TEL AVIV, Israel, Dec. 8, 2025 /PRNewswire/ -- Arbe Robotics Ltd. (Nasdaq: ARBE) (TASE: ARBE) ("Arbe" or the "Company"), a global leader in perception radar solutions, today announced that, subject to approval of the bondholders, it proposes to extend to December 31, 2026 the deadline for meeting the conditions under its series A convertible bonds for the release of the proceeds raised from the issuance of the convertible bonds which proceeds are held by the trustee. Under the present terms of the bonds, if ...

Arbe Robotics Ltd. ( ARBE ) continues to be a speculative stock. I reviewed the stock back in July and gave it a buy rating . Since that rating, the stock has been very volatile. The stock fell following myAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ARBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relations ...

Arbe Robotics Ltd. (ARBE) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the s ...

Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [9] - Gross profit for Q3 2025 was negative $0.2 million, an improvement from negative $0.3 million in the same period last year [9] - Operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in Q3 2024, showing a reduction in losses [10] - Net loss in Q3 2025 was $11 million, down from a net loss of $12.6 million in Q3 2024 [10] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [11] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, with significant progress reported in collaborations with major OEMs [3][4] - A top Japanese OEM has ordered radar kits for level 4 development activities, indicating strong demand for the company's technology [4] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to postpone new model launches, but Arbe's market position continues to strengthen [5][11] - The company is seeing increasing demand in the defense sector and has expanded into the maritime domain, indicating diversification in market applications [6][7] Company Strategy and Development Direction - The company aims to secure four design wins with OEMs in the next three quarters, focusing on premium automotive models initially [5][15] - Arbe's radar technology is expected to serve as a key enabler for 2028 passenger vehicle platforms, with initial revenues anticipated in 2027 [6] Management's Comments on Operating Environment and Future Outlook - Management noted that dialogues with OEMs are progressing positively, with a clearer path to decision-making emerging [25] - The company expects a ramp-up in revenues from non-automotive sectors in 2026, alongside anticipated revenues from China [28] Other Important Information - The company won two prestigious automotive technology industry awards, highlighting its technological advancements and contributions to safety in the automotive sector [7] - A new board member with extensive automotive industry experience has been appointed, which may enhance strategic direction [8] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [16] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [19] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues are going well, but earlier delays were due to uncertainty around tariffs; now, a clearer path to decisions is expected [25] Question: How should revenue and OpEx be modeled for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable OpEx levels anticipated [28][29]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [9] - Gross profit improved to -$0.2 million in Q3 2025 from -$0.3 million in the same period last year, reflecting a better revenue mix [9] - Operating loss decreased to $11.5 million in Q3 2025 from $12.4 million in Q3 2024 [10] - Net loss narrowed to $11 million in Q3 2025 compared to $12.6 million in Q3 2024 [10] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [11] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, with significant progress reported in collaborations with major OEMs [3][4] - A top Japanese OEM has ordered radar kits for Level 4 development, indicating strong demand for Arbe's technology [4] - Non-automotive projects are seeing increased demand, particularly in the defense sector and maritime applications [6][7] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to delay new model launches, impacting decision timelines for autonomous driving solutions [5] - Despite these delays, Arbe's market position is strengthening, with expectations to secure key European OEM programs in the near term [5][11] Company Strategy and Development Direction - The company aims to be the key enabler for automated driving programs, with a focus on high-resolution radar technology [8] - Arbe expects initial revenues from its chipsets to begin in 2027, ramping up in 2028 as production scales [6] - The strategy includes expanding into non-automotive sectors, with a strong emphasis on defense and maritime applications [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about securing four design wins with OEMs in the next three quarters, with decisions expected from at least five OEMs [14] - The company anticipates a significant ramp-up in revenues from non-automotive sectors in 2026, alongside expected revenues from China [26] - Adjusted EBITDA expectations for 2025 remain unchanged at a loss of $29 million to $35 million, reflecting ongoing investments in growth [11] Other Important Information - The company won two prestigious automotive technology industry awards, highlighting its technological advancements in radar systems [7] - A new board member with extensive automotive industry experience was welcomed, enhancing the company's strategic capabilities [8] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [14] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [17] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues with OEMs are positive, but earlier delays were due to uncertainty around tariffs; now, a clearer path to decisions is emerging [23] Question: How should revenue and OpEx be modeled for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable OpEx levels anticipated as the automotive ramp-up occurs [26][27]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [10] - Gross profit for Q3 2025 was negative $0.2 million, an improvement from negative $0.3 million in the same period last year [10] - Operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in Q3 2024, showing a reduction in losses [11] - Net loss in Q3 2025 was $11 million, down from a net loss of $12.6 million in Q3 2024 [11] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [12] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, which is crucial for ADAS and autonomous driving programs [4][5] - A top Japanese OEM has ordered radar kits for level 4 development activities, indicating strong demand for Arbe's technology [5] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to postpone new model launches, but Arbe's market position continues to strengthen [6][12] - The company is seeing increasing demand in the defense sector and has expanded into the maritime domain [7][8] Company Strategy and Development Direction - Arbe aims to secure four design wins with OEMs in the next three quarters, focusing on premium models initially, with plans to expand to non-premium models over time [6][17] - The company expects initial revenues from its radar technology to begin in 2027, with a ramp-up in 2028 as chipsets are used in high-volume production [7] Management's Comments on Operating Environment and Future Outlook - Management noted that dialogues with OEMs are progressing well, with a clearer path to decision-making emerging [26] - The company anticipates that most revenues in 2026 will come from non-automotive sectors, with a ramp-up in revenues from China expected [29][30] Other Important Information - Arbe won two prestigious automotive technology industry awards in Q3 2025, highlighting its technological advantages [8] - The company welcomed a new board member with extensive experience in the automotive industry, which may enhance its strategic direction [9] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [17] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [20] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues are positive, but earlier delays were due to uncertainty regarding tariffs; now, a clearer path to decisions is expected [26] Question: How should one model revenue and expenses for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable operating expenses anticipated [30]

