Arbe Robotics Ltd. (ARBE): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de la tecnología de vehículos autónomos, Arbe Robotics Ltd. surge como un innovador innovador, revolucionando la detección de radar con sus soluciones de imágenes 4D de vanguardia. Al ofrecer tecnología de radar de resolución ultra alta que supera a los métodos de detección tradicionales, la compañía está preparada para transformar la seguridad automotriz y las capacidades de conducción autónoma. Su modelo de negocio único puesta la ingeniería de semiconductores avanzados, la innovación automotriz y el desarrollo de sensores de precisión, creando un enfoque integral que promete redefinir cómo los vehículos perciben y navegan en entornos complejos.

Arbe Robotics Ltd. (Arbe) - Modelo de negocios: asociaciones clave

Fabricantes de automóviles

Arbe Robotics ha establecido asociaciones estratégicas con los siguientes fabricantes de automóviles:

Fabricante	Detalles de la asociación	Enfoque tecnológico
Magna International	Integración de tecnología de radar de imágenes 4D	Soluciones de conducción autónoma
Proveedor automotriz de nivel 1	Colaboración de desarrollo del sistema	Sistemas avanzados de asistencia al conductor (ADAS)

Asociaciones de semiconductores

Colaboración de semiconductores para el desarrollo de chips y sensores:

• Tower Semiconductor (adquirido por Intel en 2022)
• GlobalFoundries
• TSMC (Taiwan Semiconductor Manufacturing Company)

Proveedores automotrices de nivel 1

Las asociaciones de integración del sistema clave incluyen:

Proveedor	Enfoque de integración	Alcance tecnológico
Aptiv	Integración del sensor de radar	Plataformas de conducción autónoma
AG Continental	Desarrollo de tecnología de radar	Sistemas avanzados de asistencia al conductor

Instituciones de investigación

Colaboraciones de innovación tecnológica:

• Technion - Instituto de Tecnología de Israel
• Universidad de Ben-Gurion
• Universidad de Tel Aviv

Métricas financieras de asociación

Métrico	Valor 2023
Presupuesto de colaboración de I + D	$ 4.2 millones
Inversiones de desarrollo tecnológico	$ 6.8 millones

Arbe Robotics Ltd. (Arbe) - Modelo de negocio: actividades clave

Desarrollo de soluciones de radar de imagen 4D de alta resolución

Arbe Robotics se centra en desarrollar la tecnología de radar de Phoenix con las siguientes especificaciones:

Métrico	Especificación técnica
Resolución	0.5 grados de resolución angular
Rango	Rango de detección de hasta 300 metros
Frecuencia	Banda de frecuencia de 77-81 GHz

Desarrollo de software y algoritmo para conducción autónoma

Las áreas clave de desarrollo de software incluyen:

• Algoritmos de percepción del radar de aprendizaje automático
• Integración de fusión del sensor
• Detección y seguimiento de objetos en tiempo real

Investigación y desarrollo de tecnologías de sensores avanzados

R&D Métricas de inversión a partir de 2023:

Categoría	Cantidad
Gastos totales de I + D	$ 19.4 millones
Personal de I + D	Aproximadamente 70 ingenieros

Prueba de prototipo y validación para aplicaciones automotrices

El proceso de validación incluye:

• Prueba de confiabilidad de grado automotriz
• Detección del estrés ambiental
• Validación de rendimiento a través de rangos de temperatura

Indicadores de rendimiento clave para pruebas de prototipo:

Parámetro de prueba	Especificación
Ciclos de prueba	Más de 500 ciclos de validación
Rango de temperatura	-40 ° C a +85 ° C

Arbe Robotics Ltd. (Arbe) - Modelo de negocios: recursos clave

Tecnología de radar de imagen 4D patentada

A partir de 2024, Arbe Robotics ha desarrollado una tecnología de radar de imagen 4D con las siguientes especificaciones:

Parámetro tecnológico	Especificación
Resolución	0.1 ° Resolución angular
Rango	Hasta 300 metros
Canales de detección	48 canales virtuales
Velocidad de procesamiento	240 cuadros por segundo

Equipo de ingeniería hábil y I + D

Los recursos humanos de Arbe Robotics incluyen:

• Total de empleados: 120 a partir del cuarto trimestre 2023
• Composición del equipo de I + D: 65 ingenieros
• Titulares de doctorado: 22 miembros del equipo
• Experiencia promedio de ingeniería: 8.5 años

Propiedad intelectual y patentes

Categoría de patente	Número de patentes
Patentes concedidas	17
Aplicaciones de patentes pendientes	12
Cobertura de patentes geográficas	Estados Unidos, Israel, Europa

Capacidades avanzadas de desarrollo de software y hardware

Infraestructura de desarrollo tecnológico:

• Instalaciones de prueba de hardware: 2 laboratorios dedicados
• Entorno de desarrollo de software: metodología ágil
• Recursos computacionales: 150 Teraflops Capacidad de procesamiento
• Infraestructura de computación en la nube: Amazon Web Services (AWS)

Arbe Robotics Ltd. (Arbe) - Modelo de negocio: propuestas de valor

Detección de radar de ultra alta resolución para vehículos autónomos

Arbe Robotics ofrece una solución de radar de imagen 4D con 48 canales virtuales y 2048 puntos de resolución por canal. El chip de radar proporciona Campo de visión horizontal y de 100 grados de 100 grados.

