Arbe Robotics posts $18.5M H1 loss on $1.2M sales

Arbe Robotics’ mid‑2026 results show fast revenue growth and a narrower net loss, funded by a January equity raise amid continued high cash burn and geopolitical risks.

Rhea-AI Filing Summary

Arbe Robotics Ltd. (ARBE) reported interim results for the six months ended June 30, 2026, showing early revenue scale-up but continuing substantial losses. Revenue rose to $1.16 million from $0.31 million, though cost of revenues of $1.30 million produced a small gross loss of $0.13 million. Operating expenses declined to $21.0 million from $24.4 million, narrowing the operating loss to $21.2 million and net loss to $18.5 million from $24.0 million, with Adjusted EBITDA at $(18.6) million, roughly flat year over year.

Total assets were $72.2 million, including cash, cash equivalents and short-term deposits of about $41.6 million plus $25.1 million held in escrow, against current liabilities of $30.3 million and convertible bonds of $24.0 million. The company raised $17.1 million net on January 26, 2026 through an underwritten offering of 13,225,000 ordinary shares at $1.40 per share, helping offset negative operating cash flow of $20.6 million. Revenue is concentrated in a few customers and geographies, and management notes that regional hostilities involving Israel and Iran/Hezbollah have not yet materially affected operations but remain an ongoing risk.

Positive

• Revenue grew sharply to $1.16 million from $0.31 million year over year, while operating expenses fell from $24.4 million to $21.0 million, narrowing the net loss by about $5.5 million.
• Arbe strengthened liquidity with a $17.1 million net underwritten equity raise at $1.40 per share, supporting operations despite ongoing losses.

Negative

• The business remains highly loss‑making, with a six‑month net loss of $18.5 million and Adjusted EBITDA of $(18.6) million, and $20.6 million net cash used in operating activities.
• Revenue is concentrated, with four customers accounting for over 98% of first‑half 2026 revenue, increasing dependence on a small customer base amid noted regional conflict risks around Israel.

Filing Explained

By June 30, 2026, Arbe Robotics had 127,305,842 ordinary shares outstanding, up from 109,188,112 at December 31, 2025, reflecting the January offering plus option, RSU and warrant exercises. Those completed share issuances increase the total share count and reduce an existing holder’s percentage ownership absent offsetting changes.

Key Figures

Revenue: $1.16 million Net loss: $18.5 million Adjusted EBITDA: $(18.6) million +5 more

8 metrics

Revenue $1.16 million Six months ended June 30, 2026; up from $0.31 million in 2025

Net loss $18.5 million Six months ended June 30, 2026; improved from $24.0 million in 2025

Adjusted EBITDA $(18.6) million Six months ended June 30, 2026; approximately flat versus 2025

Net cash used in operating activities $20.6 million Six months ended June 30, 2026

Cash and short-term deposits $41.6 million Cash and cash equivalents plus short-term bank deposits as of June 30, 2026

Shareholders’ equity $40.5 million As of June 30, 2026

Convertible bonds balance $24.0 million Current convertible bonds liability as of June 30, 2026

Equity raise net proceeds $17.1 million Underwritten offering of 13,225,000 shares at $1.40 per share in January 2026

Key Terms

Adjusted EBITDA, Remaining performance obligations, Convertible bonds, Black-Scholes option pricing model, +1 more

5 terms

Adjusted EBITDA financial

"Adjusted EBITDA, a non-GAAP measurement, represents net loss adjusted for financial expenses"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

Remaining performance obligations financial

"The Company’s remaining performance obligations are comprised of product and services revenue not yet performed"

Remaining performance obligations are the work a company still needs to complete for its customers, like finishing a service or delivering a product. It’s important because it shows how much future income the company has coming in from current agreements, giving a clearer picture of its ongoing business.

Convertible bonds financial

"On January 16, 2026, pursuant to the amendment of the terms of the bonds, convertible bonds in the aggregate principal amount"

A convertible bond is a loan a company issues that pays regular interest and can be exchanged for a fixed number of the company’s shares under specified terms. It matters to investors because it combines the steady income and lower downside risk of a bond with the upside potential of owning stock—like holding a ticket that can be cashed for equity if the share price rises—affecting returns, risk, and shareholder dilution.