分组1 - Arbe Robotics Ltd. reported a quarterly loss of $0.08 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.07, but an improvement from a loss of $0.13 per share a year ago, indicating a -14.29% earnings surprise [1] - Industrial Tech Acquisitions posted revenues of $0.25 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 63.71%, compared to revenues of $0.12 million a year ago, and has not surpassed consensus revenue estimates in the last four quarters [2][4] - The stock of Industrial Tech Acquisitions has declined approximately 22% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] 分组2 - The earnings outlook for Industrial Tech Acquisitions is mixed, with the current consensus EPS estimate at -$0.07 on $1.5 million in revenues for the upcoming quarter and -$0.30 on $2.5 million in revenues for the current fiscal year [7] - The Zacks Industry Rank places Technology Services in the top 31% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Skillsoft Corp., another company in the same industry, is expected to report quarterly earnings of $1.26 per share, reflecting a year-over-year change of +169.2%, with revenues anticipated to be $131.56 million, down 4.1% from the previous year [9]

Core Insights - Arbe Robotics Ltd. is well-positioned to secure key European OEM programs in the short term, with expectations of initial revenues starting in 2027 and ramping up in 2028 as their radar technology is integrated into high-volume production vehicles [1][3][11] - The company has received validation from a global leader in AI computing, which ordered radar development kits for autonomous driving software, indicating strong market positioning despite some OEMs delaying new model launches [2][10] - Arbe Robotics Ltd. is making significant progress with various OEMs, including a top Japanese OEM that has ordered radar kits for Level 4 development activities [3][4] Strategic Developments - The company aims to secure design wins with OEMs to become the core radar technology provider for ADAS and autonomous driving programs, with solid progress reported in Q3 2025 [4][11] - Arbe Robotics Ltd. is expanding its focus on non-automotive projects, particularly in the defense sector, and has begun supplying radar systems for defense pilot programs and maritime applications [5][10] - The company won two prestigious automotive technology awards, highlighting its contributions to the industry and technological advantages [6] Financial Performance - For Q3 2025, revenue totaled $300,000, up from $100,000 in Q3 2024, with a backlog of $200,000 as of September 30, 2025 [8][10] - Gross profit for Q3 2025 was negative $200,000, an improvement from negative $300,000 in the same period last year, attributed to a favorable revenue mix [9] - The operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in 2024, with adjusted EBITDA showing a loss of $9.2 million in 2025 [9][10] Future Outlook - The company expects revenues for 2025 to be in the range of $1 million to $2 million, with a goal of securing four design wins with different OEMs in the next three quarters [11][12] - Despite global economic shifts causing delays in OEM decision-making, Arbe Robotics Ltd.'s market position is strengthening, and it anticipates a ramp-up in revenues from non-automotive sectors in 2026 [10][20] - The company plans to maintain stable operating expenses while ramping up headcount to support future growth in automotive revenues [21]

Radar Technology & Market Position - Automotive evolution requires perception radar for enhanced safety and autonomous driving, complementing cameras in various conditions [6, 10, 12, 14] - 4D radar is expected to reach a 15% market share [16] - The company is poised to win the autonomous market due to its best-in-class imaging radar and strong industry traction [18, 19] Q3 2025 Business Highlights - A major European OEM is expected to announce a strategic program award for the company's automated driving system [22] - A top Japanese OEM ordered radar kits for a Level 4 development project [22] - A premium European OEM is conducting Level 3 data collection using the company's chipset [22] - A leading AI computing company ordered radar kits for AD software development [22] - Increased defense sector activity with the company supplying radar systems for evaluation projects [22] Q3 2025 Financial Results - Revenue increased from $0.1 million in Q3 2024 to $0.3 million in Q3 2025 [24] - Net loss decreased from $12.6 million in Q3 2024 to $11 million in Q3 2025 [27] - Adjusted EBITDA improved from -$9.7 million in Q3 2024 to -$9.2 million in Q3 2025 [27] - Cash and cash equivalents & bank deposits stand at $52.6 million as of September 30, 2025 [30] 2025 Guidance - The company expects revenue of $1 million to $2 million [33] - Adjusted EBITDA is projected to be between -$29 million and -$35 million [33]