SOBR Safe, Inc.

SOBR

$0.43

+1.38%

N/A+$0.01

Technology

Hardware, Equipment & Parts

NASDAQ

Active Trading

SOBR Safe, Inc. specializes in developing non-intrusive technologies for alcohol detection and identity confirmation. The company's offerings include SOBRcheck, a fixed device ...

Supply Chain of SOBR

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

BGM Electronic Services (now part of TTI Exponential Technology Group)

TTI, Inc. (Exponential Technology Group)

Various electronic component suppliers (semiconductors, sensors, passives, batteries, BLE modules)

BGM Electronic Services (now part of TTI Exponential Technology Group)

NYSE:BRK.B

Exclusive Electronics Manufacturing Services (EMS) partner — manages design, engineering, component sourcing, PCB assembly, system-level manufacturing, and testing for both SOBRcheck and SOBRsure devices. Referred to as 'preferred product realization partner' under a Master Services Agreement. Produces SOBRsure in Shelby Township, Michigan.

TTI, Inc. (Exponential Technology Group)

NYSE:BRK.B

Parent company of BGM (post-2022 acquisition). Specialty distributor of electronic components (passives, interconnects, electromechanical, discrete). Indirect Tier 2 via ownership of BGM. Owned by Berkshire Hathaway.

Various electronic component suppliers (semiconductors, sensors, passives, batteries, BLE modules)

Tier 2 sub-suppliers providing components used in SOBRcheck and SOBRsure devices (transdermal sensor elements, microcontrollers, wireless modules, PCB substrates, battery cells). Specific vendors not publicly disclosed by SOBRsafe or BGM at the component level.

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

TerraTech (oilfield services)

Oceanfront Recovery (behavioral health facility, Laguna Beach, CA)

Continental (food management / fleet services company)

Advance Freight (freight bill auditing service)

Magswitch Technology (international industrial manufacturer)

Unnamed $20B+ Oil & Gas Conglomerate Customer

Navix Health

Orbiit

TerraTech (oilfield services)

Pilot-to-commercial customer; deployed SOBRcheck across all US locations for workplace alcohol screening. Oilfield services company that reported 100% pass rate with SOBRcheck.

Oceanfront Recovery (behavioral health facility, Laguna Beach, CA)

First rehabilitation customer; uses SOBRcheck for point-of-care screening and SOBRsure for continuous client monitoring. Expanded from single facility to two inpatient treatment facilities.

Continental (food management / fleet services company)

Michigan-based food management company; completed pilot and became commercial fleet customer for SOBRcheck workplace screening. Hosted initial pilot test that validated employee enrollment and daily screening processes.

Advance Freight (freight bill auditing service)

Pilot customer evaluating SOBRcheck for potential introduction to commercial fleet operations. Early gateway customer into transportation sector.

Magswitch Technology (international industrial manufacturer)

First-ever pilot customer (August 2020). International manufacturer with 7 global offices. Validated SOBRcheck in live environment for workplace safety.

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

Consumer Safety Technology (CST) / Intoxalock

LifeSafer Ignition Interlock

SCRAM Systems (Alcohol Monitoring Systems)

BACtrack (KHN Solutions Inc.)

Consumer Safety Technology (CST) / Intoxalock

Unconfirmed

Intoxalock is a leading ignition interlock device provider in the US alcohol detection market. SOBRsafe competes indirectly via non-invasive transdermal technology versus breath-based interlocks. Both serve judicial/DUI markets. Intoxalock is privately held.

LifeSafer Ignition Interlock

Unconfirmed

Major ignition interlock competitor with nationwide installation network. Private company. Represents the traditional breath-based approach that SOBRsafe's touch-based technology seeks to disrupt.

SCRAM Systems (Alcohol Monitoring Systems)

Unconfirmed

Provides transdermal alcohol monitoring (SCRAM ankle bracelet) for judicial and behavioral health markets — the closest competing technology to SOBRsafe's SOBRsure wearable. Private company based in Colorado.

BACtrack (KHN Solutions Inc.)

Unconfirmed

Consumer and professional breathalyzer manufacturer with mobile app integration. Publicly traded status unconfirmed. Represents the consumer alcohol detection market that SOBRsafe is entering with SOBRsure direct-to-consumer sales.

Geographic

Region-level exposures that can distort the supply network.