Black-Scholes option pricing model financial

"The Company utilizes a Black-Scholes option pricing model to estimate the fair value of the private placement warrants"

The Black–Scholes option pricing model is a mathematical formula that estimates the fair price of an option by combining the current stock price, strike price, time until expiration, the expected size of price swings (volatility), and the prevailing safe interest rate. Investors use it like a weather forecast or recipe: it provides a consistent way to value option contracts so traders can compare prices, decide if an option is under- or over-priced, and manage risk.

Level 3 fair value measurement financial

"the convertible warrants (hereinafter: the “warrants”) and are considered a Level 3 fair value measurement"

FAQ

How did ARBE’s revenue change in the six months ended June 30, 2026?

Arbe reported revenue of $1.16 million for the six months ended June 30, 2026, up from $0.31 million a year earlier. Revenue was mainly from chipsets (74%) and professional services (26%), with key markets including Israel, China, Sweden and the USA.

What was ARBE’s net loss and loss per share for the first half of 2026?

Net loss for the six months ended June 30, 2026 was $18.5 million, compared with $24.0 million in 2025. Basic and diluted net loss per ordinary share improved to $0.15 from $0.23, on a weighted‑average 125.6 million shares outstanding.

What is ARBE’s cash and liquidity position as of June 30, 2026?

As of June 30, 2026, Arbe had $5.0 million in cash and cash equivalents, $36.6 million in short‑term bank deposits, and $25.1 million of funds held in escrow. Total assets were $72.2 million and shareholders’ equity was $40.5 million.

What equity financing did ARBE complete in January 2026?

On January 26, 2026, Arbe completed an underwritten registered public offering of 13,225,000 ordinary shares at $1.40 per share, for gross proceeds of $18.5 million. Net proceeds after issuance costs were $17.1 million, and the offering closed on January 27, 2026.

How concentrated are ARBE’s revenues and what are its main geographies?

For the six months ended June 30, 2026, four customers represented 37.8%, 34.4%, 16.8% and 9% of revenue. By geography, Israel contributed $0.46 million, China $0.40 million, Sweden $0.20 million, and the USA $0.11 million.

What risks from regional hostilities does ARBE disclose?

Arbe notes hostilities involving Israel, Iran and Hezbollah, including missile and drone attacks and military call‑ups affecting some employees. As of the financial statement date, operations and financial results had not been materially affected, but the company continues to assess these conflict risks.

What is ARBE’s Adjusted EBITDA for the first half of 2026?

Adjusted EBITDA for the six months ended June 30, 2026 was $(18.6) million, similar to $(18.6) million a year earlier. This non‑GAAP measure adjusts GAAP net loss for financial income, depreciation, share‑based compensation and warrants to service providers.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of September 2026

Commission File Number: 001-40884

ARBE ROBOTICS LTD.

(Translation of registrant’s name into English)

HaHashmonaim St. 107

Tel Aviv-Yafo, Israel

Tel: +972-73-7969804, ext. 200

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F ☒        Form 40-F ☐

INFORMATION CONTAINED IN THIS CURRENT REPORT ON FORM 6-K

Arbe Robotics Ltd. (the “Company”) is furnishing as Exhibit 99.1 its unaudited condensed consolidated financial statements for the six months ended June 30, 2026.

This Form 6-K (including Exhibit 99.1) is incorporated by reference in any registration statement on Form F-3 or S-8 of the Company that incorporates by reference material filed by the Company with the SEC.

