ANYbotics launches Shift, pitching its inspection robots on the maintenance tickets they create
Swiss legged-robot maker ANYbotics has released Shift, a four-module platform that plans robot inspection rounds, analyses the readings and pushes findings into plant systems such as SAP and IBM Maximo. The company says Shift already analyses more than 120,000 inspections a month across over 1,000 industrial assets.
ANYbotics, the Zurich company known for its four-legged ANYmal inspection robot, has started describing itself through a software number. Its new Shift platform, published on the company's website on 1 October 2026, analyses more than 120,000 inspections a month across over 1,000 industrial assets, according to ANYbotics.
The launch moves the company's pitch from the robot to the plant's maintenance budget. Shift is sold as the layer that plans a robot's rounds, interprets thermal, acoustic and visual readings, and turns an anomaly into a work order inside the systems a refinery or cement works already runs. Whether operators will pay for that layer, and whether it can hold off software-only rivals that work with any robot, is what this article sets out to answer.
Four modules that follow an inspection from map to work order
ANYbotics describes four modules. Shift Maps builds a 3D model of the site, with offline editing, handheld mapping, asset templates and data import. Shift Fleet schedules missions, monitors robots live and lets a remote operator step in. Shift Insight runs visual, thermal, acoustic and vibration analysis and tracks the health of each asset over time. Shift Connect exposes a REST API and links to maintenance management (CMMS) and process control (DCS) systems, with notifications and a partner ecosystem.
The integration list is long. ANYbotics names SAP, IBM Maximo, GE APM, Yokogawa, Cognite, Siemens Energy, Palantir, Emerson, Honeywell, AVEVA PI, Oracle EAM, Seeq and ABB among the platforms Shift connects to. The software runs as a managed cloud service operated by ANYbotics, with regional hosting in the EU and the US and an on-premise option, and the company cites its ISO 27001 certification. ANYbotics did not publish prices.
The customer numbers are maintenance outcomes, and they are the company's own
ANYbotics says robots at Vicat's Péry cement plant carried out more than 33,000 inspections across 450 points in 16 months, that Grace's Düren plant gained 1.5% in uptime, that a 500 MW power plant in Ireland cut reactive maintenance by 40%, and that Outokumpu sites reduced staff exposure to hazardous areas by 80%. Julie Clavler, director of digital service solutions at waste-to-energy builder and operator Kanadevia Inova, said on the Shift page that the software helps her team plan missions, capture structured field data and find anomalies across a plant.
- All Shift users
- Inspections analysed per month
- 120,000
- inspections (floor)
- Vicat, Péry plant
- Inspections across 450 points in 16 months
- 33,000
- inspections (floor)
- Vicat, Péry plant
- Inspections per point per month (derived)
- 4.6
- inspections
- Grace, Düren plant
- Change in plant uptime
- 1.5
- %
- 500 MW power plant, Ireland
- Reduction in reactive maintenance
- 40
- %
- Outokumpu sites
- Reduction in staff exposure to hazardous areas
- 80
- %
Company-reported figures from ANYbotics' Shift page, not independently verified. Derived row: 33,000 inspections / 450 points / 16 months = 4.6.
As of Oct 1, 2026
The arithmetic behind the Péry figure is modest in a revealing way. Spread over 450 points and 16 months, 33,000 inspections come to about 73 readings per point, or 4.6 per point each month, by ROBOTNESS's calculation. That is the cadence of a disciplined human round, far from continuous sensing, which suggests the value ANYbotics is selling lies in consistency and in data that lands in the right asset record. A software vendor could in principle offer the same, which is where the competitive picture gets interesting.
A robot maker moving up the stack
ANYbotics is headquartered in Zurich with an office in San Francisco and more than 200 employees, the company said in February 2026. In December 2024 it raised $60 million led by Qualcomm Ventures and Supernova Invest, taking total funding past $130 million; its February 2026 boilerplate put the figure above $150 million. Customers it named in 2024 included BP, Equinor, Petrobras, Novelis and Outokumpu. In February 2026 Yokogawa agreed to integrate its OpreX Robot Management Core software with ANYmal, including the explosion-proof ANYmal X, aimed at oil and gas, power and metals customers in Asia and the Middle East. ROBOTNESS reported in June on the company's new Barcelona engineering hub.
