Arbe Robotics (ARBE) Q3 2025 earnings summary

Executive summary

• Achieved strategic progress with major European and Japanese OEMs, including a leading European OEM nearing a program award for eyes-off, hands-off automated driving, and expanded Level 3/4 autonomy projects.

• Expanded non-OEM collaborations, with increased demand and deployments in defense and maritime sectors, including marine collision-prevention systems.

• Won two major automotive technology awards, validating technological leadership.

• Board strengthened by the appointment of Chris Van Dan Elzen, an industry veteran with extensive OEM and Tier-1 experience.

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, improved from -$0.3 million year-over-year.

• Operating expenses for Q3 2025 were $11.3 million, down from $12.2 million in Q3 2024.

• Operating loss for Q3 2025 was $11.5 million, compared to $12.4 million in Q3 2024; net loss was $11 million, improved from $12.6 million.

• Adjusted EBITDA loss was $9.2 million in Q3 2025, 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 for 2025 projected at $29 million-$35 million.

• Initial automotive revenues expected in 2027, ramping up in 2028.

• 2026 revenues anticipated mainly from non-automotive sectors, with stable OpEx and ramp-up in headcount as automotive business scales.