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PR Newswire·

Arbe Announces Fourth Quarter and Full Year 2025 Financial Results

  • Arbe Robotics announced financial results for Q4 and full year 2025, reporting Q4 2025 revenue of $0.5 million & a net loss of $10.2 million, while full year 2025 revenue reached $1.0 million with a net loss of $45.2 million.
  • The company announced a leadership change effective April 1, 2026, where Ram Machness will become CEO & current CEO Kobi Marenko will transition to President.
  • Arbe is expanding its strategic focus beyond Western automotive OEMs to include defense, robotaxi, robotruck, off-road, & the Chinese automotive market to accelerate near-term revenue.
  • A serial-production order was secured from a state-owned Chinese OEM for Level 4 autonomous vehicles using Arbe's chipset, with thousands of vehicles expected to launch in early 2027.
  • Strategic progress was made in the defense sector with chipset orders for Forterra's autonomous ground vehicles & integration into homeland security systems.
  • Arbe expanded into marine safety with a follow-on order from WATCHIT for collision-prevention systems, now commercially available for customers like Azimut-Benetti Group.
  • Infrastructure traction was achieved with follow-on orders from Tianyi Transportation Technology in China for 4D imaging radars, with deliveries completed in December 2025.
  • Arbe integrated its radar into NVIDIA's DRIVE Hyperion platform to enable production-ready Level 3 autonomy & is supporting multiple robotaxi projects globally.
  • The company raised $18.5 million through an underwritten registered direct offering led by institutional investors to strengthen its balance sheet for working capital.
  • Cost-reduction measures resulted in a 15% decrease in operating expenses, extending the company's financial runway.
  • The company reported $45 million in cash & cash equivalents as of December 31, 2025, while maintaining compliance with financial covenants.
  • Arbe provided a 2026 outlook projecting revenue between $4 million & $6 million, with an adjusted EBITDA loss estimated between $28 million & $31 million.
  • Q4 2025 operating expenses decreased to $11.5 million from $12.6 million in the prior year period, primarily driven by lower share-based compensation expenses.
  • The company received two industry awards in 2025: the Just Auto Excellence Award for Perception Systems & the AutoTech Breakthrough Award for Sensor Technology Solution of the Year.
  • Arbe will host a conference call & webcast on February 26, 2026, at 8:30 am ET with CEO Kobi Marenko & CFO Karine Pinto-Flomenboim.