Arbe Robotics Ltd. (ARBE): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage rapide de la technologie des véhicules autonomes en évolution, Arbe Robotics Ltd. émerge comme un innovateur révolutionnaire, révolutionnant la détection radar avec ses solutions d'imagerie 4D de pointe. En fournissant une technologie radar à ultra-haute résolution qui surpasse les méthodes de détection traditionnelles, l'entreprise est prête à transformer la sécurité automobile et les capacités de conduite autonomes. Leur modèle commercial unique Bridges Advanced Semiconductor Engineering, leur innovation automobile et le développement de capteurs de précision, créant une approche complète qui promet de redéfinir la façon dont les véhicules perçoivent et naviguent sur des environnements complexes.

Arbe Robotics Ltd. (ARBE) - Modèle commercial: partenariats clés

Constructeurs automobiles

Arbe Robotics a établi des partenariats stratégiques avec les constructeurs automobiles suivants:

Fabricant	Détails du partenariat	Focus technologique
Magna International	Intégration de la technologie radar d'imagerie 4D	Solutions de conduite autonomes
Fournisseur automobile de niveau 1	Collaboration de développement du système	Systèmes avancés d'assistance à la conduite (ADAS)

Partenariats de semi-conducteurs

Collaboration de semi-conducteurs pour le développement des puces et des capteurs:

• Semi-conducteur de tour (acquis par Intel en 2022)
• GlobalFoundries
• TSMC (Taiwan Semiconductor Manufacturing Company)

Fournisseurs automobiles de niveau 1

Les partenariats clés d'intégration du système comprennent:

Fournisseur	Focus d'intégration	Portée technologique
Aptiv	Intégration du capteur radar	Plates-formes de conduite autonomes
AG continental	Développement de la technologie radar	Systèmes avancés d'assistance à la conduite

Institutions de recherche

Collaborations technologiques de l'innovation:

• Technion - Institut israélien de technologie
• Université Ben Gourion
• Université de Tel Aviv

Partenariat Métriques financières

Métrique	Valeur 2023
Budget de collaboration R&D	4,2 millions de dollars
Investissements de développement technologique	6,8 millions de dollars

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: Activités clés

Développer des solutions radar d'imagerie 4D haute résolution

Arbe Robotics se concentre sur le développement de la technologie Radar Phoenix avec les spécifications suivantes:

Métrique	Spécifications techniques
Résolution	Résolution angulaire de 0,5 degrés
Gamme	Plage de détection jusqu'à 300 mètres
Fréquence	Bande de fréquence 77-81 GHz

Développement de logiciels et d'algorithmes pour la conduite autonome

Les principaux domaines de développement de logiciels comprennent:

• Algorithmes de perception du radar d'apprentissage automatique
• Intégration de fusion du capteur
• Détection et suivi des objets en temps réel

Recherche et développement des technologies de capteurs avancés

Métriques d'investissement en R&D à partir de 2023:

Catégorie	Montant
Total des dépenses de R&D	19,4 millions de dollars
Personnel de R&D	Environ 70 ingénieurs

Test de prototype et validation des applications automobiles

Le processus de validation comprend:

• Test de fiabilité de qualité automobile
• Dépistage du stress environnemental
• Validation des performances entre les plages de température

Indicateurs de performance clés pour les tests de prototypes:

Paramètre de test	Spécification
Cycles de test	Plus de 500 cycles de validation
Plage de température	-40 ° C à + 85 ° C

Arbe Robotics Ltd. (ARBE) - Modèle commercial: Ressources clés

Technologie radar d'imagerie 4D propriétaire

En 2024, Arbe Robotics a développé une technologie radar d'imagerie 4D avec les spécifications suivantes:

Paramètre technologique	Spécification
Résolution	Résolution angulaire de 0,1 °
Gamme	Jusqu'à 300 mètres
Canaux de détection	48 canaux virtuels
Vitesse de traitement	240 images par seconde

Équipe d'ingénierie et de R&D qualifiés

Les ressources humaines de l'ARBE Robotics comprennent:

• Total des employés: 120 au quatrième trimestre 2023
• Composition de l'équipe R&D: 65 ingénieurs
• Temps des doctorants: 22 membres de l'équipe
• Expérience d'ingénierie moyenne: 8,5 ans

Propriété intellectuelle et brevets

Catégorie de brevet	Nombre de brevets
Brevets accordés	17
Demandes de brevet en instance	12
Couverture des brevets géographiques	États-Unis, Israël, Europe

Capacités avancées de développement de logiciels et de matériel

Infrastructure de développement technologique:

• Installations de test de matériel: 2 laboratoires dédiés
• Environnement de développement de logiciels: méthodologie agile
• Ressources de calcul: 150 Capacité de traitement Teraflops
• Infrastructure de cloud computing: Amazon Web Services (AWS)

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: propositions de valeur

Détection radar ultra-haute résolution pour les véhicules autonomes

Arbe Robotics propose une solution radar d'imagerie 4D avec 48 canaux virtuels et 2048 points de résolution par canal. La puce radar fournit Champ de vision vertical horizontal à 240 degrés et à 100 degrés.

