Arbe (ARBE) Q4 2024 Earnings Call Transcript

Arbe Robotics reported Q4 2024 revenue of $0.1M (down from $0.35M YoY) with full-year revenue of $0.8M versus $1.5M in 2023. The company posted a net loss of $49.3M for 2024 and adjusted EBITDA loss of $33.3M. However, Arbe secured major wins including selection by a top-10 global auto OEM, partnerships with NVIDIA and Zenseact, and a $7.3M framework agreement with Sensrad. The company raised $54.5M in January 2025, bringing cash to ~$73M. Management projects 2025 revenue of $2-5M (weighted toward year-end) and estimates potential shipment of 5M imaging radar chipsets by 2030, citing delays in customer ADAS rollouts as near-term headwinds.