)
Arbe Robotics (ARBE) investor relations material
Arbe Robotics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strategic progress with major European and Japanese OEMs, including advanced engagement for eyes-off, hands-off automated driving and Level 3/4 autonomy projects.
Expanded non-OEM collaborations, with increased demand in defense and maritime sectors, and new deployments in marine collision prevention.
Won two major industry awards for radar technology, reinforcing leadership in automotive perception systems.
Strengthened board with the addition of Chris Van Dan Elzen, an experienced automotive executive.
Financial highlights
Q3 2025 revenue was $0.3 million, up from $0.1 million in Q3 2024; backlog at quarter-end was $0.2 million.
Gross profit for Q3 2025 was -$0.2 million, an improvement from -$0.3 million year-over-year.
Operating expenses decreased to $11.3 million from $12.2 million, mainly due to lower share-based compensation.
Operating loss narrowed to $11.5 million from $12.4 million; net loss was $11 million, improved from $12.6 million.
Adjusted EBITDA loss was $9.2 million, compared to $8.2 million loss in Q3 2024.
Outlook and guidance
Targeting four OEM design wins in the next three quarters, with decisions expected from at least five OEMs.
2025 revenue expected between $1 million and $2 million, reflecting timing shifts in NRE programs.
Adjusted EBITDA loss guidance for 2025 remains at $29 million-$35 million.
Initial automotive revenues anticipated in 2027, with ramp-up in 2028 as chipsets enter high-volume production.
2026 revenues expected to be driven by non-automotive sectors, with stable OpEx and ramp-up in headcount as automotive business scales.
Next Arbe Robotics earnings date
Next Arbe Robotics earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage