STOCK TITAN

Arbe Robotics (NASDAQ: ARBE) Q1 2026 revenue jumps while losses narrow

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Arbe Robotics reported Q1 2026 revenue of $0.5 million, up from $0.04 million a year earlier, as it begins selling complete radar systems across more end markets. Backlog was $1 million as of March 31, 2026, providing some visibility on near-term demand.

Gross profit remained negative at a loss of $0.1 million, but operating expenses fell to $11.2 million from $13.1 million, mainly due to lower share-based compensation and prior chip tape-out costs. Net loss narrowed to $9.4 million from $13.8 million, helped by $1.9 million of financial income.

The company ended the quarter with $53.6 million in cash, cash equivalents and short-term deposits and shareholders’ equity of $48.6 million. Management implemented cost-reduction measures targeting about a 15% cut in ongoing expenses from mid-Q2 and reaffirmed its full-year 2026 outlook.

Positive

  • None.

Negative

  • None.

Insights

Arbe shows early revenue ramp, lower losses, and solid cash, but scale and profitability are still distant.

Arbe Robotics grew Q1 2026 revenue to $0.5 million from $0.04 million, reflecting initial traction in full radar systems and broader verticals. Backlog of $1 million at March 31, 2026 offers limited but tangible demand visibility.

Operating expenses dropped to $11.2 million from $13.1 million, driven by lower share-based compensation and lapping a prior tape-out expense. Net loss narrowed to $9.4 million from $13.8 million, further aided by $1.9 million in financial income tied to liability revaluations and deposit interest.

Cash and short-term deposits of $53.6 million and shareholders’ equity of $48.6 million give the company runway while it scales. Management has executed cost reductions expected to lower ongoing expenses by about 15% from mid-Q2 and reaffirmed its 2026 outlook, but future performance still depends on converting OEM discussions and its growing pipeline into larger, repeat orders.

Q1 2026 revenue $0.5 million Quarter ended March 31, 2026; vs $0.04M in Q1 2025
Backlog $1 million As of March 31, 2026
Q1 2026 net loss $9.4 million Quarter ended March 31, 2026; vs $13.8M in Q1 2025
Operating expenses $11.2 million Q1 2026; vs $13.1M in Q1 2025
Financial income $1.9 million Q1 2026 financing income (net)
Cash and deposits $53.6 million Cash, cash equivalents and short-term deposits as of March 31, 2026
Shareholders’ equity $48.6 million As of March 31, 2026
Adjusted EBITDA loss $9.9 million Q1 2026; vs $9.7M in Q1 2025
Adjusted EBITDA financial
"Adjusted EBITDA for Q1 2026, a non-GAAP measurement which excludes expenses for non-cash share-based compensation and non-recurring items, was a loss of $9.9 million"
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.
backlog financial
"Backlog as of March 31, 2026, amounted to $1 million."
A backlog is the amount of work or orders that a company has received but hasn't completed yet. It’s like a restaurant with many dishes to serve; the backlog shows how many orders are still waiting to be finished. It matters because a large backlog can indicate strong demand or potential delays in delivering products or services.
convertible bonds financial
"Convertible bonds accretion | | | (698 | ) | | | 27 |"
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.
derivative liabilities financial
"Derivative Liabilities | | | 590 | | | | 50 |"
Derivative liabilities are obligations a company records when it owes money under financial contracts whose value depends on something else, like interest rates, stock prices, or currencies. Think of them as bets or insurance policies that can create future cash payments; they matter to investors because they can cause sudden changes in a company’s reported debt, profits and cash flow and reveal exposure to market risks that could affect valuation.
forward-looking statements regulatory
"This press release contains, and the conference call described in this press release will contain, “forward-looking statements” within the meaning of the Securities Act of 1933"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
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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 May 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

 

On May 28, 2026, Arbe Robotics Ltd. (“Arbe” or the “Company”) issued a press release announcing the results of its operations for the quarter ended March 31, 2026, which press release is furnished as Exhibit 99.1

 

As previously announced, the Company will host a live conference call on May 28, 2026 at 8:30 a.m. Eastern Time to discuss its financial results for the quarter ended March 31, 2026. Speakers will include Kobi Marenko, president, Ram Machness, chief executive officer and Karine Pinto-Flomenboim, chief financial officer. Interested persons can register in advance at https://dpregister.com/sreg/10208504/103de50d058. Log-in instructions will be available upon registering for the event. Participants may register at any time, including up to and after the call start time. The live call may be accessed via telephone toll free in the United States at 1 (844) 481-3015, toll-free in Israel at 1-809-212373 and toll-free internationally at +1 (412) 317-1880. The call will be webcast live and accessible from https://event.choruscall.com/mediaframe/webcast.html?webcastid=ywDGGTq9 or from Arbe’s Investor Relations website at: https://ir.arberobotics.com. An archived webcast of the conference call can be accessed at Arbe’s Investor Relations website at: https://ir.arberobotics.com on the day following the call.

