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- **Strategic OEM Momentum**: 4 design wins expected, including European hands-off ADAS program. 
- **Diversified Growth**: Defense and maritime orders drive nonautomotive revenue (2026+). 
- **Financial Resilience**: $52M cash runway, 2025 guidance: $1-2M revenue, EBITDA loss $29-35M. 
- **2027 Automotive Ramp**: Initial revenues from high-end vehicles, scaling to mainstream models.

**【CEO Summary Section】**
- Secured strategic progress with OEMs, targeting 4 design wins within the next 3 quarters, including a major European OEM for a hands-off, eyes-off ADAS program. 
- Expanded into defense and nonautomotive sectors with orders from maritime and AI leaders, highlighting radar technology's versatility. 
- Won 2 industry awards for sensor technology leadership, validating ADAS safety contributions. 
- Strong balance sheet with $52.6M cash, supporting 2027+ revenue ramp from automotive programs. 

**【CFO Financial Commentary】**
- Q3 2025 revenue: $0.3M (vs. $0.1M YoY), backlog: $0.2M. 
- Operating expenses: $11.3M (-7% YoY), net loss: $11M. 
- 2025 guidance: $1-2M revenue, adjusted EBITDA loss: $29-35M. 
- Nonautomotive revenue growth expected in 2026, stable OpEx through 2027. 

**【Q&A Key Highlights】**
- **Design Win Visibility**: 4 distinct OEMs in advanced RFQ stages, with premium model launches first. 
- **Revenue Timing Risk**: NRE program delays could shift $0.1-0.2M to 2026. 
- **OEM Dynamics**: Price pressure across components, but Arbe's cost-efficient radar design maintains competitive edge. 
- **2026 Outlook**: Nonautomotive revenue growth (defense, maritime) offsetting automotive delays, stable OpEx structure.

Arbe Robotics Ltd. (ARBE) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

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Net Income from Continuing Operations

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Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

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Diluted EPS from Discontinued Operations

ARBE

ARBE fundamentals

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