Arbe Robotics Ltd. (ARBE): Modelo de negócios Canvas [Jan-2025 Atualizado]

Na paisagem em rápida evolução da tecnologia de veículos autônomos, a Arbe Robotics Ltd. surge como inovador inovador, revolucionando a detecção do radar com suas soluções de imagem 4D de ponta. Ao fornecer tecnologia de radar de alta resolução que supera os métodos tradicionais de detecção, a empresa está pronta para transformar a segurança automotiva e as capacidades de direção autônoma. Seu modelo de negócios exclusivo preenche a engenharia avançada de semicondutores, a inovação automotiva e o desenvolvimento de sensores de precisão, criando uma abordagem abrangente que promete redefinir como os veículos percebem e navegam em ambientes complexos.

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: Parcerias -chave

Fabricantes automotivos

A ARBE Robotics estabeleceu parcerias estratégicas com os seguintes fabricantes automotivos:

Fabricante	Detalhes da parceria	Foco em tecnologia
Magna International	Integração da tecnologia de radar de imagem 4D	Soluções de direção autônomas
Fornecedor automotivo de camada 1	Colaboração de desenvolvimento de sistemas	Sistemas avançados de assistência ao motorista (ADAS)

Parcerias semicondutores

Colaboração de semicondutores para desenvolvimento de chips e sensores:

• Tower Semiconductor (adquirido pela Intel em 2022)
• GlobalFoundries
• TSMC (Taiwan Semiconductor Manufacturing Company)

Fornecedores automotivos de nível 1

Principais parcerias de integração do sistema incluem:

Fornecedor	Foco de integração	Escopo de tecnologia
Aptiv	Integração do sensor de radar	Plataformas de direção autônomas
Continental AG	Desenvolvimento da tecnologia de radar	Sistemas avançados de assistência ao motorista

Instituições de pesquisa

Colaborações de inovação tecnológica:

• Technion - Instituto de Tecnologia de Israel
• Universidade Ben-Gurion
• Universidade de Tel Aviv

Métricas financeiras de parceria

Métrica	2023 valor
Orçamento de colaboração em P&D	US $ 4,2 milhões
Investimentos em desenvolvimento de tecnologia	US $ 6,8 milhões

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: Atividades -chave

Desenvolvimento de soluções de radar de imagem 4D de alta resolução

O ARBE Robotics se concentra no desenvolvimento da tecnologia de radar de Phoenix com as seguintes especificações:

Métrica	Especificação técnica
Resolução	0,5 graus de resolução angular
Faixa	Faixa de detecção de até 300 metros
Freqüência	Banda de frequência 77-81 GHz

Desenvolvimento de software e algoritmo para direção autônoma

As principais áreas de desenvolvimento de software incluem:

• Algoritmos de percepção de radar de aprendizado de máquina
• Integração de fusão de sensores
• Detecção e rastreamento de objetos em tempo real

Pesquisa e desenvolvimento de tecnologias de sensores avançados

Métricas de investimento em P&D a partir de 2023:

Categoria	Quantia
Despesas totais de P&D	US $ 19,4 milhões
Pessoal de P&D	Aproximadamente 70 engenheiros

Teste de protótipo e validação para aplicações automotivas

O processo de validação inclui:

• Teste de confiabilidade de grau automotivo
• Triagem de estresse ambiental
• Validação de desempenho em faixas de temperatura

Principais indicadores de desempenho para teste de protótipo:

Parâmetro de teste	Especificação
Ciclos de teste	Mais de 500 ciclos de validação
Faixa de temperatura	-40 ° C a +85 ° C.

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: Recursos -chave

Tecnologia de radar de imagem 4D proprietária

A partir de 2024, a ARBE Robotics desenvolveu uma tecnologia de radar de imagem 4D com as seguintes especificações:

Parâmetro de tecnologia	Especificação
Resolução	Resolução angular de 0,1 °
Faixa	Até 300 metros
Canais de detecção	48 canais virtuais
Velocidade de processamento	240 quadros por segundo

Engenharia qualificada e equipe de P&D

Os recursos humanos da Arbe Robotics incluem:

• Total de funcionários: 120 A partir do quarto trimestre 2023
• Composição da equipe de P&D: 65 engenheiros
• PhD titulares: 22 membros da equipe
• Experiência média de engenharia: 8,5 anos

Propriedade intelectual e patentes

Categoria de patentes	Número de patentes
Patentes concedidas	17
Aplicações de patentes pendentes	12
Cobertura de patente geográfica	Estados Unidos, Israel, Europa

Recursos avançados de desenvolvimento de software e hardware

Infraestrutura de desenvolvimento de tecnologia:

• Instalações de teste de hardware: 2 laboratórios dedicados
• Ambiente de Desenvolvimento de Software: Metodologia Agile
• Recursos Computacionais: 150 Capacidade de Processamento de Teraflops
• Infraestrutura de computação em nuvem: Amazon Web Services (AWS)

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: proposições de valor

Sensor de radar de alta resolução para veículos autônomos

O ARBE Robotics oferece uma solução de radar de imagem 4D com 48 canais virtuais e 2048 pontos de resolução por canal. O chip de radar fornece Campo de visão vertical horizontal e 100 graus de 240 graus.

