AXLE
Plant Review
Plant Review

Faster
cycles.

Takt time, quality, and the EV transition.

−18%
Takt time
+24%
Headline metric
Executive committee
Prepared for
01 / 20
The problem

The EV line ramp stalled on cycle time — and quality escapes were eating the gains.

automotive teams feel it every week: the status quo scales cost, not outcomes. There is no clean upgrade path — only rip-and-replace.

02 / 20
Market
01
−18%
Takt time
02
−41%
Defect rate
03
+24%
Throughput

Bottom-up, the reachable market clears a nine-figure ceiling before expansion.

03 / 20
[ FULL-BLEED · automotive hero image ]

On
time.

04 / 20
How it works
STEP 01
Connect
Map the whole automotive surface in under an hour. No migration.
→
STEP 02
AXLE core
Golden paths become policy, enforced at runtime.
→
STEP 03
Deliver
Teams self-serve safely with audit and rollback for free.
05 / 20
The product

One surface your whole executive committee lives in.

01
Live graph
Every dependency, owner, and cost in real time.
02
Policy-as-code
Guardrails that block bad changes automatically.
03
Attribution
Every dollar tied to a team and a decision.
[ product UI screenshot ]
06 / 20
Traction

Takt time, last 8 quarters

+24%
+162% YoY
25
50
75
100
148
182
228
274
325
396
508
645
Q3·24Q4·24Q1·25Q2·25Q3·25Q4·25Q1·26Q2·26
07 / 20
Why now

Three forces converging

01
01

Demand

automotive budgets are shifting from headcount to platform.

02
02

Technology

The primitives finally exist to do this at the edge.

03
03

Distribution

A bottom-up motion the incumbents can’t run.

08 / 20
Adoption

Active accounts

M1M3M6M9M12M15M18
actualguide
09 / 20
Landscape
AXLE
Legacy A
Point tool B
DIY
Breadth → ↑ Depth
10 / 20
Two
Part Two

The fix.

Line changes, quality gates, and ROI.

11 / 20
Detail

Unit economics

This yearLast yearYoY
Revenue645396+44%
Gross margin78%71%+7 pts
Net retention134%119%+15 pts
Payback11 mo17 mo−6 mo
12 / 20
Where it goes

Use of funds

01
Engineering & product48%
02
Go-to-market30%
03
Operations & reserve22%
13 / 20
Cohorts

Retention by cohort

M0
M3
M6
M9
M12
Jan
100
88
79
72
68
Apr
100
90
82
76
—
Jul
100
91
85
—
—
Oct
100
93
—
—
—
LOWHIGH
14 / 20
Roadmap

The next 18 months

Now → Q2
Land
Own the automotive beachhead with a self-serve motion.
Q3 → Q4
Expand
Enterprise controls, SSO, and the partner program.
2027
Platform
Open the API and the marketplace.
15 / 20
“
In their words

“The quality gates were the unlock.”

Plant manager
Review
16 / 20
Revenue mix

Where the money comes from

0100%
48%
30%
22%
Platform 48%
Services 30%
Marketplace 22%
17 / 20
Team

Built by operators

[ photo ]
Plant manager
Co-founder & CEO
[ photo ]
A. Rivera
Co-founder & CTO
[ photo ]
M. Osei
VP Product
[ photo ]
L. Chen
VP Revenue
18 / 20
In one number
+24%

throughput on the EV line after the cycle-time program.

19 / 20
AXLE

Faster cycles.

ops.axle.internal
[ QR ]
20 / 20