Exhibit Index

Exhibit No.		Document Description
99.1		Unaudited condensed consolidated financial statements for the six months ended June 30, 2026
101.INS		Inline XBRL Instance Document
101.SCH		Inline XBRL Taxonomy Extension Schema Document
101.CAL		Inline XBRL Taxonomy Extension Calculation Linkbase Document
101.DEF		Inline XBRL Taxonomy Extension Label Linkbase Document
101.LAB		Inline XBRL Taxonomy Extension Presentation Linkbase Document
101.PRE		Inline XBRL Taxonomy Extension Definition Linkbase Document
104		Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

1

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	ARBE ROBOTICS LTD.
Date: September 4, 2026	By:	/s/ Ram Machness
	Name:	Ram Machness
	Title:	CEO

2

1 1 http://fasb.org/srt/2026#ChiefExecutiveOfficerMember

Exhibit 99.1

ARBE ROBOTICS LTD. AND SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

As of June 30, 2026

IN U.S. DOLLARS

UNAUDITED

INDEX

		Page
Condensed Interim Consolidated Balance Sheets (unaudited)		2
Condensed Interim Consolidated Statements of Operations (unaudited)		4
Condensed Interim Consolidated Statements of Changes in Shareholders’ Equity (unaudited)		5–6
Condensed Interim Consolidated Statements of Cash Flows (unaudited)		7
Notes to the Unaudited Condensed Interim Consolidated Financial Statements		8–16

- - - - - - - - - - - - - - - - - - - - - - -

1

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED BALANCE SHEETS (UNAUDITED)

U.S. dollars in thousands

		June 30, 2026				December 31, 2025
ASSETS
CURRENT ASSETS:
Cash and cash equivalents		$	5,037			$	4,028
Restricted cash			280				280
Short-term bank deposits			36,601				40,690
Trade receivable, net			807				571
Other assets - funds held in escrow			25,051				24,525
Derivative assets			237				-
Prepaid expenses and other receivables			1,733				1,685
Total current assets			69,746				71,779
NON-CURRENT ASSETS:
Operating lease right-of-use assets			1,465				893
Property and equipment, net			999				1,176
Total non-current assets			2,464				2,069
Total assets		$	72,210			$	73,848

2

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED BALANCE SHEETS (UNAUDITED)

U.S. dollars in thousands

		June 30, 2026				December 31, 2025
LIABILITIES AND SHAREHOLDERS’ EQUITY
CURRENT LIABILITIES:
Trade payables		$	422			$	774
Operating lease liabilities			485				679
Employee and payroll accruals			4,120				3,706
Convertible bonds			24,047				24,757
Accrued expenses and other payables			1,109				2,950
Derivative liabilities			145				50
Total current liabilities			30,328				32,916
LONG-TERM LIABILITIES:
Operating lease liabilities			1,375				1,351
Warrant liability			4				12
Total long-term liabilities			1,379				1,363
SHAREHOLDERS’ EQUITY:
Ordinary Shares			*	)			*	)
Additional paid-in capital			358,397				338,947
Accumulated deficit			(317,894	)			(299,378	)
Total shareholders’ equity			40,503				39,569
Total liabilities and shareholders’ equity			72,210			$	73,848

*) Represents less than $1.

3

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)

U.S. dollars in thousands (except share and per share data)

		Six months ended June 30,
		2026				2025
Revenues			1,164				314
Cost of revenues			1,297				797
Gross loss			(133	)			(483	)
Operating expenses:
Research and development, net			15,112				17,909
Sales and marketing			2,307				2,678
General and administrative			3,626				3,771
Total operating expenses			21,045				24,358
Operating loss			(21,178	)			(24,841	)
Financing income, net			2,662				865
Net loss			(18,516	)			(23,976	)
Basic and diluted net loss per ordinary share			(0.15	)			(0.23	)
Weighted-average number of shares used in computing basic and diluted net loss per ordinary share			125,576,293				104,497,312

The accompanying notes are an integral part of the condensed interim consolidated financial statements

4

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’ EQUITY

U.S. dollars in thousands (except share data)

		Ordinary Shares								Additional paid-in				Accumulated				Total
		Number				Amount				capital				Shareholders’				equity
Balance at December 31, 2025			109,188,112			$	*	)		$	338,947			$	(299,378	)		$	39,569
Issuance of ordinary shares, net of issuance costs			13,225,000				-				17,081				-				17,081
Stock-based compensation			-				-				2,222				-				2,222
Stock-based compensation to service providers			-				-				91				-				91
Exercise of options and vested RSUs			2,406,881				-				56				-				56
Exercise of warrants			2,485,849				-				-				-				-
Net loss			-				-				-				(18,516	)			(18,516	)
Balance at June 30, 2026 (Unaudited)			127,305,842			$	*	)			358,397				(317,894	)			40,503

*) Represents less than $1.