Especificación	Métrico de rendimiento
Puntos de resolución	2048 puntos por canal
Canales virtuales	48 canales
Campo de visión horizontal	240 grados
Campo de visión vertical	100 grados

Seguridad mejorada a través de detección y seguimiento de objetos superiores

La tecnología de radar permite la detección y seguimiento de objetos con precisión:

• Rango de detección de hasta 300 metros
• Precisión dentro de 5 centímetros
• Capacidad para distinguir entre más de 10 clases de objetos
• Seguimiento de objetos en tiempo real a 30 cuadros por segundo

Alternativa rentable a los costosos sistemas LIDAR

Tecnología	Costo estimado
Solución de radar arbe	$ 500 - $ 1,000 por unidad
Lidar tradicional	$ 5,000 - $ 10,000 por unidad

Rendimiento mejorado en condiciones climáticas desafiantes

La tecnología de radar demuestra un rendimiento superior en las condiciones ambientales:

• Operacional bajo lluvia con una precisión de detección del 99.5%
• Funcional en niebla con visibilidad de menos de 50 metros
• Funciona de manera efectiva en temperaturas de -40 ° C a +85 ° C

Arbe Robotics Ltd. (Arbe) - Modelo de negocios: relaciones con los clientes

Soporte técnico para la integración automotriz

Arbe Robotics proporciona soporte técnico dedicado Para la integración del radar automotriz con las siguientes métricas de soporte:

Categoría de apoyo	Tiempo de respuesta	Canales de soporte
Soporte de integración automotriz	Respuesta las 24 horas	Correo electrónico, teléfono, portal en línea
Consulta técnica	Consulta de expertos de 48 horas	Compromiso de ingeniero directo

Desarrollo de productos colaborativos

Arbe Robotics se involucra en desarrollo colaborativo con fabricantes de automóviles:

• Asociaciones de desarrollo conjunto con 3 OEM automotrices principales
• Diseño de solución de radar personalizado
• Desarrollo de prototipos iterativos

Actualizaciones y mejoras de software en curso

Frecuencia de actualización de software	Tipo de actualización	Notificación del cliente
Lanzamientos de software trimestrales	Mejoras del rendimiento	Notificación automatizada del cliente
Actualización anual de la versión principal	Expansión de características	Documentación de lanzamiento integral

Diseño de solución personalizada para necesidades específicas del cliente

Ofertas de Arbe Robotics Soluciones de radar a medida Con el siguiente enfoque de personalización:

• Configuración de radar personalizada
• Algoritmos de IA adaptativos
• Modificaciones de radar específicas de la industria

Arbe Robotics Ltd. (Arbe) - Modelo de negocios: canales

Ventas directas a fabricantes de automóviles

Arbe Robotics se dirige a los fabricantes de automóviles a través de canales de ventas directos. A partir del cuarto trimestre de 2023, la compañía reportó 12 ganancias activas de diseño automotriz con los principales fabricantes.

Canal de ventas	Número de ganancias de diseño automotriz	Valor de mercado potencial
Ventas automotrices directas	12	$ 67.4 millones de tuberías de ingresos potenciales

Conferencias tecnológicas y exhibiciones de la industria

Arbe Robotics aprovecha las conferencias de tecnología para la participación del cliente y la demostración de productos.

• CES 2024 - Tecnología de radar de imagen 4D exhibida
• Conferencia de AutoSens - Presentadas Soluciones de percepción avanzada
• Mobile World Congress - Innovaciones de radar automotrices demostradas

Asociaciones estratégicas con proveedores automotrices

La compañía ha establecido asociaciones estratégicas para expandir el alcance del mercado.

Tipo de socio	Número de socios	Enfoque de asociación
Proveedores automotrices de nivel 1	5	Integración y desarrollo de tecnología

Documentación técnica en línea y materiales de marketing

Arbe Robotics mantiene canales integrales de marketing digital.

• Descargas de documentación técnica: 3,276 en el cuarto trimestre 2023
• Tráfico del sitio web: 42,500 visitantes mensuales
• Descargas técnicas de documento técnico: 1,854 en 2023

Arbe Robotics Ltd. (Arbe) - Modelo de negocio: segmentos de clientes

Fabricantes de vehículos autónomos

Arbe Robotics se dirige a los fabricantes de vehículos autónomos de primer nivel con su tecnología de radar de imagen 4D.

