Fellow Sha eholde s,
This is ou fi st sha eholde lette , a d I am excited to sha e ou visio a d the fou datio we a e buildi g fo AIAI Holdi gs.
I just a few mo ths as a public compa y, we have assembled a te ific Boa d, a expe ie ced leade ship team, established a dive sified po tfolio of ope ati g busi esses, a d begu executi g the st ategy that is d ivi g AIAI Holdi gs’ mome tum with ou tech ology i ou ope ati g compa ies.
Ou Nasdaq listi g a d i itial acquisitio s we e impo ta t milesto es, but mo e impo ta tly, they ma ked the begi i g of executi g ou lo g-te m visio . Ou objective is st aightfo wa d: acqui e busi esses with du able fu dame tals a d c eate additio al value th ough the i teg atio of T a sfo matio al AI (TAI). We believe a tificial i tellige ce c eates its g eatest impact ot as a sta dalo e p oduct, but as a capability embedded withi busi esses to imp ove ope atio s, e ha ce decisio -maki g, a d c eate lasti g competitive adva tages. We a e ot a compa y with a diffe e t ki d of busi ess model. We a e a diffe e t ki d of compa y.
Simila ly, we a e a diffe e t ki d of a tech ology compa y. Specifically, we do ot lice se tech ology to compa ies we do ot ow a d we do ot p ovide TAI impleme tatio se vices to compa ies we do ot ow .
O e p i ciple defi es how we ope ate: a bias towa d actio . We move quickly, lea co ti uously, a d efi e th ough executio . Speed is ot a sloga fo us; it is a competitive adva tage.
O May 14, 2026, AIAI Holdi gs achieved a sig ifica t milesto e whe ou Class A commo stock bega t adi g o the Nasdaq Global Ma ket u de the ticke symbol “AIAI.” Becomi g a public compa y expa ds ou access to capital, i c eases ou visibility withi the i vestme t commu ity, a d st e gthe s ou ability to pu sue st ategic acquisitio s alig ed with ou lo g-te m objectives.
We also assembled a disti guished Boa d of Di ecto s a d togethe ou i e di ecto s b i g mo e tha 130 yea s of combi ed expe ie ce spa i g p ivate equity, healthca e, a tificial i tellige ce, data scie ce, ege e ative medici e, digital i f ast uctu e, atio al secu ity, fi a ce, a d global diplomacy. Thei expe ie ce p ovides valuable ove sight as we co ti ue executi g a discipli ed acquisitio st ategy while i teg ati g AI sta ti g with ou holdi g compa y a d exte di g th oughout ou po tfolio.
What diffe e tiates AIAI Holdi gs is that we do ot simply acqui e compa ies, we t a sfo m them.
Ea lie this qua te , we olled out ou p op ieta y AI I teg atio Playbook, a st uctu ed f amewo k fo ide tifyi g, p io itizi g, a d impleme ti g AI-e abled ope atio al imp oveme ts ac oss ou po tfolio. The p ocess begi s with u de sta di g each compa y’s ope atio s, wo kflows, a d data e vi o me t befo e deployi g p actical AI solutio s desig ed to achieve the goals of imp oved efficie cy, accele ated g owth, a d expa ded EBITDA.
As I have ofte said:
“T a sfo matio al AI is i tellige ce g ou ded i a busi ess’s actual ope atio s, acti g as a co e d ive of value athe tha a add-o . At AIAI, we do ‘t sell this tech ology, we buy compa ies a d bake it i to thei DNA, co ve ti g complex se vices i to du able cash flows.”
The fi st impleme tatio of ou Playbook is al eady u de way at
Today, CCCI has the highest value of co t acted awa ds i the fi st six mo ths of a cale da yea i its mo e tha thi ty-yea histo y. While ma y facto s co t ibute to ope atio al success, this deployme t demo st ates how thoughtfully applied AI ca ge e ate measu able busi ess value.
Alo gside ou AI i itiatives, we co ti ued st e gthe i g the capabilities of ou ope ati g compa ies.
Withi healthca e,
Ou healthca e platfo m was fu the st e gthe ed th ough
Although these busi esses ope ate i diffe e t i dust ies, they all suppo t the same objective: buildi g a po tfolio of compa ies that become mo e valuable th ough discipli ed ope atio s a d the p actical applicatio of T a sfo matio al AI.
We ece tly filed ou seco d-qua te esults, epo ti g ove $120 millio i p o-fo ma eve ue fo the fi st six mo ths of the yea f om p ima ily p e-acquisitio busi ess withi ou po tfolio.
As we e te the seco d half of the yea , we a e i c easi gly focused o the co t ibutio s f om the i itiatives a d TAI impleme tatio s al eady u de way, as well as the ew p oduct offe i gs f om po tfolio compa ies that I highlighted above.
Additio ally, the seco d half of the yea p ovides a st o ge ope ati g backd op, with the tempo a y dis uptio s that impacted the fi st half la gely behi d us, positio i g the Compa y fo imp oved pe fo ma ce a d mome tum.
Based o ou cu e t visibility, we believe the seco d half of the yea will ope atio ally outpe fo m the fi st, positio i g us fo a g owth t ajecto y as we e te 2027 a d beyo d.