The accompanying notes are an integral part of the condensed interim consolidated financial statements

5

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’ EQUITY

U.S. dollars in thousands (except share data)

		Ordinary Shares								Additional paid-in				Accumulated				Total
		Number				Amount				capital				Shareholders’				equity
Balance at December 31, 2024			85,749,331			$	*	)		$	275,453			$	(252,957	)		$	22,496
Issuance of ordinary shares, net of issuance costs			10,332,031				-				30,758				-				30,758
Stock-based compensation			-				-				5,573				-				5,573
Stock-based compensation to service providers			-				-				364				-				364
Exercise of options and vested RSUs			3,827,714				-				440				-				440
Conversion of convertible debentures			8,233,177				-				21,837				-				21,837
Exercise of warrants			342,682				-				493				-				493
Net loss			-				-				-				(23,976	)			(23,976	)
Balance at June 30, 2025 (Unaudited)			108,484,935			$	*	)			334,918				(276,933	)			57,985

*) Represents less than $1.

The accompanying notes are an integral part of the condensed interim consolidated financial statements

6

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

CONDENSED INTERIM CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED)

U.S. dollars in thousands

		Six months ended June 30,
		2026				2025
Cash flows from operating activities
Net Loss			(18,516	)			(23,976	)
Adjustments to reconcile loss to net cash used in operating activities:
Depreciation			243				267
Share-based compensation			2,222				5,573
Warrants to service providers			91				364
Revaluation of warrants			(8	)			(7	)
Revaluation of convertible bonds			(477	)			613
Finance income, net			(1,857	)			(2,063	)
Changes in operating assets and liabilities:
Increase in trade receivable			(236	)			(131	)
Decrease (increase) in prepaid expenses and other receivables			(48	)			536
Operating lease ROU assets and liabilities, net			(39	)			104
Decrease in trade payables			(374	)			(137	)
Increase in employees and payroll accruals			414				287
Increase (decrease) in Derivative Liabilities / Assets			(142	)			247
Increase (decrease) in accrued expenses and other payables			(1,841	)			325
Net cash used in operating activities			(20,568	)			(17,998	)
Cash flows from investing activities:
Change in bank deposits, net			4,710				(42,337	)
Purchase of property and equipment			(44	)			(84	)
Net cash provided by (used in) investing activities			4,666				(42,421	)
Cash flows from financing activities:
Proceeds from issuance of ordinary shares, net of issuance costs			17,081				30,758
Proceeds from conversion of convertible debentures			-				21,696
Proceeds from exercise of warrants			-				493
Proceeds from exercise of options			56				440
Redemption of convertible bonds			(233	)			-
Net cash provided by financing activities			16,904				53,387
Increase (decrease) in cash, cash equivalents and restricted cash			1,002				(7,032	)
Effect of exchange rate fluctuations on cash and cash equivalent			7				148
Cash, cash equivalents and restricted cash at the beginning of period			4,308				13,768
Cash, cash equivalents and restricted cash at the end of period			5,317				6,884
Supplemental non-cash disclosure:
Purchase of property and equipment			22				37
Issuance of convertible bonds			-				21,837
Supplemental disclosure of cash flows activities:
Interest paid			563				287

The accompanying notes are an integral part of the condensed interim consolidated financial statements

