UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _____________. OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION ...

Core Insights - Arbe Robotics Ltd. has opened an office in Shanghai, China, to enhance collaboration with key companies in the region and improve customer service [1][2] - The strategic move aims to position Arbe closer to local OEMs and gain market share in the Chinese market [1][2] - The company is committed to supporting the Chinese automotive industry's development and providing leading Perception Radar solutions [2] Company Developments - HiRain Technologies will begin mass production of LRR610 Imaging Radars powered by Arbe's chipset by the end of 2024, covering 1 million kilometers for data collection [2] - Sensrad AB has received significant orders from Chinese affiliates for radar systems utilizing Arbe's chipset across various industries [2] - Weifu High-Technology Group issued an $11.6 million preliminary order for Arbe radar chipsets and a $1 million order for professional services [2] - A strategic cooperation agreement was signed between Arbe, Weifu, and KargoBot to promote R&D and commercial applications of 4D Imaging Radars in autonomous driving [2] - HiRain Technologies was selected to provide perception radars for the Port of RiZhao, with plans for expansion to additional ports across China [2] Industry Position - Arbe is recognized as a global leader in Perception Radar solutions, with technology that is 100 times more detailed than competitors, critical for L2+ and higher autonomy [3] - The company is positioned to empower automakers, Tier 1 suppliers, and various safety applications with advanced sensing capabilities [3]

Company Overview - Arbe Robotics Ltd. (NASDAQ:ARBE) 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 imaging radar technology is 100 times more detailed than any other radar on the market, making it essential for L2+ and higher autonomy vehicles [3] - Arbe operates in the fast-growing automotive radar market, which has a projected total addressable market of $11 billion by 2025 [3] Upcoming Events - Kobi Marenko, CEO of Arbe, will hold 1-on-1 meetings at the 36th Annual Roth Conference on March 18, 2024 [1] - The conference will feature small group meetings, analyst-selected fireside chats, thematic industry panels, and presentations from approximately 500 private and public companies across various growth sectors [1]

Arbe Robotics Ltd. (NASDAQ:ARBE) Q4 2023 Earnings Conference Call March 7, 2024 8:30 AM ET Company Participants Miri Segal - MS-IR Kobi Marenko - Chief Executive Officer, Co-Founder and Director Karine Pinto-Flomenboim - Chief Financial Officer Conference Call Participants Gary Mobley - Wells Fargo Securities Joshua Buchalter - TD Cowen Suji Desilva - Roth MKM Jaime Perez - RF Lafferty Operator Hello, and welcome to the Arbe Robotics’ Fourth Quarter and Full-Year 2023 Earnings Results Conference Call and We ...

Radar Revolution. Delivered. Q4 and FY 2023 Financial Results Investor Presentation 1 Revenue ...

Core Insights - Arbe Robotics Ltd. reported financial results for Q4 and full year 2023, highlighting significant progress in its chipset production and partnerships with Tier-1 suppliers [1][2][4]. Financial Performance - Q4 2023 revenues were $0.35 million, up from $0.15 million in Q4 2022, while full year revenues decreased to $1.5 million from $3.5 million in 2022 [4]. - The gross margin for Q4 2023 was negative 54.5%, compared to negative 45.6% in Q4 2022, with a full year gross margin of negative 2.6% versus positive 63.5% in 2022 [4]. - Operating expenses in Q4 2023 were $11.9 million, down from $14.0 million in Q4 2022, and full year operating expenses were $46.8 million compared to $50.0 million in 2022 [5]. - The net loss for Q4 2023 was $9.3 million, an improvement from a net loss of $11.1 million in Q4 2022, while the full year net loss was $43.5 million compared to $40.5 million in 2022 [6]. Business Developments - Arbe completed its chipset pre-production phase and is preparing for mass production in 2024, with Tier-1 suppliers in China set to begin mass production of radar systems based on Arbe's chipset [2][3]. - The company received a second order from a leading Western truck company, indicating progress towards full commercial orders [2]. - Arbe's chipset is under evaluation by key players in the passenger vehicle market, which collectively account for over 40% market share, with projected radar revenue of $7.5 billion by the end of the decade [2]. Strategic Initiatives - Arbe is initiating a dual listing on the Tel Aviv Stock Exchange (TASE) to enhance trading volume and is negotiating bond issuance to secure working capital for production ramp-up in 2025 [2]. - The company aims to achieve four design-ins with automakers and anticipates strong interest in its offerings despite extended decision timelines from OEMs [8]. Outlook - The company expects 2024 revenues to align with those of 2023, with growth anticipated in 2025 as it aims for full production in the second half of 2024 [8]. - Adjusted EBITDA for 2024 is projected to be in the range of negative $30 million to negative $36 million [8].

Exhibit 99.1 Arbe Announces Q4 and Full Year 2023 Financial Results TEL AVIV, Israel, March 7, 2024-- Arbe Robotics Ltd. (NASDAQ: ARBE) ("Arbe"), a global leader in Perception Radar Solutions, today announced financial results for its fourth quarter and full year ended on December 31, 2023. Key Q4 and 2023 Company Highlights: · Arbe completed its chipset pre-production phase and is in the final stages towards production ramp up in 2024. Following that, Arbe Tier-1s announced they will begin mass production ...