The questio I am asked most ofte is what excites me most about the futu e. My a swe is always the same: ou acquisitio pipeli e a d how ou tech ology will edefi e those compa ies we acqui e.
Ou i vestme t c ite ia a e i te tio ally discipli ed. We seek busi esses with positive EBITDA, scalable ope atio s, expe ie ced ma ageme t teams, a d oppo tu ities whe e T a sfo matio al AI ca c eate measu able ope atio al imp oveme ts. We a e ot i te ested i acqui i g compa ies i the hope that AI may eve tually add value. We seek busi esses whe e TAI ca be embedded quickly to imp ove efficie cy, st e gthe decisio -maki g, a d accele ate g owth.
The b eadth of ou Boa d’s elatio ships ac oss p ivate equity, tech ology, healthca e, gove me t, a d i te atio al ma kets p ovides access to oppo tu ities that we believe a e both diffe e tiated a d difficult to eplicate.
We believe that ma y of the i itiatives lau ched this yea will begi co t ibuti g to ope ati g a d fi a cial pe fo ma ce as they matu e i the futu e, while successful executio emai s ou highest p io ity.
We a e still at the begi i g of ou jou ey, but the fou datio is i place. We have a clea st ategy, a exceptio al team, a g owi g po tfolio of busi esses, a d a discipli ed app oach to c eati g value th ough T a sfo matio al AI.
O behalf of ou Boa d of Di ecto s a d the e ti e AIAI Holdi gs team, tha k you fo you co fide ce, t ust, a d suppo t. We look fo wa d to updati g you as we co ti ue buildi g AIAI Holdi gs i to the leadi g AI-e abled acquisitio platfo m.
Si ce ely,Todd A. Fu issChief Executive Office & Co-Fou de AIAI Holdi gs Co po atio
This sha eholde lette co tai s “fo wa d-looki g stateme ts” o “fo wa d-looki g i fo matio ” withi the mea i g of the P ivate Secu ities Litigatio Refo m Act of 1995, i cludi g stateme ts ega di g the pla s, i te tio s, beliefs, a d cu e t expectatio s of the Compa y with espect to futu e busi ess activities a d pla s of the Compa y. All stateme ts co tai ed i this p ess elease that do ot elate to matte s of histo ical fact should be co side ed fo wa d-looki g stateme ts, i cludi g without limitatio stateme ts ega di g ou expectatio s, i te tio s, beliefs, pla s, objectives, goals, st ategies, futu e eve ts o pe fo ma ce, a d u de lyi g assumptio s. Fo wa d-looki g stateme ts a e ofte ide tified by the use of wo ds such as “may,” “will,” “expect,” “believe,” “a ticipate,” “i te d,” “would,” “could,” “should”, “estimate,” “pla ,” “p edict,” “p oject,” o “co ti ue,” o simila exp essio s, i cludi g the egative of these te ms o othe compa able te mi ology.
Fo wa d-looki g stateme ts a e based o the Compa y’s cu e t expectatio s ega di g its st ategy, pla s, i te tio s, pe fo ma ce, o futu e occu e ces o esults, the i fo matio o which such expectatio s we e based may cha ge. These fo wa d-looki g stateme ts ely o a umbe of assumptio s co ce i g futu e eve ts a d a e subject to a umbe of k ow a d u k ow isks, u ce tai ties, a d othe facto s, ma y of which a e outside of the Compa y’s co t ol, that could cause actual esults, pe fo ma ce, o achieveme ts to mate ially diffe f om a y futu e esults, pe fo ma ce, o achieveme ts exp essed o implied by the fo wa d-looki g stateme ts. Such isks, u ce tai ties a d othe facto s i clude, but a e ot limited to ou lack of ope ati g histo y, ou ability to att act ew i vestme ts, ou failu e to ma age g owth effectively, ou acquisitio activities may pose isks that could ha m ou busi ess, a d ou lice sed AI may ot pe fo m up to the expected sta da ds, as well as ge e al busi ess a d eco omic co ditio s, competitive p essu es, egulato y cha ges, tech ological developme ts, a d othe facto s ide tified i the Compa y’s most ece t fili gs with the U.S. Secu ities a d Excha ge Commissio , i cludi g ou Regist atio Stateme t o Fo m S-1, which a e available fo eview at www.sec.gov. Fu the mo e, the Compa y ope ates i a competitive e vi o me t whe e ew a d u a ticipated isks may a ise. Acco di gly, i vesto s should ot place a y elia ce o fo wa d-looki g stateme ts as a p edictio of actual esults.
The fo wa d-looki g stateme ts i this p ess elease a e based o i fo matio available to us as of the date he eof, a d we disclaim a y i te tio to, a d, except as may be equi ed by law, u de take o obligatio to, update o evise fo wa d-looki g stateme ts to eflect eve ts o ci cumsta ces that subseque tly occu o of which the Compa y he eafte become awa e. These fo wa d-looki g stateme ts should ot be elied upo as ep ese ti g ou views as of a y date subseque t to the date of this p ess elease.