7

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 1: - General

a. Arbe Robotics Ltd. (the “Company”) was founded and registered on November 4, 2015, and commenced its activity in January 2016. The Company, a global leader in perception radar solutions, is spearheading a radar revolution, enabling safe driver-assist systems today while paving the way to full autonomous-driving. The Company’s radar technology is a critical sensor for L2+ and higher autonomy. The Company is a provider of imaging radar solutions, and we are leading a radar revolution, bringing uncompromised imaging capabilities to various markets. In the private automotive market we are enabling safe driver-assist systems today while paving the way for fully autonomous driving in the future. In the private automotive market, we are a Tier 2 supplier, empowering Tier-1 companies, which are companies that supply parts or systems directly to OEMs (car manufacturers), autonomous ground vehicles, commercial and industrial vehicles. We are both chipset providers and solution providers for other markets, such as defense and homeland security, roboraxi, robotrucks, offhighway vehicles and a wide array of safety applications with next-generation sensing based on our proprietary chipset and perception algorithms.

The Company’s ordinary shares are listed on the Nasdaq Stock Market (“Nasdaq”) and the Tel Aviv Stock Exchange (“TASE”) under the symbols “ARBE,” the Company’s publicly traded warrants are listed on Nasadaq under the symbol “ARBEW,” and the Company’s convertible bonds are listed on TASE. Pursuant to statutory exemption available for dual listed companies under the Israeli securities and companies’ laws, since the Company’s ordinary shares are listed on Nasdaq and TASE, the Company’s reporting requirements are in substance in accordance with the provisions applicable to Nasdaq listed foreign private issuers.

b. On October 26, 2017, the Company established a Delaware subsidiary, Arbe Robotics US Inc. Arbe Robotics US Inc is engaged mainly in the Company’s sales and will operate as the Company’s distributor in the U.S.

c. On February 5, 2024, the Company established a Chinese subsidiary, Shanghai Arbe Technologies Co., Ltd (“Arbe China”). Arbe China was formed to assist mainly in providing customer support in the China region.

d. The Company depends on one supplier for the development and productization of its products. If this supplier fails to deliver or delays the delivery of the necessary products, the Company will be required to seek alternative sources of supply. A change in supplier could result in manufacturing delays and increased costs, which could result in a possible loss of sales which would adversely affect the Company’s business, prospects, results of operations and financial position.

As the Company operates internationally and its revenue is derived also from sales outside of Israel, the business is affected by inflation, supply chain issues and economic conditions in countries in which the Company is seeking to conduct business, security and cybersecurity issues, fiscal and monetary policies, tariffs, interest rates and regulations affection the automotive industry, the timing by the automotive and other industries on the introduction of unmanned automobiles and other unmanned devices, safety concerns and well as the effect of regional conflicts and steps taken by governments with respect to parties to such conflicts. As an Israeli company, the Company is also subject to the effect on Israel and the Israeli economy of the present hostilities with Iran and Hezbollah. On February 28, 2026, the United States and Israel launched military attacks against Iran. In support of Iran, Hezbollah commenced strikes against Israel, and Israel responded with air and ground attacks against Lebanon.

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ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 1: - General (CONT.)

As a result of these hostilities, missiles and drones were fired at Israel, including Tel Aviv, on a daily basis. There was a call-up of Israel’s working population, including some of our employees. Although ceasefires have been announced, the ceasefires have been frequently violated.

As of the date of these financial statements, our operations and financial results have not been affected in any material manner, and we are constantly considering and taking different measures to address these conflict risks.

e. The Company has incurred losses from operations since its inception and has had negative cash flow from operating activities. Based on its current operating plans, the Company believes that its existing cash and cash equivalents together with anticipated cash generated from operations will be sufficient to meet the Company’s working capital requirements for at least one year from the date of the issuance of these condensed consolidated financial statements.

Note 2: - Significant Accounting Policies

a. Unaudited interim consolidated financial statements:

The accompanying unaudited interim consolidated financial statements for 6 months ended June 30, 2026 have been prepared in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”) for interim financial information. Accordingly, these interim condensed financial statements do not include all of the information and notes required by GAAP for complete financial statements. In the opinion of management, the unaudited interim consolidated financial statements include all adjustments necessary for a fair presentation.

The preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting periods. Significant items subject to such estimates and assumptions, including fair value of warrants, stock-based compensation.

9

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 2: - Significant Accounting Policies (CONT.)

The balance sheet as of December 31, 2025 has been derived from the audited consolidated financial statements of the Company at that date but does not include all information and footnotes required by U.S. GAAP for complete financial statements.

The accompanying unaudited interim consolidated financial statements should be read in conjunction with the audited consolidated financial statements and accompanying notes for the year ended December 31, 2025.

The significant accounting policies disclosed in the Company’s audited 2025 consolidated financial statements and notes thereto have been applied consistently to these unaudited interim consolidated financial statements. Results for the six months ended June 30, 2026 are not necessarily indicative of results that may be expected for the year ending December 31, 2026.

NOTE 3: - REVENUE

Disaggregation of Revenues

Revenue disaggregated by geography for the six months ended June 30, 2026 and 2025, based on the billing address of the Company’s customers, consists of the following:

		Six Months Ended June 30,
		2026								2025
		Revenue				% of Revenue				Revenue				% of Revenue
Revenue by geography:
Israel		$	464				39.9	%		$	-				-	%
China (excluding Hong Kong)			400				34.3	%			-				-	%
Sweden			195				16.8	%			180				57.3	%
USA			105				9	%			118				37.6	%
Hong Kong			-				-				16				5.1	%
Total revenue		$	1,164				100	%		$	314				100	%

Revenue is derived from chipsets (74%) and professional services (26%).

Remaining Performance Obligation

The Company’s remaining performance obligations are comprised of product and services revenue not yet performed. As of June 30, 2026, the aggregate amount of the transaction price allocated to remaining performance obligations was $1,000 , which the Company expects to recognize as revenue over the next months.

Major Customers:

During the six months ended June 30, 2026, the Company had four customers that accounted for 37.8%, 34.4%, 16.8% and 9%, respectively, of revenues.

10

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

NOTE 3: - REVENUE (CONT.)

During the six months ended June 30, 2025, the Company had two customers that accounted for 57.4% and 37.5%, respectively, of revenues.

No other customer accounted for 10% or more of revenues in six months ended June 30, 2026 or 2025. The 10% customers were different customers in each of 2026 and 2025.

Note 4: - COMMITMENTS AND CONTINGENT LIABILITIES

a. The Company participated in programs sponsored mainly by the Israeli Innovation Authority (“IIA”), an Israeli government agency, for the support of its research and development activities. Through June 30, 2026, the Company obtained grants aggregating to $3,984 for certain of its research and development projects. The Company is obligated to pay royalties to the IIA, amounting to 4% of the sales of the products and other related revenues generated from such projects. The maximum aggregate royalties paid generally cannot exceed 100% of the amount of the grants received, plus annual interest generally equal to 12-months SOFR applicable to dollar deposits, as published on the first business day of each calendar year. The obligation to pay these royalties is contingent on sales of the products and in the absence of such sales, no payment is required.

b. On February 23, 2026, the Company received a VAT appeal decision from the Israeli VAT authorities, requiring it to pay an additional NIS 865,080 ($271) plus interest of NIS 310,448 ($97) in connection with October 2021 merger with Industrial Tech Acquisitions Inc. (“ITAC”) had not been previously approved for withholding by the VAT authorities The Company has appealed this decision.

Note 5: - LEASES

The Company has six non-cancelable operating lease agreements for office spaces in Israel. The leases have original lease periods expiring until 2027, some of which may include options to extend the leases for up to three additional years. The Company includes renewal options in the determination of the lease term when it is reasonably certain that such options will be exercised.

Supplemental cash flow information related to leases was as follows:

		Six months ended June 30,
		2026				2025
Cash payments and expenses related to operating leases		$	(292	)		$	(307	)

11

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 5: - LEASES (CONT.)

