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George Gianarakis

Managing Director and Senior Analyst at Canaccord

George Gianarikas is a Managing Director and Senior Analyst at Canaccord Genuity, specializing in sustainability, technology, and mobility sectors. He covers leading companies including Tesla, Rivian, Generac Holdings, NuScale Power, USA Rare Earth, and MP Materials, with analyst platforms reporting an average annual return per rating of 24.6% and a profitable recommendation rate near 50%, including a top buy achieving over 600% return. Gianarikas began his career at Bear Stearns in 2000, spent over fifteen years with prominent asset managers like Wellington, Putnam, Alydar Capital, and Diametric Capital, and later held a senior analyst role at Baird before joining Canaccord. He holds FINRA registrations and securities licenses, is a Boston University graduate, and is recognized for his expertise in sustainability research and strong performance track record.

George Gianarakis's questions to Arbe Robotics (ARBE) leadership

Question · Q3 2025

George Gianarakis sought deeper insights into ongoing OEM conversations, including positive developments and reasons for decision-making delays. He also asked for guidance on modeling revenue, operating expenses (OpEx), and cash burn for 2026 and 2027 to understand the ramp-up over the next couple of years.

Answer

Co-Founder and CEO Kobi Marenko stated that OEM dialogues are progressing well, with more OEMs adopting Arbe's radars for data collection. He attributed past decision delays to tariff uncertainties, causing a two-quarter push-out, but noted a clear path forward now. Marenko highlighted Arbe's competitive pricing advantage amidst OEM price pressure. For 2026, he expects most revenues from non-automotive sectors, including defense and maritime, and a ramp-up from China via HiRain. CFO Karine Pinto-Flomenboim added that the current OpEx structure supports 2026 revenues and is expected to remain stable through 2027, with a headcount increase anticipated only as the automotive industry ramps up.

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