Energy Robotics of Darmstadt sells the opposite model. Its software orchestrates robots and drones from several makers, including Boston Dynamics, Mitsubishi Heavy Industries and DJI, so customers are not tied to one machine. It raised a $13.5 million Series A in October 2025, co-led by Blue Bear Capital and Climate Investment, and says its platform has completed more than one million inspections for customers such as Shell, BP, BASF and E.ON. Gecko Robotics of Pittsburgh, whose robots climb, fly and swim over structures, feeds that data into its Cantilever platform; it said it was valued at $1.25 billion in a Series D led by Cox Enterprises in June 2025.
Climate Investment sits on both sides of that divide. It co-led Energy Robotics' Series A and joined ANYbotics' strategic round in September 2025, according to ROBOTNESS records. At least one specialist energy investor is therefore backing both the vertically integrated model and the hardware-agnostic one.
For plant operators the practical change is that inspection results arrive as structured asset records with a ticket attached, instead of a robot log someone must read and retype. That matters most where maintenance staff are scarce and sites are dangerous: refineries, cement kilns, smelters and power stations, the sectors ANYbotics already serves.
What the launch page leaves open
Shift's integrations are listed, not documented, so it is unclear which are certified connectors and which are API-level partnerships. The page does not say whether Shift can command third-party robots or drones, the heart of Energy Robotics' pitch. Pricing, and whether Shift is bundled with ANYmal contracts or sold separately, is undisclosed. Every performance figure is self-reported, and the Irish power plant is not named.
ROBOTNESS analysis
Shift is ANYbotics' bid to be valued as industrial software instead of as a robot maker, and it will work only if large operators prefer one vendor for robot and data over a neutral layer across many machines.
The evidence is in how the product is presented. The Shift page leads with inspections analysed and assets monitored, not robots shipped. Its customer metrics are uptime and reactive maintenance, the language of reliability engineers who control maintenance budgets. Its integration list reads like that of an asset performance management vendor.
- ANYbotics
- Zurich
- Legged robots plus Shift software
- Strategic, 2025-09
- 60
- No data
- Energy Robotics
- Darmstadt
- Hardware-agnostic inspection software
- Series A, 2025-10
- 13.5
- No data
- Gecko Robotics
- Pittsburgh
- Climbing, flying and swimming robots plus Cantilever
- Series D, 2025-06
- No data
- 1.25
- Boston Dynamics
- No data
- Robot maker owned by Hyundai Motor Group
- Subsidiary
- No data
- No data
Rounds and valuations as disclosed by the companies or lead investors; null = not disclosed. ANYbotics' largest disclosed round is the $60m raise of December 2024. Gecko did not state the Series D amount on its own page. No estimates.
As of Oct 1, 2026
The strongest counter-argument is that operators already run APM and CMMS suites from SAP, GE Vernova or Yokogawa, and those vendors can absorb robot data themselves, leaving ANYbotics as a hardware supplier with a fleet console. Yokogawa's own robot management software, which it agreed in February to integrate with ANYmal, shows the large automation houses intend to own a piece of that layer.
Bull case. Shift becomes the default way big operators run ANYmal fleets, recurring software revenue lifts margins, and 120,000 monthly inspections become a training set for anomaly models that newcomers cannot match. ANYbotics then has a software story for its next raise or a listing.
Bear case. Customers insist on mixed fleets and pick hardware-agnostic platforms such as Energy Robotics, or let SAP and Yokogawa handle the data. Shift stays a feature of the robot, and ANYbotics' valuation keeps tracking hardware.
Signals to watch:
- By 31 March 2027: whether Shift Fleet adds support for third-party robots or drones, which would mean ANYbotics is competing head-on with Energy Robotics.
- Over the next two quarters: named Shift contracts with an oil major or utility, and any disclosure of the software share of ANYbotics revenue.
- In 2027: Yokogawa's next OpreX release and whether it positions its robot core above Shift or beside it.
What would change our view is a disclosed price list showing Shift sold as a separate subscription at meaningful scale; that would confirm operators see the software as a product in its own right.