 

Incorporation by Reference

 

The consolidated balance sheets at March 31, 2026 and December 31, 2025, the consolidated statements of operations for the three months ended March 31, 2026 and 2025, and the consolidated statements of cash flows for the three months ended March, 2026 and 2025, which are exhibits to Exhibit 99.1, are incorporated by reference in any registration statements on Form F-3 or Form S-8 that incorporate by reference material filed by the Company with the SEC.

 

Cautionary Note Regarding Forward-Looking Statements

 

The report on Form 6-K contains, and the press release furnished with this Form 6-K and the conference call described in the press release will contain, “forward-looking statements” within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words “expect,” “believe,” “estimate,” “intend,” “plan,” “anticipate,” “may,” “should,” “strategy,” “future,” “will,” “project,” “potential” and similar expressions indicate forward-looking statements. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. These risks and uncertainties include our ability to transition to a scaled production company, to expand our presence in Level 4 robotaxi, robotruck and autonomous commercial and off-road vehicle markets, and to advance OEM and Tier 1 programs, to successfully develop and market our products in various other markets including perimeter-security, and physical AI fields; whether and when we receive secure the orders we anticipate and the extent of any orders in the various markets we are targeting we receive; our ability to meet expectations with respect to our financial guidance and outlook; the timing and completion of key product and project orders and milestones; expectations regarding our collaborations and business with third parties; the effect of tariffs and trade policies of the United States, China and other countries, whether announced or implemented; the effect on the Israeli economy generally and on the Company’s business resulting from the terrorism and the hostilities in Israel and with its neighboring countries including the effects of the continuing conflict with Hamas in Gaza despite the cease fire and any intensification of hostilities with others, including Iran and Hezbollah, and the effect of the call-up of a significant portion of its working population, including the Company’s employees; the effect of any potential boycott both of Israeli products and business and of stocks in Israeli companies; the effect of any action Iran or Hezbollah make take against Israel in the event the cease fire with Iran ends; the effect of any downgrading of the Israeli economy and the effect of changes in the exchange rate between the US dollar and the Israeli shekel; and the risk and uncertainties described in “Cautionary Note Regarding Forward-Looking Statements,” “Item 3. Key Information – D. Risk Factors” and “Item 5. Operating and Financial Review and Prospects” and in the Company’s Annual Report on Form 20-F for the year ended December 31, 2025, which was filed with the Securities and Exchange Commission (the “SEC”) on March 27, 2026, as well as other documents filed by the Company with the SEC. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements. Forward-looking statements relate only to the date they were made, and the Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made except as required by law or applicable regulations.

 

Information contained on, or that can be accessed through, the Company’s website or any other website or any social media is expressly not incorporated by reference into and is not a part of report on Form 6-K.

 

Exhibit Index

 

Exhibit No.   Document Description
99.1   Press release dated May 28, 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 Definition Linkbase Document.
101.LAB   Inline XBRL Taxonomy Extension Label Linkbase Document
101.PRE   Inline XBRL Taxonomy Extension Presentation Linkbase Document
104   Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

 

1

 

 

SIGNATURES

 

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 May 28, 2026 /s/ Ram Machness
  Name:   Ram Machness
  Title: CEO

 

2

 

Exhibit 99.1 

 

 

 

Arbe Announces Q1 2026 Financial Results

 

TEL AVIV, Israel, May 28, 2026 -- Arbe Robotics Ltd. (NASDAQ: ARBE) (TASE: ARBE), a global leader in perception radar solutions, today announced financial results for its first quarter ending March 31, 2026.

 

Recent Highlights

 

Follow-on orders for Arbe’s Phoenix radar in the robotaxi market: Arbe received additional orders from global robotaxi players using Phoenix to support L4 autonomy with 360-degree sensing. We believe the repeat orders further validate Phoenix’s ability to deliver the high-resolution performance and coverage required for full eyes-off autonomous platforms.

