Humanoid Robotics Morning Brew - October 7, 2026

# Agility's first Investor Day: Digit 5 order-book mechanics, Foxconn on manufacturing, Q4 SPAC close

Agility Robotics held its first Analyst & Investor Day in New York on Oct 6 ahead of its Churchill Capital Corp XI merger, expected to close in Q4 2026 under Nasdaq ticker AGLT. The presentation detailed the previously reported USD 300M+ Digit 5 order book (DroidHunt, Sept 16): it relates to 1,000 robots under a three-year RaaS contract at USD 8,500 per robot per month, with warrants vesting as units deploy. Foxconn's central strategic investment director presented on scaling US manufacturing, and Schaeffler's humanoid robotics president on deployment scale-up. The deck shows illustrative five-year revenue of ~USD 500k per RaaS robot (~USD 400k ownership) and >USD 390M equity raised as of May 2026. Churchill XI filed the deck with the SEC on Oct 7. Digit 5 partner rollout stays H1 2027; general availability end-2027.

Why it matters: Named customer (Schaeffler) and manufacturer (Foxconn) on stage plus disclosed order mechanics give the SPAC a tangible commercial spine. The RaaS economics — roughly USD 500k per robot over five years — are the first concrete pricing frame for humanoid fleets.

Sources: cdn.prod.website-files.com agilityrobotics.com stocktitan.net

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