Especificação	Métrica de desempenho
Pontos de resolução	2048 pontos por canal
Canais virtuais	48 canais
Campo de visão horizontal	240 graus
Campo de visão vertical	100 graus

Segurança aprimorada através de detecção e rastreamento de objetos superiores

A tecnologia de radar permite a detecção e rastreamento de objetos com precisão:

• Faixa de detecção até 300 metros
• Precisão dentro de 5 centímetros
• Capacidade de distinguir entre mais de 10 classes de objetos
• Rastreamento de objetos em tempo real a 30 quadros por segundo

Alternativa econômica aos sistemas caros de LiDAR

Tecnologia	Custo estimado
Solução de radar ARBE	$ 500 - US $ 1.000 por unidade
Lidar tradicional	US $ 5.000 - US $ 10.000 por unidade

Desempenho aprimorado em condições climáticas desafiadoras

A tecnologia de radar demonstra desempenho superior nas condições ambientais:

• Operacional na chuva com precisão de detecção de 99,5%
• Funcional em neblina com visibilidade inferior a 50 metros
• Funciona efetivamente em temperaturas de -40 ° C a +85 ° C

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: Relacionamentos do cliente

Suporte técnico para integração automotiva

O ARBE Robotics fornece Suporte técnico dedicado Para integração de radar automotivo com as seguintes métricas de suporte:

Categoria de suporte	Tempo de resposta	Canais de suporte
Suporte de integração automotiva	Resposta de 24 horas	Email, telefone, portal online
Consulta técnica	48 horas de consulta de especialistas	Engajamento direto do engenheiro

Desenvolvimento de produtos colaborativos

Robótica ARBE se envolve no desenvolvimento colaborativo com fabricantes de automóveis:

• Parcerias de desenvolvimento conjunto com 3 principais OEMs automotivos
• Design de solução de radar personalizado
• Desenvolvimento de protótipo iterativo

Atualizações e melhorias de software em andamento

Frequência de atualização de software	Tipo de atualização	Notificação do cliente
Lançamentos trimestrais de software	Aprimoramentos de desempenho	Notificação automatizada do cliente
Atualização anual da versão principal	Expansão de recursos	Documentação abrangente de liberação

Design de solução personalizado para necessidades específicas do cliente

ARBE Robotics oferece Soluções de radar personalizadas Com a seguinte abordagem de personalização:

• Configuração de radar personalizada
• Algoritmos ADAPTAVENTE AI
• Modificações de radar específicas do setor

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: canais

Vendas diretas para fabricantes de automóveis

O ARBE Robotics tem como alvo os fabricantes automotivos por meio de canais de vendas diretas. A partir do quarto trimestre 2023, a empresa registrou 12 vitórias ativas de design automotivo com os principais fabricantes.

Canal de vendas	Número de vitórias de design automotivo	Valor potencial de mercado
Vendas automotivas diretas	12	US $ 67,4 milhões em potencial pipeline de receita

Conferências de Tecnologia e Exposições da Indústria

O ARBE Robotics aproveita as conferências de tecnologia para envolvimento do cliente e demonstração do produto.

• CES 2024 - Apresentada tecnologia de radar de imagem 4D
• Conferência AutoSens - Apresentou Soluções de Percepção Avançada
• Mobile World Congress - Inovações de radar automotivo demonstradas

Parcerias estratégicas com fornecedores automotivos

A empresa estabeleceu parcerias estratégicas para expandir o alcance do mercado.

Tipo de parceiro	Número de parceiros	Foco em parceria
Fornecedores automotivos de nível 1	5	Integração e desenvolvimento de tecnologia

Documentação técnica online e materiais de marketing

O ARBE Robotics mantém canais abrangentes de marketing digital.

• Documentação Técnica Downloads: 3.276 no quarto trimestre 2023
• Tráfego do site: 42.500 visitantes mensais
• Downloads de whitepaper técnico: 1.854 em 2023

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

Fabricantes de veículos autônomos

A ARBE Robotics tem como alvo os fabricantes de veículos autônomos de primeira linha com sua tecnologia de radar de imagem 4D.