Spécification	Métrique de performance
Points de résolution	2048 points par canal
Canaux virtuels	48 canaux
Champ de vision horizontal	240 degrés
Champ de vision vertical	100 degrés

Sécurité améliorée grâce à une détection et un suivi d'objets supérieurs

La technologie radar permet la détection et le suivi des objets avec précision:

• DÉTECTION AVANT jusqu'à 300 mètres
• Précision dans les 5 centimètres
• Capacité à distinguer entre plus de 10 classes d'objets
• Suivi d'objets en temps réel à 30 images par seconde

Alternative rentable aux systèmes LiDAR coûteux

Technologie	Coût estimé
Solution radar arbe	500 $ - 1 000 $ par unité
Lidar traditionnel	5 000 $ - 10 000 $ par unité

Amélioration des performances dans les conditions météorologiques difficiles

La technologie radar démontre des performances supérieures dans les conditions environnementales:

• Opérationnel sous pluie avec une précision de détection de 99,5%
• Fonctionnel dans le brouillard avec visibilité de moins de 50 mètres
• Fonctionne efficacement à des températures de -40 ° C à + 85 ° C

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: Relations clients

Support technique de l'intégration automobile

Arbe Robotics fournit Assistance technique dédiée Pour l'intégration du radar automobile avec les mesures de support suivantes:

Catégorie de support	Temps de réponse	Canaux de support
Prise en charge de l'intégration automobile	Réponse 24h / 24	E-mail, téléphone, portail en ligne
Consultation technique	Consultation d'experts de 48 heures	Engagement d'ingénieur direct

Développement de produits collaboratifs

Arbe Robotics s'engage dans le développement collaboratif avec les constructeurs automobiles:

• Partenariats de développement conjoints avec 3 principaux OEM automobiles
• Conception de solution radar personnalisée
• Développement de prototypes itératifs

Mises à jour logicielles en cours et améliorations

Fréquence de mise à jour logicielle	Type de mise à jour	Notification client
Versions de logiciels trimestriels	Améliorations des performances	Notification automatisée des clients
Mise à jour annuelle de version majeure	Expansion des fonctionnalités	Documentation complète de la version

Conception de solution personnalisée pour les besoins spécifiques des clients

Arbe Robotics Offre solutions radar sur mesure avec l'approche de personnalisation suivante:

• Configuration radar personnalisée
• Algorithmes AI adaptatifs
• Modifications radar spécifiques à l'industrie

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: canaux

Ventes directes aux constructeurs automobiles

Arbe Robotics cible les constructeurs automobiles via des canaux de vente directs. Au quatrième trimestre 2023, la société a signalé que 12 victoires en conception automobile active avec les principaux fabricants.

Canal de vente	Nombre de victoires de conception automobile	Valeur marchande potentielle
Ventes automobiles directes	12	67,4 millions de dollars sur les revenus potentiels

Conférences technologiques et expositions de l'industrie

Arbe Robotics exploite les conférences de technologie pour l'engagement client et la démonstration des produits.

• CES 2024 - Technologie radar d'imagerie 4D présentée
• Conférence AutoSens - Solutions de perception avancées présentées
• Mobile World Congress - Innovations radar automobiles démontrées

Partenariats stratégiques avec les fournisseurs automobiles

La société a établi des partenariats stratégiques pour étendre la portée du marché.

Type de partenaire	Nombre de partenaires	Focus de partenariat
Fournisseurs automobiles de niveau 1	5	Intégration et développement technologiques

Documentation technique en ligne et matériel de marketing

Arbe Robotics maintient des canaux de marketing numériques complets.

• Documents techniques Téléchargements: 3 276 au quatrième trimestre 2023
• Trafic de site Web: 42 500 visiteurs mensuels
• Téléchargements techniques du livre blanc: 1 854 en 2023

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: segments de clientèle

Fabricants de véhicules autonomes

ARBE Robotics cible les fabricants de véhicules autonomes de haut niveau avec sa technologie radar d'imagerie 4D.