 

Arbe began shipping chipsets to Hirain for its L4 project which it announced in December: Hirain, Arbe’s Tier 1, is using Arbe’s chipset for a high-resolution 48x48 imaging radar project with a Chinese automaker.

 

Hirain is expanding Arbe’s reach in China with a new 24x12 channel radar platform: In addition to its existing 48x48 radar system, Hirain is developing another radar platform for the Chinese market based on Arbe’s chipset. With 34.4 million vehicles sold in China in 2025, the new Hirain platform gives Arbe a direct path into one of the world’s largest and fastest-moving markets for L2+ and L3 deployment.

 

Growing automotive traction: Arbe continues to advance data collection initiatives with global automakers and leading mobility players. Furthermore, Arbe has moved into the advanced selection processes with specific Chinese and European automakers. This is a part of the Company’s efforts to advance global adoption of its ultra-high-resolution radar technology.

 

Arbe begins sales of full radar systems: This complements Arbe’s chipset offerings. Arbe has established a dedicated production line to manufacture its radar systems. Initial units have been shipped to various major players in the perimeter-security, and physical AI fields.

 

Strengthened balance sheet: During the first quarter, Arbe closed an underwritten registered direct offering, raising $18.5 million in gross proceeds.

 

 

 

 

 

Management Comments

 

Kobi Marenko, President and Co-Founder of Arbe, commented, “The first quarter of 2026 has been one of accelerating execution against the broadened strategy we set out at the start of this year. We are focused on translating Arbe’s technology leadership into commercial momentum across multiple end markets in parallel. We have already received orders for radar systems serving a range of applications. These are all important steps in our broadening from a pureplay automotive chipset company to a supplier of complete radar solutions.”

 

Ram Machness, CEO of Arbe, added, “Recent decisions by leading automotive OEMs to reassess their first-generation L3 programs underscore why Arbe’s technology is important and needed. Arbe is being increasingly recognized as a leading technological provider and we continue to capitalize on our differentiated product, which provides the highest number of channels in the market at a lower price than competitors. Arbe is in discussions with many OEMs who view high-resolution radar as a critical element within their next generation of eyes-off driving.”

 

Concluded Mr. Machness, “The rise of physical AI is increasing the strategic value of high-quality sensing. Arbe’s dense, long-range, all-weather radar is positioned to be a critical perception layer for this next era of autonomy, in both automotive and the new verticals we are addressing. With our broadened market focus, transition to system sales, our growing commercial pipeline, and a strengthened balance sheet, we are confident that Arbe is well-positioned for the road ahead, which is expected to generate revenue growth in the upcoming quarters of 2026.”

 

First Quarter 2026 Financial Results Highlights

 

Revenues for Q1 2026 were $0.5 million, compared to $0.04 million in Q1 2025. Backlog as of March 31, 2026, amounted to $1 million.

 

Negative gross profit for Q1 2026 was ($0.1) million, compared to a negative gross profit of ($0.3) million in Q1 2025.

 

Operating expenses in Q1 2026 were $11.2 million, compared to $13.1 million in Q1 2025.

 

The decrease was primarily driven by lower share-based compensation expenses, which reflect the full vesting of equity grants, along with the latest award being structured half in cash and half in equity. The decrease was also related to a tape-out expense in Q1 2025 as part of our chip productization. This decrease was partially offset by the unfavorable foreign exchange impact and to a lesser extent by labor-based provisions and a merit increase.

 

Operating loss in Q1 2026 was $11.3 million, compared to a $13.4 million loss in Q1 2025.

 

Net loss in Q1 2026 was $9.4 million, compared to a net loss of $13.8 million in Q1 2025. Net loss in Q1 2026 included $1.9 million of financial income, compared to $0.5 million of financial expenses in Q1 2025. Financial income for Q1 2026 reflects the revaluation of the lease liability and convertible bond liability, and deposit interest, partially offset by the foreign exchange rate revaluations impact.

 

2

 

 

 

Adjusted EBITDA for Q1 2026, a non-GAAP measurement which excludes expenses for non-cash share-based compensation and non-recurring items, was a loss of $9.9 million, compared with a loss of $9.7 million in Q1 2025.

 

Management believes that this non-GAAP measurement is important in management’s evaluation of our use of cash and in planning and evaluating our cash requirements for the coming period.

 

During the first quarter, as planned and previously indicated, management implemented cost-reduction measures expected to result in an approximate 15% decrease in ongoing expenses. This reduction impact is expected to take effect from mid-Q2.

