Arbe Robotics Ltd (NAS:ARBE)
$ 0.66 -0.053 (-7.54%) Market Cap: 80.59 Mil Enterprise Value: 52.79 Mil PE Ratio: 0 PB Ratio: 1.64 GF Score: 61/100

Q1 2026 Arbe Robotics Ltd Earnings Call Transcript

May 28, 2026 / 12:30 PM GMT
Release Date Price: $1.21 (-1.63%)

Key Points

Positve
  • Arbe Robotics Ltd (ARBE) is transitioning from a chipset-focused automotive company to a supplier of complete radar solutions, expanding its market reach.
  • The company has begun shipping chipsets to China, tapping into one of the world's largest and fastest-moving automotive markets.
  • Arbe Robotics Ltd (ARBE) received orders from global robotaxi companies, showcasing the demand for its high-resolution radar systems.
  • The company is expanding beyond automotive into markets such as defense, homeland security, and smart infrastructure, increasing its total addressable market.
  • Arbe Robotics Ltd (ARBE) has set up dedicated production lines for radar systems, indicating readiness to scale manufacturing and meet growing demand.
Negative
  • Revenue for Q1 2026 was only $0.5 million, showing minimal growth from $0.4 million in Q1 2025.
  • The company reported a negative gross profit of $0.1 million for Q1 2026, indicating ongoing financial challenges.
  • Operating expenses remain high at $11.2 million, despite a decrease from the previous year.
  • Arbe Robotics Ltd (ARBE) continues to operate at a net loss, with a $9.4 million loss reported for Q1 2026.
  • The company's backlog is relatively low at $1 million, suggesting limited visibility into future revenue streams.


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

ARBE.OQ - Arbe Robotics Ltd
Q1 2026 Arbe Robotics Ltd Earnings Call
May 28, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Arbe Robotics First Quarter 2020 Results Conference Call.

All participants will be in listen-only mode.

Should you need assistance, please signal a conference specialist by pressing the start key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star then 1 on a touchtone phone. To withdraw your question, please press star then 2.

Please note, today's event is being recorded.

I would now like to turn the conference over to Kenny Green of EK Investor Relations. Mr. Green, please go ahead.

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