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Arbe Robotics (ARBE) investor relations material
Arbe Robotics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Advanced to final stages in several OEM radar selection programs, targeting four OEM wins within a year and positioning technology for 2028 vehicle platforms.
Secured strategic orders for chipsets in large-scale data collection projects with major OEMs and non-automotive sectors.
Launched new imaging radar system with HiRain Technologies and signed recurring support agreement with Sensrad.
Expanded nonautomotive applications, including defense and smart infrastructure, with recurring revenue from new support agreements.
Positioned to benefit from new, stricter ADAS regulations in China, creating significant market opportunities.
Financial highlights
Q2 2025 revenue ranged from $0.3M to $0.4M, with backlog at $500,000 as of June 30, 2025.
Gross profit for Q2 2025 was negative $0.2M, reflecting fixed costs and lower revenue year-over-year.
Net loss for Q2 2025 was $10.2M, improved from $11.7M in Q2 2024, aided by $1.3M in financial income.
Adjusted EBITDA loss for Q2 2025 was $8.9M, compared to $7.5M in Q2 2024.
Cash and equivalents plus deposits totaled $62M as of June 30, 2025.
Outlook and guidance
2025 annual revenue expected between $2M and $5M, weighted toward year-end.
Adjusted EBITDA loss for 2025 projected between $29M and $35M.
Targeting four design wins with automakers in the coming year, with revenue growth beginning in 2027.
Recent cash infusions of nearly $70M strengthen financial position.
Assess HiRain's LRR615 impact on China's radar market.
How does Arbe plan to capitalize on non-automotive?
Elaborate on the competitive landscape for design wins.
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Next Arbe Robotics earnings date
Q3 202526 Nov, 2025
Next Arbe Robotics earnings date
Q3 202526 Nov, 2025
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Frequently asked questions
Arbe Robotics Ltd. specializes in the development of next-generation radar solutions for autonomous vehicles and advanced driver-assistance systems (ADAS). The company's proprietary radar technology offers high-resolution imaging and enhanced object detection capabilities, enabling safer and more reliable vehicle automation. Arbe's solutions are designed to improve the functionality of automotive systems in various driving conditions, including complex urban environments and adverse weather. The company serves the automotive sector, working with original equipment manufacturers (OEMs) and Tier 1 suppliers to integrate its radar systems into vehicles. Arbe Robotics Ltd. is headquartered in Tel Aviv, Israel, and its shares are listed on the NASDAQ.
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