 

Balance Sheet and Liquidity Highlights

 

As of March 31, 2026, Arbe had $53.6 million in cash and cash equivalents and short-term bank deposits.

 

As of March 31, 2026, Arbe had $48.6 million in shareholders’ equity.

 

The Company complies with the financial covenants as set forth under the convertible debentures and holds cash substantially above the minimum threshold.

 

Outlook

 

Arbe is reaffirming its full year 2026 outlook provided in February 2026.

 

Based on current market conditions and customer engagement visibility, the Company’s outlook for 2026 is as follows:

 

Revenue in the range of $4 million to $6 million.

 

Adjusted EBITDA for 2026 is projected to be a loss in the range of ($28 million) to ($31 million), reflecting the Company’s strengthened balance sheet and cost-reduction measures.

 

This outlook reflects management’s current expectations as of today and is subject to change based on market conditions, customer adoption timelines, and other factors.

 

Arbe expects to continue signing additional automotive OEM design wins over time, beyond the recently announced design win. However, the timing of future wins remains dependent on OEM adoption cycles, which are taking longer than previously anticipated. As a result, the Company is not providing guidance on the timing of additional automotive OEM design wins.

 

3

 

 

 

Conference Call and Webcast Details

 

Arbe will host a conference call and webcast today, May 28, 2026, at 8:30 a.m. ET. Speakers will include Kobi Marenko, President and Co-Founder, Ram Machness, Chief Executive Officer, and Karine Pinto-Flomenboim, Chief Financial Officer.

 

The live call may be accessed via:

 

U.S. Toll Free: 1-844-481-3015

 

International: +1-412-317-1880

 

Israel:  1-809-212-373

 

The Company encourages participants to pre-register for the conference call using the following link:

 

https://dpregister.com/sreg/10208504/103de50d058

 

Participants may pre-register at any time, including up to and after the call start time.

 

A live webcast of the call can be accessed from the following link:

 

https://event.choruscall.com/mediaframe/webcast.html?webcastid=ywDGGTq9

 

The day after the call, an archived webcast of the call can be accessed from Arbe’s Investor Relations website at: https://ir.arberobotics.com.

 

About Arbe

 

Arbe (Nasdaq: ARBE), a global leader in ultra-high-resolution radar solutions, is driving a radar revolution. Its cutting-edge radar chipset delivers up to 100 times more detail than other radar systems on the market, empowering automakers and radar Tier-1s to develop safe driving systems that scale from ADAS to hands-free, eyes-off capabilities and up to full vehicle autonomy. Arbe’s technology addresses the most critical use cases by delivering real-time, 4-dimensional imaging that enables the perception stack with information such as precise mapping of drivable free space in highway and urban environments across all weather and lighting conditions. With its transformative impact across passenger, commercial, and industrial vehicle segments, as well as other advanced safety applications, Arbe is redefining the role of radar in next-generation mobility.

 

Headquartered in Tel Aviv, Israel, the Company also operates offices in the United States, Germany, and China. For more information, visit https://arberobotics.com/ 

 

4

 

 

 

Cautionary Note Regarding Forward-Looking Statements

 

This press release contains, and the conference call described in this press release will contain, “forward-looking statements” within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words “expect,” “believe,” “estimate,” “intend,” “plan,” “anticipate,” “may,” “should,” “strategy,” “future,” “will,” “project,” “potential” and similar expressions indicate forward-looking statements. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. These risks and uncertainties include our ability to transition to a scaled production company, to expand our presence in Level 4 robotaxi, robotruck and autonomous commercial and off-road vehicle markets, and to advance OEM and Tier 1 programs, to successfully develop and market our products in various other markets including perimeter-security, and physical AI fields; whether and when we receive secure the orders we anticipate and the extent of any orders in the various markets we are targeting we receive; our ability to meet expectations with respect to our financial guidance and outlook; the timing and completion of key product and project orders and milestones; expectations regarding our collaborations and business with third parties; the effect of tariffs and trade policies of the United States, China and other countries, whether announced or implemented; the effect on the Israeli economy generally and on the Company’s business resulting from the terrorism and the hostilities in Israel and with its neighboring countries including the effects of the continuing conflict with Hamas in Gaza despite the cease fire and any intensification of hostilities with others, including Iran and Hezbollah, and the effect of the call-up of a significant portion of its working population, including the Company’s employees; the effect of any potential boycott both of Israeli products and business and of stocks in Israeli companies; the effect of any action Iran or Hezbollah make take against Israel in the event the cease fire with Iran ends; the effect of any downgrading of the Israeli economy and the effect of changes in the exchange rate between the US dollar and the Israeli shekel; and the risk and uncertainties described in “Cautionary Note Regarding Forward-Looking Statements,” “Item 3. Key Information – D. Risk Factors” and “Item 5. Operating and Financial Review and Prospects” and in the Company’s Annual Report on Form 20-F for the year ended December 31, 2025, which was filed with the Securities and Exchange Commission (the “SEC”) on March 27, 2026, as well as other documents filed by the Company with the SEC. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements. Forward-looking statements relate only to the date they were made, and the Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made except as required by law or applicable regulation.

