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EarningsQ2 2026 Earnings Report
ARBE Q2 2026 EPS Results
Actual EPS-$0.07
Consensus EPS-$0.08
Beat/MissBeat by +<$0.01
One Year Ago EPS-$0.09
ARBE Q2 2026 Revenue Results
Actual Revenue$703.00K
Expected Revenue$543.00K
Beat/MissBeat by +$160.00K
YoY Revenue Growth+156.57%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeBefore Open
Conference CallThursday, August 6, 2026
ARBE Upcoming Earnings
Arbe Robotics's next earnings date is estimated for November 19, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
ARBE Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call showed meaningful commercial progress: defense framework agreement with immediate shipments, robotaxi integrations entering trials, and continued traction with HiRain in China plus broader non-automotive applications. Financially, the company is improving operating metrics (expenses and losses declined year-over-year) and maintains a cash balance (~$41.9M) with a targeted quarterly burn below $7M. However, revenue remains modest in absolute terms, adjusted EBITDA losses are still large on a full-year basis ($28M–$31M), and there are execution risks tied to partner program timelines, CFO transition, and limited absolute cash runway if growth slows. Overall, the positives (commercial traction and expense reduction) are encouraging but balanced by the significant remaining financial and execution risks.Company Guidance
Quarterly Revenue Growth
Q2 2026 revenue of $0.7M versus $0.3M in Q2 2025 (+133%), marking the third consecutive quarter of revenue growth. Backlog as of June 30, 2026 was $1.0M.
Defense & Homeland Security Contract Wins and Rapid Deliveries
Signed a framework agreement with a leading global defense/homeland security integrator covering 3 initial projects and the potential to expand to additional programs. Shipped complete radar systems from Arbe's production line for immediate operational needs, demonstrating short cycle commercial deployments.
Robotaxi Integration and Trials
Follow-on orders for Phoenix radar systems from a global robotaxi player; Phoenix integrated into vehicles and trials have started. Management expects rollout of the development stack based on Arbe radar toward the end of the year/early next year and continued engagement with multiple robotaxi players.
China Tier-1 (HiRain) Momentum Toward Production
Continued chipset shipments to HiRain for a Level 4 program with a large Chinese automaker; HiRain progressing toward start of production in the next few months. HiRain is also developing a lower-spec 24x12 panel platform (lower cost) based on Arbe chipset to target broader vehicle segments.
Broader Commercial Traction and Technology Validation
Multiple non-automotive collaborations (e.g., Sensrad with VirtuRail for automated underground service vehicles) and ongoing chipset supplies to Forterra, Tianyi and Watchit. Demonstrations and evaluations across unmanned ground vehicles and other applications where radar-only navigation is feasible.
Cost Reductions and Improving Profitability Trends
Total operating expenses for Q2 2026 were $9.8M, down from $11.3M in Q2 2025 (≈13.3% decline). Company reports a ~15% reduction in cost base (relative to first-quarter level) from restructuring and AI-driven automation. Operating loss improved to $9.8M from $11.5M (≈14.8% improvement). Adjusted EBITDA loss slightly improved to $8.7M from $8.9M, and net loss improved to $9.1M from $10.2M (≈10.8% improvement).
Cash Position and Near-Term Burn Guidance
Cash, cash equivalents and short-term deposits of $41.9M as of June 30, 2026. Management targets quarterly cash burn below $7M going forward and states that this gives sufficient runway to execute strategy.
Reaffirmed Full-Year Guidance
Management reaffirmed full-year 2026 revenue guidance of $4M–$6M and adjusted EBITDA loss guidance of $28M–$31M.
ARBE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed