Arbe and Sensrad Sign Support and Maintenance Agreement for High-Resolution 4D Imaging Radar Program TEL AVIV, Israel, July 29, 2025 /PRNewswire/ -- Arbe Robotics Ltd. (Nasdaq: ARBE) (TASE: ARBE), a global leader in perception radar solutions, today announced that Sensrad, a leading radar Tier-1 supplier based in Sweden, has begun delivering its first radar series powered by Arbe's chipset to customers. These radars are destined for deployment in a defense sector autonomous off-road vehicle application and ...

Tel Aviv, Israel, July 21, 2025 — Arbe Robotics Ltd. (Nasdaq, TASE: ARBE), a global leader in perception radar solutions, today announced that it will hold its second quarter 2025 conference call on Thursday, August 7, 2025 at 8:30 a.m. Eastern Time. The company will issue its financial results before the US market opens that same day. Conference Call and Webcast Details Cautionary Note Regarding Forward-Looking Statements Internationally: +972-3-9180609 The company encourages participants to pre-register f ...

Core Insights - The article discusses potential investment opportunities in ARBE, highlighting the analyst's intention to initiate a long position in the stock within the next 72 hours [1]. Company Analysis - ARBE is positioned for growth, with the analyst expressing a favorable outlook based on recent developments and market conditions [1]. Market Context - The broader market environment is considered, with implications for investment strategies in the context of ARBE's performance and potential [1].

