NASDAQ$ARBE

ARBE Robotics LTD · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Arbe Robotics Q1 2025: revenue $40K, net loss $13.8M as OEM pipeline advances

Arbe Robotics reported first-quarter 2025 results for the period ended March 31, 2025. Revenues were $0.04 million, down from $0.1 million in Q1 2024, with backlog of $0.25 million as of March 31. Gross profit was negative $0.3 million. Operating expenses rose to $13.1 million from $12.5 million, driven by one-time chip tape-out costs partially offset by lower share-based compensation. Operating loss was $13.4 million and net loss was $13.8 million, or $0.13 per share. Adjusted EBITDA loss was $9.7 million. The company ended the quarter with $36.7 million in cash and short-term deposits plus $35.2 million in long-term bank deposits, bolstered by a $33 million January capital raise. Management expects 2025 annual revenue of $2–$5 million weighted toward year-end.

  • Revenue $0.04M vs $0.1M prior year; backlog $0.25M as of March 31, 2025
  • Operating loss $13.4M; net loss $13.8M ($0.13 per share); adjusted EBITDA loss $9.7M
  • Operating expenses $13.1M on chip tape-out costs toward production readiness
  • Cash and short-term deposits $36.7M plus $35.2M long-term deposits after $33M January raise
  • Secured radar orders from leading European OEMs for data collection programs; HiRain launched LRR615 radar

Headline financials

Total Revenue

$40K

Previous: $137K-70.8%
EPS (adj)

-$0.09

Previous: -$0.14+35.7%
Backlog

$250K

No prior period
Adjusted EBITDA Loss

$9.7M

No prior period
Capital Expenditures

-$25K

Previous: -$81K+69.1%
Net Income

-$13.8M

Previous: -$12.8M-7.8%
Operating Income

-$13.4M

Previous: -$12.8M-5.0%
Gross Profit

-$298K

Previous: -$266K-12.0%
Cash & Equivalents

$36.7M

No prior period
R&D Expense

$9.69M

Previous: $9.4M+3.1%

Revenue & EPS history

ARBE Robotics · Revenue · Quarterly

$40K

Q1 2025-70.8%vs Q1 2024
Beat estimate in 1 of 12 quarters(8%)
ActualEstimate

Forward guidance

2025 annual revenue expected in range of $2–$5M, weighted toward year-end. Adjusted EBITDA loss projected at $29–$35M. Targeting four design-ins with automakers in 2025.

Tailwinds

  • European OEM data collection orders mark progress toward design wins
  • HiRain LRR615 production-intent radar launched in China
  • Sensrad ordered 1,000+ imaging radar chips for non-automotive applications

Headwinds

  • Automaker ADAS roll-out delays extending decision timelines
  • Minimal near-term revenue as production ramps expected in 2027

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-4.3%

Avg return

Earnings day

-6.0%

Avg return

5 days after

-6.5%

Avg return

30 days after

21%

4 / 19 earnings

Positive

+12.4%

Q1 2023

Best reaction

-23.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-9.4%-9.9%
Q1 2026-4.0%-10.3%
Q3 2026-9.9%-9.7%-22.1%
Q1 2025-6.3%-4.9%-8.6%
Q4 2024-18.7%-28.3%-43.4%
Q3 2024-6.3%-14.1%+12.0%
Q1 2024-5.6%+0.6%+7.3%
Q3 2023-10.2%-6.8%-9.8%
Q2 2023-3.2%-2.5%-9.3%
Q1 2023+12.4%-0.5%+34.9%
Q4 2022-23.8%-36.9%-46.2%
Q3 2022-3.0%-5.8%-21.8%
Q2 2022-0.8%-0.4%-15.4%
Q1 2022+3.2%+5.5%+7.6%
Q4 2020-11.8%+2.9%+12.6%
Q4 2021+4.8%+1.2%+1.0%
Q3 2021+11.3%+6.9%-9.7%
Q2 2021-0.7%-0.5%-0.9%
Q1 2021+0.0%+0.3%+0.4%
Q3 2020
Q2 2020
Q1 2020

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