Grupo de clientes	Penetração de mercado	Receita potencial
Fabricantes de veículos autônomos de nível 1	3-4 grandes fabricantes	US $ 12,5 milhões por vitória de design

Desenvolvedores avançados de sistemas de assistência ao motorista (ADAS)

O ARBE se concentra nos provedores de tecnologia do ADAS que buscam soluções de radar de alta resolução.

• Tamanho do mercado global de ADAS: US $ 27,4 bilhões em 2023
• Crescimento do mercado de ADAS projetado: 13,7% CAGR até 2030
• CLIENTES DE DEVENVERSOS ADAS CHEVE: Mobileye, Bosch, Continental

Empresas de veículos elétricos

A tecnologia de radar da ARBE é projetada especificamente para sistemas de segurança de veículos elétricos.

Segmento de veículos elétricos	Adoção estimada do mercado	Base potencial de clientes
Fabricantes Premium EV	35% de penetração no mercado até 2025	Tesla, Rivian, Lucid Motors

Inovadores de tecnologia automotiva

A ARBE tem como alvo as empresas de tecnologia automotiva de ponta que desenvolvem soluções de detecção de próxima geração.

• Investimento de P&D em detecção automotiva: US $ 48,3 bilhões globalmente em 2023
• Clientes em potencial: Waymo, Aurora, Zoox
• Nível de prontidão da tecnologia: Radar de imagem 4D de alta resolução

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a ARBE Robotics registrou despesas de P&D de US $ 24,9 milhões, representando uma parcela significativa de seus custos operacionais.

Ano	Despesas de P&D ($ M)	Porcentagem de receita
2022	22.1	68.3%
2023	24.9	71.5%

Aquisição e retenção de talentos

As despesas totais de pessoal para 2023 foram de aproximadamente US $ 18,6 milhões.

• Salário médio de engenharia: US $ 135.000 por ano
• Total de funcionários em dezembro de 2023: 184
• Custos de recrutamento: estimado US $ 2,3 milhões anualmente

Fabricação e prototipagem

Os custos de fabricação e prototipagem para 2023 totalizaram US $ 12,4 milhões.

Categoria de custo	Valor ($ m)
Desenvolvimento de protótipo	5.6
Equipamento de fabricação	4.2
Matérias-primas	2.6

Marketing e desenvolvimento de negócios

As despesas de marketing de 2023 foram de US $ 6,7 milhões.

• Orçamento de marketing digital: US $ 2,1 milhões
• Feira de feira e despesas da conferência: US $ 1,5 milhão
• Custos da equipe de desenvolvimento de negócios: US $ 3,1 milhões

Arbe Robotics Ltd. (ARBE) - Modelo de negócios: fluxos de receita

Vendas de produtos de sistemas de detecção de radar

A partir do quarto trimestre de 2023, a ARBE Robotics registrou receita total de US $ 5,2 milhões, impulsionada principalmente pelas vendas de sistemas de detecção de radar. As soluções de radar de imagem 4D da empresa custam entre US $ 500 e US $ 2.500 por unidade, dependendo de aplicações específicas de veículos automotivos e autônomos.

Categoria de produto	Preço unitário médio	Volume de vendas anual estimado
Sistemas de radar automotivo	$1,200	3.500 unidades
Sistemas avançados de assistência ao motorista (ADAS)	$2,500	1.200 unidades

Licenciamento da tecnologia de radar

O ARBE Robotics gera receita de licenciamento por meio de acordos de transferência de tecnologia. Em 2023, as receitas de licenciamento representaram aproximadamente US $ 1,7 milhão em receita total da empresa.

• As taxas de licenciamento de tecnologia variam de US $ 50.000 a US $ 500.000 por contrato
• Os contratos de licenciamento normalmente envolvem mandatos de 3 a 5 anos
• O licenciamento de propriedade intelectual cobre 12 tecnologias distintas de detecção de radar

Contratos de desenvolvimento personalizados

Os contratos de desenvolvimento personalizado representaram US $ 2,3 milhões em receita em 2023. Esses contratos envolvem desenvolvimento especializado do sistema de radar para fabricantes específicos de veículos automotivos e autônomos.

Tipo de contrato	Valor médio do contrato	Número de contratos em 2023
Desenvolvimento personalizado de OEM automotivo	$750,000	3 contratos
Soluções personalizadas de veículos autônomos	$1,200,000	2 contratos

Licenciamento de software e algoritmo

O licenciamento de software e algoritmo gerou US $ 600.000 em receita durante 2023. Esses acordos de licenciamento cobrem algoritmos avançados de percepção e aprendizado de máquina para detecção de radar.

• As taxas de licenciamento de software variam de US $ 25.000 a US $ 150.000 anualmente
• O licenciamento de algoritmo abrange 8 modelos distintos de aprendizado de máquina
• Modelo de assinatura anual recorrente para atualizações 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.