Arbe Robotics Ltd (NAS:ARBE)

Q4 2025 Arbe Robotics Ltd Earnings Call Transcript

Feb 26, 2026 / 01:30 PM GMT

Release Date Price: $0.9315 (-9.56%)

Transcript

Key Points

Positve

Arbe Robotics Ltd (ARBE) has broadened its focus to markets with shorter adoption cycles, such as defense, homeland security, and other transportation applications, which are showing growing commercial traction.
The company successfully reduced its cost base by about 15% and enhanced its balance sheet with an $18.5 million financing, extending its financial runway.
Arbe Robotics Ltd (ARBE) announced a new serial production design win with a state-owned OEM in China for a Level 4 autonomous vehicle program, indicating potential long-term growth.
The company is seeing momentum in non-automotive sectors like defense, homeland security, and robotaxi applications, which are expected to contribute to revenue in 2026.
Arbe Robotics Ltd (ARBE) continues to work closely with Nvidia to integrate its radar technology into Nvidia's drive Hyperion platform, enhancing its technological capabilities.

Negative

Revenue for the fourth quarter of 2025 was only $0.5 million, indicating slow financial growth.
Gross profit for Q4 2025 was negative, at $-0.1 million, showing ongoing financial challenges.
Operating expenses remain high, with a total of $11.5 million for Q4 2025, despite a reduction from the previous year.
The company is not providing guidance on the timing of additional automotive OEM design wins due to extended adoption cycles.
Adjusted EBITDA for 2025 showed a loss of $37.6 million, reflecting significant financial losses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARBE.OQ - Arbe Robotics Ltd
Q4 2025 Arbe Robotics Ltd Earnings Call
Feb 26, 2026 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to RB Robotics 4th quarter and full year 2025 results conference call.

All participants are at present in listen-only mode.

Following management's formal presentation.

Instructions will be given for the question-and-answer session.

For operator assistance, please press 0.

As a reminder, this conference is being recorded.

You should have all received the company's press release by now. If you have not, please check the company's website at www.

Dotarbe robotics.com or call EK Global Investor Relations.

I would now hand over the call to Mr. Kenny Green of EK Global Investor Relations. Mr. Green, would you

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