Arbe Robotics Ltd. (ARBE): Business Model Canvas

In der sich schnell entwickelnden Landschaft der autonomen Fahrzeugtechnologie erweist sich Arbe Robotics Ltd. als bahnbrechender Innovator und revolutioniert die Radarsensorik mit seinen hochmodernen 4D-Bildgebungslösungen. Durch die Bereitstellung ultrahochauflösender Radartechnologie, die herkömmliche Sensormethoden übertrifft, ist das Unternehmen bereit, die Automobilsicherheit und die Möglichkeiten des autonomen Fahrens zu verändern. Ihr einzigartiges Geschäftsmodell verbindet fortschrittliche Halbleitertechnik, Automobilinnovation und Präzisionssensorentwicklung und schafft so einen umfassenden Ansatz, der verspricht, die Art und Weise, wie Fahrzeuge komplexe Umgebungen wahrnehmen und navigieren, neu zu definieren.

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Wichtige Partnerschaften

Automobilhersteller

Arbe Robotics hat strategische Partnerschaften mit folgenden Automobilherstellern aufgebaut:

Hersteller	Einzelheiten zur Partnerschaft	Technologiefokus
Magna International	Integration der 4D-Bildgebungsradartechnologie	Autonome Fahrlösungen
Erstklassiger Automobilzulieferer	Zusammenarbeit bei der Systementwicklung	Erweiterte Fahrerassistenzsysteme (ADAS)

Halbleiterpartnerschaften

Halbleiterkooperation für Chip- und Sensorentwicklung:

• Tower Semiconductor (im Jahr 2022 von Intel übernommen)
• GlobalFoundries
• TSMC (Taiwan Semiconductor Manufacturing Company)

Tier-1-Automobilzulieferer

Zu den wichtigsten Partnerschaften zur Systemintegration gehören:

Lieferant	Integrationsfokus	Technologieumfang
Aptiv	Integration von Radarsensoren	Autonome Fahrplattformen
Continental AG	Entwicklung der Radartechnologie	Fortschrittliche Fahrerassistenzsysteme

Forschungseinrichtungen

Technologische Innovationskooperationen:

• Technion – Israelisches Institut für Technologie
• Ben-Gurion-Universität
• Universität Tel Aviv

Finanzkennzahlen für Partnerschaften

Metrisch	Wert 2023
Budget für F&E-Zusammenarbeit	4,2 Millionen US-Dollar
Investitionen in die Technologieentwicklung	6,8 Millionen US-Dollar

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Hauptaktivitäten

Entwicklung hochauflösender 4D-Bildgebungsradarlösungen

Arbe Robotics konzentriert sich auf die Entwicklung der Phoenix-Radartechnologie mit den folgenden Spezifikationen:

Metrisch	Technische Spezifikation
Auflösung	0,5 Grad Winkelauflösung
Reichweite	Bis zu 300 Meter Erfassungsbereich
Häufigkeit	77–81 GHz Frequenzband

Software- und Algorithmenentwicklung für autonomes Fahren

Zu den wichtigsten Bereichen der Softwareentwicklung gehören:

• Radarwahrnehmungsalgorithmen für maschinelles Lernen
• Sensorfusionsintegration
• Objekterkennung und -verfolgung in Echtzeit

Forschung und Entwicklung fortschrittlicher Sensortechnologien

F&E-Investitionskennzahlen ab 2023:

Kategorie	Betrag
Gesamte F&E-Ausgaben	19,4 Millionen US-Dollar
F&E-Personal	Ungefähr 70 Ingenieure

Prototypentest und -validierung für Automobilanwendungen

Der Validierungsprozess umfasst:

• Zuverlässigkeitstests auf Automobilniveau
• Umweltstress-Screening
• Leistungsvalidierung über Temperaturbereiche hinweg

Wichtige Leistungsindikatoren für Prototypentests:

Testparameter	Spezifikation
Testzyklen	Über 500 Validierungszyklen
Temperaturbereich	-40°C bis +85°C

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Schlüsselressourcen

Proprietäre 4D-Bildgebungsradartechnologie

Ab 2024 hat Arbe Robotics eine 4D-Bildgebungsradartechnologie mit den folgenden Spezifikationen entwickelt:

Technologieparameter	Spezifikation
Auflösung	0,1° Winkelauflösung
Reichweite	Bis zu 300 Meter
Erkennungskanäle	48 virtuelle Kanäle
Verarbeitungsgeschwindigkeit	240 Bilder pro Sekunde

Kompetentes Ingenieur- und F&E-Team

Zu den Personalressourcen von Arbe Robotics gehören:

• Gesamtzahl der Mitarbeiter: 120 ab Q4 2023
• Zusammensetzung des F&E-Teams: 65 Ingenieure
• Doktoranden: 22 Teammitglieder
• Durchschnittliche Ingenieurerfahrung: 8,5 Jahre

Geistiges Eigentum und Patente

Patentkategorie	Anzahl der Patente
Erteilte Patente	17
Ausstehende Patentanmeldungen	12
Geografischer Patentschutz	Vereinigte Staaten, Israel, Europa

Erweiterte Software- und Hardware-Entwicklungsfunktionen

Infrastruktur für die Technologieentwicklung:

• Hardware-Testeinrichtungen: 2 spezielle Labore
• Softwareentwicklungsumgebung: Agile Methodik
• Rechenressourcen: 150 Teraflops Verarbeitungskapazität
• Cloud-Computing-Infrastruktur: Amazon Web Services (AWS)

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Wertversprechen

Ultrahochauflösende Radarerfassung für autonome Fahrzeuge

Arbe Robotics bietet eine 4D-Bildgebungsradarlösung mit 48 virtuellen Kanälen und 2048 Auflösungspunkten pro Kanal. Der Radarchip sorgt dafür 240 Grad horizontales und 100 Grad vertikales Sichtfeld.

Spezifikation	Leistungsmetrik
Lösungspunkte	2048 Punkte pro Kanal
Virtuelle Kanäle	48 Kanäle
Horizontales Sichtfeld	240 Grad
Vertikales Sichtfeld	100 Grad

Erhöhte Sicherheit durch überlegene Objekterkennung und -verfolgung

Die Radartechnologie ermöglicht die präzise Erkennung und Verfolgung von Objekten:

• Erfassungsbereich bis zu 300 Meter
• Genauigkeit innerhalb von 5 Zentimetern
• Fähigkeit, zwischen mehr als 10 Objektklassen zu unterscheiden
• Objektverfolgung in Echtzeit mit 30 Bildern pro Sekunde

Kostengünstige Alternative zu teuren LiDAR-Systemen

Technologie	Geschätzte Kosten
Arbe-Radarlösung	500–1.000 US-Dollar pro Einheit
Traditionelles LiDAR	5.000 bis 10.000 US-Dollar pro Einheit

Verbesserte Leistung bei schwierigen Wetterbedingungen

Die Radartechnologie zeigt unter allen Umgebungsbedingungen eine überlegene Leistung:

• Funktioniert auch bei Regen mit einer Erkennungsgenauigkeit von 99,5 %
• Funktioniert bei Nebel mit einer Sichtweite von weniger als 50 Metern
• Funktioniert effektiv bei Temperaturen von -40 °C bis +85 °C

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Kundenbeziehungen

Technischer Support für die Automobilintegration

Arbe Robotics bietet engagierter technischer Support für die Automotive-Radarintegration mit den folgenden Unterstützungsmetriken:

Support-Kategorie	Reaktionszeit	Support-Kanäle
Unterstützung bei der Automobilintegration	24-Stunden-Antwort	E-Mail, Telefon, Online-Portal
Technische Beratung	48-Stunden-Expertenberatung	Direktes Ingenieurengagement

Kollaborative Produktentwicklung

Arbe Robotics engagiert sich in der gemeinsamen Entwicklung mit Automobilherstellern:

• Gemeinsame Entwicklungspartnerschaften mit 3 großen Automobil-OEMs
• Kundenspezifisches Radarlösungsdesign
• Iterative Prototypenentwicklung

Laufende Software-Updates und -Verbesserungen

Häufigkeit der Softwareaktualisierungen	Aktualisierungstyp	Kundenbenachrichtigung
Vierteljährliche Software-Releases	Leistungsverbesserungen	Automatisierte Kundenbenachrichtigung
Jährliches Hauptversions-Update	Funktionserweiterung	Umfangreiche Release-Dokumentation

