Arbe Robotics Ltd. Q2 FY2026 earnings call

Outgoing CFO Remarks

• Outgoing CFO Karine summarized her nearly five-year tenure at the company, noting achievements including strengthening the balance sheet, completing multiple successful fundraising rounds to fund product development, streamlining the cost structure to improve operational efficiency, and building public company-required reporting and governance infrastructure.
• She confirmed the company is moving in the right direction with a strong financial position, lower cost base, and a growing revenue trend, and expressed confidence in Arbez's future success under existing leadership.

Business Development Highlights

• The company secured a long-term framework partnership agreement for defense sector projects, with three initial projects defined under the agreement, which can be extended to additional defense applications over time.
• Imaging radar developed by Arbez addresses key limitations of camera systems (poor performance in dust, low light/night, and bad weather) for defense use cases, with relevant applications including unmanned ground vehicles, mission vehicles, and security.
• The company has made progress on robotaxi programs: multiple vehicles are already equipped with Arbez's 360-degree radar, and development of a radar-based perception stack has begun with one robotics provider, with additional programs in earlier stages.

No segment-level financial performance data or revenue contribution breakdown was provided in the presented earning call transcript. Only aggregate shareholders' equity of $40.5 million was stated, with no further segment-specific revenue or profit figures disclosed.

• Management reaffirms the full-year 2026 revenue and adjusted EBITDA outlook initially released in February 2026, with no upward or downward revision.
• The company expects full-year 2026 revenue to fall in the range of $4 million to $6 million.
• Full-year 2026 adjusted EBITDA is projected to land between a $28 million loss and a $31 million loss.

No discussion of business risks, operational challenges, or operational failures was included in the presented earning call transcript.

Q: Analyst asks for additional details on the three initial defense projects under the new partnership, including expected volumes and potential future expansion of the partnership. / A: The CEO confirms this is a long-term framework agreement that will be extended to additional defense applications beyond the three initial defined projects. He cannot disclose the specific applications covered by the current agreement, but notes common relevant defense use cases for Arbez's imaging radar include unmanned ground vehicles, mission vehicles, and security. Imaging radar offers key advantages over cameras in harsh conditions that make it well-suited for defense use. (312 characters)

Q: Analyst requests details on the robotaxi development selection process, remaining milestones, and expected timing of progress. / A: The CEO states multiple robotaxi vehicles are already equipped with Arbez's 360-degree radar. Development of a custom perception stack built on Arbez's radar has just begun with one robotics provider, with additional robotaxi programs in earlier development stages. The perception stack rollout is expected to occur between the end of the current year and early next year. (298 characters)