Arbe Robotics (ARBE) investor relations material

Executive summary

• Transitioned from a chipset-focused automotive supplier to a provider of complete radar solutions, expanding into defense, homeland security, and Physical AI markets.

• Achieved commercial milestones: initial chipset shipments to China via HiRain, robotaxi orders, and data collection programs with global automakers.

• Launched sales of full radar systems, establishing a dedicated production line and shipping initial units to perimeter-security and Physical AI sectors.

• Strengthened balance sheet with $18.5 million raised in a direct offering during Q1 2026.

• Net loss narrowed to $9.4 million in Q1 2026 from $13.8 million in Q1 2025, showing improved cost management.

Financial highlights

• Q1 2026 revenue was $0.5 million, up from $0.04 million in Q1 2025.

• Gross profit was negative $0.1 million, improved from negative $0.3 million year-over-year.

• Operating expenses decreased to $11.2 million from $13.1 million, mainly due to lower share-based compensation and reduced tape-out expenses.

• Adjusted EBITDA loss was $9.9 million, compared to $9.7 million loss in Q1 2025.

• Cash and equivalents stood at $53.6 million as of March 31, 2026.

Outlook and guidance

• Reaffirmed full-year 2026 revenue guidance of $4–6 million.

• Expects adjusted EBITDA loss for 2026 in the range of $28–31 million.

• Cost reduction measures implemented in Q1 are expected to reduce ongoing operating expenses by 15%, with full impact from Q2.

• Management expects revenue growth in upcoming quarters and continued signing of automotive OEM design wins, though timing remains uncertain due to longer OEM adoption cycles.