分组1 - Arbe Robotics Ltd. reported a quarterly loss of $0.11 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.10, marking a surprise of -10% [1] - Over the last four quarters, Arbe Robotics has surpassed consensus EPS estimates only once [2] - Industrial Tech Acquisitions posted revenues of $0.1 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 67%, compared to year-ago revenues of $0.35 million [2] 分组2 - The stock of Industrial Tech Acquisitions has declined approximately 10.8% since the beginning of the year, while the S&P 500 has decreased by -1.8% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for Industrial Tech Acquisitions is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] 分组3 - The current consensus EPS estimate for the upcoming quarter is -$0.09 on $0.5 million in revenues, and -$0.35 on $7 million in revenues for the current fiscal year [7] - The Technology Services industry is currently ranked in the top 28% 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] 分组4 - MeridianLink, another company in the same industry, is expected to report quarterly earnings of $0.07 per share, reflecting a year-over-year change of +124.1% [9] - MeridianLink's revenues are anticipated to be $78.04 million, which is a 4.6% increase from the year-ago quarter [10]

Core Insights - Arbe Robotics Ltd. reported financial results for Q4 and full year 2024, highlighting a decrease in revenues and net losses, while also emphasizing successful fundraising efforts to strengthen its financial position [1][6][9]. Financial Performance - Q4 2024 revenues were $0.1 million, down from $0.35 million in Q4 2023, with full year revenues at $0.8 million compared to $1.5 million in 2023 [6]. - The net loss for Q4 2024 was $12.2 million, compared to a net loss of $9.3 million in Q4 2023, while the full year net loss was $49.3 million, up from $43.5 million in 2023 [9][20]. - Operating expenses in Q4 2024 were $12.6 million, an increase from $11.9 million in Q4 2023, with full year operating expenses totaling $48.9 million compared to $46.8 million in 2023 [8][20]. Capital and Fundraising - Arbe successfully raised approximately $70 million through various fundraising initiatives, including a $33 million underwritten registered direct offering and $15 million from a public offering [2][10][12]. - The company’s improved liquidity position is expected to enhance its ability to execute on its growing RFI and RFQ pipeline [5][12]. Market Demand and Collaborations - There is increasing interest in Arbe's radar technology from automotive leaders and emerging verticals, with the company actively engaging with 15 OEMs, 11 of which have advanced to the bid stage [3][10]. - Collaborations include partnerships with Zenseact for AI-driven safety solutions, a leading European truck manufacturer for self-driving technology, and NVIDIA for enhanced radar capabilities [10]. Future Outlook - The total addressable market for Arbe's imaging radar technology is expected to expand, with projections to ship approximately 5 million chipsets by 2030 [4]. - For 2025, annual revenues are anticipated to be between $2 million and $5 million, with a focus on the latter part of the year [18].

Company Overview - Arbe Robotics Ltd. is a global leader in perception radar solutions, focusing on enabling safe driver-assist systems and paving the way for full autonomous driving [2] - The company's radar technology is 100 times more detailed than any other radar on the market, making it a critical sensor for L2+ and higher autonomy [2] - Arbe is based in Tel Aviv, Israel, with additional offices in China, Germany, and the United States, and is a key player in the fast-growing automotive radar market [2] Upcoming Events - Kobi Marenko, the CEO of Arbe, will participate in a fireside chat at the 37th Annual Roth Conference on March 17, 2025, in Dana Point, CA [1] - The chat will be moderated by Suji Desilva, a Roth Senior Research Analyst, and is scheduled for 10:00 am PDT [1] - Investors interested in meeting with Arbe's management during the conference can contact their Roth representative [1]

Group 1 - Arbe Robotics Ltd. (ARBE) is currently outperforming its peers in the Business Services sector, with a year-to-date gain of approximately 7% compared to the sector average of 6.5% [4] - The Zacks Rank for Arbe Robotics Ltd. is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past three months, the consensus estimate for ARBE's full-year earnings has increased by 10.3%, reflecting improving analyst sentiment [3] Group 2 - Arbe Robotics Ltd. belongs to the Technology Services industry, which has 152 stocks and is currently ranked 74 in the Zacks Industry Rank [5] - The average gain for the Technology Services industry so far this year is 8.5%, indicating that ARBE is slightly underperforming its industry [5] - Another stock in the Business Services sector, DLocal (DLO), has significantly outperformed with a year-to-date increase of 24.3% [4][6]

Company Overview - Arbe Robotics Ltd. is a global leader in perception radar solutions, focusing on enabling safe driver-assist systems and paving the way for full autonomous driving [3] - The company's radar technology is reported to be 100 times more detailed than any other radar on the market, making it a critical sensor for L2+ and higher autonomy [3] - Arbe is headquartered in Tel Aviv, Israel, with additional offices in China, Germany, and the United States [3] Investor Engagement - Management of Arbe Robotics will participate in investor conferences in February, providing opportunities for one-on-one virtual meetings with investors [1] - Specific conferences include the Oppenheimer 10th Annual Emerging Growth Conference on February 25 and the Canaccord Sustainability Summit on February 26, both in virtual formats [5]