Groupe de clients	Pénétration du marché	Revenus potentiels
Fabricants de véhicules autonomes de niveau 1	3-4 grands fabricants	12,5 millions de dollars par conception victoire

Développeurs de systèmes avancés d'assistance conducteur (ADAS)

ARBE se concentre sur les fournisseurs de technologies ADAS à la recherche de solutions radar à haute résolution.

• Taille du marché mondial de l'ADAS: 27,4 milliards de dollars en 2023
• Croissance du marché ADAS projeté: 13,7% CAGR jusqu'à 2030
• Clients clés du développeur ADAS: Mobileye, Bosch, Continental

Compagnies de véhicules électriques

La technologie radar d'Arbe est spécialement conçue pour les systèmes de sécurité des véhicules électriques.

Segment des véhicules électriques	Adoption estimée du marché	Clientèle potentielle
Fabricants EV premium	35% de pénétration du marché d'ici 2025	Tesla, Rivian, Lucid Motors

Innovateurs de technologie automobile

ARBE cible les sociétés de technologie automobile de pointe développant des solutions de détection de nouvelle génération.

• Investissement en R&D dans la détection automobile: 48,3 milliards de dollars dans le monde en 2023
• Clients potentiels: Waymo, Aurora, Zoox
• Niveau de préparation à la technologie: Radar d'imagerie 4D haute résolution

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, Arbe Robotics a déclaré des dépenses de R&D de 24,9 millions de dollars, ce qui représente une partie importante de leurs coûts opérationnels.

Année	Dépenses de R&D ($ m)	Pourcentage de revenus
2022	22.1	68.3%
2023	24.9	71.5%

Acquisition et rétention de talents

Les dépenses totales du personnel pour 2023 étaient d'environ 18,6 millions de dollars.

• Salaire d'ingénierie moyen: 135 000 $ par an
• Total des employés en décembre 2023: 184
• Coûts de recrutement: estimation de 2,3 millions de dollars par an

Fabrication et prototypage

Les coûts de fabrication et de prototypage pour 2023 ont totalisé 12,4 millions de dollars.

Catégorie de coûts	Montant ($ m)
Développement de prototypes	5.6
Équipement de fabrication	4.2
Matières premières	2.6

Marketing et développement commercial

Les dépenses de marketing pour 2023 étaient de 6,7 millions de dollars.

• Budget de marketing numérique: 2,1 millions de dollars
• Dépenses de salon et de conférence: 1,5 million de dollars
• Coûts de l'équipe de développement commercial: 3,1 millions de dollars

Arbe Robotics Ltd. (ARBE) - Modèle d'entreprise: Strots de revenus

Ventes de produits des systèmes de détection radar

Au quatrième trimestre 2023, Arbe Robotics a déclaré un chiffre d'affaires total de 5,2 millions de dollars, principalement tiré par les ventes de systèmes de détection radar. Les solutions radar d'imagerie 4D de l'entreprise sont évaluées entre 500 $ et 2 500 $ par unité, selon des applications spécifiques de véhicules automobiles et autonomes.

Catégorie de produits	Prix ​​unitaire moyen	Volume de ventes annuel estimé
Systèmes de radar automobile	$1,200	3 500 unités
Systèmes avancés d'assistance à la conduite (ADAS)	$2,500	1 200 unités

Licence de la technologie radar

Arbe Robotics génère des revenus de licence grâce à des accords de transfert de technologie. En 2023, les revenus de licence ont représenté environ 1,7 million de dollars de revenus totaux de l'entreprise.

• Les frais de licence de technologie varient de 50 000 $ à 500 000 $ par accord
• Les contrats de licence impliquent généralement des termes de 3 à 5 ans
• Les licences de propriété intellectuelle couvrent 12 technologies de détection radar distinctes

Contrats de développement personnalisés

Les contrats de développement personnalisés ont représenté 2,3 millions de dollars de revenus pour 2023. Ces contrats impliquent un développement de systèmes radar spécialisé pour des constructeurs automobiles et autonomes spécifiques.

Type de contrat	Valeur du contrat moyen	Nombre de contrats en 2023
Développement personnalisé de l'OEM automobile	$750,000	3 contrats
Solutions personnalisées de véhicules autonomes	$1,200,000	2 contrats

Licence de logiciel et d'algorithme

Les licences de logiciels et d'algorithmes ont généré 600 000 $ de revenus en 2023. Ces accords de licence couvrent les algorithmes avancés de perception et d'apprentissage automatique pour la détection radar.

• Les frais de licence de logiciel varient de 25 000 $ à 150 000 $ par an
• Les licences d'algorithme couvrent 8 modèles d'apprentissage automatique distincts
• Modèle d'abonnement annuel récurrent pour les mises à jour logicielles

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.