Maturities of lease liabilities as of June 30, 2026, were as follows:

		Operating leases
2026 (six months ended December 31, 2025)		$	350
2027		$	615
2028 and after		$	1,119
Total lease payments		$	2,084

Supplemental balance sheet information related to operating leases was as follows:

		June 30,
		2026
Operating lease right-of-use assets			1,465
Current maturities of operating leases			485
Long-term operating lease liabilities			1,375
Weighted average remaining lease term (in years)			3.38
Weighted average discount rate			9.6	%

Note 6: - DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES

The Company entered into several call option contracts during 2026 and 2025. The fair values of outstanding derivative instruments were as follows:

		June 30, 2026				December 31, 2025
Derivative assets		$	237			$	-
Derivative liabilities		$	145			$	50

During the six months ended June 30, 2026 and 2025, the Company, recognized finance income / loss of $142 and ($246), respectively, from these derivative positions.

Note 7: - warrant liability

As a result of the October 2021 Merger with ITAC, the Company assumed a derivative warrant liability related to 3,112,080 private placement warrants assumed by the Company. The warrants expire on October 7, 2026.

The Company utilizes a Black-Scholes option pricing model to estimate the fair value of the private placement warrants and the convertible warrants (hereinafter: the “warrants”) and are considered a Level 3 fair value measurement. Black-Scholes option pricing model takes into consideration certain parameters in computation of the fair value of the warrants which the significant parameter is expected volatility. The Company computed a sensitivity analysis of the fair value to changes of the expected volatility. The volatility impact of +/-5% on the warrants’ fair value is approximately $2.41.

12

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 7: - warrant liability (CONT.)

The warrants are measured at each reporting period, with changes in fair value recognized in the statement of operations. For the six months ended June 30 2026 and 2025 the Company recognized ($8) and ($7), respectively, with respect with those warrants as finance expenses (income).

Note 8: - CONVERTIBLE BONDS

On January 16, 2026, pursuant to the amendment of the terms of the bonds, convertible bonds in the aggregate principal amount of NIS 836,842 were, voluntarily redeemed for approximately $230.

Note 9: - Share Capital

On January 26, 2026, the Company raised gross proceeds of $18,500 in an underwritten registered public offering, for sale of 13,225,000 ordinary shares at a purchase price of $1.40 per share. The aggregate net proceeds, after issuance costs, received by the Company from the offering were $17,081. The offering closed on January 27, 2026.

Note 10: - SHARE BASED COMPENSATION

a. A summary of the stock option activity under the Company’s equity plans during the six months ended June 30, 2026 is as follows:

		Outstanding share options				Weighted- average exercise price ($)				Weighted average remaining contractual life (years)				Aggregate intrinsic value ($ in thousands)
Options:
Outstanding as of December 31, 2025			4,083,497				4.38				5.53				326,730
Granted			-				-
Forfeited			(206,462	)			3.728
Exercised			(75,470	)			0.815
Outstanding as of June 30, 2026			3,801,565				4.486				5.856				199,314
Exercisable as of June 30, 2026			3,453,222				4.713				4.552				199,314
Options and RSUs available for future grants			2,369,274

13

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

Note 10: - SHARE BASED COMPENSATION (CONT.)

A summary of the Company’s RSUs activity during the six months ended June 30, 2026 is as follows:

		Numbers of RSUs
RSUs:
Outstanding as of December 31, 2025			3,143,418
Granted			3,527,125
Forfeited			(178,437	)
Vested			(2,331,411	)
Outstanding as of June 30, 2026			4,160,695

b. Fair value factors:

No options were granted during the six months ended June 30, 2026 and 2025.

c. The following table presents share-based compensation expense for employees included in the Company’s consolidated statements of operations:

		Six months ended June 30,
		2026				2025
Research and development			1,624				3,702
Sales and marketing			177				930
General and administrative			390				849
Cost of revenues			31				92
Total stock-based compensation expense			2,222				5,573

Share-based compensation expenses are not deductible for Israeli income tax purposes, and therefore the Company did not recognize any tax benefits related to the share-based compensation for the six months ended June 30, 2026 and 2025.

During the six months ended June 30, 2026 and 2025, the Company recognized the total fair value of warrants issued to non-employee service providers of $91 and $364, respectively.