Company Overview - Adeia (ADEA) is a notable stock within the Business Services sector, which consists of 271 companies and currently ranks 3 in the Zacks Sector Rank [2][4] - The Zacks Rank system, which focuses on earnings estimates and revisions, has assigned Adeia a Zacks Rank of 2 (Buy), indicating a positive outlook [3] Performance Analysis - Year-to-date, Adeia has returned 1.9%, outperforming the average return of 1.3% for the Business Services sector [4] - In comparison, Arbe Robotics Ltd. (ARBE) has shown a stronger performance with a year-to-date return of 3.8% [4][5] Industry Context - Adeia is categorized under the Technology Services industry, which includes 130 stocks and currently ranks 39 in the Zacks Industry Rank [6] - The Technology Services industry has experienced an average gain of 5.8% year-to-date, indicating that Adeia is slightly underperforming relative to its industry peers [6] Future Outlook - Investors are encouraged to monitor both Adeia and Arbe Robotics Ltd. for potential continued strong performance in the Business Services sector [7]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $0.04 million, down from $0.1 million in Q1 2024, reflecting a 60% decrease [11] - Gross profit for Q1 2025 was negative $0.3 million, unchanged from Q1 2024 [11] - Operating loss for Q1 2025 was $13.4 million, compared to a loss of $12.8 million in Q1 2024 [12] - Net loss in Q1 2025 was $13.8 million, compared to a net loss of $12.8 million in Q1 2024 [13] - Cash and cash equivalents as of March 31, 2025, were $36.7 million, with long-term bank deposits at $35.2 million [13] Business Line Data and Key Metrics Changes - The company secured radar systems orders supporting advanced data collection programs, indicating progress in the automotive sector [5] - A significant order for over 1,000 imaging radar chips was placed by Tier one Sensorad, reflecting growing demand in broader industrial and mobility markets [7] Market Data and Key Metrics Changes - In Europe, the company is close to potential design wins with leading OEMs, with revenues projected to begin in 2027 [6] - In China, the launch of the LRR615 radar system marks a critical milestone, designed for the autonomous driving market [6] Company Strategy and Development Direction - The company aims to pursue four design ins with automakers in 2025, with annual revenue expected to be between $2 million and $5 million, weighted towards the end of the year [14] - Collaboration with NVIDIA is a key strategic move, integrating high-resolution imaging radar with NVIDIA's DRIVE AGX platform [8] Management's Comments on Operating Environment and Future Outlook - Management noted that broader economic shifts have led to short-term delays in automakers' rollout of advanced driver assistance systems, but they remain optimistic about future engagements [14] - The company believes that its solid financial foundation positions it well to lead the industry in the adoption of ultra-high-resolution radar [10] Other Important Information - The company raised $33 million through an underwriting registered direct offering in January 2025, enhancing its financial stability [9] - Adjusted EBITDA for 2025 is projected to be a loss between $29 million and $35 million [15] Q&A Session Summary Question: Can you outline the negotiations and discussions with OEMs? - The company is not selling directly to OEMs but through Magna, which is involved in data collection for OEMs. They believe the solution is ready for final selection [17][18] Question: Which geographies are these OEMs headquartered in? - The focus is currently on Europe, with expectations for revenue and production in China to come a year earlier [20] Question: Any momentum in industrial applications? - The company is partnering with Sensorad for industrial applications, which have low volume per application but significant customization needs [21][22] Question: Revenue guidance implies a ramp in the third and fourth quarters; where will this revenue come from? - Revenue will come from a major order from Sensorad and the selection of leading OEMs, with production ramping up in China by Q4 [24][25] Question: Where are other auto customers in the RFP process? - The company is making progress with all programs, but delays are due to market conditions rather than technology [28] Question: Partnerships in China? - The company is working with both NVIDIA and local vendors like Horizon Robotics to provide full solutions for the autonomous market [30] Question: Timeline for volume ramp in China? - Production ramp-up in China is expected by the end of the year, with final stages nearing completion [32] Question: R&D expenditure for the year? - The operational expenditure burn for the year is projected to be between $32 million and $34 million, with R&D estimated at $25 million annually [35] Question: Gross margin expectations during ramp-up? - Gross margin during the ramp-up is expected to be in the range of 50% to 60%, but may drop to 30% to 35% during the initial testing phase [39]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $0.04 million, down from $0.1 million in Q1 2024, reflecting a 60% decrease year-over-year [11] - Gross profit for Q1 2025 was negative $0.3 million, unchanged from Q1 2024, primarily due to fixed cost components [11] - Operating loss for Q1 2025 was $13.4 million, compared to a loss of $12.8 million in Q1 2024 [12] - Net loss in Q1 2025 was $13.8 million, compared to a net loss of $12.8 million in Q1 2024 [13] - Cash and cash equivalents as of March 31, 2025, were $36.7 million, with long-term bank deposits at $35.2 million [13] Business Line Data and Key Metrics Changes - The company secured radar systems orders supporting advanced data collection programs, indicating progress in the automotive sourcing process [4] - A significant order for over 1,000 imaging radar chips was placed by Tier one Sensorad, reflecting growing commercial demand [6] - The company anticipates revenues from OEM partnerships to begin in 2027, with a focus on high-volume passenger vehicle platforms in Europe [5] Market Data and Key Metrics Changes - In China, the launch of the LRR615 radar system marks a critical milestone for the autonomous driving market, showcasing the company's capabilities [5] - The company is engaged with various clients in smart cities and heavy industrial applications through partnerships, indicating a diversification of market applications [20][21] Company Strategy and Development Direction - The company aims to pursue four design ins with automakers in 2025, focusing on the adoption of ultra-high-resolution radar technology [14] - Collaborations with NVIDIA and other partners are positioned to enhance the company's role in the software-defined vehicle ecosystem [7] - The company is strategically focusing on the European market for hands-free driving technology, with expectations of revenue growth in China ahead of the U.S. market [19] Management's Comments on Operating Environment and Future Outlook - Management noted that broader economic shifts have led to short-term delays in automakers' rollout of advanced driver assistance systems, but they remain optimistic about future engagements [14] - The company expects a significant ramp-up in revenue in the third and fourth quarters of 2025, driven by OEM selections and new orders [22] - Management emphasized that delays in OEM decisions are not related to the company's technology but rather market conditions [27] Other Important Information - The company raised $33 million through a direct offering in January 2025, strengthening its financial position [9] - Adjusted EBITDA for 2025 is projected to be a loss in the range of $29 million to $35 million [15] Q&A Session Summary Question: Can you outline the negotiations with OEMs and expected wins? - The company is involved in a three-way collaboration with Magna and leading OEMs in Europe, with high chances of winning orders due to the readiness of their solutions [17][18] Question: What geographies are these OEMs located in? - The focus is primarily on Europe, with expectations of earlier revenue generation in China compared to the U.S. market [19] Question: Any momentum in industrial applications? - The company is partnering with Sensorad for industrial applications, which are customized and have lower volume per application [20][21] Question: Revenue guidance implies a ramp in the latter half of the year; where will it come from? - Revenue will come from a major order from Sensorad and selections from leading OEMs, with production ramping up in China by Q4 [22][24] Question: Status of RFPs with other auto customers? - Progress is being made, but delays are due to market conditions rather than technology issues [27] Question: Partnerships in China? - The company is working with both NVIDIA and local vendors like Horizon Robotics to provide comprehensive solutions for the autonomous market [29] Question: Timeline for volume ramp in China? - Production ramp-up in China is expected by the end of 2025, with final stages nearing completion [33] Question: R&D expenditure for the year? - The expected operating expense burn for the year is between $32 million to $34 million, with R&D estimated at $25 million [36] Question: Gross margin expectations during ramp-up? - Gross margins during the initial ramp-up are expected to be around 30% to 35% due to additional testing costs [39]

