NASDAQ$ARBE
ARBE Robotics LTD · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
Arbe Robotics Q3 2025: $0.3M revenue, $11.0M net loss, $52.6M cash
Arbe Robotics reported Q3 2025 revenue of $0.3 million versus $0.1 million a year ago, with backlog of $0.2 million at September 30. Gross profit remained negative at $0.2 million, while operating expenses fell to $11.3 million from $12.2 million on lower share-based compensation. The company posted a Q3 net loss of $11.0 million ($0.10 per share), improved from a $12.6 million loss in Q3 2024, helped by $0.5 million in financial income from bank deposits and derivatives. Cash and short-term deposits totaled $52.6 million and shareholders' equity was $49.1 million; management maintained 2025 revenue guidance of $1–$2 million and adjusted EBITDA loss guidance of $29–$35 million.
- Q3 revenue $0.3M vs $0.1M YoY; backlog $0.2M at quarter end
- Q3 net loss $11.0M ($0.10/share) vs $12.6M loss prior year
- Operating expenses $11.3M, down on lower stock-based compensation
- Cash and short-term deposits $52.6M; shareholders' equity $49.1M
- 2025 revenue outlook $1–$2M; adjusted EBITDA loss guide unchanged at $29–$35M
Headline financials
Revenue & EPS history
ARBE Robotics · Revenue · Quarterly
$49.3M
Forward guidance
Management expects 2025 revenue of $1–$2 million and unchanged adjusted EBITDA loss of $29–$35 million, targeting four OEM design wins over the coming three quarters.
Tailwinds
- Advancing OEM evaluations including expected near-term European program selection
- Strong balance sheet after January 2025 capital raise and bond conversions
Headwinds
- Some OEMs delaying new model launches extends ADAS decision timelines
- Pre-revenue stage with minimal quarterly revenue
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 Q3 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
| Quarter | Report date | Reaction (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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