 

Information contained on, or that can be accessed through, the Company’s website or any other website or any social media is expressly not incorporated by reference into and is not a part of this press release.

 

5

 

 

 

CONSOLIDATED BALANCE SHEETS

 

(U.S. dollars in thousands)

 

   March 31,
2026
   December 31,
2025
 
Current Assets:  (Unaudited)     
Cash and cash equivalents   8,265    4,028 
Restricted cash   280    280 
Short term bank deposits   45,035    40,690 
Trade receivable   511    571 
Other assets – funds held in escrow   24,787    24,525 
Prepaid expenses and other receivables   1,791    1,685 
Total current assets   80,669    71,779 
           
Non-Current Assets          
Operating lease right-of-use assets   1,542    893 
Property and equipment, net   1,049    1,176 
Total non-current assets   2,591    2,069 
           
Total assets   83,260    73,848 
           
Current liabilities:          
Trade payables   352    774 
Operating lease liabilities   501    679 
Employees and payroll accruals   6,306    3,706 
Convertible bonds   23,826    24,757 
Accrued expenses and other payables   1,792    2,950 
Derivative Liabilities   590    50 
Total current liabilities   33,367    32,916 
           
Long term liabilities          
Operating lease liabilities   1,340    1,351 
Warrant Liability - ITAC   2    12 
Total long-term liabilities   1,342    1,363 
           
SHAREHOLDERS’ EQUITY:          
Ordinary Shares   *)    *) 
Capital & Premium   357,351    338,947 
Accumulated Deficit   (308,800)   (299,378)
Total shareholders’ equity   48,551    39,569 
           
Total liabilities and shareholders’ equity   83,260    73,848 

 

*)Represents less than $1.

 

6

 

 

 

CONSOLIDATED STATEMENTS OF OPERATIONS

 

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

 

   3 Months
Ended
March 31,
2026
   3 Months
Ended
March 31,
2025
 
   (Unaudited)   (Unaudited) 
Revenues   461    40 
Cost of revenues   588    338 
Gross loss   (127)   (298)
           
Operating Expenses:          
Research and development, net   8,054    9,693 
Sales and marketing   1,287    1,381 
General and administrative   1,876    1,989 
Total operating expenses   11,217    13,063 
           
Operating loss   (11,344)   (13,361)
           
Financing expenses (Income ) net   (1,922)   457 
           
Net loss   (9,422)   (13,818)
           
Basic net loss per ordinary share   (0.08)   (0.13)
           
Weighted-average number of ordinary shares used in computing basic net loss per ordinary share   122,618,751    107,617,231 
           
Diluted net loss per ordinary share   (0.08)   (0.13)
           
Weighted-average number of ordinary shares used in computing diluted net loss per ordinary share   122,618,751    107,617,231 

 

7

 

 

 

CONSOLIDATED STATEMENTS OF CASH FLOWS

 

(U.S. dollars in thousands)

 

   3 Months
Ended
March 31,
2026
   3 Months
Ended
March 31,
2025
 
Cash flows from operating activities:  (Unaudited)   (Unaudited) 
Net Loss   (9,422)   (13,818)
           
Adjustments to reconcile loss to net cash used in operating activities:          
Depreciation   127    135 
Share-based compensation   1,233    3,310 
Warrants to service providers   43    209 
Revaluation of warrants   (10)   (280)
Revaluation of convertible bonds   (698)   27 
Finance income   (1,405)   (207)
           
Change in operating assets and liabilities:          
Decrease in trade receivable   60    93 
Decrease (increase) in prepaid expenses and other receivables   (106)   1,070 
Operating lease ROU assets and liabilities, net   (19)   54 
Increase (decrease) in trade payables   (422)   (70)
Increase (decrease) in employees and payroll accruals   2,600    (3)
Increase in Derivative Liabilities   540    1,712 
Increase (decrease) in accrued expenses and other payables   (1,158)   1,546 
           
