Arc as Automation Integration Layer

The strategic value sits in controlling the workflow around the robot, not just selling the robot itself. Once Arc connects Digit to a warehouse management system, charging, task queues, and nearby automation like AMRs, conveyors, and cobots, Agility starts to look like the software layer deciding what work gets done next, which machine does it, and how the site improves over time. That creates stickier revenue than a one time hardware sale.

• Arc already does more than monitor robots. It connects Digit fleets into customer warehouse software, pushes over the air skill updates, manages charging schedules, and surfaces performance analytics. That means Agility is selling a live operating system for labor workflows, not a box that gets installed and left alone.
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• This is where warehouse automation leaders have historically expanded margin. GreyOrange built GreyMatter to orchestrate robots, humans, conveyors, and third party systems through open APIs, and Locus built LocusONE to coordinate large mixed fleets across tasks like picking, putaway, replenishment, and pallet building. Agility is moving into that same control point.
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• The competitive implication is that Agility can win even when Digit is only part of the automation stack. In a real warehouse, customers buy labor outcomes, not robot purity. The vendor that plugs into existing WMS software and coordinates multiple machine types gets closer to the budget owner and harder to replace.
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From here, the most important expansion path is turning every new Digit deployment into a broader orchestration footprint. If Agility keeps adding more device types, more workflows, and more analytics into Arc, the company can grow from a humanoid robot vendor into the software layer that warehouses standardize on as automation becomes more mixed and more modular.