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Arbe Robotics Ltd

arberobotics.com

What Do They Do?

Develops imaging radar chipsets and radar systems for automotive suppliers and automakers, plus radar solutions for autonomous, commercial and industrial vehicles.

How Do They Make Money?

FY2025 revenue

Who Are Their Customers?

In automotive, Arbe primarily targets automotive suppliers, which integrate its chipsets into radar systems for automakers. It also markets to automakers and supplies some robotaxi and robotruck markets directly.

Customers above 10% of revenue, FY2025
of revenue from two customers (73%, 16%)
FY2023: 70% from three customers

Do Revenues Turn Into Profits?

No. It lost $46.4M in FY2025.

Operating income, FY2025
−4698% of revenue
▼ −3% (Loss) vs FY2024 (−$49.7M, −6465%)
Net income, FY2025
−4524% of revenue
▼ −6% (Loss) vs FY2024 (−$49.3M, −6421%)
Free cash flow, FY2025
−3745% of revenue
▲ +16% (Loss) vs FY2024 (−$33.1M, −4313%)

How Are They Changing?

Shrinking. Revenue fell 54% in 4 years, from $2.2M in FY2021 to $1M in FY2025, about 18% a year.

Who Do They Compete With?

Competes with Texas Instruments, NXP, Mobileye, Forvia, Huawei, Caltera, Ambarella, and Continental

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