Company Overview - Arbe Robotics Ltd. is a global leader in perception radar solutions, focusing on enabling safe driver-assist systems and paving the way for full autonomous driving [5] - The company's radar technology is reported to be 100 times more detailed than any other radar on the market, making it a critical sensor for L2+ and higher autonomy [5] - Arbe is headquartered in Tel Aviv, Israel, with additional offices in China, Germany, and the United States [5] Upcoming Financial Events - Arbe Robotics will hold its fourth quarter and full year 2024 conference call on March 5, 2025, at 8:30 a.m. Eastern Time, with financial results to be issued before the market opens on the same day [1] - The conference call will feature Kobi Marenko, Co-Founder and CEO, and Karine Pinto-Flomenboim, CFO [2] Accessing the Conference Call - Participants can access the live call via telephone with specific numbers provided for US, Israel, and international callers [2] - A telephonic replay will be available until March 19, 2025, with specific dial-in numbers for US and international listeners [3] - A live webcast of the call can be accessed through Arbe's investor relations website, and an archived version will be available post-call [4]

Offering Details - Arbe Robotics priced an underwritten offering of 8,984,375 ordinary shares at $3.20 per share, with estimated gross proceeds of approximately $29 million before deductions [1][2] - The underwriters have a 30-day option to purchase up to an additional 1,347,656 ordinary shares at the public offering price, less discounts and commissions [2] - The offering is expected to close on or about January 8, 2025, subject to customary closing conditions [2] - Canaccord Genuity is acting as the sole bookrunner for the offering [3] Use of Proceeds - The net proceeds from the offering are intended to be used for working capital and general corporate purposes [2] Company Overview - Arbe Robotics is a global leader in Perception Radar Solutions, enabling safe driver-assist systems and paving the way for full autonomous-driving [6] - The company's radar technology is 100 times more detailed than any other radar on the market and is critical for L2+ and higher autonomy [6] - Arbe empowers automakers, Tier 1 suppliers, autonomous ground vehicles, commercial and industrial vehicles, and various safety applications with advanced sensing and perception technologies [6] - The company is based in Tel Aviv, Israel, with offices in China, Germany, and the United States [6] Regulatory Information - The securities are being offered pursuant to a registration statement on Form F-3 (File No 333-269235), originally filed on January 13, 2023, and declared effective by the SEC on February 24, 2023 [4] - The offering is made only by means of a prospectus and a prospectus supplement, which forms part of the effective registration statement [4] - Electronic copies of the final prospectus, when available, can be obtained from the SEC's website or by contacting Canaccord Genuity LLC [4]

Nvidia's Halo Effect on Partner Companies - Nvidia's investments in smaller partner companies have led to significant stock price increases for those companies, demonstrating the "Nvidia Halo" effect [1] - Cerence (CRNC) stock jumped from $8 to $27.50 after announcing a partnership with Nvidia for large language modeling [1] - NanoX Imaging (NNOX) and SoundHound AI (SOUN), both Nvidia portfolio companies, saw positive stock moves following investment announcements [2] Arbe Robotics Partnership and Market Reaction - Arbe Robotics (ARBE) announced collaboration with Nvidia to enhance radar-based free space mapping and AI-driven capabilities [3] - ARBE stock surged 52% to close at $4.00 following the partnership announcement [3] - The company's stock experienced three major intraday drawdowns of approximately 10%, finding support each time [13] Financial Performance and Estimates - Arbe Robotics has beaten Zacks Consensus Estimate in 2 of the last 4 quarters, with an average earnings surprise of -22.7% [7] - Earnings estimates have improved recently, with current quarter loss estimates narrowing from $0.11 to $0.10 [8] - Full-year 2024 loss estimates improved from $0.42 to $0.40, while 2025 estimates moved from $0.42 to $0.39 [8] Growth Prospects and Valuation - Analysts project 600% revenue growth for Arbe Robotics in 2024, from $1M to $7M [10] - The Nvidia partnership could potentially generate hundreds of millions in future revenues [10] - Valuation metrics are skewed due to early-stage operations, with no PE ratio and high price-to-sales ratio [11] - Price-to-book ratio stood at 12x before the recent stock move and could continue to increase [11] Company Overview - Arbe Robotics provides 4D Imaging Radar Chipset Solutions for automakers, tier-1 suppliers, and autonomous vehicles [5] - The company, formerly known as Industrial Tech Acquisitions Inc, is based in Tel Aviv, Israel [5]

Group 1 - Arbe Robotics Ltd. (NASDAQ: ARBE) showcases innovation and versatility in radar perception technology [3] - The company collaborates with Tier-1 suppliers Sensrad and HiRain Technologies to enhance smart city infrastructure and Advanced Driver Assistance Systems (ADAS) [3]

arbe Radar Revolution. Delivered. Q3 2024 Financial Results v Disclaimer • This presentation and any made at the conference call and webcast referred to in this press release, contains "forwardlooking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words "expect," "believe," "estimate," "intend," "plan," "anticipate," "may," "should," "strategy," "future," "will," "project," "po ...