Net cash used in operating activities   (8,637)   (6,222)
           
Cash flows from investing activities:          
Change in bank deposits   (4,050)   (53,180)
Purchase of property and equipment   
-
    (25)
           
Net cash provided by (used in) investing activities   (4,050)   (53,205)
           
Cash flows from financing activities:          
Proceeds from issuance of ordinary shares, net of issuance costs   17,081    30,758 
Issuance costs related to convertible bonds   
-
    21,696 
Proceeds from exercise of warrants   
-
    493 
Proceeds from exercise of options   47    438 
Redemption of convertible notes upon voluntary conversion   (233)   
-
 
           
Net cash provided by financing activities   16,895    53,385 
           
Increase (decrease) in cash, cash equivalents and restricted cash   4,208    (6,042)
Effect of exchange rate fluctuations on cash and cash equivalent   29    (542)
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   8,545    7,184 

 

8

 

 

 

RECONCILIATION OF GAAP NET LOSS TO NON-GAAP NET LOSS

 

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

 

   3 Months
Ended
March 31,
2026
   3 Months
Ended
March 31,
2025
 
GAAP net loss attributable to ordinary shareholders   (9,422)   (13,818)
           
Add:          
Share-based compensation   1,233    3,310 
Warrants to service providers   43    209 
Revaluation of warrants and accretion   (10)   (280)
Convertible bonds accretion   (698)   27 
Non-recurring expenses related to convertible bonds   -    960 
           
Non-GAAP net loss   (8,854)   (9,592)
           
Basic Non-GAAP net loss per ordinary share   (0.07)   (0.09)
           
Weighted-average number of shares used in computing basic Non-GAAP net loss per ordinary share   122,618,751    107,617,231 
           
Diluted Non-GAAP net loss per ordinary share   (0.08)   (0.09)
           
Weighted-average number of shares used in computing diluted Non-GAAP net loss per ordinary share   122,618,751    107,617,231 

 

RECONCILIATION OF GAAP NET LOSS TO ADJUSTED EBITDA

 

(U.S. dollars in thousands)

 

   3 Months
Ended
March 31,
2026
   3 Months
Ended
March 31,
2025
 
GAAP net loss attributable to ordinary shareholders   (9,422)   (13,818)
           
Add:          
Financial expenses / (income), net   (1,922)   457 
Depreciation   127    135 
Share-based compensation   1,233    3,310 
Warrants to service providers   43    209 
Non-recurring expenses related to ATM   -    - 
Adjusted EBITDA   (9,941)   (9,707)

 

9

 

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FAQ

How did Arbe Robotics (ARBE) perform financially in Q1 2026?

Arbe Robotics reported Q1 2026 revenue of $0.5 million, up from $0.04 million a year earlier. Net loss narrowed to $9.4 million from $13.8 million as operating expenses declined and financial income of $1.9 million supported overall results.

What were Arbe Robotics' operating expenses and losses in Q1 2026?

Q1 2026 operating expenses were $11.2 million, down from $13.1 million in Q1 2025. Operating loss was $11.3 million and net loss was $9.4 million, improved from a $13.8 million net loss a year earlier, reflecting cost controls and financial income.

What is Arbe Robotics' cash position and shareholders’ equity as of March 31, 2026?

As of March 31, 2026, Arbe held $53.6 million in cash, cash equivalents and short-term bank deposits. Shareholders’ equity totaled $48.6 million, and the company stated it complies with financial covenants on its convertible debentures with cash above the minimum threshold.

How much backlog did Arbe Robotics report at the end of Q1 2026?

Arbe reported a backlog of $1 million as of March 31, 2026. This backlog represents committed future revenue from orders already received, giving some visibility into near-term demand for its radar products and systems across targeted markets.

What was Arbe Robotics' Q1 2026 Adjusted EBITDA and why is it used?

Adjusted EBITDA for Q1 2026 was a loss of $9.9 million, slightly above the $9.7 million loss in Q1 2025. This non-GAAP measure excludes non-cash share-based compensation and non-recurring items, helping management assess ongoing cash usage and plan funding needs.

Did Arbe Robotics change its 2026 outlook in this Q1 2026 update?

Arbe reaffirmed its full-year 2026 outlook originally provided in February 2026. Management noted expectations for continued OEM design wins over time but did not give specific timing guidance, citing longer-than-anticipated automotive adoption cycles.

Filing Exhibits & Attachments

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