Arbe Robotics
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Arbe Robotics (ARBE) investor relations material

Arbe Robotics Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary26 Feb, 2026

Executive summary

  • Broadened focus to defense, homeland security, robotaxi, marine safety, smart infrastructure, robotruck, off-road, and Chinese automotive markets, aiming for revenue contribution in 2026 while maintaining Western OEM engagement.

  • Leadership transition: Ram Machness to become CEO effective April 1, 2026, with Kobi Marenko moving to President to focus on strategy and partnerships.

  • $18.5 million capital raise to strengthen the balance sheet, fund working capital, and support new market entry and product advancement.

  • Implemented cost reductions resulting in approximately 15% lower expenses, extending financial runway and aligning resources.

  • Significant commercial progress in 2025, including a serial production design win with a Chinese OEM for Level 4 autonomous vehicles, with deliveries in 2026 and market launch in 2027.

Financial highlights

  • Q4 2025 revenue was $1.0 million (up from $0.1 million in Q4 2024); full year 2025 revenue reached $1.0 million (up from $0.8 million in 2024).

  • Gross profit for Q4 2025 was -$0.1 million; annual gross profit remained at -$0.8 million.

  • Operating expenses for 2025 were $34.8 million, down from $35.1 million in 2024; Q4 2025 operating expenses were $8.7 million, down from $12.6 million in Q4 2024.

  • Operating loss for Q4 2025 was $11.6 million, down from $12.8 million in Q4 2024; full year operating loss was $47.9 million, improved from $49.6 million in 2024.

  • Net loss for Q4 2025 was $10.2 million (improved from $12.2 million in Q4 2024); full year 2025 net loss was $43.5 million–$45.2 million (improved from $49.3 million in 2024).

  • Adjusted EBITDA loss for 2025 was $37.6 million, with quarterly losses ranging from $8.9 million to $9.7 million.

Outlook and guidance

  • 2026 revenue guidance is $4–6 million, mainly from non-automotive markets.

  • 2026 projected net loss/adjusted EBITDA loss is $28–$31 million, reflecting cost reductions and a strengthened balance sheet.

  • Focus remains on expanding into markets with shorter sales cycles and immediate commercial potential, while maintaining long-term automotive OEM engagements.

  • Revenue growth anticipated from expanded market reach and new sector contributions starting in 2026.

Non-auto market revenue ramp timeline
Gross margin profile of new target markets
Kobi's defense market focus as President
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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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