Individuelles Lösungsdesign für spezifische Kundenbedürfnisse

Angebote von Arbe Robotics maßgeschneiderte Radarlösungen mit folgendem Anpassungsansatz:

• Personalisierte Radarkonfiguration
• Adaptive KI-Algorithmen
• Branchenspezifische Radarmodifikationen

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Kanäle

Direktvertrieb an Automobilhersteller

Arbe Robotics richtet sich über Direktvertriebskanäle an Automobilhersteller. Bis zum vierten Quartal 2023 meldete das Unternehmen 12 aktive Automobildesign-Siege bei großen Herstellern.

Vertriebskanal	Anzahl der Automobildesign-Siege	Potenzieller Marktwert
Direkter Automobilvertrieb	12	Potenzielle Umsatzpipeline von 67,4 Millionen US-Dollar

Technologiekonferenzen und Industrieausstellungen

Arbe Robotics nutzt Technologiekonferenzen zur Kundenbindung und Produktdemonstration.

• CES 2024 – Vorgestellte 4D-Bildgebungsradartechnologie
• AutoSens-Konferenz – Präsentiert fortschrittliche Wahrnehmungslösungen
• Mobile World Congress – Vorgestellte Radarinnovationen für den Automobilbereich

Strategische Partnerschaften mit Automobilzulieferern

Das Unternehmen hat strategische Partnerschaften geschlossen, um die Marktreichweite zu erweitern.

Partnertyp	Anzahl der Partner	Partnerschaftsfokus
Tier-1-Automobilzulieferer	5	Technologieintegration und -entwicklung

Technische Online-Dokumentation und Marketingmaterialien

Arbe Robotics unterhält umfassende digitale Marketingkanäle.

• Downloads der technischen Dokumentation: 3.276 im vierten Quartal 2023
• Website-Verkehr: 42.500 monatliche Besucher
• Technische Whitepaper-Downloads: 1.854 im Jahr 2023

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Kundensegmente

Hersteller autonomer Fahrzeuge

Arbe Robotics richtet sich mit seiner 4D-Bildgebungsradartechnologie an führende Hersteller autonomer Fahrzeuge.

Kundengruppe	Marktdurchdringung	Potenzielle Einnahmen
Tier-1-Hersteller autonomer Fahrzeuge	3-4 große Hersteller	12,5 Millionen US-Dollar pro gewonnenem Design

Entwickler fortgeschrittener Fahrerassistenzsysteme (ADAS).

Arbe konzentriert sich auf Anbieter von ADAS-Technologie, die nach hochauflösenden Radarlösungen suchen.

• Globale ADAS-Marktgröße: 27,4 Milliarden US-Dollar im Jahr 2023
• Prognostiziertes ADAS-Marktwachstum: 13,7 % CAGR bis 2030
• Wichtige ADAS-Entwicklerkunden: Mobileye, Bosch, Continental

Elektrofahrzeugunternehmen

Die Radartechnologie von Arbe ist speziell für Sicherheitssysteme von Elektrofahrzeugen konzipiert.

Segment Elektrofahrzeuge	Geschätzte Marktakzeptanz	Potenzieller Kundenstamm
Premium-EV-Hersteller	35 % Marktdurchdringung bis 2025	Tesla, Rivian, Lucid Motors

Innovatoren der Automobiltechnologie

Arbe richtet sich an führende Automobiltechnologieunternehmen, die Sensorlösungen der nächsten Generation entwickeln.

• F&E-Investitionen in die Automobilsensorik: 48,3 Milliarden US-Dollar weltweit im Jahr 2023
• Potenzielle Kunden: Waymo, Aurora, Zoox
• Technologie-Bereitschaftsgrad: Hochauflösendes 4D-Bildradar

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Arbe Robotics Forschungs- und Entwicklungskosten in Höhe von 24,9 Millionen US-Dollar, was einen erheblichen Teil der Betriebskosten darstellt.

Jahr	F&E-Ausgaben (Mio. USD)	Prozentsatz des Umsatzes
2022	22.1	68.3%
2023	24.9	71.5%

Talentakquise und -bindung

Die gesamten Personalkosten beliefen sich im Jahr 2023 auf etwa 18,6 Millionen US-Dollar.

• Durchschnittliches Ingenieurgehalt: 135.000 US-Dollar pro Jahr
• Gesamtzahl der Mitarbeiter im Dezember 2023: 184
• Rekrutierungskosten: Geschätzte 2,3 Millionen US-Dollar pro Jahr

Fertigung und Prototyping

Die Herstellungs- und Prototyping-Kosten für 2023 beliefen sich auf insgesamt 12,4 Millionen US-Dollar.

Kostenkategorie	Betrag (Mio. USD)
Prototypenentwicklung	5.6
Fertigungsausrüstung	4.2
Rohstoffe	2.6

Marketing und Geschäftsentwicklung

Die Marketingausgaben für 2023 beliefen sich auf 6,7 Millionen US-Dollar.

• Budget für digitales Marketing: 2,1 Millionen US-Dollar
• Kosten für Messe und Konferenz: 1,5 Millionen US-Dollar
• Kosten für das Geschäftsentwicklungsteam: 3,1 Millionen US-Dollar

Arbe Robotics Ltd. (ARBE) – Geschäftsmodell: Einnahmequellen

Produktverkauf von Radarsensorsystemen

Im vierten Quartal 2023 meldete Arbe Robotics einen Gesamtumsatz von 5,2 Millionen US-Dollar, der hauptsächlich auf den Verkauf von Radarsensorsystemen zurückzuführen ist. Die 4D-Bildgebungsradarlösungen des Unternehmens kosten je nach spezifischen Automobil- und autonomen Fahrzeuganwendungen zwischen 500 und 2.500 US-Dollar pro Einheit.

Produktkategorie	Durchschnittlicher Stückpreis	Geschätztes jährliches Verkaufsvolumen
Kfz-Radarsysteme	$1,200	3.500 Einheiten
Erweiterte Fahrerassistenzsysteme (ADAS)	$2,500	1.200 Einheiten

Lizenzierung der Radartechnologie

Arbe Robotics generiert Lizenzeinnahmen durch Technologietransfervereinbarungen. Im Jahr 2023 machten die Lizenzeinnahmen etwa 1,7 Millionen US-Dollar des Gesamtumsatzes des Unternehmens aus.

• Die Lizenzgebühren für Technologie liegen zwischen 50.000 und 500.000 US-Dollar pro Vereinbarung
• Lizenzverträge haben in der Regel eine Laufzeit von 3 bis 5 Jahren
• Die Lizenzierung von geistigem Eigentum umfasst 12 verschiedene Radarsensortechnologien

Kundenspezifische Entwicklungsverträge

Kundenspezifische Entwicklungsverträge stellten im Jahr 2023 einen Umsatz von 2,3 Millionen US-Dollar dar. Diese Verträge umfassen die Entwicklung spezieller Radarsysteme für bestimmte Hersteller von Automobilen und autonomen Fahrzeugen.

Vertragstyp	Durchschnittlicher Vertragswert	Anzahl der Verträge im Jahr 2023
Kundenspezifische Entwicklung für Automobil-OEMs	$750,000	3 Verträge
Maßgeschneiderte Lösungen für autonome Fahrzeuge	$1,200,000	2 Verträge

Lizenzierung von Software und Algorithmen

Die Lizenzierung von Software und Algorithmen generierte im Jahr 2023 einen Umsatz von 600.000 US-Dollar. Diese Lizenzvereinbarungen umfassen fortschrittliche Wahrnehmungs- und maschinelle Lernalgorithmen für die Radarsensorik.

• Die Softwarelizenzgebühren liegen zwischen 25.000 und 150.000 US-Dollar pro Jahr
• Die Algorithmenlizenzierung deckt acht verschiedene Modelle für maschinelles Lernen ab
• Wiederkehrendes jährliches Abonnementmodell für Software-Updates

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Value Propositions

You're looking at the core reasons why automotive players would choose Arbe Robotics Ltd.'s perception radar over other sensor modalities, especially as they push toward higher levels of autonomy. The value proposition centers on superior technical performance at a compelling cost structure.

Ultra-high resolution 4D imaging for Level 3 autonomy.

Arbe Robotics Ltd. positions its technology as delivering imaging radar with the highest channel count available, which translates directly into superior environmental perception necessary for advanced driver assistance systems (ADAS) and Level 3 (L3) functionality. The system is designed to transform radar from a supporting sensor into a primary perception tool.

The technical specifications underpinning this high resolution include:

• Channel Array: 48 transmitting and 48 receiving channels.
• Virtual Channels: Up to 2,304 virtual channels.
• Detections: Supports more than 100,000 detections per frame.
• Detail Level: Delivers up to 100 times more detail than other radar systems.

Here are the specific resolution metrics from the Arbe Robotics Ltd. 4D Imaging Radar Specifications:

Metric	Value
Range Resolution @ 36m	9.5 cm
Range Resolution @ 300m	60 cm
Azimuth Resolution (3-dB beam width)	1.25°
Elevation Resolution (3-dB beam width)	1.5°

Superior performance in all weather and lighting conditions.

A key differentiator for Arbe Robotics Ltd. is the inherent robustness of radar technology, which the company claims to have maximized. This allows for reliable operation where optical sensors, like cameras and LiDAR, typically struggle. This reliability is critical for enabling safety features at higher speeds and in complex scenarios.

The technology is specifically designed to provide:

• Reliable tracking in fog, rain, and snow.
• Performance in low illumination and all weather and lighting conditions.
• Support for critical use cases such as detecting pedestrians at night.
• Ultra-low false alarm rates.

Significant price advantage over competing sensor technologies like LiDAR.

Arbe Robotics Ltd. emphasizes that its high-resolution solution is positioned as a cost-effective alternative to LiDAR, which is crucial for mass-market adoption in the price-sensitive automotive sector. The company has stated a target unit cost for its radar chip.

The cost-benefit analysis highlights:

• Arbe Radar costs around $85 per chip when moving towards higher levels of autonomy.
• The technology is noted to have a significant price advantage over LiDAR.
• It avoids higher operational costs associated with LiDAR, such as cleaning and calibration.

Enabling eyes-off, hands-off automated driving systems.

The high-resolution 4D imaging allows Arbe Robotics Ltd.'s radar to provide perception data that enables the next tier of automated driving, specifically L3 and L4 systems. The company is actively engaged with major automotive manufacturers on these next-generation programs.

Evidence of this enablement includes:

• The technology is a critical sensor for L2+ and higher autonomy.
• Arbe Robotics Ltd. is in the lead to be selected as the key enabler for an eyes-off, hands-off automated driving system for a serial production retail vehicle from a major European OEM.
• Three leading OEMs are in the Request for Information (RFI) process for eyes-off, hands-off functionality, with selections anticipated in 2026 and production targeted for 2028-2030.
• A top Japanese OEM has expanded a project using Arbe's chipset for its Level 4 development activities.

For 2025, Arbe Robotics Ltd. expects revenues in the range of $1 million to $2 million, with initial automotive production revenues projected to begin in 2027.

Finance: draft 13-week cash view by Friday.

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Customer Relationships

You're looking at a business model heavily reliant on deep, technical validation from major industry players. Arbe Robotics Ltd. customer relationships are not transactional; they are built around multi-year development cycles with Original Equipment Manufacturers (OEMs) and Tier 1 suppliers.

Long-term, deep technical engagement with OEMs and Tier 1s.

The core relationship strategy involves embedding the technology early in the vehicle development process, which is why securing design-ins is paramount. Management has maintained a consistent goal to pursue four design-ins with automakers in 2025, a target they are still working toward in the final quarters of the year. This engagement is long-term; the company expects its radar technology to be a key enabler for high-volume 2028 passenger vehicle platforms, with revenue projected to start ramping in 2027. The technical depth is evidenced by the progression through the Request for Quotation (RFQ) stages, where Arbe has moved into the final stage as one of the last remaining suppliers for certain programs.

The relationships span geographies and sectors, as shown by the key partnerships:

Partner/Customer Type	Specific Entity/Program	Status/Metric	Period/Context
Tier 1 (China)	HiRain Technologies	Launched production-intent LRR615 radar system	April 2025
Tier 1 (Non-Auto)	Sensrad	Order for over a thousand imaging radar chips	Q1/Q2 2025
Tier 1 (China)	HiRain Technologies	Commercial order for 340,000 radar chipsets	Pre-Q2 2025
OEM Engagement	European OEMs	Chipsets shipped for fleets of >100 vehicles for data collection	Q2 2025
OEM Goal	Automakers	Target to secure four design wins	2025

This technical validation extends beyond just automotive; for instance, the collaboration with NVIDIA to enhance radar-based free space mapping was showcased at CES 2025.

Dedicated professional services and support for integration projects.

The relationship moves into dedicated support once a design is selected or a commercial order is placed. For example, Arbe signed a support and maintenance agreement with Sensrad to offer ongoing professional services for its 4D Imaging Radar program. This type of agreement helps establish a recurring revenue stream, which is important as the company navigates its pre-production phase. As of September 30, 2025, the company's total backlog stood at $0.2 million.

High-touch sales process focused on securing multi-year design-ins.

The sales cycle is clearly high-touch, involving close engagement with decision-makers, especially given the complexity of automotive sourcing. The company is actively expanding engagements with leading OEMs, progressing through advanced RFQ stages. The focus is squarely on securing the multi-year commitment that a design-in represents, which is the precursor to the projected revenue ramp in 2027 and beyond. The company has confirmed securing a deal with a top ten global automotive OEM for their next-generation imaging radar, with serial production preparations starting immediately.

The current state of engagement can be summarized by the pipeline focus:

• Continue to engage closely with industry leaders despite timeline extensions.
• Goal to secure four OEM design wins within the next three quarters (as of Q3 2025).
• Working with major OEMs on data collection for their Level 2++ and Level 3 solutions.

Finance: review the cash burn rate against the $52.6 million in cash and deposits as of September 30, 2025, to ensure runway through 2026.

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Channels

The primary route to market for Arbe Robotics Ltd. involves deep integration with established Tier 1 Automotive Suppliers. This channel is critical for volume deployment in the automotive sector. HiRain Technologies, a Tier 1 in China, launched its LRR615 long-range imaging radar system, which is powered by Arbe's chipset, in April 2025. Serial production for this system, which incorporates Arbe's post-point cloud algorithms, was expected to start by the end of 2024. Furthermore, HiRain, along with another Chinese Tier 1, Weichu, had previously announced provisional orders totaling $60 million.

Sensrad serves as the Tier 1 partner for Arbe Robotics Ltd.'s non-automotive and specific automotive applications. Sensrad placed an order for over a thousand imaging radar chips to support its initial radar series rollout. This rollout includes varied end-uses, such as an autonomous off-road vehicle for a defense sector US customer and a smart infrastructure project managed by Tianyi Transportation in China. Arbe also secured a support and maintenance agreement with Sensrad, establishing a recurring revenue stream from the 4D Imaging Radar program.

Direct sales channels are active for data collection and non-automotive use cases. Arbe Robotics Ltd. received a strategic order for its chipsets to be used in large-scale data collection projects. These chipsets are being deployed on fleets exceeding 100 vehicles operated by several leading European automotive manufacturers. The CEO has also mentioned that use cases currently being evaluated include drone and small boat detection.

Technology integration through major platforms acts as a significant channel for validation and future volume. Arbe Robotics Ltd. is collaborating with NVIDIA to enhance AI-driven capabilities and free space mapping. Arbe's high-resolution radar integrates directly with the NVIDIA DRIVE AGX in-vehicle computing platform, a demonstration that took place at CES 2025. Arbe's radar technology is noted as the only imaging radar in the NVIDIA Omniverse partnership.

The financial performance related to these channels as of late 2025 shows the early stage of revenue realization from these deployments. You can see the recent revenue snapshot here:

Period Ending	Reported Revenue	Backlog
September 30, 2025 (Q3 2025)	$0.3 million	$0.2 million
June 30, 2025 (Q2 2025)	$0.3 million	$0.5 million
March 31, 2025 (Q1 2025)	$0.04 million	$0.25 million

The overall revenue expectation for the full fiscal year 2025 reflects the ramp-up timing of these channel partners:

• 2025 Annual revenues are projected to be in the $1 to $2 million range.
• Revenue growth at scale is anticipated to begin in 2027.
• The company is in the final stages of selection for several OEM programs, maintaining a goal to secure four OEM wins within the year.
• Arbe Robotics Ltd. is working with 16 OEMs, with 8 OEMs in the advanced perception project base, indicating commitment through algorithm development investment.

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Customer Segments

You're looking at how Arbe Robotics Ltd. is positioning its high-resolution radar technology across different high-value markets as of late 2025. The focus is clearly on securing design wins that translate into future volume revenue, which management projects to start ramping in 2027 and 2028.

The current revenue profile for 2025 is lean, with projected annual revenue between $1 million and $2 million, reflecting the pre-production/design phase of the business. However, the pipeline shows significant activity across the board.

Global Automotive OEMs targeting Level 3 and higher autonomy

This segment is the primary long-term revenue driver, with the company actively working to convert ongoing evaluations into firm production commitments. Arbe Robotics is targeting 4 OEM design wins within the next 3 quarters (as of November 2025). The near-term focus is on securing the key enablers for eyes-off, hands-off systems, with selections anticipated in 2026 for production targeted between 2028-2030.

Here's a snapshot of the current engagement level with major automotive players:

OEM Segment Focus	Engagement Status / Data Point	Target Autonomy Level
Top Japanese OEM	Ordered radar kits for Level 4 development activities; project continued and expanded	Level 4
Major European OEM	Chipset in the lead for selection as key enabler; strategic program award expected soon	Eyes-off, hands-off
Premium European OEM	Conducting data collection using radars based on Arbe's chipset	Level 3
Leading OEMs (Total)	Three leading OEMs are in the Request For Information (RFI) process	Eyes-off, hands-off
Global Top Ten OEM	Secured first serial production award (key commercial validation)	ADAS/AV

Tier 1 Automotive Suppliers (system integrators)

Tier 1s are crucial as they integrate the chipset into complete radar modules for the OEMs. Progress here shows the technology is moving from evaluation to industrial deployment via these partners. For instance, HiRain Technologies, a Tier 1 in China, was set to begin mass production of LRR610 Imaging Radars powered by the Arbe chipset by the end of 2024.

• HiRain Technologies is conducting a data collection phase covering 1 million kilometers using vehicles equipped with the LRR610.
• HiRain launched the LRR615 long-range imaging radar system powered by Arbe's chipset.
• Sensrad, a Tier 1 supplier for non-automotive, placed an order for over 1,000 imaging radar chips.

Non-Automotive Verticals: Defense, Maritime, and Smart Infrastructure

Arbe Robotics Ltd. is actively diversifying revenue through non-automotive clients, which management projects will drive growth in 2026. This segment has seen new contract announcements recently, including a new defense client last quarter (as of Q3 2025).

• Defense sector demand is increasing globally, with supply for pilot programs and evaluations.
• Maritime application includes a radar system order from Sensrad for boat collision-prevention systems.
• Smart Infrastructure involves a project led by Tianyi Transportation in China.

Robotaxi and autonomous fleet operators (especially in China)

China remains a key strategic area, evidenced by Arbe opening an office in Shanghai in March 2024 to better support local partners. The success of robotaxi operations in China, with Baidu's Apollo Go reporting per-car breakeven, validates the market for the underlying perception technology.

Arbe has direct engagement with entities in this space:

• Signed a strategic cooperation agreement with Weifu High-Technology Group and KargoBot (DiDi's autonomous freight company) to provide 4D Imaging Radars.
• The Senserad - Tianyi Transportation framework suggests potential utilization of Arbe's chipset in China's IoT intelligent traffic systems.

Finance: draft 13-week cash view by Friday.

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Cost Structure

You're looking at the expense side of Arbe Robotics Ltd.'s (ARBE) operations as of late 2025. The cost structure is heavily weighted toward maintaining their technological edge, which is typical for a company in this pre-mass-production phase.

The most significant component is the high fixed cost associated with Research and Development (R&D) to keep their perception radar technology ahead. For instance, in Q1 2025, R&D expenses, net, were reported at $9.693 million, illustrating the sustained investment required to push chip design toward final production, including tape-outs.

Overall spending is tracked through operating expenses. Total operating expenses for Q3 2025 were $11.3 million, which was a reduction from the $12.2 million reported in Q3 2024. This decrease was primarily due to lower share-based compensation expenses following the vesting of prior grants.

The cost structure also includes Sales, General, and Administrative (SG&A) expenses necessary for supporting global expansion and engaging with Original Equipment Manufacturers (OEMs) and Tier 1 suppliers across different geographies.

The current low-volume sales environment means Costs of Revenue are relatively small compared to operating costs, resulting in negative gross margins. For Q3 2025, the gross profit was negative ($0.2) million, which is an improvement from the negative ($0.3) million gross profit in Q3 2024, driven by the revenue mix.

The company's overall cash burn is reflected in the full-year outlook. Arbe Robotics Ltd. maintains a cautious Adjusted EBITDA loss guidance for the full year 2025, projected to be between $29 million and $35 million.

Here is a quick look at the key financial metrics related to costs and losses from the third quarter of 2025:

Metric	Amount (Q3 2025)	Comparison Point
Total Operating Expenses	$11.3 million	Down from $12.2 million in Q3 2024
Gross Profit	Negative ($0.2) million	Implies Costs of Revenue are higher than low-volume chipset/radar sales
Adjusted EBITDA Loss (Q3)	Loss of $9.2 million	Compared to a loss of $8.2 million in Q3 2024
Full Year 2025 Adjusted EBITDA Loss Guidance	Loss between $29 million and $35 million	Maintained guidance despite revenue shifts

The cost structure is characterized by these ongoing investments, which the company plans to fund with its balance sheet strength. As of September 30, 2025, Arbe Robotics Ltd. held $52.6 million in cash and cash equivalents and short-term bank deposits.

• High fixed costs for Research and Development (R&D) to maintain tech lead.
• Operating expenses were $11.3 million in Q3 2025.
• Sales, General, and Administrative (SG&A) expenses for global expansion.
• Adjusted EBITDA loss guidance for 2025 is between $29 million and $35 million.
• Costs of revenue for low-volume chipset and radar system sales.

Finance: review the Q4 2025 operating expense forecast against the Q3 actuals by next Tuesday.

Arbe Robotics Ltd. (ARBE) - Canvas Business Model: Revenue Streams

You're looking at the sources of cash flow for Arbe Robotics Ltd. as of late 2025, which is heavily weighted toward development fees and future production commitments rather than current high-volume sales. The near-term revenue picture is modest, reflecting the long cycle of automotive validation.

The 2025 Annual Revenue Guidance is set between $1 million and $2 million, a figure management adjusted downward due to timing shifts in development programs. For context, the revenue for the third quarter ending September 30, 2025, was $0.3 million, and the trailing twelve-month revenue as of September 30, 2025, was $667K.

The revenue streams are categorized as follows:

• Sales of chipset units to Tier 1 suppliers (expected ramp in 2027).
• Non-Recurring Engineering (NRE) fees from development programs.
• Sales of radar systems for OEM data collection and evaluation.
• Recurring fees from support and maintenance agreements (e.g., Sensrad).

Here's a breakdown of the components driving the current and near-term revenue expectations:

Revenue Component	Latest Data Point / Expectation	Context / Detail
2025 Annual Revenue Guidance	$1 million to $2 million	Reflects timing shifts of certain NRE programs.
Chipset Sales Ramp (Automotive)	Revenues expected to begin in 2027	Production ramp targeted for 2028 for passenger vehicle platforms.
Data Collection/Evaluation Sales	Strategic order for chipsets on fleets of more than 100 vehicles	Involves multiple leading European automotive manufacturers.
Support & Maintenance Fees	Recurring fee from agreement with Sensrad	For Sensrad's 4D Imaging Radar program based on Arbe's chipset.
Q3 2025 Revenue	$0.3 million	Compared to $0.1 million in Q3 2024.

The Non-Recurring Engineering (NRE) fees are the lifeblood cash flow before mass production starts, and delays in these payments directly impact the current top line. Management is preparing for a significant shift, as they anticipate securing four OEM design wins within the next three quarters. The company is managing expenses tightly, with the 2025 Adjusted EBITDA loss guidance reiterated at a range of $29 million to $35 million, despite the lower revenue expectation. Operating expenses for Q3 2025 were $11.3 million.

The company is also seeing increased global activity in the defense sector, supplying radar systems for pilot programs and evaluation projects, which contributes to non-automotive revenue streams.