OSHA's Nationally Recognized Testing Laboratory Program: Frequently Asked Questions. Occupational Safety and Health Administration. Accessed July 28, 2026.
- ^Humanoid Robot Baseline Performance Benchmark. National Institute of Standards and Technology, created April 20, 2026; updated May 15, 2026.
- ^Humanoid Robot Digit Powered by Whole-Body Control Foundation Model. NVIDIA case study. Accessed July 28, 2026.
- ^Agility Opens New Fremont Facility to Accelerate Physical AI Development. Agility Robotics, July 16, 2026.
- ^Agility Robotics Appoints Michael Beer as Chief Financial Officer. Agility Robotics, July 23, 2026.
- ^Agility Robotics Powers the Future of Robotics with NVIDIA. Agility Robotics, September 10, 2025.
- ^Agility Unveils Digit 5 Humanoid Robot Built for Cooperatively Safe Work at Scale. Agility, September 15, 2026.
- ^1 ^2 ^3 ^4 ^5 ^6 ^7 ^8 ^9 ^10 ^11 ^12 ^13 ^14 ^15 ^16 ^17 ^18 ^19 ^20 ^21Churchill Capital Corp XI Form S-4 Registration Statement. U.S. Securities and Exchange Commission, filed September 4, 2026.
- ^Agility Robotics. "Latest press." Official press kit with logos and brand assets. Accessed October 2, 2026. agilityrobotics.com/latest-press
- ^1 ^2 ^3Agility Robotics reports $1.8M revenue ahead of humanoid SPAC. Steve Crowe, The Robot Report, September 7, 2026.
- ^1 ^2 ^3Agility Robotics and Churchill Capital Corp XI S-4 Registration Statement Declared Effective by SEC in Connection with Proposed Business Combination. Agility, October 13, 2026.
- ^1 ^2 ^3Agility Robotics Highlights Commercial Momentum and Growing Enterprise Demand for Digit Humanoid Robot. Agility Robotics, October 26, 2026.
- ^1 ^2 ^3GXO and Agility Robotics Expand Partnership to Accelerate Deployment of Humanoids in U.S. Operations. GXO Logistics and Agility Robotics, October 26, 2026.
- ^1 ^2 ^3 ^4 ^5Agility Robotics and Churchill Capital Corp XI Announce Expected Gross Capital Raise of Approximately $465 Million and Anticipated Closing of Business Combination. Agility Robotics and Churchill Capital Corp XI, October 30, 2026.
- ^Figure CEO Predicts Agility Bankruptcy in 12 Months Amid Heated X Feud. Humanoids Daily, November 7, 2025.
- ^Brett Adcock on X: "You'll be bankrupt in <12 months". Brett Adcock, November 7, 2025.
- ^Agility Robotics Expands NVIDIA Collaboration as It Prepares Digit 5 for Commercial Scale. Agility Robotics, October 22, 2026.
- ^1 ^2Agility Robotics and Churchill Capital Corp XI Complete Business Combination. Agility Robotics, November 4, 2026.
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Cite this page: AI Wiki. "Agility Robotics." aiwiki.ai, updated 31 Oct 2026, fact-checked 31 Oct 2026. CC BY 4.0. https://aiwiki.ai/wiki/agility_robotics

