Robotics

Humanoids, industrial and service robots, robot learning breakthroughs, and the companies and deals behind them.

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You're reading the brief from Wed, Oct 28.

Unitree reported strong quarterly revenue growth, while Agility added customers and Neura opened a major robotics facility with TUM.

Robotics7 items

Audi’s humanoid logistics tests and new soft-robot and mobility research rounded out the edition.

Business

Unitree quarterly revenue rises nearly 70% to 665 million yuan

Unitree’s third-quarter revenue rose 69.93% to 665 million yuan in its first post-IPO earnings release. Reports differ on profit performance, with some citing falling profit and another reporting a profit increase but pressure on core earnings.

Why it matters: The results provide a financial benchmark for humanoid commercialization, though conflicting profit reports warrant caution when assessing earnings quality.

Research

Insect-inspired flying robot recovers after collisions

Researchers demonstrated an insect-inspired flying robot that bounces back after collisions, addressing impacts that can cause other flying robots to fall or sustain damage.

Why it matters: Collision resilience could make aerial robots more useful in confined or obstacle-filled environments.

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Recent briefs

  1. Tue, Nov 36 itemsAgility Robotics cleared a shareholder vote on its $2.5 billion SPAC deal, while a new ISO standard targets coordination across mobile robot fleets. Research also showed humanoids combining walking and manipulation skills without demonstrations of complete task sequences.
  2. Mon, Nov 23 itemsJR East is putting a chainsaw-equipped humanoid to work trimming trees, while Iron is receiving a solid-state battery. A mountain-climbing competition also provided a concrete test of robot mobility and endurance.
  3. Sun, Nov 12 itemsNew reports add details to Meta’s humanoid effort, including a three-month prototype build and second-generation development. Matrix Robotics also plans to establish an R&D center in Korea next year.
  4. Sat, Oct 314 itemsMeta reportedly built a humanoid prototype with Fourier, while Figure AI reportedly froze its Figure 04 design alongside a $3.5 billion compute commitment. Musk denied reports that Optimus orders would open in December.
  5. Fri, Oct 308 itemsAgility Robotics lowered its expected SPAC proceeds to $465 million, while a U.S. investigation concluded that dependence on imported robotics poses a national security risk. Atlas component production plans and new robot capability demonstrations rounded out the edition.
  6. Thu, Oct 295 itemsCommercial scale-up led this edition: Bedrock Robotics secured $600 million, GXO plans Digit deployments at two more sites, and North American robot orders rose 24.8%. Research updates included touch-sensing electronic skin and biomimetic underwater locomotion.
  7. Wed, Oct 287 itemsUnitree reported strong quarterly revenue growth, while Agility added customers and Neura opened a major robotics facility with TUM. Audi’s humanoid logistics tests and new soft-robot and mobility research rounded out the edition.

Who and what it tracks

  • UnitreeCompany8
  • Boston DynamicsCompany6
  • Agility RoboticsCompany6
  • TeslaCompany5
  • FigureCompany4
  • NVIDIACompany2