Arbe Robotics Ltd (NAS:ARBE)

Q1 2026 Arbe Robotics Ltd Earnings Call Transcript

May 28, 2026 / 12:30 PM GMT

Release Date Price: $1.21 (-1.63%)

Transcript

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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