Arbe Robotics (ARBE) Company Report

Arbe reported revenue of $0.3 million and a net loss of $11 million for Q3 2025. The company's adjusted EBITDA for the quarter was ($9.2 million).
As of September 30, 2025, Arbe held $52.6 million in cash and cash equivalents & bank deposits.
Key business developments include a major European OEM expected to announce a strategic program award, orders for radar kits from a top Japanese OEM and a leading AI computing company, and increased defense sector activity. Additionally, Chris Van Dan Elzen joined Arbe's Board of Directors.
For the full year 2025, Arbe anticipates revenue to be between $1 million and $2 million, with adjusted EBITDA projected to range from ($29 million) to ($35 million).

Nov 17, 2025, 1:30 PM

Presentation

Arbe Robotics Announces Q3 2025 Results and Strategic Updates

ARBE

Earnings

Guidance Update

New Projects/Investments

Arbe Robotics reported Q3 2025 revenue of $0.3 million, an increase from $0.1 million in Q3 2024, and a net loss of $11 million. The company maintained a strong balance sheet with $52.6 million in cash and cash equivalents as of September 30, 2025.
For the full year 2025, the company expects revenues to be in the range of $1 million-$2 million, with adjusted EBITDA anticipated to be a loss of $29 million-$35 million.
Arbe aims to secure four design wins with OEMs in the coming three quarters, with initial revenues projected to begin in 2027 and ramp up in 2028.
Strategic progress includes advancements with major European and Japanese OEMs for ADAS and autonomous driving programs, expansion into the defense and maritime sectors, and the appointment of Chris Van Dan Elzen to the board of directors.

Nov 17, 2025, 1:30 PM

Transcript

Arbe Robotics Reports Q3 2025 Results and Provides Business Update

ARBE

Earnings

Guidance Update

New Projects/Investments

Arbe Robotics reported Q3 2025 revenue of $0.3 million and a net loss of $11 million, with $52.6 million in cash and cash equivalents as of September 30, 2025.
The company updated its FY 2025 revenue guidance to $1 million-$2 million, while maintaining its Adjusted EBITDA loss expectation of $29 million-$35 million.
Arbe is making strategic progress with OEMs, aiming to secure four design wins within the next three quarters, with initial automotive revenues projected for 2027 and a ramp-up in 2028.
The company also expanded its non-automotive focus into the defense and maritime domains.

Nov 17, 2025, 1:30 PM

Transcript

Arbe Robotics Reports Q3 2025 Results and Strategic Progress

ARBE

Earnings

Guidance Update

New Projects/Investments

Arbe Robotics reported Q3 2025 revenue of $0.3 million, an increase from $0.1 million in Q3 2024, and a net loss of $11 million. The company holds a strong cash position of $52.6 million as of September 30, 2025.
For the full year 2025, revenue is projected to be between $1 million and $2 million, with an adjusted EBITDA loss expected to be in the range of $29 million to $35 million.
The company is making solid strategic progress with OEMs, aiming to secure four design wins with different OEMs in the next three quarters, anticipating initial revenues in 2027 and a ramp-up in 2028.
Arbe expanded its market reach into the defense and maritime sectors and appointed Chris Van Dan Elzen to its board of directors.

Nov 17, 2025, 1:30 PM

Transcript

Arbe Robotics Ltd. Announces Q3 2025 Financial Results and Strategic Progress

ARBE

Earnings

Guidance Update

New Projects/Investments

Arbe Robotics Ltd. reported Q3 2025 revenues of $0.3 million, an increase from $0.1 million in Q3 2024, with a net loss of $11 million compared to $12.6 million in Q3 2024. The Adjusted EBITDA for Q3 2025 was a loss of $9.2 million, compared to a loss of $8.2 million in Q3 2024.
As of September 30, 2025, Arbe held $52.6 million in cash and cash equivalents and short-term bank deposits. For the full year 2025, the company expects revenues to be in the $1 to $2 million range, and Adjusted EBITDA guidance remains unchanged at ($29 million) to ($35 million).
Strategic progress includes a major European OEM expected to announce a strategic program award with Arbe's radar chipset in the lead, and a top Japanese OEM expanding its Level 4 development project. The company also noted rising non-automotive demand and aims to secure four design wins with OEMs in the coming three quarters, anticipating meaningful revenue growth beginning in 2027.

Nov 17, 2025, 12:22 PM

6-K

Arbe Robotics Announces Q3 2025 Financial Results

ARBE

Earnings

Guidance Update

New Projects/Investments

Arbe Robotics reported Q3 2025 revenues of $0.3 million, an increase from $0.1 million in Q3 2024, and a net loss of $11 million, compared to a net loss of $12.6 million in Q3 2024.
The company's Adjusted EBITDA loss for Q3 2025 was $9.2 million, compared to a loss of $8.2 million in Q3 2024. As of September 30, 2025, Arbe had $52.6 million in cash and cash equivalents and short-term bank deposits.
For full-year 2025, Arbe updated its revenue expectation to $1 to $2 million, reflecting timing shifts of certain NRE programs, while its Adjusted EBITDA guidance remains unchanged at a loss of ($29 million) to ($35 million).
Arbe is advancing evaluations with leading OEMs, with management believing its radar chipset is in the lead for a major European OEM's automated-driving program, and anticipates meaningful revenue growth beginning in 2027.

Nov 17, 2025, 12:00 PM

Press Release

Arbe Robotics Announces 2025 Annual General Meeting Results

ARBE

Board Change

Proxy Vote Outcomes

Arbe Robotics Ltd. held its 2025 annual general meeting on September 17, 2025.
Shareholders elected Dr. Noam Arkind and Mr. Chris Van Dan Elzen as Class I directors.
The company's registered share capital was approved to increase by an additional NIS 7,560, consisting of 35,000,000 ordinary shares, thereby increasing the total authorized ordinary shares to 200,000,000.
Chris Van Dan Elzen brings over thirty years of experience in the automotive industry, having previously served as Vice President at Magna International and EVP of Veoneer.

Sep 18, 2025, 12:59 PM

6-K

Arbe's Tier-1 Partner Sensrad Secures Order for Boat Collision Prevention System

ARBE

Product Launch

New Projects/Investments

Arbe Robotics announced that its Tier-1 supplier, Sensrad, received an order from WATCHIT for the Sensrad Hugin D1 Radar to be used in a collision prevention system for recreational boats.
The Sensrad Hugin D1 Radar, which is powered by Arbe's chipset, was chosen for its reliable perception and navigation support in all weather and lighting conditions.
This agreement signifies an expansion into the maritime market for Sensrad's technology, highlighting the versatility and adaptability of Arbe's radar-based perception solutions.
Sensrad recently placed a significant purchase order for Arbe chipsets for various programs, including autonomous vehicles for off-road applications, a strategic US defense sector customer, and a China-based Tianyi Transportation project.