Q2 2026 Arbe Robotics Ltd Earnings Call Transcript
Key Points
- Revenue grew for the third consecutive quarter, reaching $0.7 million in Q2 2026, up from $0.3 million in Q2 2025.
- A leading global defense and homeland security integrator selected Arbe's technology for three projects under a framework agreement, with potential for expansion.
- The company reduced its cost base by about 15% from Q1 levels, with full effects expected by Q3, and cash burn targeted to fall below $7 million per quarter.
- Progress in the robotaxi market: Phoenix radar systems were integrated into vehicles, which have started road trials.
- HiRain, Arbe's Tier 1 in China, is progressing towards start of production for a Level 4 program with a large Chinese automaker, with a second lower-spec platform in development.
- The company is diversifying revenue streams through sales of radar systems, chipsets, and engineering services, reducing reliance on long-cycle automotive programs.
- Revenue remains very low at $0.7 million for the quarter, indicating early-stage commercialization.
- The company reported a gross loss of around breakeven, with no gross profit achieved.
- Operating loss was $9.8 million in Q2 2026, though improved from $11.5 million in Q2 2025.
- Adjusted EBITDA loss was $8.7 million, showing continued significant cash burn.
- Backlog as of June 30, 2026, was only $1 million, suggesting limited near-term revenue visibility.
- The CFO transition (Karine Pinto-Flomenboim departing, Assaf Pereg joining) introduces leadership uncertainty.
Good day and welcome to the Arbe Robotics second quarter 2026 earnings results.
(Operator Instructions) I would now like to turn the conference over to Mr. Kenny Green. Please go ahead.
Thank you. Good day to all of you and welcome to our Arbe conference call to discuss the results of the second quarter of 2026. Before we begin, I'd like to remind all our listeners that certain information provided on this call may contain forward-looking statements and the safe harbor statement outlined in today's earnings press release also pertains to this call. If you have not received a copy of the release, please view it in the Investor Relations section of Arbe website.
Today, we are joined by Ram Machness, Arbe CEO, Kobi Marenko, President and Co-Founder and Karine Pinto-Flomenboim, Chief Financial Officer.
Following management's formal remarks, we will open the call for the question-and-answer session.
And with that, I'd now like to hand the call over to Ram Machness. Ram, please go
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