Revenue Concentration Risk with Anchor Customers

The real risk is that Agility is helping two sophisticated buyers learn exactly where humanoids fit in their operations, while those same buyers keep other automation options on the table. Amazon already runs a large internal robotics program with systems like Proteus, Sparrow, and Cardinal, and GXO is testing multiple humanoid vendors, so early deployment wins do not automatically convert into durable fleet revenue for Digit.

• Amazon is both a customer path and a strategic threat. It invested in Agility through its Industrial Innovation Fund and expanded Digit testing, but it also develops its own warehouse robots and trains models on data from a very large robot fleet, which gives it a credible internal alternative over time.
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• GXO is valuable because it turns pilots into paid work and broadens international reach, but it is not exclusive. GXO announced a multi year agreement with Agility after a pilot, while also publicly testing humanoids from Apptronik and Reflex in live warehouse operations.
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• This is a common pattern in humanoids. Figure is proving itself inside BMW plants, and Apptronik is working with Mercedes-Benz, GXO, and Google, which means large enterprises are spreading bets across several robot suppliers instead of standardizing early on one platform.
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The next phase is about escaping bespoke pilot dependence. If Agility can turn Amazon, GXO, and now Toyota into repeatable templates for tote handling, line feeding, and pallet moves, customer concentration should fall fast. If not, the balance of power will stay with large buyers that can squeeze price, slow roll deployments, or build around competing systems.