- Managed cloud with EU and US regions, or on-premise; ISO 27001
- Not disclosed
- ANYbotics Shift: Maps, Fleet, Insight and Connect modules
- 1 October 2026 (company website)
- Vicat Péry: 33,000+ inspections across 450 points in 16 months
- More than 1,000
- SAP, IBM Maximo, GE APM, Yokogawa, Siemens Energy, ABB and others
- More than 120,000 per month
Why it matters
Inspection robots have been sold as a safety and labour story: send a machine into the hot, loud or explosive parts of a plant so people do not have to go. Shift reframes the purchase as a maintenance decision. Its headline metrics, uptime and reactive maintenance, map directly onto the budget lines of reliability managers, who usually hold more money than the innovation teams that ran early robot pilots.
The move also sets up a recurring revenue line. Robot hardware is lumpy and capital-intensive, while a platform that sits between a fleet and SAP or Maximo can be priced per asset or per site. If ANYbotics can show investors software revenue, the comparable set shifts from robot makers toward industrial software companies.
Rival analysis
Energy Robotics is the most direct rival. It is hardware-agnostic, supports robots from Boston Dynamics and Mitsubishi Heavy Industries plus DJI drones, and reports more than one million cumulative inspections. Its pitch is freedom from lock-in, which appeals to operators that already bought several robot types. ANYbotics' counter is depth: one stack from legs to work order, tuned for its own sensors and the explosion-proof ANYmal X.
Gecko Robotics competes for the same asset-integrity budgets with a different form factor and a heavier analytics story around Cantilever, and its disclosed $1.25 billion valuation sets a reference point. The automation incumbents, Yokogawa, Emerson, Honeywell and ABB, appear on Shift's partner list; they are partners today and potential competitors for the data layer tomorrow.
Valuation context
ANYbotics has not disclosed a valuation. Verified rounds in ROBOTNESS are a $50 million Series B in May 2023, an additional $60 million in December 2024 led by Qualcomm Ventures and Supernova Invest, and a strategic investment by Climate Investment in September 2025 with no amount given. The company's own boilerplate moved from more than $130 million raised to more than $150 million between December 2024 and February 2026.
The nearest disclosed comparable is Gecko at $1.25 billion in June 2025. Energy Robotics' $13.5 million Series A shows how small a pure software play in this niche still is. A credible software revenue line would be the clearest lever for ANYbotics to close the gap with Gecko.
Supply-chain implications
Shift itself is cloud software, with EU and US hosting regions and an on-premise option, which addresses data-sovereignty demands from European utilities and Middle Eastern national oil companies. The dependency risk sits in the connectors: SAP, IBM Maximo, GE Vernova and Yokogawa control the interfaces and can change them.
On the hardware side, ANYbotics' robots depend on sensors for thermal, acoustic, visual and gas readings and on compute for onboard autonomy. Qualcomm Ventures led the December 2024 round, but neither company has disclosed a chip supply agreement, so we do not assume one.
Signals to watch
First, third-party device support in Shift Fleet. Adding non-ANYbotics robots or drones would turn Shift into a neutral platform and put it in direct competition with Energy Robotics. Second, named reference customers from oil majors and utilities, especially in the US, where the company opened its San Francisco office and directed its 2024 funding.
Third, the partner list. If Yokogawa, Emerson or Honeywell start marketing their own robot-data modules more heavily, Shift's position as the layer above the robot is under pressure. Fourth, any next funding round: the metrics ANYbotics chooses to lead with will show whether investors are buying a software story.
Analyst view
Thesis: Shift is a necessary step for ANYbotics to escape hardware multiples, but the competitive moat will come from the inspection data it accumulates, not from the integration list, which rivals can match.
Confidence: medium. The product logic is sound and the customer list is real, but all performance figures are self-reported, pricing is undisclosed, and the page does not settle whether Shift is a product or a bundled feature. We would move to high confidence on disclosure of software revenue or a standalone Shift contract.
Questions you should be asking
What share of ANYbotics' revenue in 2026 comes from software and services, and how is Shift priced: per robot, per asset or per site?
Will Shift Fleet manage robots and drones from other makers, and if so, on what timeline?
Which of the listed integrations are certified, bidirectional connectors, and which are API-level partnerships still in development?
How does ANYbotics divide roles with Yokogawa's OpreX Robot Management Core at customers that use both?