Company Performance - Arbe Robotics Ltd. reported a quarterly loss of $0.09 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.08, but an improvement from a loss of $0.14 per share a year ago, indicating a year-over-year improvement [1] - Industrial Tech Acquisitions posted revenues of $0.04 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 60%, and down from $0.14 million in the same quarter last year [2] - The current consensus EPS estimate for Industrial Tech Acquisitions is -$0.13 on $0.3 million in revenues for the coming quarter and -$0.54 on $2.3 million in revenues for the current fiscal year [7] Market Performance - Industrial Tech Acquisitions shares have lost about 12.4% since the beginning of the year, while the S&P 500 has gained 1.4%, indicating underperformance relative to the broader market [3] - The company has surpassed consensus EPS estimates just once over the last four quarters, reflecting challenges in meeting market expectations [2] Earnings Outlook - The earnings outlook for Industrial Tech Acquisitions is mixed, with the current Zacks Rank at 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Technology Services industry, to which Industrial Tech Acquisitions belongs, is currently in the top 20% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Alithya Group, another company in the same industry, is expected to report quarterly earnings of $0.02 per share, reflecting a year-over-year change of -50%, with revenues expected to be $85.25 million, down 4.7% from the previous year [9]

Financial Performance - Revenue for Q1 2025 was $0.04 million, compared to $0.1 million in Q1 2024[7] - Gross Margin Loss remained constant at $(0.3) million in both Q1 2024 and Q1 2025[7] - Total Expenses increased from $9.4 million in Q1 2024 to $9.7 million in Q1 2025[10] - Net Loss increased from $(12.8) million in Q1 2024 to $(13.8) million in Q1 2025, which includes $45K and $457K financial expenses respectively[10] - Adjusted EBITDA improved from $(8.2) million in Q1 2024 to $(7.5) million in Q1 2025[10] Balance Sheet - Cash and cash equivalents & bank deposits totaled $71.9 million as of March 31, 2025[13] 2025 Guidance - The company anticipates 4 OEM Design-ins in 2025[17] - Adjusted EBITDA is projected to be between $(29) million and $(35) million for 2025[18]

Core Insights - Arbe Robotics Ltd. reported financial results for Q1 2025, highlighting progress in securing orders and collaborations, despite a net loss [1][8][11] Financial Performance - Q1 2025 revenues were $0.04 million, down from $0.1 million in Q1 2024 [8] - Gross profit for Q1 2025 was negative at ($0.3) million, consistent with the previous year [9] - Operating expenses increased to $13.1 million in Q1 2025 from $12.5 million in Q1 2024, primarily due to one-time expenses related to chip design [9][10] - The operating loss for Q1 2025 was $13.4 million, compared to a loss of $12.8 million in Q1 2024 [10] - Net loss for Q1 2025 was $13.8 million, compared to a net loss of $12.8 million in Q1 2024 [11] - Adjusted EBITDA for Q1 2025 was a loss of $9.7 million, compared to a loss of $8.5 million in Q1 2024 [12] Strategic Developments - Arbe made significant progress in securing design wins with leading European OEMs, with radar technology expected to enable high-volume production for 2028 vehicle platforms [2] - HiRain Technologies launched a production-intent long-range imaging radar system, the LRR615, for the Chinese market, utilizing Arbe's chipset [3] - Sensrad placed an order for over a thousand imaging radar chips, indicating growing commercial traction in non-automotive sectors [4] - A collaboration with NVIDIA was launched to enhance radar-based mapping and AI capabilities, showcased at CES 2025 [5] Capital and Liquidity - In January 2025, Arbe raised $33 million through a direct offering, with an additional $21.5 million released from an escrow account [6] - As of March 31, 2025, Arbe had $36.7 million in cash and cash equivalents and $35.2 million in long-term bank deposits [13] Market Outlook - The company expects annual revenues for 2025 to be between $2 million and $5 million, with a focus on the latter part of the year [15] - Adjusted EBITDA for 2025 is projected to be in the range of ($29 million) to ($35 million) [16] - Arbe aims to pursue four design-ins with automakers in 2025, despite delays in the rollout of advanced driver assistance systems [15]

TEL AVIV, Israel, May 12, 2025 /PRNewswire/ -- Arbe Robotics Ltd. (Nasdaq: ARBE) (TASE: ARBE), a global leader in perception radar solutions, today announced that Kobi Marenko, Chief Executive Officer will participate in the following investor conferences: Ladenburg Innovation Expo Format: In-person presentation and meetings When: Wednesday, May 21, presentation at 2:00 pm ET Where: New York City 15th Annual Roth London Conference Format: In-person meetings When: Wednesday, June 25 Where: London, U.K. This ...