Grupo de clientes	Penetración del mercado	Ingresos potenciales
Fabricantes de vehículos autónomos de nivel 1	3-4 principales fabricantes	$ 12.5 millones por victoria de diseño

Desarrolladores avanzados de sistemas de asistencia de controlador (ADAS)

Arbe se centra en los proveedores de tecnología ADAS que buscan soluciones de radar de alta resolución.

• Tamaño del mercado global de ADAS: $ 27.4 mil millones en 2023
• Crecimiento del mercado de ADAS proyectado: 13.7% CAGR hasta 2030
• CLIENTES CLAVE ADAS DESARROLLADOR: MobilEye, Bosch, Continental

Compañías de vehículos eléctricos

La tecnología de radar de Arbe está diseñada específicamente para sistemas de seguridad de vehículos eléctricos.

Segmento de vehículos eléctricos	Adopción del mercado estimada	Base de clientes potenciales
Fabricantes de EV premium	35% de penetración del mercado para 2025	Tesla, Rivian, Motores lúcidos

Innovadores de tecnología automotriz

Arbe se dirige a empresas de tecnología automotriz de vanguardia que desarrollan soluciones de detección de próxima generación.

• Inversión en I + D en detección automotriz: $ 48.3 mil millones a nivel mundial en 2023
• Clientes potenciales: waymo, aurora, zoox
• Nivel de preparación tecnológica: Radar de imagen 4D de alta resolución

Arbe Robotics Ltd. (Arbe) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Arbe Robotics reportó gastos de I + D de $ 24.9 millones, lo que representa una parte significativa de sus costos operativos.

Año	Gastos de I + D ($ M)	Porcentaje de ingresos
2022	22.1	68.3%
2023	24.9	71.5%

Adquisición y retención de talentos

Los gastos totales de personal para 2023 fueron de aproximadamente $ 18.6 millones.

• Salario promedio de ingeniería: $ 135,000 por año
• Total de empleados a diciembre de 2023: 184
• Costos de reclutamiento: estimado $ 2.3 millones anuales

Fabricación y creación de prototipos

Los costos de fabricación y creación de prototipos para 2023 totalizaron $ 12.4 millones.

Categoría de costos	Cantidad ($ m)
Desarrollo prototipo	5.6
Equipo de fabricación	4.2
Materia prima	2.6

Marketing y desarrollo de negocios

Los gastos de marketing para 2023 fueron de $ 6.7 millones.

• Presupuesto de marketing digital: $ 2.1 millones
• Gastos de feria y conferencia: $ 1.5 millones
• Costos del equipo de desarrollo empresarial: $ 3.1 millones

Arbe Robotics Ltd. (Arbe) - Modelo de negocios: flujos de ingresos

Ventas de productos de sistemas de detección de radar

A partir del cuarto trimestre de 2023, Arbe Robotics reportó ingresos totales de $ 5.2 millones, principalmente impulsados ​​por las ventas del sistema de detección de radar. Las soluciones de radar de imágenes 4D de la compañía tienen un precio de entre $ 500 y $ 2,500 por unidad, dependiendo de aplicaciones específicas de vehículos automotriz y autónomos.

Categoría de productos	Precio unitario promedio	Volumen de ventas anual estimado
Sistemas de radar automotrices	$1,200	3,500 unidades
Sistemas avanzados de asistencia al conductor (ADAS)	$2,500	1.200 unidades

Licencias de tecnología de radar

Arbe Robotics genera ingresos por licencia a través de acuerdos de transferencia de tecnología. En 2023, los ingresos por licencias representaron aproximadamente $ 1.7 millones de ingresos totales de la compañía.

• Las tarifas de licencia de tecnología varían de $ 50,000 a $ 500,000 por acuerdo
• Los contratos de licencia generalmente involucran términos de 3-5 años
• La licencia de propiedad intelectual cubre 12 tecnologías distintas de detección de radar

Contratos de desarrollo personalizados

Los contratos de desarrollo personalizado representaron $ 2.3 millones en ingresos para 2023. Estos contratos involucran un desarrollo de sistemas de radar especializado para fabricantes de vehículos automotrices y autónomos específicos.

Tipo de contrato	Valor de contrato promedio	Número de contratos en 2023
Desarrollo personalizado de OEM automotriz	$750,000	3 contratos
Soluciones personalizadas de vehículo autónomo	$1,200,000	2 contratos

Licencias de software y algoritmo

El software y la licencia de algoritmo generaron $ 600,000 en ingresos durante 2023. Estos acuerdos de licencia cubren la percepción avanzada y los algoritmos de aprendizaje automático para la detección del radar.

• Las tarifas de licencia de software varían de $ 25,000 a $ 150,000 anuales
• El algoritmo de licencia cubre 8 modelos distintos de aprendizaje automático
• Modelo de suscripción anual recurrente para actualizaciones de software

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.