Arbe Robotics Ltd. (ARBE)
NASDAQ:ARBE
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.09Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a number of meaningful commercial and strategic milestones — initial China chipset shipments via Hirain, robotaxi orders for Level 4 Phoenix systems, defense unit sales, start of system-level revenue and a partnership mention with NVIDIA — alongside improved GAAP results (reduced operating loss and net loss), a strengthened cash position ($53.6M) and a completed $18.5M financing. However, corporate scale remains early: absolute revenues are tiny ($0.5M Q1), adjusted EBITDA remains a large loss (Q1 adjusted EBITDA loss of $9.9M; FY2026 guidance of $28M–$31M loss), backlog is modest ($1M), and system margin mix will pressure percentage gross margins. On balance, commercial validation and liquidity improvements outweigh near-term financial weaknesses, but execution and volume ramps are still required to translate momentum into sustained profitability.Company Guidance
Revenue Growth
Q1 2026 revenue of $0.5M vs $0.4M in Q1 2025, a 25.0% increase year-over-year.
Improved Profitability Trends (GAAP)
Gross loss narrowed from $0.3M in Q1 2025 to $0.1M in Q1 2026 (improvement of $0.2M). Operating loss improved to $11.3M from $13.4M (approximate 15.7% improvement). Net loss improved to $9.4M from $13.8M (approximate 31.9% improvement), aided by $1.9M in financial income in Q1 2026 versus $0.5M of financial expenses in Q1 2025.
Strengthened Balance Sheet / Liquidity
Ended Q1 2026 with $53.6M in cash, cash equivalents and short-term bank deposits, and completed an underwritten registered direct offering raising $18.5M in gross proceeds to support growth and commercialization.
Commercial Milestones — China Market Entry
Shipped initial batch of chipsets to Tier 1 Hirain for production of 48x48 channel radar and development of a lower-cost 24x12 channel system, providing direct access to the large Chinese market (34.4M vehicles sold in China in 2025).
Robotaxi and Level 4 Orders
Received orders for Phoenix high-resolution radar systems from global robotaxi customers supporting Level 4 autonomy and full 360° sensing, validating imaging radar performance for advanced autonomy.
Expansion into System Sales and Adjacent Markets
Began selling complete end-to-end radar systems (not just chipsets) into defense, homeland security, transportation, perimeter security and other perception-critical markets; dedicated production lines established to scale system manufacturing.
Defense Traction
Reported sales of 'hundreds of units' to the U.S. Army and ongoing defense engagement, indicating early adoption in military/autonomous logistics and perimeter defense applications.
Strategic Partnerships and Ecosystem Validation
Cited by NVIDIA as part of the DRIVE Hyperion ecosystem; ongoing collaboration with NVIDIA on radar-based free-space mapping and AI-driven automotive capabilities, positioning Arbe within a leading autonomous stack ecosystem.
Cost Reduction Initiative
Implemented cost reduction measures in Q1 expected to reduce ongoing operating expenses by ~15%, with full impact starting in Q2 2026; Q1 operating expenses decreased to $11.2M from $13.1M in Q1 2025 (~14.5% reduction).
Backlog and Manufacturing Capacity
Backlog of $1.0M as of March 31, 2026 (12-month backlog). Production lines sized currently to support 'hundreds of systems per month' (thousands per year) with relatively modest capital investment (low hundreds of thousands of dollars) and plans to scale with contract manufacturers as demand grows.
ARBE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARBE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $1.23 | $1.21 | -1.63% |
Feb 26, 2026 | $1.03 | $0.93 | -9.61% |
Nov 17, 2025 | $1.45 | $1.30 | -10.34% |
Aug 07, 2025 | $1.37 | $1.28 | -6.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arbe Robotics Ltd. (ARBE) report earnings?
Arbe Robotics Ltd. (ARBE) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Arbe Robotics Ltd. (ARBE) earnings time?
Arbe Robotics Ltd. (ARBE) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ARBE EPS forecast?
ARBE EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.