Geographic

United States

Australia / New Zealand

BGM Electronic Services

All identified commercial customers (TerraTech, Oceanfront Recovery, Continental, Advance Freight, Magswitch, unnamed O&G customer)

HAS, ABW, RecoveryTrek, Justice Channel Partner, LocaliQ

Drug Testing Business Success

United States

Near-total revenue and operational concentration

BGM Electronic ServicesNYSE:BRK.BSingle-source manufacturer located in Shelby Township / Auburn Hills, Michigan

All identified commercial customers (TerraTech, Oceanfront Recovery, Continental, Advance Freight, Magswitch, unnamed O&G customer)All known customers are US-based entities

HAS, ABW, RecoveryTrek, Justice Channel Partner, LocaliQNYSE:TDAYAll known channel partners and distributors are US-based

Australia / New Zealand

Nascent international expansion

Drug Testing Business SuccessSole channel partner for ANZ region; early stage with immaterial revenue contribution

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

Extreme customer concentration due to early stage. Annual revenue only ~$437K (2025). No single named customer accounts for a disclosed material share, but the total customer base is very small (single-digit number of commercial accounts). Loss of any single customer would materially impact revenue.

Foundry

Critical

Single-source manufacturing dependency on BGM Electronic Services for all device production. No alternate EMS provider qualified. Any disruption at BGM (capacity, quality, financial) would halt all product shipments.

Equipment

High

Proprietary transdermal sensor technology relies on specialized sensing components. No public disclosure of alternative or second-source sensor suppliers. Single-source risk for the core sensing element.

Other

Critical

Going concern risk — accumulated deficit of ~$107M as of Dec 2025, negative operating cash flows, limited cash ($2.1M as of Q1 2026). Proposed merger with Clean World Ventures (CWV) expected Q3 2026 would result in CWV owning ~98% of combined entity, effectively a reverse takeover that dilutes existing shareholders significantly.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

SOBRsure GEN 2 (Hardware + Software combined)

78.0%

$0.0B

Generates majority of revenue; drives upstream demand for transdermal sensor components, wearable electronics (BLE, battery, PCB), and BGM manufacturing capacity. Software layer (subscription) reduces hardware dependency but requires reliable cloud infrastructure.

SOBRcheck (Point-of-Care Screening Device + Software)

16.0%

$0.0B

Stationary device for behavioral health and workplace screening; shares core sensing technology with SOBRsure but in different form factor. Lower volume but serves as entry point for channel partner deployments.

Legacy / Other Hardware & Services

6.0%

$0.0B

Minimal material impact on supply chain.

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

SOBR Safe, Inc.

Supply Chain of SOBR

Upstream

BGM Electronic Services (now part of TTI Exponential Technology Group)

TTI, Inc. (Exponential Technology Group)

Various electronic component suppliers (semiconductors, sensors, passives, batteries, BLE modules)

Downstream

TerraTech (oilfield services)

Oceanfront Recovery (behavioral health facility, Laguna Beach, CA)

Continental (food management / fleet services company)

Advance Freight (freight bill auditing service)

Magswitch Technology (international industrial manufacturer)

Unnamed $20B+ Oil & Gas Conglomerate Customer

Navix Health

Orbiit

View More

Proxies

Consumer Safety Technology (CST) / Intoxalock

LifeSafer Ignition Interlock

SCRAM Systems (Alcohol Monitoring Systems)

BACtrack (KHN Solutions Inc.)

Geographic

United States

Australia / New Zealand

Supply Chain of SOBR

Upstream

BGM Electronic Services (now part of TTI Exponential Technology Group)

TTI, Inc. (Exponential Technology Group)

Various electronic component suppliers (semiconductors, sensors, passives, batteries, BLE modules)

Downstream

TerraTech (oilfield services)

Oceanfront Recovery (behavioral health facility, Laguna Beach, CA)

Continental (food management / fleet services company)

Advance Freight (freight bill auditing service)

Magswitch Technology (international industrial manufacturer)

Unnamed $20B+ Oil & Gas Conglomerate Customer

Navix Health

Orbiit

View More

Proxies

Consumer Safety Technology (CST) / Intoxalock

LifeSafer Ignition Interlock

SCRAM Systems (Alcohol Monitoring Systems)

BACtrack (KHN Solutions Inc.)

Geographic

United States

Australia / New Zealand