Core Insights - Arbe Robotics Ltd. is experiencing significant customer orders for its radar systems through its tier 1 partner, Sensrad AB, indicating strong market recognition of Arbe's radar chipset technology [1][2] Group 1: Company Overview - Arbe Robotics is a global leader in Perception Radar Solutions, focusing on advanced sensing technology for autonomous vehicles and driver-assist systems [3] - The company's radar technology is reported to be 100 times more detailed than any other radar on the market, positioning it as a critical sensor for L2+ and higher autonomy [3] - Arbe is targeting a projected total addressable market of $11 billion in the automotive radar sector by 2025 [3] Group 2: Recent Developments - Sensrad AB has received multiple significant orders, including from an American autonomous transportation manufacturer and a robotized outdoor power equipment pioneer [1] - The orders also include follow-up requests from key players in the transportation sector and several Chinese affiliates, indicating a diverse range of applications across industries [1] Group 3: Market Impact - The recent success of Arbe's radar solutions highlights the growing traction among industry leaders for state-of-the-art sensing technology, emphasizing a commitment to vehicle safety and autonomy [2]

Radar Revolution. Delivered. Q3 2023 Financial Results v Disclaimer This presentation and any statements made at the conference call and webcast referred to in this presentation, contains "forward-looking 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," ...

Financial Data and Key Metrics - Total revenue in Q3 2023 was $0.5 million, a decrease from $1.3 million in Q3 2022, in line with longer OEM implementation timelines [11] - Gross margin for Q3 2023 was 24%, compared to 72.5% in Q3 2022, due to reduced quarterly revenue with a fixed cost portion in cost of goods sold [11] - Operating expenses in Q3 2023 were $11.7 million, slightly down from $11.8 million in Q3 2022, driven by lower R&D and G&A expenses [12] - Adjusted EBITDA loss in Q3 2023 was $7.5 million, outperforming expectations, compared to a loss of $8.4 million in Q3 2022 [13] - Net loss in Q3 2023 was $11.7 million, compared to a net loss of $9.9 million in Q3 2022 [13] - Cash and cash equivalents as of September 30, 2023, were $23.5 million, with $25.6 million in short-term bank deposits and no debt [14] Business Line Data and Key Metrics - Arbe is engaged with four top Tier 1 companies: Magna, HiRain, Weifu, and Sensrad, all of which advanced to the production of radar systems based on Arbe's chipsets in Q3 [5][6] - Preliminary chipset orders from China for 2024 and 2025 include an $11.6 million order from Weifu and a 340,000-unit order from HiRain [7] - The company is awaiting final confirmation for two prominent truck projects, which, along with passenger vehicle OEMs, represent 31% of the global passenger vehicle market [6] Market Data and Key Metrics - Arbe's technology is in the final stages of selection with prominent European, American, and Asian OEMs, representing 31% of the global passenger vehicle market [6][14] - The company expects revenue to be in the lower range of $5 million to $7 million for the year, with adjusted EBITDA loss projected between $32 million and $35 million [14] Company Strategy and Industry Competition - Arbe aims to become a leader in perception radar solutions for the automotive industry, with its imaging radar technology expected to become the standard for most passenger vehicles by the end of the decade [6] - The company is ahead of competitors in terms of production readiness, with a 1.5 to 2-year lead in imaging radar technology [25] - Arbe's imaging radar is priced competitively at around $150-$160 for a front-facing radar, making it a cost-effective alternative to LiDAR [35] Management Commentary on Operating Environment and Future Outlook - The company's operations in Israel remain unaffected by the ongoing conflict, with manufacturing and production carried out in Germany by GlobalFoundries [9] - Arbe's cash balance ensures sufficient funding until the second half of 2025, with preliminary orders from China expected to help the company reach breakeven [8] - The company anticipates revenue ramping up from the second half of 2024, mainly in 2025, 2026, and 2027, driven by final decisions from OEMs [23] Other Important Information - Arbe welcomed Professor Yonina Eldar to its Board of Directors, bringing expertise in electrical engineering and radar theory [8] - Around 20% of the team was called for military duty, primarily affecting long-term projects, but immediate client support capabilities remain intact [9] Q&A Session Summary Question: Operational challenges due to the conflict in Israel - The company has prioritized tasks, with next-generation chipset development delayed, but current customer activities remain unaffected [17][18] - Feedback from prospective customers has been supportive, and the company continues to operate with a remote and hybrid work model [17][18] Question: Conversion of preliminary orders into shipments - Finalization of contracts between Tier 1 partners and OEMs is expected by the end of 2023 or early 2024, turning preliminary orders into actual orders [20] Question: Revenue ramp in Q4 2023 - The company expects decisions from 5-6 OEMs by year-end or early next year, with revenue ramping up from the second half of 2024 [23] Question: Competitive landscape in imaging radar - Arbe is ahead of competitors like Continental and NXP, with a 1.5 to 2-year lead in production readiness [25] Question: Timeline for OEMs to integrate imaging radar data - Data collection and algorithm training typically take 6-12 months, with initial data collection already underway [29] Question: HiRain's 340,000-unit order shipment timeline - The majority of shipments are expected in 2024, with potential for some shipments by the end of 2023 [31] Question: Truck projects and market dynamics - Arbe is engaged with two prominent truck manufacturers, focusing on ADAS functionalities for trucks [33] Question: Imaging radar adoption and pricing - Imaging radar is expected to become standard on all cars by the end of the decade, with pricing competitive against LiDAR [35][37] Question: Market penetration beyond 31% of global passenger vehicles - Early adopters, particularly premium car manufacturers, are the primary focus, with broader adoption expected over time [37]