Arbe Robotics Ltd
NASDAQ:ARBE
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Arbe Robotics Ltd
Arbe Robotics Ltd. develops radar and operating system for drones, automotive, and robots. The firm's products fit for drones, automotive, and robots. The firm's imaging Synthetic-Aperture Radar (SAR) provides automotive with four dimensional (4D) radar picture and it is based on patented hardware.
Arbe Robotics Ltd. develops radar and operating system for drones, automotive, and robots. The firm's products fit for drones, automotive, and robots. The firm's imaging Synthetic-Aperture Radar (SAR) provides automotive with four dimensional (4D) radar picture and it is based on patented hardware.
Revenue Growth: Arbe reported Q3 2025 revenue of $0.3 million, up from $0.1 million in Q3 2024, but still at a low base.
OEM Pipeline: The company expects to secure 4 design wins with different OEMs over the next 3 quarters, citing strong progress with leading European and Japanese automakers.
Guidance Update: Full-year 2025 revenue is now expected to be $1 million to $2 million, lowered due to timing shifts in certain NRE programs.
Profitability: Operating loss and net loss both narrowed year-on-year, with operating expenses decreasing primarily from lower share-based compensation.
Cash Position: Arbe ended Q3 with $52.6 million in cash and short-term bank deposits, providing runway for upcoming program ramps.
Nonautomotive Growth: Strong demand continues in defense and new verticals like maritime, with new clients and expanded orders.
Decision Delays: Global economic shifts and OEM caution have delayed new model launches and procurement decisions, but management remains confident about near-term wins.