Revenue accelerated to an $18.4M ARR run-rate on 128% net revenue retention, Fleet OS 2.0 shipped to 40 sites, and Atlas‑3 cleared safety certification. Inside: the numbers, the roadmap, where risk sits — and what we're asking of this board.
October 2, 2026Board meeting date
Series B · $28MLast round, Feb 2026
San Jose, CAHQ · 146 employees
Acme Robotics — Q3 2026 Board UpdatePublished with
Contents
What's in this update
Eight sections — from the topline numbers to the specific decisions we need from the board today.
The macro case for warehouse and light-manufacturing automation hasn't been stronger — the job now is converting that tailwind into signed, retained enterprise revenue.
Why now — market tailwinds
Warehouse labor shortage persists — open logistics roles remain 480K+ above pre-2023 fill rates across our core U.S. markets.
Reshoring is real demand, not a headline — three of our top five Q3 prospects cited new domestic manufacturing capacity as the trigger.
Perception-stack costs keep falling — commodity sensors and compute let us cut Atlas‑3 bill-of-materials 19% YoY without touching payload spec.
Automation capital is available again — enterprise capex budgets for robotics grew for the first time in six quarters.
Where we must execute
Land enterprise faster — sales cycles stretched to 5.5 months; the new VP Enterprise Sales owns compressing this in Q4.
Hold the safety-certification edge — Atlas‑3's ISO 10218‑1 cert is a 6–9 month lead on our nearest competitor; we intend to widen it.
Prove the EU motion — Germany pilot is the template for a second geography; it has to land clean.
Deepen the Fleet OS moat — software attach rate on new hardware deals must hold above 90% as we scale.
$41B
Warehouse & light-manufacturing automation TAM by 2029, an 18% CAGR from today — we hold an estimated 0.3% share, entirely in North America.