14

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

NOTE 11: - NET LOSS PER SHARE ATTRIBUTABLE TO ORDINARY SHAREHOLDERS

The following table sets forth the computation of basic and diluted net loss per ordinary share for the periods presented:

		Six months ended June 30,
		2026				2025
Basic and diluted
Numerator:
Net loss		$	(18,516	)		$	(23,976	)
Denominator:
Weighted-average shares used in computing loss per share attributable to ordinary shareholders, basic and diluted			125,576,293				104,497,312
Loss per share attributable to ordinary shareholders, basic and diluted		$	(0.15	)		$	(0.23	)

The potential ordinary shares that were excluded from the computation of diluted net loss per share attributable to ordinary shareholders for the six months ended June 30, 2026 and 2025 because including them would have been anti-dilutive are as follows:

		Six months ended June 30,
		2026				2025
Convertible bonds			9,265,580				3,309,320
Warrants			26,268,168				26,268,168
Outstanding share options  and RSUs			7,962,260				7,415,451
Total			43,496,008				36,992,939

NOTE 12: - SEGMENT INFORMATION

The Company operates as a single operating and reportable segment and is managed on a consolidated basis. The Company’s Chief Executive Officer, who is the chief operating decision maker (“CODM”), allocates resources and evaluates performance primarily based on net loss.

The CODM regularly reviews revenues, operating expenses by function, assets, liabilities and cash balances. The CODM also reviews stock-based compensation expense separately from the consolidated statements of operations and Adjusted EBITDA. Assets, liabilities, and cash balances are based on the amounts reported in the consolidated balance sheets.

Adjusted EBITDA, a non-GAAP measurement, represents net loss adjusted for financial expenses (income), net, depreciation and amortization, stock-based compensation expense and other non-cash or non-recurring items, as applicable. The CODM also uses Adjusted EBITDA to evaluate operating performance, compare actual results to budgets and forecasts, and support capital allocation and strategic planning decisions.

15

ARBE ROBOTICS LTD. AND ITS SUBSIDIARIES

NOTES TO THE UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS

U.S. dollars in thousands (except share and per share data)

NOTE 12: - SEGMENT INFORMATION (CONT.)

The following table presents financial information for the Company’s single reportable segment for the six months ended June 30, 2026 and 2025. The table includes the measure of segment profit or loss used by the CODM, Adjusted EBITDA, as well as significant segment expenses regularly reviewed by the CODM:

		Six months ended June 30,
		2026				2025
Revenues		$	(1,164	)		$	(314	)
Cost of revenues			1,297				797
Gross margin ($)			(133	)			(483	)
Operating Expenses:
Research and development, net			13,421				14,046
Sales and marketing			2,116				1,723
General and administrative			3,227				2,744
Total operating expenses			18,764				18,513
Stock-based compensation			2,281				5,845
Operating loss			(21,178	)			(24,841	)
Financial income, net			(2,662	)			(865	)
Net loss			(18,516	)			(23,976	)
Adjusted EBITDA		$	(18,622	)		$	(18,637	)

		Six months ended June 30,
		2026				2025
GAAP net loss attributable to ordinary shareholders		$	(18,516	)		$	(23,976	)
Add:
Financial income, net			(2,662	)			(865	)
Depreciation			243				267
Share-based compensation			2,222				5,573
Warrants to service providers			91				364
Adjusted EBITDA		$	(18,622	)		$	(18,637	)

- - - - - - - - - - - - - - - - - -

16

Filing Exhibits & Attachments

6 documents

Press Releases

• EX-99.1 UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS FOR THE SIX MONTHS ENDED J 356.5 KB

Other Documents

• EX-101 XBRL SCHEMA FILE 29.0 KB
• EX-101 XBRL CALCULATION FILE 33.1 KB
• EX-101 XBRL DEFINITION FILE 89.4 KB
• EX-101 XBRL LABEL FILE 238.7 KB
• EX-101 XBRL PRESENTATION FILE 193.4 KB